Sales Performance BI Dashboard
Interactive dashboard to analyse sales by periods, departments, and sales reps through commercial performance KPIs.
Type
Individual academic dashboard
Area
Business Intelligence · Sales Analytics
Tools
Power BI · Excel
Techniques
Dashboarding · Commercial KPIs · Sales segmentation · Period comparison · Executive reporting
Output
Sales BI dashboard
Value
Individual dashboard where I analysed sales by periods, departments, and sales reps using Power BI/Excel and performance KPIs to support executive reading and commercial monitoring.
01 / Fast scan
Case in 60 seconds
A quick scan of the case: what was happening, what needed to be solved, what I did, and what value is demonstrated.
Situation
SSales teams need to understand which periods, departments, or sales reps explain performance in order to prioritise follow-up, targets, and improvement actions.
Task
TIndividual dashboard where I analysed sales by periods, departments, and sales reps using Power BI/Excel and performance KPIs to support executive reading and commercial monitoring.
Action
A- 01Structure relevant commercial fields.
- 02Define core KPIs.
- 03Create cuts by period, department, and sales rep.
- 04Design clear visualisations for comparison.
Result
R- The dashboard makes it possible to identify performance differences between periods and commercial units.
- Sales-rep-level reading helps detect deviations and follow-up opportunities.
- Useful for sales reporting, junior BI, and target monitoring.
- Strengthens the ability to turn operational data into executive information.
02 / Context
Problem
This section explains the business or analytical challenge before going into technical detail.
02.1
Executive summary
Dashboarding case focused on turning sales data into a quick reading of performance, evolution, and comparison between commercial units.
02.2
My role
Individual academic project. I prepared the analysis structure, defined KPIs, built visualisations, and organised the dashboard for executive reading.
03 / Method
Approach
Methods, tools, and workflow. This shows how I structured the analysis.
03.1
Data & methods
- Sales data structured by period, department, and sales rep.
- Sales KPIs, time comparison, and distribution by units.
- Dashboard design for executive reading.
03.2
Process
- 01Structure relevant commercial fields.
- 02Define core KPIs.
- 03Create cuts by period, department, and sales rep.
- 04Design clear visualisations for comparison.
- 05Translate results into actionable reading.
04 / Decision
Evidence and impact
Outputs, findings, and implications translated into decisions or professional value.
04.1
Key findings
- The dashboard makes it possible to identify performance differences between periods and commercial units.
- Sales-rep-level reading helps detect deviations and follow-up opportunities.
04.2
Business implications
- Useful for sales reporting, junior BI, and target monitoring.
- Strengthens the ability to turn operational data into executive information.
05 / Close
Professional close
Limitations, next steps, and available assets. This keeps the case honest and actionable.
05.1
Limitations
- Academic work with practice data.
- Does not represent confidential data from a real company.
05.2
What I would do next
- Connect the dashboard to a refreshable data source.
- Add alerts for deviations versus target.
- Add margin, average ticket, and pipeline if data exists.
Keep reading
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