Sales-performance-excel-dashboard

Sales performance and Discount impact analysis using Advanced Excel Dashboards.

Sales Performance & Discount Impact Analysis (Advanced Excel)

Project Overview

This project analyzes a retail Superstore dataset to understand sales performance and the impact of discount levels on profitability. The analysis was performed using Microsoft Excel with Pivot Tables, Pivot Charts, and interactive dashboards.

Tools Used

• Microsoft Excel
• Pivot Tables
• Pivot Charts
• Slicers
• Data Cleaning Techniques

Dataset

The dataset used is the Sample Superstore dataset which contains order-level information including sales, profit, discount, region, category, and customer segment.

Data Cleaning

The following cleaning steps were performed:

• Checked for missing values using Go To Special (Ctrl + G)

• Replaced missing postal codes with 0

• Verified consistency of categorical fields

• Hid unnecessary sheets (People and Returns)

  How to View the Dashboard

GitHub cannot preview Excel dashboard files directly.

To view the dashboards:

1. Download the Excel file from this repository.
2. Open the file in Microsoft Excel.
3. Navigate to the following sheets:
   • Sales Performance Dashboard
   • Discount Impact Dashboard

Dashboards Created

1. Sales Performance Dashboard

This dashboard analyzes:

• Total Sales

• Total Profit

• Profit Margin

• Total Orders

• Sales by Segment

• Sales and Profit by Category

• Sales and Profit by Region

2. Discount Impact Dashboard

This dashboard analyzes:

• Profit margin across different discount bands
• Category-level discount impact
• Profit margin by region

Key Insights

• High discount levels significantly reduce profit margins.
• Technology category generates the highest profit margin.
• West region shows the highest profitability.
• Low discount ranges (0–20%) maintain healthy profit margins.

Author

Pushpalatha