Excel Sales Dashboard Project

I developed a comprehensive Excel dashboard to visualize and manage sales data, providing key insights and predictions to support business decision-making as a medical representative. This tool is being used by all medical representatives.

Displays sales data over different time periods, including year-to-date (YTD) and growth over the previous year.

Users can interact with charts to see detailed sales trends and comparisons.

Simplifies the entry of sales data, ensuring accurate and up-to-date information.

Maintains detailed records of customer information for better relationship management.

Product Details: Keeps track of product information, enabling efficient inventory management.

Tracks and predicts when a customer is likely to buy next and their current predicted stock quantity, helping prevent stockouts.

Data Modelling: Utilized Excel's Data Model to organize and relate different data tables, ensuring efficient data management and retrieval.

Data Preparation: Leveraged Excel Power Query with M-language for data cleaning and transformation, preparing the data for analysis and visualization.

Custom Calendar Table: Built a separate calendar table to align with the office's unique calendar system, ensuring accurate time-based analysis and reporting.

Data Analysis and Visualization

Excel Power Query and M-language

Data Modelling

Inventory and Sales Management

Predictive Analytics