Financial and business analysis

Fariel Tajrian

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About this service

Summary

The project involves creating a comprehensive set of data visualizations, including an interactive dashboard, detailed sales reports, and marketing insights, to analyze 'A' Company's sales performance for 2023. Deliverables include cleaned datasets, interactive dashboards, static reports, a summary presentation, and training sessions, all tailored to support strategic decision-making and provide actionable insights. Regular updates and a final review will ensure alignment with the client's needs.

Process

Project Plan and Timeline:

Detailed outline of milestones, deadlines, and deliverables.

Format: PDF Document.

2. Data Collection and Preparation:

Gather and clean sales data.

Format: Cleaned dataset (Excel/CSV).

3. Interactive Sales Dashboard:

Dashboard showcasing key sales metrics (e.g. total sales, regional sales, monthly trends).

Format: Interactive dashboard (Tableau/Power BI).

4. Sales Performance Reports:

Static reports detailing sales analysis (e.g. top-performing products, sales growth rates).

Format: Tableau/Power BI

5. Visualizations for Marketing Insights:

Visualizations analyzing the impact of marketing campaigns on sales.

Format: PNG/JPEG images, embedded in PowerPoint.

6. Executive Summary Presentation:

Presentation summarizing key findings and insights for the executive team.

Format: PowerPoint Presentation.

7. Training and Documentation:

Training session on using the dashboard and reports, plus comprehensive documentation.

Format: Live or recorded training session, PDF documentation.

8. Final Review and Adjustments:

Review session to gather feedback and make necessary adjustments.

Format: Final adjusted deliverables.

Approach:

Regular updates and check-ins with the client.

Deliverables tailored to the specific needs of 'A' Company for maximum insight and usability.

What's included

Data Visualization for Sales Performance Analysis
Project Overview: This project involves creating a comprehensive set of data visualizations to analyze and present the sales performance of 'A' Company for the fiscal year 2023. The visualizations will be used to identify trends, patterns, and insights to support strategic decision-making. Project Plan and Timeline: A detailed project plan outlining the key milestones, deadlines, and deliverables. Delivery Format: PDF Document Deadline: [29 May 2024] Data Collection and Preparation: Gather all relevant sales data from the client and ensure it is clean and ready for analysis. Delivery Format: Cleaned and formatted dataset (Excel/CSV) Deadline: [29 May 2024] Interactive Sales Dashboard: An interactive dashboard showcasing key sales metrics such as total sales, sales by region, sales by product category, and monthly trends. Delivery Format: Interactive dashboard (Tableau/Power BI) Deadline: [29 May 2024] Sales Performance Reports: A set of static reports highlighting detailed sales analysis, including top-performing products, sales growth rates, and customer segmentation. Delivery Format: PDF Reports Deadline: [29 May 2024] Visualizations for Marketing Insights: Visualizations aimed at understanding the impact of marketing campaigns on sales, including campaign performance and ROI analysis. Delivery Format: Visualizations (PNG/JPEG images, embedded in a PowerPoint presentation) Deadline: [29 May 2024] Executive Summary Presentation: A concise presentation summarizing the key findings and insights from the data visualizations, designed for the executive team. Delivery Format: PowerPoint Presentation Deadline: [29 May 2024] Training and Documentation: A training session for the client’s team on how to use and interpret the interactive dashboard and reports. Comprehensive documentation detailing how the visualizations were created and how to maintain them. Delivery Format: Training session (live or recorded), Documentation (PDF) Deadline: [30 May 2024] Final Review and Adjustments: A review session to go over the deliverables, gather feedback, and make any necessary adjustments. Delivery Format: Final adjusted deliverables (as per previous formats) Deadline: [30 May 2024] Additional Notes: Regular updates and check-ins will be scheduled throughout the project to ensure alignment and address any concerns. All deliverables will be tailored to the specific needs and preferences of 'A' Company, ensuring they are both insightful and user-friendly.

Skills and tools

Data Modelling Analyst

Data Scientist

Data Analyst

Data Analysis