📊 Calvex Industries — Sales Performance Dashboard

A Microsoft Power BI dashboard analyzing sales performance across products, countries, and customer segments, while identifying areas with high discounts or low profit margins.

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🎯 Objective

To analyze overall sales performance, highlighting high-performing products, countries, and segments, while identifying areas with high discounts or low profit margins.

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📌 Key Performance Indicators (KPIs)

KPI	Value	DAX Measure
Total Gross Sales	127.93M	SUM('Financial Data'[Gross Sales])
Total Profit	16.89M	SUM('Financial Data'[Profit])
Profit Margin (%)	13.21%	DIVIDE(SUM('Financial Data'[Profit]), SUM('Financial Data'[Gross Sales])) * 100
Total Discounts	9.21M	SUM('Financial Data'[Discounts])

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🧩 Dashboard Components

1. KPI Cards

Four cards are placed at the top of the report page, each driven by a DAX measure and providing an at-a-glance summary of total gross sales, profit, profit margin, and discounts.

2. Gross Sales over Time (Line Chart)

Tracks monthly gross sales from Sep 2013 to Dec 2014.

Month/Year	Gross Sales
Sep 2013	4,729,736
Oct 2013	9,828,688
Nov 2013	8,167,338
Dec 2013	5,835,025
Jan 2014	7,307,404
Feb 2014	7,699,201
Mar 2014	6,124,026
Apr 2014	7,429,393
May 2014	6,767,911
Jun 2014	10,268,972
Jul 2014	8,833,028
Aug 2014	6,325,959
Sep 2014	6,845,317
Oct 2014	13,313,424
Nov 2014	5,947,910
Dec 2014	12,508,268

Sales peaked at 13.31M in Oct 2014. A mid-year trough is visible around Jan–Mar 2014, with strong recovery from May onward.

3. Sales by Country (Bar Chart)

Country	Sales
USA	25,029,830
Canada	24,887,655
France	24,354,172
Germany	23,505,341
Mexico	20,949,352

DAX Measure: Sales by Country = SUM('Financial Data'[Sales])

4. Sales by Segment (Column Chart)

Segment	Sales
Government	52,504,261
Small Business	42,427,919
Enterprise	19,611,694
Midmarket	2,381,883
Channel Partners	1,800,594

Government and Small Business are the top two segments, together accounting for over 67% of total sales.

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🎛️ Filters & Interactivity

Three slicers allow users to dynamically filter all visuals simultaneously:

Slicer	Field	Default
Product	Financial Data[Product]	All
Country	Financial Data[Country]	All
Year	Financial Data[Year]	All

How to use: Click any value in a slicer to filter the dashboard. Hold Ctrl and click to select multiple values.

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🗂️ Data Source

Property	Detail
Table	Financial Data
Key Fields	Gross Sales, Discounts, Profit, Sales, Country, Segment, Product, Date
Tool	Microsoft Power BI Desktop

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🚀 Setup Instructions

1. Open Power BI Desktop and connect to the Financial Data source.
2. Create the four DAX measures listed in the KPIs section under the Financial Data table.
3. Add a Card visual for each KPI measure and arrange them in a row at the top of the canvas.
4. Insert a Line Chart — assign Date (Month/Year) to the X-axis and Total Gross Sales to the Y-axis.
5. Insert a Bar Chart — map Country to the Y-axis and Sales by Country to the X-axis.
6. Insert a Column Chart — assign Segment to the X-axis and Sales to the Y-axis.
7. Add three Slicer visuals and drag Product, Country, and Year fields into each respectively.
8. Style and arrange all visuals, then Publish to Power BI Service if required.

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📸 Dashboard Preview

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Built with Microsoft Power BI · Data source: Financial Data table