Sales and Finance Reporting

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Objective

Analyzed the sales and financial performance of AtilQ Hardware (Imaginary Company), a leading computer hardware manufacturer, over the years 2019, 2020, and 2021. The goal is to empower monitoring and evaluation of sales activities and performance, and evaluate financial performance, support decision-making, and facilitate communication with stakeholders.

Goal

The goal is to:

1. Identify sales patterns and track key performance indicators (KPIs).
2. Determine effective customer discounts, facilitate negotiations with consumers, and identify potential business expansion opportunities in promising countries
3. Aid in benchmarking against industry peers and previous periods Foundation for budgeting and forecasting.
4. Align financial planning with strategic goals and instill confidence in the organization's financial outlook.

Roadmap

1. Power Query: Used for ETL (Extract, Transform, Load) processes and optimized data loading.
2. Power Pivot: Utilized for data modeling and creating DAX measures for year-wise net sales, growth in sales from 2020 to 2021, comparison of 2021 actual and targeted sales, COGS, and gross margin.
3. Fiscal Year Analysis: Gained a better understanding of fiscal year concepts and their usage in data analysis.
4. Sales Report: Created with pivot tables to uncover insights at the country, division, and customer levels, including top and bottom products and new products.
5. Financial Report: Developed using pivot tables to create basic P&L statements and analyze financial performance across different countries on a yearly and quarterly basis.
6. Conditional Formatting: Applied to highlight trends.

Technical Skills

1. Proficiency in ETL methodology (Extract, Transform, Load).
2. Data Summarization using Pivot Tables
3. Ability to derive fiscal months and quarters.
4. Establishing data model relationships with Power Pivot.
5. Proficiency in incorporating supplementary data into an existing data model.
6. Utilizing DAX to create measures.

Soft Skills

1. Refined understanding of Sales & Finance Reports
2. Designing user-centric reports with empathy in mind.
3. Optimization of report generation through meticulous fine-tuning.
4. Developing a systematic approach to devising a report building plan.