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Sales Performance Dashboard

 
The Client 🤵
A prominent FMCG distributor in the Middle East, overseeing a network of over 200 branches and managing a portfolio of more than 3,000 SKUs, serving  4,000+ customers . ​


The Problem ⛔
  • The Client encountered challenges in managing end-to-end supply chain, tracking both primary and secondary sales. Data came in from different silos, such as various sales platforms, payment gateways, and refund systems. The Client had no visibility on the Inventory across Primary & Secondary Sales Channels.  
  • The Client struggled to manage and process large volumes of Sales and Refund data. The team relied on outdated excel techniques due to which creating reports manually proved to be a laborious, time-consuming and error-prone. 
  • They lacked key metrics and a unified view of 360 Degree Sales Analysis.
Our Solution ✔️
  1. We automated the data cleaning process, consolidating multiple scattered data sources into a single unified system. 
  2. We modeled the most relevant KPIs concerning primary and secondary sales that would guide the team on high-priority metrics for better decision-making. 
  3. We then aggregated all this data into a visually compelling dashboard. The dashboard carried six key screens with drill-down capabilities that provided deeper insights beyond surface-level metrics.   

We’ve kept the dashboard clean and minimal, take a look:

Screen 1 - Home 

s1.png

Screen 2 - Executive Summary

s2.png

Key KPIs :

  • Yearly and monthly sales trends 

  • Executive summary​

  • Top and bottom 5 salespersons of the year​

Screen 3 - Monthly Summary

s3.png

Key KPIs :

  • Total number of customers, Average billings, Net sales and sales returns

  • Cumulative monthly sales growth trend ​

  • Contribution from top 10 customers and brands 

Screen 4 - Category-wise Sales Trends 

s4.png

Key KPIs :

  • Daily sales trends 

  • Total sales by all brands 

  • Sales decomposition

Screen 5 - Customer-wise Sales Trends 

s5.png

Key KPIs : Similar to the previous KPIs, but with respect to customer trends 

Screen 6 - Sales Person-wise Sales Trends 

s6.png

Key KPIs : Similar to the previous KPIs, but with respect to sales-person trends 

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Our Impact 🚀

  • The client was able to effectively monitor the entire sales value chain, this improvement alone resulted in savings of 2 million dollars per month.

  • We drastically cut down manual reporting, freeing up 100 man hours each month. Reports that earlier took more than a week were available on demand, making the entire reporting accurate and efficient. 

Timeline ⏳

Project Discussion 

Project

Scope 

Automation

&Testing 

KPI

Calculation

Visualization 

Handover &

Manual Training

Day 2

Day 1

Day 8

Day 14

Day 18

Day 21

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© Goodly Insights

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