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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 a customer base of 4,000+.​


The Problem ⛔
  • The client encountered challenges in effectively managing end-to-end supply chain tracking, particularly in monitoring both primary and secondary sales. Data came in from different silos, such as various sales platforms, payment gateways, and refund systems.  This created challenges in gaining clear visibility into the entire sales process, making it harder to track, manage, and report sales data accurately across all levels. 
  • 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 The team relied on outdated excel techniques due to which creating reports manually proved to be a laborious, time-consuming and error-prone process that slowed down operations by an additional 40 hours
  • Due to scattered data, the team not only lacked a unified view but also overlooked essential key metrics needed to gauge sales performance effectively.
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 - Sales Overview

s2.png

Key KPIs :

  • Yearly and monthly sales trends 

  • Top and bottom 5 salespersons of the year​

Screen 3 - Sales Executive 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 

Our Impact 🚀

  • The client was able to effectively monitor the entire sales value chain, helping them identify where inventory bottlenecks occurred. This improvement in inventory planning resulted in savings of 2 million dollars per month.

  • Through automated reporting, we drastically cut down manual effort, freeing up 50-60 man hours each month. Tasks that once dragged on for a week were completed instantly, making the process far more accurate, efficient and seamless. 

  • The client could perform Pareto-level analysis in no time, with reports instantly available for managerial use. This provided crucial insights on demand, enabling quick, informed decision-making whenever necessary. 

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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