Business analytics · earlier dashboard project

Retail Sales Performance in Excel

I built an Excel dashboard to compare retail sales by month, city, product category and customer membership. The report brings the main sales measures together so the reader can move from an overall view to the areas contributing to performance.

Dashboard: Expa SupermarketPeriod shown: FY2019Tool: Microsoft Excel

The business question

Which products, locations and customer groups contribute most to sales, and how does that picture change over the year? I organised the dashboard around those comparisons rather than presenting separate totals without context.

My approach

I collected and cleaned the sales records before building the dashboard in Excel. I used charts to compare monthly revenue, product categories, store locations and membership groups.

I brought revenue and cost of goods sold into the same view so that sales volume could be considered alongside the cost of generating it.

Dashboard and presentation

Excel sales dashboard for FY2019 with monthly revenue, city sales and cost, product categories and customer groups.
FY2019 retail sales dashboard. Open full image: FY2019 retail sales dashboard.
Original presentation slide comparing revenue and cost of goods sold by city.
Original presentation: cost of goods sold. Open full image: Original presentation: cost of goods sold.
Original presentation slide comparing revenue across five store locations.
Original presentation: store locations. Open full image: Original presentation: store locations.
Original presentation slide comparing revenue across retail product categories.
Original presentation: product categories. Open full image: Original presentation: product categories.
Original presentation slide comparing revenue from members and other customers.
Original presentation: customer membership. Open full image: Original presentation: customer membership.

Questions the dashboard supports

  • Sales mixCompare the contribution of different product categories.
  • Location performanceReview sales and cost across the cities shown.
  • Customer groupsExamine the contribution of members and other customers.

Interpretation and scope

The screenshots preserve the original project output. The source workbook is not published here, so the displayed totals, units and percentage statements should be checked against that workbook before they are used to support a business decision.

Differences between locations or product groups are starting points for investigation. The charts alone do not establish why a location performs differently or demonstrate the effect of a proposed change.