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Sales Report:

  • Project objective:
  1. Create a customer performance report

  2. Conduct a comprehensive comparison between market performance and sales targets

  • Purpose of sales analytics: Empower businesses to monitor and evaluate their sales activities and performance.

  • Importance of analyzing sales data: Identify sales patterns and track key performance indicators (KPIs).

  • Role of reports: Determine effective customer discounts, facilitate negotiations with consumers, and identify potential business expansion opportunities in promising countries.

Finance Report :

  • Project objective:
  1. Create Profit and Loss (P&L) reports by _Fiscal Year & _Months

  2. Create Profit and Loss (P&L) reports by _Markets

  • Purpose of sales analytics: Evaluation of financial performance, support decision-making, and facilitate communication with stakeholders.

  • Importance of analyzing Finance data: Aid in benchmarking against industry peers and previous periods Foundation for budgeting and forecasting.

  • Role of reports: Align financial planning with strategic goals Instill confidence in the organization's financial outlook.

Technical Skills

  • Expertise in ETL processes (Extract, Transform, Load).
  • Competence in creating date tables with Power Query.
  • Capability to calculate fiscal months and quarters.
  • Building and managing data model relationships using Power Pivot.
  • Skilled in integrating additional data into existing data models.
  • Applying DAX to develop calculated columns.

Soft Skills

  • In-depth knowledge of Sales & Finance Reports.
  • Creating user-friendly reports with a focus on user experience.
  • Enhancing report generation through careful optimization.
  • Formulating a structured plan for efficient report development.

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