📊 Financial Sales & Profitability Dashboard (Power BI)

🔹 Business Problem Addressed

Organizations struggle with tracking the financial impact of discounts, understanding profitability across segments, and identifying growth trends. This project focused on creating a finance-ready dashboard to provide actionable insights into sales performance, cost management, and profit margins.

🔹 Key Metrics & Insights

Total Sales, Net Sales, Gross Sales – revenue tracking

Profit & Profit Margin % – profitability evaluation

Discounts Impact – revenue leakages due to discounting

Units Sold – demand measurement

Trend Analysis (Year-Month) – seasonality and growth

Segment, Product, and Country breakdowns – performance analysis across business dimensions

🔹 Visualizations & Reasoning

Cards (KPIs): Quick overview of Sales, Profit, Units, Profit Margin.

Waterfall Chart: Shows flow Gross Sales → Discounts → Net Sales, highlighting discount impact.

Clustered Column Chart: Compare Sales & Profit by Product/Segment.

Scatter Plot: Correlation between Discounts vs Profitability.

Line Chart (Trend): Detect growth or seasonality in Sales & Profit over time.

Treemap/Matrix: Identify top-performing products by sales/profit.

Map: Geographic performance by country.

🔹 Design Enhancements

Consistent colors: Blue for Sales, Green for Profit, Red for Discounts.

Data labels for readability.

Segmented layout: KPIs (top row), Product/Segment (middle), Trends & Geo (bottom).

Clear narrative: from overall performance → drivers of profit → actionable insights.

🔹 Narrative / Business Story

The dashboard revealed that discounts significantly reduce net revenue, with certain products/segments contributing more profit than others. Profitability varied across geographies, and trend analysis exposed seasonal fluctuations in sales.

👉 Business Action: Optimize discounting strategies, focus on high-margin products, and leverage seasonal demand patterns for better financial outcomes.

🔹 Impact

📈 Delivered a clear financial picture linking sales, discounts, and profit.

💡 Supported strategic decision-making in pricing and product mix.

📊 Improved financial visibility for executives, enabling proactive planning.

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