Case Study

Retail Sales Performance Analysis

Goal: Identify revenue and profit drivers, performance leaks, and actions to improve next-quarter results.

Business Problem

A retail business wants to understand which products, regions, and time periods drive revenue and profit, and what actions would improve performance next quarter.

Dataset

  • Source: (add later)
  • Fields: date, product, category, region, sales, cost, profit

Process

  • Cleaned duplicates/missing values, standardized categories
  • Created KPIs: revenue, profit, margin, MoM trends
  • Built dashboard with filters by date/category/region

Key Insights

  • High sales ≠ high profit: low-margin items inflate revenue without profit.
  • A specific region underperforms consistently and needs a new strategy.
  • Seasonality patterns suggest inventory planning opportunities.

Recommendations

  • Shift focus to high-margin products and optimize discounting.
  • Reallocate marketing spend to stronger segments/regions.
  • Increase inventory ahead of peak months to reduce stockouts.

Tools

  • Excel (PivotTables / Dashboard)
  • Optional: Power Query

Links

Preview

Dashboard preview