An executive sales report for sales managers was required in the business request for this data analytics project. So, by following the data process and tools (SQL, Power BI) to complete delivery and guarantee that acceptance criteria were upheld throughout the project based on the request that was made by the company.
Business Demand Overview:
- Reporter: Steven – Sales Manager
- Value of Change: Visual dashboards and improved Sales reporting or follow up or sales force
- Necessary Systems: Power BI, CRM System
- Other Relevant Info: Budgets have been delivered in Excel for 2021
User Stories:
| No # | As a (role) | I want (request / demand) | So that I (user value) | Acceptance Criteria |
|---|---|---|---|---|
| 1 | Sales Manager | To get a dashboard overview of internet sales | Can follow better which customers and products sells the best | A Power BI dashboard which updates data once a day |
| 2 | Sales Representative | A detailed overview of Internet Sales per Customers | Can follow up my customers that buys the most and who we can sell ore to | A Power BI dashboard which allows me to filter data for each customer |
| 3 | Sales Representative | A detailed overview of Internet Sales per Products | Can follow up my Products that sells the most | A Power BI dashboard which allows me to filter data for each Product |
| 4 | Sales Manager | A dashboard overview of internet sales | Follow sales over time against budget | A Power Bi dashboard with graphs and KPIs comparing against budget. |
This section displays the data models imported and connected to form a dashboard for sales department to provide better insights about their data and visualization for better understanding.
Below is a screenshot of the data model after cleansed and prepared tables were imported into Power BI. This data model also shows how FACT_Budget has been connected to FACT_InternetSales and other DIM tables within the model.
