Sales Performance BI Dashboard
Interactive dashboard to analyse sales by periods, departments, and sales reps through commercial performance KPIs.
Type
Individual academic dashboard
Area
Business Intelligence · Sales Analytics
Tools
Power BI · Excel
Techniques
Dashboarding · Commercial KPIs · Sales segmentation · Period comparison · Executive reporting
Output
Sales BI dashboard
Value
Individual dashboard where I analysed sales by periods, departments, and sales reps using Power BI/Excel and performance KPIs to support executive reading and commercial monitoring.
Executive summary
Dashboarding case focused on turning sales data into a quick reading of performance, evolution, and comparison between commercial units.
Business context
Sales teams need to understand which periods, departments, or sales reps explain performance in order to prioritise follow-up, targets, and improvement actions.
My role
Individual academic project. I prepared the analysis structure, defined KPIs, built visualisations, and organised the dashboard for executive reading.
Data & methods
- Sales data structured by period, department, and sales rep.
- Sales KPIs, time comparison, and distribution by units.
- Dashboard design for executive reading.
Process
- 01Structure relevant commercial fields.
- 02Define core KPIs.
- 03Create cuts by period, department, and sales rep.
- 04Design clear visualisations for comparison.
- 05Translate results into actionable reading.
Key findings
- The dashboard makes it possible to identify performance differences between periods and commercial units.
- Sales-rep-level reading helps detect deviations and follow-up opportunities.
Business implications
- Useful for sales reporting, junior BI, and target monitoring.
- Strengthens the ability to turn operational data into executive information.
Limitations
- Academic work with practice data.
- Does not represent confidential data from a real company.
What I would do next
- Connect the dashboard to a refreshable data source.
- Add alerts for deviations versus target.
- Add margin, average ticket, and pipeline if data exists.
Assets
Suggested visuals
Sales dashboard mockup.
KPI cards.
Period comparison chart.
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