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Jan 01, 2022
2 min read

Sales Management Dashboard

Interactive Power BI dashboard giving sales leadership a high-level overview of product sales by client over time, with budget vs actuals comparison.

Built in response to a sales manager’s request for a high-level overview of internet sales performance — what products were sold, to which clients, and how actual results compared against budget targets.

Dashboard

Sales Management Dashboard

Sales Dashboard Alternate View

Data Model

Data Model

SQL Transformation

SQL Query

Source Data

CSV Source Data


What it does

  • Filters sales performance by customer and product across time
  • Compares actual sales figures against budgeted targets
  • Enables sales reps and leadership to drill into their own accounts
  • Tracks trends across 2019 onwards using cleansed dimensional data

Tech Stack

LayerTechnology
Data sourceAdventureWorksDW2019 (SQL Server)
TransformationSQL (joins, filters, null handling)
Budget dataExcel
VisualisationPower BI

Data Model

Four SQL-transformed tables feeding the dashboard:

  • DIM_Date — temporal dimension, filtered from 2019 forward
  • DIM_Customer — customer demographics and purchase history
  • DIM_Products — product catalogue with categories and attributes
  • FACT_InternetSales — transaction records with sales amounts

Each table was cleaned in SQL before import: field selection, multi-table joins, null handling, and date filtering.

Key Skills Demonstrated

  • Writing multi-join SQL queries against a relational data warehouse
  • Building a proper star schema data model in Power BI
  • Designing an executive-facing dashboard with budget comparison
  • Connecting Excel budget files to a SQL-sourced data model