Example build on sample data

Sales Performance Dashboard

An example of how we replace a weekly spreadsheet rebuild with a live revenue view leadership can act on.

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Sales dashboard: transactions, net sales, gross profit and margin, with monthly trend, category and channel views — Overview: transactions, net sales, gross profit and margin. Sample data.

1 pageDashboard view
3Sources consolidated
6Core KPIs agreed

The work

The problem, the approach and what it delivers.

The challenge: A common scenario: every Monday, someone pulls sales data together from three separate spreadsheet exports. By the time the report is ready, the week has started and the numbers are already out of date.
The approach: Agree six KPIs with leadership, standardise the three data sources into a clean Power BI model, and build a single-page dashboard that refreshes when the source files are updated. This example uses sample data.
Designed to deliver: Designed to turn a manual weekly rebuild into a dashboard refresh, and to give leadership clear product and category visibility, including seasonal patterns that are hard to spot in raw exports.
KPIs in the dashboard: Revenue, Orders, Avg Order Value, MoM Growth, Top Products, Category Split
Tools used: Power BI, Excel, CSV

Example build on sample data. Not a client engagement.

Dashboard views

Inside the dashboard.

Each view answers one reporting question, rather than following a default chart layout.

Sales dashboard: gross profit by month as a lollipop chart — Gross profit by month

Sales dashboard: share of sales by channel, mostly in-store — Sales share by channel

Keep looking

More example work.

Back to all work

Next step

Want reporting like this for your business?

Book a free 30 minute review. We look at your current reporting, agree the KPIs that matter, and give you a clear scope and price before any work begins.

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