Sales & Customer 360° Performance Dashboard

A comprehensive BI solution in Tableau integrating sales and customer data for a holistic view of 2023 performance versus the prior year. Tracked core KPIs: Total Sales of $733K (up 20.4% YoY) and Total Profit of $93K (up 12.5% YoY), and flagged Tables and Bookcases as high-priority profit-loss subcategories, while Binders and Storage emerged as top profit drivers. A CRM view tracked growth in Total Orders (1,687, +28.3%) and Total Customers (693, +8.6%), with Value Segmentation identifying top customers by profit (e.g. Raymond Buch, $6.7K+) for targeted retention.