Sales Management
Executive leadership needs visibility into sales performance.
Business Requirements & User Stories
Like most requirements an email came in from the customer describing what they are looking for. It is still crucial to document these requirements along with Acceptance Criteria in the form of a User Story. A user story keeps it simple while making sure that the details are captured.
Data Cleaning and Transformation
To create the necessary data model for doing analysis and fulfilling the business needs defined in the user stories the here are some examples of tables that were extracted using SQL.
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One data source (sales budgets) was provided in Excel format and was connected in the data model.​
Once the data is cleansed and prepared, tables are read into Power BI.
This data model shows how FACT_Budget has been connected to FACT_InternetSales and other necessary DIM tables.
Dashboard / Reporting
Reporting provides the needed KPI information along with details in an easily consumable format.
