Capstone project - Data Visualization with Tableau Specialization
Second capstone project. Data Visualization with Tableau Specialization.
Project proposal - Who?
Superstore management group, Chief of Sales and Chief of Finance
Audience: Stakeholders, Management and board of Superstore
Qualitative audience snapshot: VP of Sales, Mr. Miyagi
Persona. Mr. Miyagi
Role: VP Of Sales
Age: 60
Organization: Superstore
Goals: 1. Use sales data to help make more sense to low profits 2. Anticipate next moves in sales based on trends
Challenges and Needs: 1. Need a quick and easy way to see the KPIs
2. Need to understand the overall Sales and Profits in the US
Project proposal - What?
Data
Superstore data which we have used in Tableau course, Public data can be used for practice purposes
Data is quite clean not much cleaning needed can be focused on visualization
Data is historical from 2011-2014
Data is very good for practice because you can create geographical viz, sales viz and so on. It is versatile and good practice data
Project proposal - What?
Business Case
Get understanding of Superstore sales in different categories
Understand how profitable sales are
Compare regional sales and profits
Compare sales and profits in different product categories
Share key findings to stakeholders
Business Questions to answer
How sales and profits have developed over the period of 2011-2014?
What are the best selling products?
What are the best states/regions in Sales and Profits?
How Superstore can be more profitable in the future?
How Superstore can increase sales in the future?
Project proposal - How?
Proposal presentation
Tableau story which is presented in the meeting
Can be used in many devices tablet, desktop, phone
Interactive dashboard which can be used to monitor sales progress
Recommended use in desktop to get best quality out of dashboard
Google slides presentation which can be downloaded
Key Performance Indicators - Sales
Sales Performance:
Identify best selling products/sub-category in different regions and period 2011-2014.
Compare State sales volume in 3 category
2.1 High Sales
2.2 Medium Sales
2.3 Low Sales
3. Interactive dashboard. Can filter based on Region, State, Year of Order -> All information will update.
Interactive Sales table. Filters: Region, State, Year
https://public.tableau.com/app/profile/jale/viz/SalesKPIDashboard_16851911184540/SalesKPI Updates all the fields.
1. Best State in Sales and Top 5
2. Best Sub-Category in Sales and top 5
3. Best Product and Top 5
4. Top 5 customers
5. Top 5 manufactures
6. Sales trend
7. Map will show region and states when using filters. Can be used as a Filter.
8. Sales overview: Sales, Profits
Key Performance Indicators - Profit
Identify most profitable products/sub-category in different regions and period 2011-2014.
Compare State profits in 3 category
2.1 High Profits
2.2 Medium Profits
2.3 Low Profits
Interactive dashboard. Can filter based on Region, State, Year of Order -> All information will update.
Interactive Profit dashboard. Filters: Region, State, Year
https://public.tableau.com/app/profile/jale/viz/ProfitSpotlight_16852932819410/Profitspotlight
Filters updates all the fields.
1. Best State in Profits and Top 5
2. Best Sub-Category in Profits and top 5
3. Best Product and Top 5
4. Top 5 customers
5. Top 5 manufactures
6. Sales trend
7. Map will show region and states when using filters. Can be used as a Filter.
8. Sales overview: Sales, Profits
Findings - Sales
Sales have been increasing well over the years.
2 best categories in Sales have been Phones and Chairs. These two have been quite even over the years.
Best product last year was clearly the Canon imageClass 2200. Sales 35,700$.
Best Sales States are California and New York.
Last year the State of Washington made big improvements in Sales. From 19,810$ to 65,546$. Biggest sales driver seems to be Canon imageClass 2200 which wasn´t sold earlier. There was also one new big customer Raymond Buch.
The States where Sales are under 10,000$ do not have any sales with Canon imageClass 2200.
Findings - Profit
Best product was clearly the Canon imageClass 2200. A great profit margin over 40%, total profits last year 15,600 $.
Categories show that Phones and Chairs are not the most profitable products. Copiers have been the most profitable category, profit margin over 35%. Paper category also has a very good profit margin over 40%.
The Best States in Total Profits are also California and New York. However there is a difference in profit margin (California over 16%, New york over 23%). One explanation could be that California isn't selling Canon imageClass as much as New york.
Couple Warning signs in a few States. Texas, Illinois, Ohio and Pennsylvania have high sales volumes but are not profitable. This has also been a trend in many years that these States have high sales but are not profitable.
Recommendations
Canon imageClass 2200 seems to be a big value driver to the company. It is a very profitable product and creates good sales volume. We should try to sell this product in every state. Good example of how it improved sales and profits is Washington.
The Tables and Chairs category has very low profit margins. Tables are -9% in profits. We could think of a new Sales Strategy to Tables and Chairs because of low profits. At the moment it is bringing good sales volumes but not profits.
Copiers and Papers are very profitable categories and we should try to increase sales of these products. This could be part of a new Sales Strategy to identify how increase sales in these categories.
We could provide more education to sales people so that everybody has the knowledge to sell the latest products which could be very profitable for the company. Like the Canon imageClass 2200.
Use this presentation dashboards to follow Sales and Profits development in the future. Give dashboards also to every Region/State manager to follow development.
Furniture category could be useful to study more closely. e.g. why low profits and are the discounts the only way to create sales?
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