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    Dashboard Requirement List

    Uploaded by

    Rajnish Kumar

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    © All Rights Reserved
    Download as DOCX, PDF, TXT or read online from Scribd

    Dashboard Requirement List

    Uploaded by

    Rajnish Kumar
    8 views3 pages

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    Dashboard requirement list

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    Copyright:

    © All Rights Reserved
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    Download as docx, pdf, or txt
    8 views3 pages

    Dashboard Requirement List

    Uploaded by

    Rajnish Kumar

    Copyright:

    © All Rights Reserved
    Download as DOCX, PDF, TXT or read online from Scribd
    Download as docx, pdf, or txt
    of 3

    4/13/24, 3:37 AM Tableau Project: Sales Dashboard - DATA with BARAA

    Home > Tableau > Tableau Project: Sales Dashboard

    Tableau User Story i Sales Performance

    lntorduction
    This user story outlines the specifications for building two dashboards using tableau to help
    stakeholders, including sales managers and executives to analyze sales performance and
    customers.

    Sales Dashboard | Requirements


    Dashboard Purpose

    https://www.datawithbaraa.com/tableau/tableau-project-sales-performance/ 1
    4/13/24, 3:37 AM Tableau Project: Sales Dashboard - DATA with BARAA

    The purpose of sales dashboard is to present an overview of the sales metrics and trends in order
    to analyze year-over-year sales performance and understand sales trends.

    Key Requirements
    KPI Overview
    Display a summary of total sales, profits and quantity for the current year and the previous year.

    Sales Trends
    — Present the data for each KPI on a monthly basis for both the current year and the previous
    year.
    — Identify months with highest and lowest sales and make them easy to recognize.

    Product Subcategory Comparison


    — Compare sales performance by different product subcategories for the current year and
    the previous year.
    — Include a comparison of sales with profit.

    Weekly Trends for Sales & Profit


    — Present weekly sales and profit data for the current year.
    — Display the average weekly values.
    — Highlight weeks that are above and below the average to draw attention to sales &
    profit performance.

    Customer Dashboard | Requirements


    Dashboard Purpose
    The customer dashboard aims to provide an overview of customer data, trends and behaviors. It
    will help marketing teams and management to understand customer segments and improve
    customer satisfaction.

    Key Requirements
    KPI Overview
    Display a summary of total number of customers , total sales per customer and total number of
    orders for the current year and the previous year.

    Customer Trends
    — Present the data for each KPI on a monthly basis for both the current year and the previous
    year.
    — Identify months with highest and lowest sales and make them easy to recognize.

    https://www.datawithbaraa.com/tableau/tableau-project-sales-performance/ 2
    4/13/24, 3:37 AM Tableau Project: Sales Dashboard - DATA with BARAA

    Customer Distribution by Number of Orders


    Represent the distribution of customers based on the number of orders they have placed to provide
    insights into customer behavior, loyalty and engagement.

    Top 10 Customers By Profit


    — Present the top 10 customers who have generated the highest profits for the company.
    — Show additional information like rank, number of orders, current sales, current profit and the
    last order date.

    Design & Interactivity Requirements


    Dashboard Dynamic
    — The Dashboard should allow users to check historical data by offering them the
    flexibility to select any desired year.
    — Provide users with the ability to navigate between the dashboards easily.
    — Make the charts and graphs interactive, enabling users to filter data using the charts.

    Data Filters
    Allow users to filter data by product information like category and subcategory and by location
    information like region, state and city.

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    https://www.datawithbaraa.com/tableau/tableau-project-sales-performance/ 3

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