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RetailPulse – Sales Performance & Customer Insights Dashboard

Project Lead: Neha Gupta
Team Member: Devisha Kumari

An end-to-end Power BI analytics project built using the Kaggle Superstore Dataset, designed to uncover sales trends, profit drivers, and customer behavior across regions.
This project demonstrates data preparation, star schema modeling, advanced DAX, and interactive dashboarding for executive-level decision-making.


Dataset Overview

Source: Kaggle – Superstore Dataset (Retail)

Key Fields:

  • Orders: Order ID, Order Date, Ship Date
  • Customers: Customer ID, Name, Segment
  • Products: Category, Sub-Category
  • Sales Metrics: Sales, Quantity, Discount, Profit
  • Location: Region, State, City, Postal Code
  • Logistics: Shipping Mode

A clean, relational dataset — ideal for data modeling and business intelligence dashboards.


Objective

To provide actionable business insights by:

  • Identifying top-performing products, customers, and regions
  • Analyzing time-based trends in sales & profitability
  • Measuring the impact of discounts on profit
  • Enabling role-based, region-specific insights using RLS

Project Workflow

1. Data Preparation (Power Query)

  • Removed unnecessary rows and cleaned column values
  • Corrected data types & renamed columns
  • Split/Merged fields (e.g., Customer Name)
  • Appended/Merged queries to integrate returns data

2. Data Modeling

  • Implemented Star Schema:
    • Fact Table: Sales Orders
    • Dimension Tables: Customers, Products, Regions, Dates
  • Defined One-to-Many & Many-to-One relationships
  • Managed Model View for clean design

3. DAX Calculations

  • Basic Measures:
    • Total Sales
    • Total Profit
    • Distinct Customers
    • Average Discount
  • Time Intelligence:
    • Year-to-Date (YTD), Month-to-Date (MTD), Quarter-to-Date (QTD)
    • Year-over-Year comparisons
  • Advanced Metrics:
    • Customer contribution to total sales
    • % Sales by Region using iterators (SUMX, AVERAGEX)

4. Row-Level Security (RLS)

  • Role-based filtering to restrict access by region

5. Dashboard Design

  • KPI Cards: Sales, Profit, Customer Count
  • Top Cities, Top Customers
  • Sales & Profit trend lines
  • Regional performance heatmaps
  • Slicers for Segment, Region, Product Category
  • Drilldowns, bookmarks, and a clean corporate theme

Key Insights

  • Region Performance: Clear leaders and underperformers identified
  • Profitability Impact: Discounts >20% significantly erode profit margins
  • Customer Analysis: Repeat customers contribute a high share of total revenue
  • Seasonality: Quarterly spikes observed in specific regions

Tools & Technologies

  • Power BI – Data Modeling, Visualization, DAX
  • Power Query – Data Cleaning & Transformation
  • Excel/CSV – Data Source

Business Value

The RetailPulse Dashboard enables:

  • Quick identification of profitable segments
  • Targeted sales strategies per region
  • Monitoring of discount policies’ financial impact
  • Better resource allocation based on customer and product trends
    ial impact
  • Better resource allocation based on customer and product trends

About

An interactive Power BI dashboard using the Kaggle Superstore dataset to analyze sales, profit, and customer trends. Features data cleaning, star schema modeling, DAX measures, time intelligence, interactive visuals, and row-level security for region-specific insights.

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