Excel Sales & Marketing Analytics Dashboard

This project showcases a professional and interactive Sales & Marketing Analytics Dashboard created using Microsoft Excel. It demonstrates how powerful insights and visualizations can be developed using Excel’s native features like Pivot Tables, Slicers, Charts,Vlookup and Conditional Formatting.

Acknowledgements

• Microsoft Excel

How to Use

• Clone or download the repository.
• Open the Excel file included in the project.
• Interact with slicers and filters to explore different dimensions of the data.

Tools Used

• Microsoft Excel
  • Pivot Tables
  • Pivot Charts
  • Slicers
  • Conditional Formatting
  • Excel Formulas (SUMIFS, VLOOKUP, etc.)
  • Dashboard Design Techniques

Run Locally

Clone the project

 https://github.com/analystjoypaul/Adventure-work-sales-analysis-using-excel.git

Screenshots

Lessons Learned

Through the development of this Excel Sales & Marketing Dashboard, I gained valuable insights and hands-on experience in the following areas:

• Data Cleaning & Preparation – Learned the importance of preparing clean, structured data before performing any analysis.
• Pivot Tables & Charts – Deepened my understanding of dynamic data summarization and visualization.
• Time-Based Analysis – Developed skills to analyze trends across months and quarters.
• Business Insights – Practiced interpreting raw data into actionable business insights.
• Dashboard Design – Improved my skills in building professional and interactive dashboards.
• Storytelling with Data – Learned how to communicate data in a meaningful way to stakeholders.
• File Optimization – Gained experience in managing Excel performance with large data sets.

🧠 Skills Required

🔧 Technical Skills

• Microsoft Excel

  • Pivot Tables & Pivot Charts
  • Slicers and Timelines
  • Conditional Formatting
  • Data Validation & Dropdowns
  • Advanced Formulas (SUMIFS, VLOOKUP, IF, TEXT, INDEX-MATCH)
  • Named Ranges & Dynamic Ranges

• Data Cleaning & Transformation

  • Handling missing/inconsistent values
  • Standardizing formats
  • Sorting and filtering
  • Removing duplicates and irrelevant data

• Data Modeling (Star Schema Concepts)

  • Fact and Dimension Tables (e.g., FactInternetSales, DimCustomer, DimProduct, DimGeography)
  • Understanding table relationships

• Data Visualization

  • Dashboard design
  • Effective use of charts (Bar, Line, Pie, Column)
  • Layout, color, and interactivity

📊 Analytical & Business Skills

• Sales Performance Analysis
• Customer Segmentation
• Product Profitability Analysis
• Time Series Trend Analysis
• Region-wise Market Insights
• KPI Monitoring

💡 Soft Skills

• Attention to Detail
• Critical Thinking
• Business Acumen
• Problem Solving
• Data Storytelling
• Presentation & Reporting

🔗 Links

linkedin

🧾 Project Highlights

• 📊 Built entirely using Microsoft Excel
• 🔍 Enables quick insights into sales, profits, regions, and product performance
• 🎯 Helps businesses make data-driven decisions
• 🧠 Fully interactive dashboard using slicers and dropdowns

📂 Key Features

• Dynamic Revenue & Profit Analysis
• Top Performing Products & Categories
• Monthly and Quarterly Trend Analysis
• Region-wise Performance Comparison
• Interactive Filters for Custom Views
• Clean and Professional Design

Authors

• @JoyPaul