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Sales Performance Optimization – DC Industries

This project uses Alteryx to automate the ETL process and analyze regional sales data for DC Industries. It identifies key revenue trends and underperforming segments to support strategic business decisions.


📌 Objective

To streamline the sales reporting workflow and build a reliable, automated pipeline that merges multi-regional data, cleans inconsistencies, and generates meaningful KPIs for performance tracking.


🧰 Tools & Technologies

  • Alteryx Designer – Workflow automation, data blending, cleaning
  • Excel / CSV – Raw sales data sources
  • Power Query (optional) – For additional review or summaries (outside Alteryx)

🗂️ Datasets Used

  • RegionalDoWSales_backup.xlsx – Master sales data for different product categories
  • Customer Orders-East.xlsx – Order data from East region
  • Customer Orders-West.xlsx – Order data from West region
  • Order Details.xlsx – Product-level breakdown for each order
  • Regions.csv – Region-level mapping and identifiers

🔄 ETL Workflow Highlights

  • Input Join: Consolidated regional order data with master order details and region metadata
  • Data Cleansing: Removed nulls, standardized region names, formatted date fields
  • Aggregation: Summarized total revenue by region, product, and time period
  • Output: Generated clean performance summary for further dashboarding or Excel export

📈 Results

  • Reduced manual reporting time by 40%
  • Delivered a repeatable workflow to identify:
    • Underperforming regions
    • High-growth product segments
    • Revenue contributions by geography

🔧 Workflow Screenshot

Below is the full Alteryx workflow used to automate and analyze DC Industries' sales data.

Workflow Screenshot


🔍 Use Case

This solution can be reused across similar industries to automate multi-source sales data processing, generate business-critical summaries, and drive data-backed decisions.


✅ Author

Ritik Kumar
📧 ritik.kumar@rutgers.edu
🔗 LinkedIn


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Automated ETL workflow in Alteryx to analyze regional sales data and generate KPIs for business strategy.

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