Overview

An operational analysis of retail dashboard provides an insight into stores revenue and profit. In there we can see which product category sells the best, the ratio of our revenue, the dynamic of sales, we can also see the inventory turnover & return on assets. There are also other important metrics showcased as a pure number - like net revenue & profit for the year, average ROA percentage, rate of return percentage. This dashboard helps us measure how well our product categories perform and how much we made throughout the year.

For this BI solution we propose using Datapunkt BI Analytics. The purpose of this analysis is to show the overall performance of the store throughout the year, and how well certain product categories performed. This analysis will help us understand which product category we might need to look into, and where we should consider reevaluating our contacts with current suppliers.

Goals

Prepare an easy to understand and comprehensive dashboard to helps us make decision on which products we should sell, and which supplier we should continue working with.

Objectives

These objectives will help us reach our goal:

• Prepare the dataset based on the data received from cashiers with every transaction made, combined with internal data on our suppliers and contracts signed
• Provide a well visualized dynamic of sales and item turnover
• Analyze the cashflow incoming from each product category
• Investigate each product category's share of revenue
• Analyze Item Turnover and ROA
• Investigate how much we made in revenue & profit in the year
• Investigate our current delayed payments
• Investigate average Return on Assets & Rate of Return percentage
• Analyze the dynamic of sales by monthly