Financial and Logistical Analysis of a Sports Store
A comprehensive interactive Power BI dashboard designed to optimize the financial and logistical operations of a fictional sports store, driving data-driven strategic decisions.
Interactive Dashboard
To view the dashboard, it is preferable to use desktop or tablet devices
Project Details
Project Summary
Financial and Logistical Analysis for Sport Collection is a project that uses Power BI to address key challenges in inventory management and financial analysis in a fictional sports store.
The dashboard allows you to monitor critical metrics such as revenue, costs, margins, and inventory turnover, facilitating detailed comparisons between budgeted targets and actual performance.
With an intuitive design, users can analyze trends, filter information by product category or brand, and drill down into specific areas to identify opportunities for improvement.
In addition, the project incorporates an interactive map of the warehouse that optimises the location of products, visualises the occupation of spaces and improves logistics processes.
Supported by a solid data model, this project combines advanced tools such as DAX y Synoptic Panel to transform complex data into actionable insights, enabling strategic decisions based on reliable data.
Main Objectives
- Optimize Financial Management: Provide detailed analysis of revenue, costs and margins, helping to make informed strategic decisions.
- Improve Inventory Logistics: Enable efficient product control, optimizing inventory management and reducing operating costs.
- Increase Operational Efficiency: Detect inefficiencies and trends in sales performance to implement improvements in real time.
Data Model
The project is based on a data model designed to maximize scalability and analytical efficiency. Key elements of the model include:
- Products: Detailed information on categories, brands, costs and prices.
- Sales: Historical sales records, including units sold and revenue generated.
- Employees: Data about sales reps and their performance.
- Warehouse: Details on the location of products for efficient management.
- Calendar: Table of dates used for temporal analysis.
- Budget: Monthly sales goals per product to measure the fulfillment of objectives.
The model follows a Star Scheme which ensures efficient queries and enables the creation of advanced DAX measures for deep analysis.
Technologies and Tools Used
- Power BI: For the creation of the interactive dashboard and custom visualizations.
- Synoptic Panel: For the visual representation of the warehouse map.
- Excel: To generate realistic datasets that simulate business scenarios.
- ChatGPT: As support in the conceptualization and initial design of the project.
Key Features
The dashboard is divided into two main sections, each designed to meet specific business needs.
- Performance Overview
- Purpose: Provide an overview of store performance during 2023 and 2024 (through September).
- Key Features:
- Comparative analysis of revenues, costs, margins and sales.
- Performance evaluation compared to budgeted targets and previous years.
- Dynamic dashboard to toggle between key metrics and focus on specific areas.
- Breakdown of performance by product category, brand, or sales rep for detailed analysis.
- Warehouse Management
- Purpose: Optimize inventory management and improve the location of products within the warehouse.
- Key Features:
- Interactive Warehouse Map: Built with Synoptic Panel, it displays sections, shelves, and occupied spaces.
- Real-time visualization of warehouse occupancy, color-coded to identify underutilized or overloaded areas.
- Interactive filters to search for products by name, category, brand, size, or exact location.
How It Works
This dashboard has been designed to be intuitive and easy to use, offering a seamless experience for managers and employees. Here are its main functionalities:
- Performance Overview
- Summary of key metrics such as revenue, costs, margins, and sales volume.
- Cumulative monthly performance chart for 2023 and 2024.
- Dynamic dimension dashboard to customize the analysis based on business priorities.
- Detailed Analysis
- Drill-through to explore specific data directly from charts or tables.
- For example, when you select an employee, you detail their performance by product or brand.
- Interactive Filters
- Advanced filters to refine analysis based on product name, category, brand, date range, or employee.
- Warehouse Management
- Interactive map with color-coded shelves and spaces to show occupancy and availability.
- Direct product search and quick location on the map.
Business Impact
This comprehensive dashboard addresses key operational and strategic challenges to optimize the store. Among the impacts are:
- Inventory Management
- The warehouse map reduces search times and improves operational efficiency.
- Clear identification of underused or overloaded spaces.
- Data-Driven Decision Making
- Detailed revenue, cost, and margin analytics to adjust strategies in real-time.