Power BI Sales forecast Report
What was our client’s requirement?
Our customer is a leading analytical service provider specializing in handling extensive credit, banking, and financial data. They approached Datagene for help in developing a comprehensive dashboard to condense and assess sales projections and anticipated business sales performance.
This marks their inaugural endeavor in producing a more detailed Sales Forecast report that encompasses monthly and year-to-date data.
What was our solution ?
To determine the estimate or Projected sales performance for the business. We staged the report Yearly, Monthly and Quarterly to allow the business to measure Performance and Progress against the Sales Target or Quota for the calendar year.
In the report, we measure the Year-to-Date Attainment of Sales and opportunities in pipeline against Sales Target or Quota. This will enable the business to track their Performance and success rate.
We used Power BI to create the data model and visualisation for the dashboard and used MS-SQL to Manipulate the Data where needed.