This Power BI project analyzed over six years of operational and financial data from my sole proprietorship as a personal trainer. Using Excel, SQL, and Power BI, I built a dashboard showcasing key metrics such as customer demographics, service type revenue share, and client loyalty patterns. The analysis uncovered powerful insights: repeat customers accounted for over 96% of total revenue, and referrals made up 83%. These findings could be used to shape retention, referral programs, and high-impact customer engagement strategies.
Project Objectives
- Digitize handwritten information collected while working self-employed
- Create database to efficiently query information for quick insights
- Prepare and clean data in MySQL (see prep_data.sql)
- Generate interesting insights (see insights.sql)
- Design business intelligence visuals using Microsoft Power BI
- Document insights revealed in visuals to assess the health of business
- Include recommendations for improvements based on data analysis
Data Visuals
Insights
- Areas serviced are primarily Atlanta and Sandy Springs
- Repeat clients => 96.3% of revenue
- Referrals => 83% of revenue
- Private 1-on-1 sessions => 58% of revenue
- Clients age 50+ accounted for 77% of private client revenue (Despite more clients being under the age of 50)
- Number of female clients is double that of men
- One MVP client => 21.5% of revenue
Business Recommendations
- Prioritize business initiatives (e.g., a rewards program) that encourage clients to return when they want fitness coaching
- Create incentives to increase referrals
- Continue networking with other fitness professionals who specialize in different areas to increase referrals
- Target people over 50 in marketing efforts for private clients
- Continue leading group fitness class with intention of converting class participants to private clients
Thanks for taking a look at my project!