Executive Sales Summary (Power BI Dashboard)

Overview

This project analyzes Contoso’s sales data (2011-2013 actuals with 2014 forecast).
The dashboard provides interactive insights into sales performance, profit margins, order patterns, and regional breakdowns.

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Dataset

• Source: Microsoft Contoso Sales Dataset
• Rows: around 3 million
• Period: 2011-2013 (forecast applied for 2014)
• Tables: Sales, Products, Stores, Calendar, Geography

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Key Measures

• Total Sales = SUM(Sales[SalesAmount])
• Total Profit = SUM(Sales[SalesAmount]) - SUM(Sales[TotalCost])
• Profit Margin % = DIVIDE([Total Profit], [Total Sales], 0)
• Orders Count = COUNTROWS(Sales)
• Sales per Store = DIVIDE([Total Sales], DISTINCTCOUNT(Sales[StoreKey]))
• Sales per Order = DIVIDE([Total Sales], [Orders Count])

Full DAX list: MEASURES.md

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Custom Columns & Hierarchies

• MonthSort = YEAR(Calendar[Date]) * 100 + MONTH(Calendar[Date]) (for correct month sorting)
• Custom Bin = SWITCH(TRUE(), …) for order quantity ranges (0-50, 51-100, 101-500, 500+)
• Calendar Hierarchy: Year - Quarter - Month - Month Number

Details: DATA_DICTIONARY.md

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Features

• KPI cards: Total Sales, Total Profit, Avg Sales, Orders Count
• Line chart with 2014 forecast (Power BI built-in forecasting)
• Histogram for Order Size Distribution (custom bins)
• Sales breakdown by Continent, Country, Store Type
• Drillthrough page with:
  • Top 5 Stores by Sales
  • Product Category breakdown
  • Detailed Profitability table

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Screenshots

Main Dashboard

Drillthrough Page

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How to Use

1. Download the .pbix file: Contoso_Sales_Insights.pbix (Google Drive)
2. Open in Power BI Desktop.
3. Interact with slicers, visuals and use drillthrough to explore details.

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Notes

• Data is synthetic (Microsoft Contoso sample).
• Actuals: 2011-2013. Forecast: 2014.
• This repo is intended for demonstration/portfolio use.