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01-23-2023 22:28 PM - last edited 05-09-2023 05:03 AM
Retail Accelerator Report has been designed after extensive research with retail industry experts. We have incorporated industry trending Retail KPIs and thoughtful insights in this report.
We have built a standard reporting structure for all the retail sub-functions (Sales, Products, Customer, Inventory, Shipping, Returns and Sales/Profit Forecast), with a functional coverage of 45-60%*.
Key features of Retail Accelerator report:
*Quick to plug-in the Customer Data Model with Pre-Build Data Model through mapping key dimensions and measures (metrics) using Power BI Dataflows.
*Inbuilt accurate Sales and Profit prediction for using SARIMAX (Seasonal Auto-Regressive Integrated Moving Average with eXogenous factors) and ARIMA (Autoregressive integrated moving average) models
*Report theme used in the report is easily configurable through configuration file that comes with the report.
*Basket analysis (provides information on which products are bought together) using Apriori Algorithm
*Customer Profiling using RFM analysis.
RFM (recency, frequency, monetary) analysis is a marketing technique used to quantitatively rank and group customers based on the recency, frequency and monetary total of their recent transactions to identify the best customers and perform targeted marketing campaigns.
We have brainstormed with our team and produced a list of dimension and fact tables and the fields required for this usecase. We have created sample data in Excel files which is used as the source file for this report.
This report focusses on sales across US and Canada region.
The Power BI data model is built using Star schema.
The report has 7 dashboards namely- Sales, Products, Customer 360, Inventory, Shipping, Returns and Forecast.
Sales Dashboard provides the insights on Sales summary, Sales performance, Store performance and Sales Forecast in US and Canada region.
Key Insights:
• Indispensable Sales KPIs like Revenue, Gross Margin, Products Sold.
• Sales by Category, Customer Types, Sales and Target by Month, Top Sales by Products
• Region wise Sales
• Sales Forecast by Order Year
Products dashboard provides Product Summary, Products Overview, Products Trend, Reordered Products and Basket Analysis insights.
Key Insights:
• Product Cost, Product count by Age and Region
• Total Sales, Profit and Order Count by Category.
• Products by State and Region, Category.
• Orders by Product subcategory.
• Reordered Products by subcategory.
• Returned orders by Hub point and City.
• Basket Analysis represented by Antecedents and Consequents. The chart shows the confidence level of the products(antecedents and consequents) that are purchased together.
Customer 360 dashboard provides Customer Summary, Customer Profiling, RFM Analysis and Demographics.
Key Insights:
• Trending Customer KPIs like Customer Retention Rate, Customer Lifetime Value, Churn Rate, Sales with Customer, Average Revenue per Customer.
• Customer count KPIs like Recurring Customers, Customer Count and Active Customer Count.
• Customer Retention Analysis study from New customers, Returning customers and Lost customers.
• Customer count and Active customer count by Segmentation(Consumer/Corporate)
• Customer count by Sales Bins (Range of Sales Amount)
• RFM Analysis of customers by Recency, Frequency and Monetary sales.
• Sales and Profit by age and gender of the customer
Inventory dashboard gives a graphical representation of the Store inventory health over a period. It also provides a tabular representation of the
stock purchased and product remaining in the inventory.
Shipping dashboard showcases key shipping KPIs and Visuals.
Key Insights:
• Shipping TAT (Turn Around Time)
• Total Shipping cost
• Total number of orders shipped
• Shipping cost by Ship Mode (Ship modes: Standard Class, Same day, First class, Second class)
• No. of orders and Shipping TAT by Order Priority (Priority: Medium, High, Critical, Low) and Ship Mode
Returns dashboard provides the following key insights:
• Total number of returns
• Returned products
• Returned quantity
• Total Returned Amount
• Top 10 Returned Products
• Returns by Product Category
• Line graph showing Returned orders Vs Total No. of Orders by Order Year Month
Forecast dashboard shows the profit and prediction by Order date
This report is a sample showcasing our capabilities. We also have experience in working with Power BI Dataflows, working on complex data transformation using DAX queries, implementing security, performing master data management, working with different Power BI data sources like Salesforce, Databricks, etc.
We have a team of high performing data engineers and data scientists with python and machine learning capabilities who have helped in building this report for us.
Please, visit our website https://preludesys.com/modern-reports-and-dashboards/ and check LinkedIn profile https://www.linkedin.com/company/prelude-systems-inc/ . We are open to cooperation and are ready to work on interesting new projects.
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