FurniturePro Sales & Customer Insight Analysis

Your case study with **FurniturePro & Co.** focuses on analyzing sales performance and customer insights. Here’s a summary of the key requirements and steps for completing it: ### Case Study Objectives: 1. **Sales Performance Analysis**: - **Monthly and Quarterly Trends**: Analyze sales growth on a monthly and quarterly basis, including year-over-year comparison. - **Regional, Segment, and Category Insights**: Identify regions, segments, and categories with high or low sales compared to previous years. - **Product Returns**: Determine which products are most returned, with their category and region. - **What-If Analysis**: Allow users to input discount percentages to forecast profit. - **Pareto Analysis**: Enable functionality to show the percentage of total sales contributed by a selected percentage of top customers. 2. **Customer Analysis**: - **RFM Segmentation**: Perform RFM (Recency, Frequency, and Monetary) analysis to classify customers into segments such as low, medium, and high value. - **Customer Segmentation and New Customer Insights**: Analyze new customers from 2021, including their sales, quantity purchased, and discounts. - **Top Salespersons by Segment**: Identify the top-performing salespersons by state and city, showing their sales and average discount percentage. ### Key KPIs and Views: - **Total Sales**: (Sales - Returns) - **% Target Achieved**: Sales target completion status for each region/state. - **% Margin**: Profit/Sales Amount ### Instructions: - **Data Preparation**: Use **Power Query** for data transformation, cleaning, and joining. Avoid creating new columns outside of Power Query. - **Visualization**: Include visuals for sales trends, target analysis, customer segments, and Pareto analysis, ensuring interactivity and clear insights. - **Bonus**: A scoring metric for potential customer targeting and retention. ### Evaluation Parameters: Your submission will be assessed based on: - **Data Visualization**: Clarity, impact, and design of visuals. - **Data Modeling**: Proper data relationships and structure. - **DAX Functions**: Usage and efficiency of DAX for calculations. - **Interactivity**: Interactive features, like What-If analysis and filtering. - **Business Insights**: Quality of insights, especially the top 5 insights for the year-end client meeting. - **Completeness**: Ensuring all tasks and insights are covered comprehensively. Let me know if you need any specific help with Power BI features, DAX functions, or visualization ideas.

Project ID: 38745451