✅ MASTER CHECKLIST: Sales & Marketing Performance Dashboard
Tools: SQL, Excel, Python, Tableau
📦 Dataset: Superstore Sales Dataset
🔹 Phase 1: Project Planning
✅ Define the business goal
“Help decision-makers understand sales trends, product performance, and regional profitability.”
✅ Set up your working folders:
/superstore-dashboard-project
├── data/
├── sql/
├── python/
├── excel/
├── tableau/
└── [Link]
✅ Import dataset into:
o SQL database (SQLite/PostgreSQL)
o Excel workbook
o Jupyter Notebook
o Tableau
🔹 Phase 2: SQL – Data Exploration & Extraction
🧠 Business Questions to Answer in SQL:
What are the monthly total sales and profit?
📦 What are the top 10 products by sales/profit?
💸 Which product categories are underperforming?
🌍 Which regions and states bring the most revenue?
👤 Which customer segments contribute the most?
🕓 What’s the average shipping delay by ship mode?
📈 What is the YoY (Year-over-Year) sales growth?
✅ Save Queries in sql/ folder
✅ Export key query outputs to CSV for next steps
🔹 Phase 3: Excel – Quick Analysis & Clean Visualization
📊 What to do in Excel:
✅ Clean data (e.g., fix dates, remove nulls)
✅ Create Pivot Tables:
o Sales by Region
o Profit by Product Category
o Discount vs Sales
✅ Use slicers for interactivity (e.g., year, category)
✅ Create simple Excel Dashboard
✅ Save Excel with filename like:
Superstore_Performance_Analysis.xlsx
🔹 Phase 4: Python – Deep Insights & Trends
🔍 Key Analyses in Python (pandas/matplotlib/seaborn):
📉 Sales trend over time (line plot)
📦 Most/least profitable products (bar plot)
🛒 Sales vs Discounts – Is discounting effective?
Delivery delay analysis – Ship Date vs Order Date
📊 Region/category heatmaps
🔮 (Optional) Simple sales forecast using linear regression
✅ Save this in a Jupyter Notebook: superstore_analysis.ipynb
🔹 Phase 5: Tableau – Interactive Dashboard
📌 Create in Tableau Public:
🧭 Overview Dashboard
o KPIs: Total Sales, Profit, Orders
o Monthly Sales Trend
🛒 Product Performance Dashboard
o Sales by Category/Sub-Category
o Top 10 Products by Profit
🌎 Regional Performance Dashboard
o Map View by State/Region
o Segment-wise Sales Contribution
Filters:
o Year, Region, Segment, Category
✅ Publish your dashboard on Tableau Public
✅ Copy the share link for GitHub + Notion
🔹 Phase 6: Documentation & Presentation
📚 [Link] (for GitHub):
📌 Project Summary
🔧 Tools Used
❓ Business Questions + Answers
Screenshots of Dashboard
🔗 Link to Tableau Public
📁 Link to Excel Analysis
🔍 Key SQL/Python Insights
Notion Portfolio Page (Optional)
Add images + clear storytelling
Group insights by business value
Link to GitHub + Tableau
🏁 Final Output (What Recruiters See)
You’ll have:
✅ A complete GitHub repo with code + visuals
✅ An interactive Tableau dashboard
✅ A clean Excel analysis
✅ A story-driven Notion portfolio (optional but amazing)