🚀 Project Context

The company Distribuciones Rehobot is in a digital transformation process, migrating its sales model from face-to-face to online. The main objective is to reach 80% digital sales to:

• Reduce operating costs.

• Improve the management of overdue accounts.

• Optimize service for the most valuable customers.

The data used for this analysis are real sales, customer, and product records, collected in Excel format since June 2025.

🎯 Dashboard Objective

The purpose of this project was to create an interactive dashboard in Power BI to serve as a key decision-making tool, allowing the company to:

• Monitor the evolution of sales and the customer portfolio.

• Identify high and low turnover products.

• Detect strategic and at-risk customers.

• Evaluate the efficiency of payment methods.

❓ Business Questions Answered

This dashboard answers crucial questions for the business operation:

• What is the evolution of sales and accounts receivable from June to date?

• Which products are the best sellers and which have low turnover?

• Which customers represent the largest proportion of revenue and debt?

• How do payment methods (cash vs. credit) behave over time?

📈 Key Visualizations

The dashboard includes the following strategic visualizations for a comprehensive view of the business:

• Total Sales and Temporal Evolution: Weekly and monthly trend charts.

• Top Products and Turnover: Classification of products by sales volume and profitability.

• Strategic Customers and Portfolio: Segmentation of compliant customers versus customers with overdue accounts.

• Payment Methods: Comparison of cash vs. credit sales performance.

• Sales and Portfolio by Zone: Maps or charts to obtain regional insights.

🛠️ Tools Used

• Power BI: For visualization, data modeling, and dashboard creation.

• Excel: The original data source (daily sales, customers, products, portfolio).

• DAX: Used for creating custom measures and KPIs that drive the visualizations.

• GitHub: Employed for technical documentation and as a project portfolio.

🧮 Main DAX Measures

Some of the key measures created in DAX for this project (you can find more details in the DAX_Measures folder):

• Total Sales = SUM(Ventas_Diarias[Precio_Venta])

• Average Ticket = DIVIDE([Total Sales], [Sales Quantity])

• Unique Customers = DISTINCTCOUNT(Clientes[ID_Cliente])

🚀 Project Impact

This dashboard not only meets the initial objectives but also generates a significant impact by allowing the company to:

• Make informed decisions regarding product and customer management.

• Gain better control over the transition between digital and face-to-face sales.

• Establish a clearer collection strategy thanks to the portfolio analysis.

• Demonstrate skills in data analysis, Power BI modeling, and DAX application.

🔗 Project Links