The ITC Consult team has developed a standardized template for sales analysis in Power BI, designed to serve as a reliable starting point for organizations seeking better visibility into their commercial data. The solution is suitable for companies across various sectors – trade, distribution, manufacturing, and others, that maintain data in ERP, CRM, or other operational systems and need clearer, more unified data presentation.
The template is built to provide a foundational yet meaningful level of analysis that can be easily extended and adapted to specific business requirements. It enables integration with multiple data sources and offers structured views that support daily monitoring and initial sales analysis without requiring complex additional development.
The “Overview” dashboard consolidates key information about business performance, including sales, orders, number of customers, product groups, as well as average values and profitability indicators. Beyond these core metrics, users can also track important relationships and trends, allowing for quick orientation in the current sales performance and facilitating comparisons across different periods or segments.
The “Sales Representatives” dashboard provides an overview of the performance of sales teams through indicators such as sales, margin, gross profit, and number of customers. It also includes a basic Pareto analysis, which helps identify key customers by revenue. In addition to these metrics, the view offers the context needed to assess efficiency and guide sales efforts.
The “Customers” dashboard focuses on analyzing the customer base, presenting information on sales, margin, average invoice value, and their development over time. It enables the identification of both the most valuable customers and potential areas for growth, without going into overly detailed segmentation.
The “Products” dashboard provides a flexible view of product performance, enabling analysis by both sales representative and store. Depending on the selection, it visualizes information on product groups, sales, margin and average values, as well as their relationship with customers or retail locations. This supports a basic understanding of product movement and their contribution to overall results.
At its core, the template is a balanced solution that combines clarity, practicality, and scalability. It provides ITC Consult’s clients with a solid foundation for sales analysis, which can be further expanded and enhanced depending on the desired level of analytics and the specific needs of the business.
For more information or to request a demo, please contact the ITC Consult team >>