Retail Dashboard Reporting Solutions

Excel is still your number one reporting tool? Here’s how I helped a client move from manual Excel reports to a streamlined Power BI dashboard that transformed their data into actionable insights. 𝗣𝗿𝗼𝗯𝗹𝗲𝗺: • Data silos across multiple platforms • Manual, time-consuming reporting • Difficult comparison of actuals vs budget or previous year • No advanced analytics for decision-making 𝗦𝗼𝗹𝘂𝘁𝗶𝗼𝗻: Together with Armin Kakas from Revology Analytics, we gathered requirements, automating data processes, built an integrated Power BI dashboard, and gave everyone access to a single source of truth deployed in Azure. 𝗜𝗺𝗽𝗮𝗰𝘁: ✔️ Saved hundreds of hours for 50+ sales reps & users ✔️ Real-time insights into regional, customer, and product performance ✔️ Better decision-making for revenue growth Want to know more? Read the full blog post including a full video breakdown: [Link to blog & video in comment section] 👇 P.S. How much time are you spending on manual reporting? Let’s chat!

This dashboard helps you see your top customers (or any other dimension) dynamically based on selected metric. It also includes an additional "Others" row that neatly groups all the customers who aren't in your Top N. You can change the "N" (how many top customers you want to see) whenever you like. Here are a few important things considered when building it: ➡️ Handling Ties: In some cases, two customers might have the exact same value for a metric (like "Total Transactions" or "Total Items Ordered"). This could lead to them sharing the same rank. To avoid confusion and make sure each customer gets a unique rank, a secondary tie-breaker is added using their customer ID. This way, the number of rows you see in your Top N will always match the "N" you've selected. ➡️ Visualizing Data with Bars: There are two ways to show those helpful data bars next to each customer's data: ✅ Option 1: Bars compared to the whole picture - these bars show each customer's contribution against all customers, including the "Others" group. If you have many customers (hundreds or thousands), the "Others" bar will appear very long because it represents so many customers. This option works best when you don't have a massive amount of data and each customer's contribution is a noticeable part of the total. ✅ Option 2: Bars focused on top customers - these bars compare each customer's value only to the highest value among the top customers (excluding the "Others" group). This keeps the bars for your Top N customers looking more meaningful and prevents the "Others" group from skewing the visual scale. ➡️ With a dataset of about ~9,000 rows, I've observed no performance issues with this approach. You can find detailed instructions on how to create this dashboard on: - My website: https://lnkd.in/gKSwtFx7 - Medium: https://lnkd.in/g3DTwcvt Link to the interactive dashboard: https://lnkd.in/gEk8PNxy #powerbi #dashboard #report #datavisualization #businessintelligence #dataanalysis #datastorytelling #ui #ux #topN

My last 2 days of posting have lead up to this post: 𝗛𝗼𝘄 𝘁𝗼 𝗾𝘂𝗶𝗰𝗸𝗹𝘆 & 𝗲𝗮𝘀𝗶𝗹𝘆 𝗶𝗻𝗰𝗿𝗲𝗮𝘀𝗲 𝗰𝗹𝗶𝗲𝗻𝘁 𝗿𝗲𝘁𝗲𝗻𝘁𝗶𝗼𝗻. The answer: client-tailored reporting dashboards. If a client ever emails you and says "How is this product doing since we last talked?" -- 𝘁𝗵𝗲𝗻 𝘆𝗼𝘂'𝘃𝗲 𝗮𝗹𝗿𝗲𝗮𝗱𝘆 𝗳𝗮𝗶𝗹𝗲𝗱. The client should have a reporting dashboard that answers that question before they ask. The biggest mistake agencies make is "generalized" reporting that is the same for all their clients. What's worse? The managers report read out the metrics without interpreting & explaining the performance (e.g., "The CVR decreased by 5%") What?? How does that help the client at all. The client needs agencies to give them intelligence that leads to an action plan. Here's a simple format to help you with that: 🔸 What happened? 🔸 Why did it happen? 🔸 What happens next? Here's a better example of good reporting: 🔹 CVR decreased by 5% 🔹 This was due to increasing bids on higher-funnel keywords, which have far more volume and substantially increased our traffic 🔹 We have to do some optimizations around these keywords to continue growing visibility without spiking ACOS -- so we're going to optimize bids, placement settings, and adding additional negative keywords. That's much better communication. And then the "hack" to client-tailored dashboards is simply giving a custom report that answers all of the client's burning questions before they ask them. From my experience, clients often want to know how each product category is doing. For example, they might have their "flagship" products, their "B-Tier" middle-of-the-range products, and then their "new launch" products. You need a dashboard that breaks all 3 product categories out so clients can quickly & easily see all of the spend, keywords / search terms, CVR and ACOS broken out. This should also be a "live" dashboard that clients can check back on throughout the week so that they never have to ask "how is performance?" That's why AdLabs is soon releasing fully customizable reporting dashboards: 🔹 Tag, group, and organize any data point imaginable (campaigns, search terms, etc.) 🔹 Visualize the data with pie charts, bar charts, etc. 🔹 Compare & contrast performance trends across several groups/categories 🔹 Quickly see top performers / bottom performers from any data set If you can build a dashboard that the client 𝙙𝙚𝙥𝙚𝙣𝙙𝙨 𝙤𝙣 to make business-critical decisions, and further help them interpret that data -- then there's not a chance in the world they would leave you. Sound interesting? Check out AdLabs so you can set up your own custom dashboards and see how client retention goes through the roof 🚀

I think too many data analysts or marketing analysts are stuck in the weeds—chasing numbers and building reports nobody actually uses. Their bigger worry is answering qustions from the CFO about which campaings incrementally contributed to the company's revenues. (I'd hate to be in that situation). But that makes me wonder: ""What if they could shift from data crunchers to strategic enablers?"" Here’s how unified dashboards can make that happen: --------------------------------- → The problem: Analysts often spend hours piecing together spreadsheets across channels—Google Sheets, Excel, and more—just to deliver reports that often go unused. Let me give you an example: We worked with a global fashion brand whose analysts spent hours every week manually consolidating data from: • Social • Search • Offline and other channels Result? Time wasted on reports instead of uncovering strategic insights. → The solution: • Implement a unified reporting dashboard • Consolidate data from all channels into a single, clear view • Layer incrementality-based measurement insights to reveal the true impact on business KPIs The impact? We helped them: • Automate data flow and report generation • Free up 60% of their analysts’ time every week So, instead of just presenting numbers, their analysts began: • Analyzing trends • Uncovering opportunities • Guiding stakeholders to make better decisions Bottom line? Unified dashboards turn analysts from report generators into strategists who: • Improve your brand's ROI • Help optimize spend • Drive real growth --------------------------------- How are you empowering your analysts to unlock their full potential? Let’s discuss.

How I Uncovered Hidden Growth Opportunities Across Borders Using Power BI TMP Mart operates globally but how do you truly know where the money is made, lost, or slowed down by currency fluctuations, store inefficiencies, or customer churn? In my latest analysis, I dove into: 🔍 Sales trends across 67 stores in 9 countries 🌍 Currency impact on $55M+ revenue 🛒 What products, customers, and stores drive performance 📦 The 70% delivery fulfillment gap hurting potential revenue 💡 Data-backed recommendations to unlock smarter, leaner growth This isn’t just about dashboards, it’s about storytelling that leads to action. 👇 Click on the document to see my dashboard. Do you present your analysis with slides or the dashboard? #DataAnalytics #PowerBI #RetailAnalytics #DataStorytelling #CurrencyRisk #CustomerInsights #DataAnalyst #Techrity #GrowthStrategy