Retail Performance & Operations Dashboard

Lead project

A project by Mohammed Ashraf Hassan

Published

Type: Power BI

Built with

Power BI Power Query DAX Star Schema Excel

Total sales

4.34M

Net profit margin

29.62%

Cancellation rate

14.80%

Lost to cancellations

625.61K

Overview

01 · Waxing Crescent · 10% lit

Challenge

A retail business could see its revenue but not what was quietly draining it — cancelled orders, slow shipping, and discount-heavy sales reps.

Approach

A three-page Power BI report over a cleaned RetailSales dataset, modelled as a star schema joined on surrogate keys: an Executive page for revenue and margin, an Operations page for fulfilment health, and a Sales Force page for rep and product performance. All pages share date, channel, brand, and category filters.

Outcome

29.62% net profit margin on 4.34M in sales, with margin dipping to 26.15% in Q3 — a seasonal squeeze worth planning around.
14.80% of orders were cancelled, equal to 625.61K in lost revenue: the single biggest recoverable number in the business.
Average shipping lag of 3.92 days showed no strong link to cancellations by city, ruling out delivery speed as the main cause.
Product-level margin flags exposed items selling in volume while earning below-target margin, and discount rates varying by rep up to 9%.

Report pages

02 · First Quarter · 50% lit

Retail executive overview dashboard showing total sales, net profit margin trend, profit by category and profit by sales channel — Executive Overview — revenue, margin trend, category and channel profit

Retail operations dashboard showing order cancellation rate, lost revenue, average shipping lag and cancellation rate by city — Operations Overview — cancellations, lost revenue and shipping lag

Retail sales force dashboard showing order volume versus discount rate by sales person, payment method split and product margin table — Sales Force Overview — rep performance, discounts and product margin flags

Documentation page listing the project dataset, star schema description and KPI definitions — Documentation page — dataset, schema and KPI definitions

Data model

03 · Waxing Gibbous · 90% lit

Star schema — one fact table, ten dimensions, joined on surrogate keys

Tools

04 · Waning Gibbous · 98% lit

Tools

Power BI Power Query DAX Star Schema Excel

Keep exploring.

05 · New Moon · 0% lit

Previous project

Super Store Sales Analysis

Sales & profitability

Next project

Superstore Executive Intelligence Portal

Data Analytics & BI

Developed an interactive Power BI Executive Portal to track financial health, product profitability, and customer risks. Built: A multi-page dashboard featuring automated alert cards, regional financial tracking, category/shipping drill-downs, and a comprehensive slicer filter panel. Found: Discounts over 20% destroy profit margins; the Tables sub-category loses -$18K despite high revenue; and certain high-volume accounts like Sean Miller generate negative net profits.

Let's talk

Download CV All projects