Power BI · Retail and consumer goods

Power BI sales dashboards for digital channels and prescription sales

Two Power BI reports that bring sales data from every channel into one view. Digital sales covers partners, marketplaces, website and products, and Rx sales covers prescribers, zones, brands and field teams.

Client: A skincare company selling through digital partners, its own website and prescription channels
Industry: Retail and consumer goods
Platform: Power BI
Started from: Power BI Dashboards product

01The challenge

Sales data sat in separate files for marketplaces, the company website, retail and prescription channels. Teams could not compare target with achievement, see which partners and products were growing, or tell how often prescribers were being visited without rebuilding spreadsheets each month.

02The solution

Digital sales report. Filters cover vertical, segments, range, category, product, partner and marketplace. The summary shows achieved against target, the top best seller of the month, contribution by category (skincare, hygiene, suncare), a category table with YTD sales last year, YTD sales, growth year on year, target and target achievement, the top 5 highest-growth partners (year on year and month on month) and top 10 SKU performance. A performance overview lists top 5 and bottom 5 partners by sales, the tertiary trend by month with achievement against target callouts, and sell-out achieved against target with sell-out percent. Each category has monthly achievement against target with KPI cards (YTD sales, growth, YTD target achievement, YTD sales last year, YTD target) and category contribution current year against last year. Other pages show the website monthly trend with top 10 parent SKUs, a key accounts by marketplace heat map with a rank table (last month rank, YTD rank, change over 3 months), market-category monthly trend (beauty, e-pharmacy, generalist, lifestyle, modern trade, quick commerce), current year against last year by partner group and by marketplace category, monthly achieved and growth percent by year with a growth heat map, monthly trend by quantity and net value with a promoted or non-promoted filter, and product type sales (cleanser, moisturizer, sunscreen and others) with year on year growth and a top 5 SKU trend. Rx sales report. Filters cover year, month, cycle period, business unit, zone, brand and mapped SKUs. It shows Rx and Retail target against achieved with achievement and YTD growth, zone contribution, target against achievement gauges, monthly performance and division split, range-wise contribution, a brand and SKU table with YTD growth and contribution, and a month by brand stacked chart. The prescriber view shows sales and total customers, trend of Rx against Retail, frequency distribution (frequent, infrequent, sporadic), speciality contribution (customers, sales quantity and value, share, productivity per prescriber) and sales by field person by frequency. Further pages give a top 15 SKU treemap, a geographic dispersion map, a sales against growth bubble matrix, a decomposition tree (year, month, brand, mapped SKU), zone achieved against target with growth, performance by cycle with percent split, and an area and field manager achievement matrix by cycle.

How the reports work

Digital summaryFilters, achieved against target, top best seller of the month, contribution by category, category table, top 5 growth partners and top 10 SKUs.
Partner and sell-out overviewTop 5 and bottom 5 partners, tertiary trend by month with callouts, and sell-out achieved against target.
Target against achievementMonthly view for skincare, hygiene and suncare with KPI cards and category contribution, current year against last year.
Website and marketplacesWebsite monthly trend with top 10 parent SKUs, key accounts heat map with rank table, market-category trend, and current year against last year by partner group and category.
Growth and productsMonthly achieved and growth heat map by year, quantity and net value trend with promoted filter, product type sales and top 5 SKU trend.
Rx and Retail summaryBusiness unit target against achieved with YTD growth, zone contribution, gauges, monthly trend, range-wise contribution and brand and SKU table.
Prescriber analysisSales and customers, Rx against Retail trend, frequent, infrequent and sporadic prescribers, speciality contribution and productivity, and sales by field person.
Products, zones and teamsTop 15 SKU treemap, geographic map, bubble matrix, decomposition tree, zone performance by cycle and area and field manager matrix.

Screens from the reports

Sample data only. These screens show the layout and charts, not real figures.

Screen 1 of 12Built for this client

Digital sales summary

Achievement against target, contribution by category, the partners growing fastest and the top ten products in one page, with filters for period, vertical, segment, range, category and product.

What we built

Digital sales reportEleven pages from summary to product type trends, filtered by vertical, segment, range, category, product, partner and marketplace.
Rx sales reportSix pages for business units, zones, brands, ranges, prescribers and field teams.
Target against achievementTarget, achieved, achievement percent and KPI cards by category, zone, business unit and cycle.
Partner heat map and ranksMonthly values by marketplace with high and low colouring, plus last month rank, YTD rank and change over 3 months.
Prescriber frequency analysisFrequent, infrequent and sporadic prescribers with speciality contribution and productivity per prescriber.
Growth measuresYTD growth, year on year and month on month growth, current year against last year, and sell-out percent.
Drill down and treemapsTop 15 SKU treemap, geographic dispersion map, sales against growth bubble matrix and decomposition tree by year, month, brand and mapped SKU.
Slicers and sharingFilters for year, month, cycle, business unit, zone, brand and mapped SKUs on Rx, and vertical, segment, range, category, product, partner and marketplace on digital.