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☑ Techniques for performing customer, sales and purchase analysis
☑ Cohort analysis
☑ Customer segmentation
☑ Cluster analysis
☑ Ranking sales on multiple columns
☑ Cross-selling analysis
☑ Tracking trends in sales
Power BI and DAX provide some impressive capabilities which allows us to perform many types of sales / purchase analysis and customer analysis. We will see much of that in this course.
Basically, a sales analysis is a detailed report, or set of reports, that shows a business's sales performance, as well as customer data and generated revenue, profits, and profit margins. The report defines the strengths and weaknesses of products and sales efforts by referencing historical and current metrics to detect emerging trends that are most relevant to a company.
Sales and customer analysis provides critical values from which analysts can make important business decisions. This enables management to make data-driven decisions rather than relying on guesswork. With insights into various sales channels, companies can discover where their most-profitable customers lie, where additional promotions are needed, and which products need quicker turnover or retirement.
A suite of customer and sales reports gives businesses the ability to pinpoint performance weaknesses and make effective improvements to promote sales, revenue, and profits.
There are at many types of customers, sales, and purchase analysis methods. Power BI and DAX have the breadth and depth of functionality to allow us to perform analysis such as:
· Sales Trend Analysis
· Sales Performance Analysis
· Predictive Sales Analysis
· Product Sales Analysis
· Customer churn (retention)
· Cluster Analysis
· Cohort Analysis
· Segmentation Analysis
· Pareto Analysis
In this course you will learn how to perform all of these types of analyses and much more. And you will get to work on a fun project at the end of the course.
Datasets used in the course
A chance to practice along the way
New, existing and lost customer analysis
Total, new, returning and lost customer counts
Another new way of looking at new customer sales
More cohort analysis
Customer purchase analysis
Customers making multiple purchases
More customers making multiple purchases
Which product did customers first purchase and how is this useful?
Determining top customers for each product category
Customer unique products purchase analysis
Analyzing customer purchase averages
Profit margin analysis
Tracking trends in sales revenue and profit margins
Displaying top N sales people
Ranking sales on multiple columns
Forecasting sales using time series analysis
The Pareto Principal - How useful, and accurate, is it in analyzing sales?
Simple clustering analysis
Top sales per...
End of course project
Description of project