Primary Blog/Use Case/Analytics Explainer - Customer Summary

Analytics Explainer - Customer Summary

Intro / Purpose
• We need a quick one-page dashboard to see how all of our customers stack up
• Important to see a variety of metrics and dimensions for each customer

Data Used
• Datasource: Wholesale Sales Transactions
• Key Fields: Date, Customer, Beer, Container, Sales, Margin, Volume

Topics
• Rank, GM%, and sales mix by customer
• Performance and trend info by Sales and Volume

Features
• Date parameters to compare different periods?

Sample Questions Answered
• How do our customers’ buying patterns and performance compare?
• Does anything stand out that we should deep dive with a more detailed analysis?

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I created this content hub to offer insights on all things analytics but primarily focused on:
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Tableau Training
Central Coast Analytics Info/Approach

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My email is: jeremy@centralcoast-analytics.com

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