Purpose

To create another Superstore Sales dashboard, though looking at it from a different perspective of Divisions (pg 1) and Regions (pg 2), to also have a front cover that shall act as a landing-page with forwarding capability

Layout / Wireframe

Dashboard to be broken down into two pages: page one looks at the regional performance, but the whole report is for a specific division (Category), page two is a regional analysis, providing the means to compare each of the regions directly

Colours are for a grey background, and cream object boxes

Project Title

Superstore Sales Quarterly Report

Working Title

None

Font

Headings: Georgia Pro
Body: Garamond
Chart text: Arial

Type (Report / App)

Multi-page App

Audience

Any interested party

Publish Location

Publicly Accessible (Tableau Public)

Data Compression Level (Grain)

None

Purpose

Dashboard to look at the quarterly performance for Regions & Sales Divisions

Data Source(s)

Superstore Sales

Data refresh times

None: One-off report

Data Connection

Embedded

Interactivity

Fully interactive

Project Status

Delivered

Project Start Date

20/03/2022

Project Delivery Date

22/03/2022

In Scope:

Section

Tasks

Page 1: Title Page

  • Title, Introduction and explanations
  • Total Sales
  • Sales breakdown by division
  • Sales breakdown by region
  • A pop-up information panel

Page 2: Divisional Report

For each region:

  • Total Sales
  • Weekly Sales
  • Cumulative of the weekly sales
  • YoY position of the latest week
  • Top 5 & Bottom 5 horizontal bar chart complete with table median to use either product or city
  • Regional map coloured by performance
  • A method of identifying customer value or spend analysis

Also required:

  • a means of switching division without needing to return to the home page
  • Navigation to the Regional report
  • And info panel
  • Download report to either pdf or powerpoint
    • Maybe consider an export to crosstab here too
  • Navigate to Home
  • All actions need to be exclusively tied to the region eg, selecting a top 5 item in East, will only affect East

Page 3: Regional Report

Breakdown by region, so each region can be easily compared, just like Page 2, all actions for a given region, can affect only the charts for that region.

Best to duplicate page 1 (or 2 whichever is built first) for the supplementary functions (info, download etc)

Each region will need:

  • Regional choropleth
  • Total sales for the region
  • Line/area chart of sales including a trend line
  • Year-over-year at division (category) level
  • Some means of identifying profit to sales like a profit ratio