Sales Budget Analysis
Data Analysis to identify how budget performs over time and what categories increase in a one year period.
Business question: What are the categories with the highest budgets?
What is the relationship between budget and new customers?
Technology stack: Qlik Sense (with Scripting).
Key Insights
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Budget values increase steadily over time and the last month (December) has the highest value of all.
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The aquisition of new customers is quite irregular, with a sharp drop in June and a peak in December.
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The categories of income and marketing expand more than the others over a one year period.
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Income forecast represents 39% of the budget forecast.
1. Data Source
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Data source from Qlik Sense Course.
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DataSet with a start up budget table and a calendar table.
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The main fields are budget category, budget subcategory, budget value, marketing budget and date
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Excel file with 3288 rows and 16 columns.
2. Data Visualization
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In Qlik Sense, created master items (drill down), charts, filters and KPI.
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The graphs used were Combo chart , Area chats, Pivot table, KPI and Filters for dates and categories.
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Each vizualization has its specific tooltip.
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