Data analytics portfolio project

Sales Analytics

End-to-end retail analytics case study that turns raw Superstore orders into KPI reporting, sales performance insights, discount analysis, and dashboard-ready recommendations across $2.33M in sales and 5,111 orders.

Data Cleaning SQL Business Queries Tableau Dashboard Actionable Insights
Total Sales $2.33M

Revenue analyzed across regions, product categories, and monthly trends.

Total Profit $292K

Overall profit margin was 12.6%, with discounting creating the clearest margin risk.

Total Orders 5,111

Cleaned transaction records used for Python, SQL, and Tableau analysis.

Role Data Analyst

Owned the workflow from raw data preparation to final insights.

Dataset Sample Superstore

Retail orders, sales, profit, categories, regions, and discounts.

Methods Python + SQL + Tableau

Cleaned data, queried KPIs, visualized trends, and summarized quantified findings.

Output Portfolio Case Study

Notebook, SQL script, cleaned data, dashboard workbook, and visuals.

Proof files

Everything a reviewer needs is easy to inspect.

Recruiter summary

A recruiter-ready analytics project with clear business context.

Goal: Identify which regions, categories, and products drive sales and profit, then present the findings in a clear dashboard-style portfolio project.

My role: Cleaned and prepared the data, created calculated fields, wrote SQL queries, built exploratory charts, and designed Tableau visuals for stakeholder-friendly reporting.

Business value: The analysis highlights sales concentration, regional performance, category strength, and the profitability risk connected to discounting using measurable evidence.

Best fit roles: Data Analyst, Business Analyst, BI Analyst, and entry-level analytics roles that require SQL, Python, dashboarding, and communication.

Business impact

What this analysis helps a business decide.

Prioritize

Focus attention on the West region, which generated $740K and 32% of total sales.

Protect Margin

Review discounting behavior because discounted orders produced a $34K net loss overall.

Track Performance

Monitor annual growth because 2026 contributed $746K, the highest sales year in the dataset.

Skills demonstrated

What this project shows

Data Cleaning EDA SQL Queries KPI Reporting Dashboard Design Business Storytelling
Tools

Technical stack

Python, Pandas, Matplotlib, Jupyter Notebook, SQL, Tableau, Git, and GitHub.

  • Python for cleaning and exploratory analysis
  • SQL for business questions and KPI validation
  • Tableau for stakeholder-facing dashboard visuals
Deliverables

Portfolio-ready outputs

Cleaned CSV, Jupyter notebook, SQL script, Tableau workbook, chart exports, and this case-study page.

  • Readable project structure
  • Reusable analysis files
  • Visual evidence for every major insight

Process

A clear workflow a hiring manager can follow.

01

Prepared Data

Loaded the raw Superstore data, checked quality, cleaned fields, and created analysis-ready columns.

02

Explored Trends

Used Python to examine sales, profit, region, category, product, and monthly performance.

03

Answered Questions

Used SQL to calculate KPIs, compare segments, rank products, and validate business findings.

04

Built Visuals

Created Python and Tableau charts that communicate the most important patterns quickly.

05

Summarized Impact

Translated the analysis into concise insights around revenue, profitability, and discount behavior.

Business questions

The analysis is organized around practical stakeholder questions.

01

What are total sales, total profit, and order volume?

02

Which regions and product categories generate the most revenue?

03

Which products contribute most to sales performance?

04

How do monthly sales trends change over time?

05

How does discounting affect profitability?

06

Which insights should be highlighted for business decision-making?

Visual evidence

Charts that support the business story.

Python visuals show the exploratory analysis. Tableau visuals show how the findings can be packaged for stakeholders.

Python EDA

Exploratory charts created during analysis.

Sales by category chart created in Python

Sales by Category

Compares category-level revenue performance.

Sales by region pie chart created in Python

Sales by Region

Shows regional contribution to total sales.

Top products chart created in Python

Top Products

Highlights products with the largest revenue contribution.

Tableau Dashboard

Presentation-ready visuals for stakeholders.

Tableau total sales KPI

Total Sales KPI

Summarizes total revenue at a glance.

Tableau sales by category chart

Sales by Category

Compares revenue by product category.

Tableau sales by region chart

Sales by Region

Breaks down sales distribution across regions.

Tableau monthly sales trend chart

Monthly Trend

Communicates sales performance over time.

Tableau top 10 products chart

Top 10 Products

Ranks the highest sales contributors.

Tableau discount versus profit chart

Discount vs Profit

Explores how discounting affects profitability.

Key insights

Business findings from the analysis.

01

The West region generated $740K in sales, representing 32% of total revenue.

02

Technology generated $840K in sales and $147K in profit, the strongest category overall.

03

The top product, Canon imageCLASS 2200 Advanced Copier, generated $61.6K in sales.

04

No-discount orders produced $327K profit, while discounted orders lost $34K overall.

Recommendations

How I would turn the findings into action.

Double down on strong segments

Use West region and Technology category performance as benchmarks for sales planning.

Audit discount strategy

Investigate discount bands above 20%, where profit turns negative across the dataset.

Monitor top products

Track top products regularly because high-value items materially influence revenue performance.

Why recruiters should care

This project demonstrates practical analyst judgment, not just charts.

It shows the full path from raw data to business insight: cleaning, querying, visualization, interpretation, quantified recommendations, and presenting findings in a way a stakeholder can scan quickly.