ZSZeshan Saif
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Commercial finance

NUMAT SALES

An executive sales and profitability dashboard covering channel performance, monthly trends, product contribution, customer drill-through and geographic analysis.

My roleFinancial analysis & dashboard design
ToolsPower BI · Sales · Customer analytics
TypePortfolio demonstration
NUMAT SALES dashboard overview

The brief

From business question to decision-ready view.

01

Business question

Management needed a consolidated view of growth and profitability across internet and reseller channels, products, customers and locations.

02

The approach

  • Built year-over-year sales, profit and order comparisons.
  • Connected channel, product, calendar and geographic views through consistent report navigation.
  • Added customer drill-through, RFM segmentation and decomposition paths for follow-up analysis.
03

What the sample data shows

Figures below describe the displayed portfolio dataset, not a client outcome.

  • The FY2023–24 summary view contains $33.14M sales, $6.40M profit and 1,622 orders.
  • The displayed sample has a 19.31% overall profit margin.
  • Reseller sales account for $18.47M, compared with $14.67M through internet channels.
04

Decisions this supports

  • Which channels and products are driving profitable growth
  • Where margin or customer concentration needs intervention
  • Which customer segments deserve follow-up

The transformation

A comprehensive sales system for profitability & operations.

The NUMAT SALES system turns fragmented reporting into a shared operating view for sales, finance and leadership teams.

Before working with us

NUMAT faced:

  • Fragmented reporting across teams with no central alignment.
  • Outdated reports led to missed trends and poor forecasts.
  • No clear view into product or regional performance.
  • Operations were reactive and lacked data-driven insights.
After working with us

NUMAT got:

  • Unified Power BI dashboards for all sales verticals.
  • Live data integration enabled real-time business visibility.
  • Sales and finance forecasting improved through predictive analytics.
  • Teams aligned on metrics, enabling faster decisions.
  • Identified leaks and underperformance with visual clarity.

Interactive report

Explore the dashboard.

Use the report controls to navigate pages, filter the data and inspect individual views.

NUMAT SALES dashboard preview

The interactive report is best viewed in a larger window.

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Public portfolio report. The demonstration data is intentionally non-confidential.

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Sales dashboard walkthrough

Follow the signal from sales to customer detail.

The NUMAT SALES report brings summary performance, time patterns, geographic breakdowns, customer segmentation and product concentration into one navigable Power BI experience.

NUMAT SALES view

Sales summary

Portfolio sales, profit, orders, channel mix, product contribution and customer drill-through in one management view.

Start a conversation

Have a similar reporting or modelling question?

Share the decision you need to support and the data or report you already have.

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