I built this Tableau dashboard to explore sales and expense data for a global beverage company. The goal was to better understand how different product sizes, client types, and packaging formats contribute to overall performance and profitability. This project is meant to support clearer decision-making across sales, finance, and supply chain teams.
(Summary of dashboard insights below visualization)
Dashboard Key Insights
The dashboard reveals clear patterns in how different products, sizes, and retail channels contribute to overall performance. Supermarkets drive the highest sales volume by far, and they also deliver the most consistent profit margins. Discounters, while generating strong volume, come with noticeably higher expenses. Big-box retailers sit somewhere in the middle, offering decent profitability with fewer fluctuations.
Product size plays a major role in sales performance. Larger formats like 1.5L, 1.75L, and 2L are responsible for the bulk of volume, while smaller sizes like 330ML and 500ML show up more frequently in top-selling SKUs, especially for promotional or convenience-based purchases. It’s a reminder that both high-volume and high-frequency products matter when assessing what’s driving revenue.
Margins stay fairly stable across time, with most products holding between 35% and 40% gross profit. However, differences by client type reveal where costs might be slipping. For example, grocery stores generate the lowest total returns and operate with slimmer margins, even though they still move a good amount of product.
Taken together, these insights give a clearer view of how the company’s sales engine really works—which combinations of product and retailer type are most profitable, where costs tend to build up, and how performance shifts across size formats. It’s a solid foundation for exploring pricing, cost control, and channel strategy more effectively.