Tableau Sales & Customer Interactive Dashboard

The scope of this project is to create an interactive customer dashboard in Tableau to help stakeholders analyze customer behavior, sales trends, and engagement.

The dashboard serves as a tool for marketing and management teams to understand key performance indicators (KPIs) for both Sales and Customer insights.

While this project focuses on the creation of the “customers” dashboard, both dashboards were created by me in request of the client below.

This project was original created in a GitHub Repository. If you experience any formatting issues, please view the original GitHub project.

The final interactive dashboard can be viewed on Tableau Public here: Sales & Customer Dashboard

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The Task

Below is a email recieved requesting a interactive dashboard that includes both Sales and Customer insights

This document was provided with a data set to build a Tableau dashboard fulfilling the requested insights needed by a marketing team. From this email, we have decerned that the client wants:

1) Create Customer Dashboard (attached to sales dashboard)

• A new dashboard attached to our previously made Sales dashboard that allows quick and actionable insights into customer trends

2) KPI Overview

• Three key performance indicators were developed to summarize customer activity: Total Number of Customers, Total Sales Per Customer, Total Number of Orders
• Each KPI is visualized using line charts, allowing users to observe monthly trends over two years (current and previous).

3) Customer Distribution by Number of Orders - A bar chart with frequency bins created to show how customers are distributed based on the number of orders placed. - Align customer orders in fruequency bins to allow quick insights into the average number of orders each customer makes.

1. Top 10 Customers by Profit
   • A ranked table that displays the top 10 customers contributing the most profit.
   • This should include customer data such as: Customer Rank, Name, Current sale’s, Current profit, Order date and Number of Orders made.
2. Interactivity in Dashboard
   • Dashboard should be fully interactive with filters, ability to change the year, clickable charts and the ability to switch sheets easily
   • all data should connect with eachother and be full interactable by the client for specific insights.

The final dashboard was published to Tableau Public: https://public.tableau.com/app/profile/robert.smith7087/viz/shared/QQRF2PZGP

Task - Project Outcome

• Designed and developed an interactive Sales and Customer Dashboard in Tableau to analyze customer behavior, sales trends, and engagement across two years (current and previous).
• Built KPI visualizations (e.g., total customers, sales per customer, total orders) using line charts to show monthly and year-over-year comparisons.
• Created a customer distribution bar chart to display engagement by order volume and reveal patterns in customer loyalty.
• Applied Tableau calculations and filters to highlight peak and low-performing months, improving decision-making for marketing and sales teams.
• Delivered a clean, business-ready dashboard layout, aligning with stakeholder email requirements, emphasizing usability and clarity.