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Demonstration Environment

This project contains fictional companies, employees, customers, financial records, and business data created solely for software demonstration purposes. Any resemblance to real businesses or individuals is purely coincidental.

Sales Analytics

Find the story hidden in the data.

Business Intelligence Trend Analysis Excel Reporting

Sales Investigation #002

CLIENT ForgePoint Manufacturing
REQUESTED BY
Cole Miner Senior Sales Manager
STATUS ACTIVE
Client ForgePoint Manufacturing

Why Did Q2 Revenue Drop?

ForgePoint Manufacturing reported an 11% revenue decline in Q2 despite stable production output and no major changes to pricing.

Sales leadership suspects the answer is buried somewhere in the raw transaction data, but the export contains thousands of records spread across regions, products, sales reps, and dates.

Objective: Analyze the sales data to identify the cause of the decline, locate the underperforming segments, and provide clear recommendations to leadership.

Raw Sales Export

25,483 Records
Date Region Sales Rep Product Units Revenue
01/03/26 East Sarah Kim Hydraulic Pump 4 $8,420
01/03/26 West Marcus Hill Control Valve 9 $5,310
01/04/26 South Ashley Brooks Drive Motor 2 $12,900
01/04/26 North Ryan Cooper Gear Assembly 6 $7,860
01/05/26 East Emily Davis Bearing Kit 12 $4,180

Data Cleaning & Preparation

PROCESS COMPLETE

Duplicates Removed

18 duplicate transactions identified and removed.

Standardized Regions

Normalized East, West, North and South naming conventions.

Product Cleanup

Combined inconsistent product names into standardized categories.

Revenue Validation

Verified calculated revenue values and corrected formatting.

Dataset Result 25,483 Raw Records 25,465 Clean Records

Pivot Analysis

Excel-style summary

Revenue by Region

Region Revenue Orders Avg. Sale Q2 Change
East $1.82M 814 $2,238 +6.4%
North $1.26M 566 $2,226 +2.1%
West $1.54M 703 $2,191 -14.8%
South $0.94M 447 $2,103 -6.2%

Initial Finding

Pivot analysis shows the Q2 decline is not company-wide. The sharpest drop is concentrated in the West region, while East and North remain stable or growing.

Primary investigation target West Region

Sales Performance Dashboard

Visual Analysis

Revenue by Region

East
$1.82M
West
$1.54M
North
$1.26M
South
$0.94M

Monthly Revenue Trend

Jan Feb Mar Apr May Jun Jul Aug

Top Product Categories

Hydraulic Pumps $2.4M

Highest revenue category

Drive Motors $1.9M

Strong but declining

Control Valves $1.2M

West region drop detected

Technical Competencies Demonstrated

Excel Analysis Pivot Tables Data Cleaning Trend Analysis Business Intelligence HTML5 CSS Grid SVG Charts Responsive Design