Customer Profitability Dashboard in Excel

Category
Business Intelligence
About This Project

ABOUT THIS PROJECT

 

Customer Profitability Dashboard is an excel macro-enabled workbook that helps you to display and easily analyze profitability of your customers. It enables you to display data for particular period for your entire business or filter it by particular customer or geo. In seconds, we can get information about the most important metrics, such as sales, profit and margin percentage, units sold and products that are most popular among our customers. We can also get company-wise comparison data between our customers. The dashboard can process manually added data or can be connected directly to you server and display data in real time which makes it very powerful tool!

 

Customer profitability is a key metric utilized to inform decision making in various areas of the company. These decisions affect the value exchange between the customer and the company. Once you measure the profitability of your customers and know their purchase patterns, you are now able to understand who your customers are and how you make a profit. It can provide great insights on the business that lead to focusing on what is best for the customer.

 

 

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