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MD101 -Professional Design of a Sales Management Dashboard System (Mega Dash)

Course Outline:

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  1. Amazing Management Gallery (Operation Sales Overview - Home Dashboard)

  2. Sales Breakdown Analysis

  3. Sales on Map Dashboard

  4. Product Price Change Analysis

  5. Monthly Sales Calendar Dashboard

  6. Sales Trend Animation Dashboard

  7. Sales Trend and Distribution Charts

  8. Sales Ranking Analysis

  9. Periodic Sales Comparison Panel

  10. Outlier Identification Chart

  11. New Product Performance Analysis

  12. Dynamic Sales Crosstab Reports

  13. Director View

  14. Director Panel

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Graphs

Course Description

Course Objectives:

Demonstrate from a managerial perspective how a Sales Management Dashboard System is able to help a company improve sales visibility and monitor sales KPI with actual sales VS. target sales VS. last year sales comparison.

 

Target Audience:

  • Sales Managers and Directors, Business Intelligence Analysts, Data Analysts and Data Scientists, Marketing Managers, Operations Managers, Executives and Stakeholders

  • Or any individuals who are responsible for overseeing sales operations, setting sales targets, and monitoring sales performance within their teams or departments.

  • Students who have taken TB101 - Basic Dashboard Design with Tableau and would like to advance their knowledge and skills in Tableau design

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Features

  1. Specially designed for management business users who want to plan for digital transformation

  2. Professional design of sales management dashboards

  3. Non-Technical demonstration

  4. Demonstrate that no coding skills are required for management dashboard design

  5. Let audience to understand that a simple data structure is good enough for designing sales management dashboards

Medium of Instruction

Cantonese, supplemented with English

Pre-requisites

  1. Possess the domain knowledge about company sales and company product structure.

  2. Required to monitor company sales from the top management perspective.

Required Software

  1. Computer installed with a browser    (e.g. Microsoft Edge or Google Chrome)

Date, Time & Duration

Date: (Can choose one of the following classes)

  • TBC

Time: 

  • TBC

Duration:

  • 7 hours (1-Day) or

  • 3.5 + 3.5 hours = 7 hours (2-Days)

Mode of Instruction

Online: By Zoom (Zoom link will be provided upon successful enrolment)

Course Fee

Course Price: $3,200 HKD
Early Bird Discount: -$200 HKD per student

 (7 days before the class starts)

Data Files & Course Materials

The organizer will provide an URL for downloading the required items before the course commences.

If you’d like more information about this course, get in touch today.

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Student's Review

"Danny Sir, I would love to share this with you. I went to a job interview that I really wanted to do. It was a public organization. They tested me on executing an excel file with thousands of rows of data which I had to use Power Query to do it. I was so happy that I have learned power query from you! "

Contact Us for More Information

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Thanks for submitting!

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Tel. 852-6126 1104

Address. 19/F, Kwai Fong Industrial Building,

                9-15 Kwai Cheong Road, Kwai Chung, N.T. Hong Kong

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