The signature assignment is based on a scenario or a situation where a data-driven problem is posed and students are asked to find the relevant data sets associated with the problem, combine and clean them, then design a dashboard and a storyboard for the data, choose the right graphs/plots to include in the dashboard and put the data story in a storyboard. The final results will be written in a formal report format.
Problem: Sales analytics is one of the key application areas of business analytics. Many companies such as Salesforce use this information to help improve sales strategies and forecasting. The signature assignment is based on one such dataset. In order to understand the business key performance indicators you need to understand how sales process works and what sort of information is used.
The link provided below gives you a basic understanding of the what sales managers and C-level managers normally look for and helps you figure out important KPIs in this context.
You can also investigate more on these topics to come up with a good set of business questions you need to answer to design your story points for your signature assignment. The following data set available from IBM (loaded onto EMS), describes sales and marketing data that includes revenue, profit, product cost ….
Your task is to come up with a story for this data set when your target audience is C-level managers and sales managers that are involved in decision making.
The deliverables for your project is a Tableau workbook that tells this data set story and a brief report that describes your strategy in design and the choices you made for plots, dashboards and story board (include the INSIGHT analysis). Use the format used for dashboard design in the midterm exam.
You can collaborate on the design part with your classmates but the final design and implementation in Tableau should be an individual effort. Upload your Tableau workbook and the report onto EMS before the deadline.