Portfolio - Vishesh Roy

Excel Project

Atliq-Sales & Financial Analysis Report

The objective of this project is to offer in-depth analysis of the company's financial health and its standing in the market. It involves generating a range of reports such as "Customer Net Sales Performance" and "Market Performance vs. Target" using a combination of fundamental and advanced Excel

View Project
Engagement

View Project
on GitHUB

This report shows the customer net sales performance in the years 2019,2020 &2021.

Project Details

In this project, I have created a sales report utilizing Excel pivot tables. This report serves as a valuable tool for businesses to determine optimal customer discounts, streamline negotiation processes, and identify opportunities for expanding into promising markets. The reports I've crafted offer actionable insights to assist businesses in enhancing their sales strategies, enhancing customer satisfaction, and increasing revenue.
Throughout this project, I have acquired expertise in the following areas:
1. Utilizing pivot tables
2. Harnessing the capabilities of Power Query
3. Grasping the fundamentals of DAX (Data Analysis Expressions)
4. Enhancing data presentation through conditional formatting
5. Improving the visual appeal of reports
6. Gaining insights into sales-related metrics
Overall, this project revolves around equipping businesses with the tools and knowledge necessary to enhance their sales efforts. By delving into sales data, businesses can uncover growth.

PowerBI Project

Eastern Bank Credit Card Analysis

This project's objective was to ensure a successful launch of new credit card line for Eastern Bank by analyzing Customer demographics, Spending patterns of customers, Payment preferences and providing suitable suggestions.

View Project
on GitHUB

This report gives insights about the occupation , age-group, location of customers and what kind of products do they buy.

This report tells us about which customers prefer credit cards as a payment option.

Project Details

Eastern Bank is a legacy financial institution headquartered in Hyderabad. They want to introduce a new line of credit cards, aiming to broaden its product offerings and reach in the financial market.

Key findings :
1)Average Monthly Income
2)Average monthly amount spent
3)Occupation, age-group of Top customers
4)Average Income Utilisation%

SKILLS UTILIZED:
Power BI
Excel
DAX Studio

Live Interactive Dashboard

SQL Project

Atliq Mart Sales Campaign Analysis

During the Diwali 2023 and Sankranti 2024 promotions, the sales team ran several offers on AtliQ branded products. My analysis helped identify which promotions were successful and which were not, providing insight for future campaigns.

View Project
Engagement

View Project
on GitHUB

Query to find No. of Atliq Mart stores in different cities.

This shows the output as a column chart.

Project Details

AtliQ Mart is a retail giant with over 50 supermarkets in the southern region of India. All their 50 stores ran a massive promotion during the Diwali 2023 and Sankranti 2024 (festive time in India) on their AtliQ branded products. Now the sales director wants to understand which promotions did well and which did not so that they can make informed decisions for their next promotional period.

📊 Key tasks and findings :

1) Promotion effectiveness : Analysing effect of different promotional offers on different category of products and several customer segments.

2)Incremental Revenue% : Finding products that experienced highest increase in revenue and due to which offer.

3)Incremental sold quantity% : Identified top category of products that witnessed increase in sales.

🎯 Results:

1)224.2% increase in revenue
2)Identified top performing promo offers
3)Identified top performing stores

SQL Project

Music store SQL project

The primary objective of this project is to help the music store management enhance their business growth by helping them optimize their inventory to ensure each store has the right selection of music in stock, reducing lost sales and customer frustration.

View Project
on GitHUB

Query to find amount spent by each customer on the highest selling artist.

Output for amount spent by customers on highest selling artist.

Project Details

Using SQL queries we will Identify popular music genre
trends among customer segments and analyze purchase
patterns to understand how customer demographics or
playlist characteristics influence music taste.

Key findings:
1)Top selling music genre
2)Top selling artists
3)Average Invoice value
4)Top 3 cities with highest sales

PowerBI Project

Atliq Business Insights 360

AtliQ Hardware faced challenges managing data within Excel. Objective: Shift from Excel to Power BI for better comprehension. Goal: Achieve insights into finance, sales, and supply chain areas. Data Volume: 1.8 million entries. Tools Used: SQL, Power BI, Excel, DAX Studio.

View Project
on GitHUB

Designed an executive view to get maximum information at a glance.

Designed a finance view to get information about Net sales, Profit%, Gross margin%.

Project Details

This project, which combines Power BI, SQL, and Excel, centers around addressing operational issues at AtliQ Hardware, a prominent global consumer electronics company. The company's heavy reliance on Excel for data analysis has led to significant losses in some regions. To rectify this, senior management aims to initiate a data analytics project, leveraging data from the previous year to enhance performance and drive improvements.
💼Finance View: shows profit and loss statement like GM,NP,NS etc. and performance over time chart w.r.t to key metrices.
📣Sales View: Shows customers and product performance , unit economics and performance matrix by NS and GM%
📣 Marketing View: Shows region and product performance , unit economics and performance matrix by NS and GM%
🚚 Supply Chain View: shows forecast accuracy, Net Error, trends and key metrices by customers and product.
👨‍🎓 Executive View: shows market share of competitors, trends, revenue by division and channel, top 5 customer

Hello, I am

Vishesh Roy

1

2

2

About

Key

My

Atliq-Sales & Financial Analysis Report

Eastern Bank Credit Card Analysis

Atliq Mart Sales Campaign Analysis

Music store SQL project

Atliq Business Insights 360

Awards

Contact Me

Email

Github

Linkedin

Call

Vishesh Roy

Download Resume