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Writer's pictureEmily

Build Excel Sales Dashboard - Customer Retention Analysis

In this tutorial, we will learn how to create a Sales dashboard for Customer Retention Analysis in Excel.



What you need:


  • Microsoft Excel

  • Data set - download the sales data set as csv thru this link.


How to Video


I demonstrated the steps on how to create the dashboard in this video. Feel free to watch and don't forget to subscribe.



Analysis

  • This company has 100% Customer Return Rate, which means good for the business. All existing customers are repeat customers and have purchased more than once of their product.

  • The time between the next purchase is relatively short considering the product as non commodity, which is 10 days.

  • The average amount the customer spends per order is at $102.

  • In a year, a customer purchase 35 times on average.

  • Although this company has unshipped products, these are relatively small. 92.6% of its total sales are shipped.

  • USA has the most amount of sales, but EMEA region surpass the sales among other territories.

  • .November has the highest amount sales, this could be due to the holidays approaching. Their customers resupply to meet the high demand for gifts and collectibles.







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