CUSTOMER AND DEALER DASHBOARDS IN POWER BI (L&T)
Customer and Dealer Dashboards in Power BI (L&T)
The project involved developing a series of dashboards in Power BI tailored for customer and dealer management, providing insightful metrics, trends, and analytics to support business decisions. The dashboards include features such as machine population, utilization trends, sales and margin analysis, and manpower productivity, addressing diverse business needs.
Overview
The project involved developing a series of dashboards in Power BI tailored for customer and dealer management, providing insightful metrics, trends, and analytics to support business decisions. The dashboards include features such as machine population, utilization trends, sales and margin analysis, and manpower productivity, addressing diverse business needs.
Customer Dashboard
Key Features:
- Machine Population: Provides an overview of the deployed machine fleet.
- Machine Utilization Trend: Tracks usage patterns over time to identify operational efficiency.
- Machine SMR Scale: Displays the SMR (Service Maintenance Record) data.
- Parts Business Trend: Visualizes revenue trends in parts sales.
Dealer Dashboard
- Machine Population and Segmentation.
- Inventory and MC POP (Machine Population at Point of Purchase).
- MC POP & MC Equivalent Sale per MC.
- % Class Contribution.
Dealer Working Capital Trend Dashboard
- Inventory Trend.
- Customer Outstanding Trend.
- Working Capital Trend.
- Off-Take Trend.
- End Customer Sale Trend.
Dealer Manpower Dashboard
- Active Employee Strength.
- Trained Manpower.
- Machine Ratio.
- Attrition Rate.
- Training Man Days.
- Charts categorized by department, experience data, and SIT (SkillImprovement Training) level.
Manpower Productivity Dashboard
- Service Manpower Productivity.
- Service Calls Breakdown.
- Parts Manpower Productivity.
- Sales Manpower Productivity.
Machine Touch Activity Dashboard
- In Fold Coverage and Out of Fold Coverage.
- Number of Customers.
- Class Contribution.
- Quotation to Order Conversion Percentage.
Commodity-Wise Sales & Margin Analysis Dashboard
Key Features:
- Categories: Fetched from Product Hierarchy Level 2 and grouped accordingly.
- Options: Select the number of years (1, 2, 3, etc.) to populate data.
- Visualizations: Sales, Cost, and Margin Trends with drill-down options for different periods (Month, Quarter, Year).
- Visualizations: Zone-wise and Model/Category/Subcategory-wise data.
- Charts: Inventory without tax amount by category.
- Charts: % GT Inventory without tax amount by category.
- Charts: Gross Margins by category.
- Charts: % GT Gross Margins by category.
Lubricants Volume Dashboard
Key Features:
- Metrics: Lubricants volumes in KL calculated in a separate table for Key Grade Offerings (KGO).
- Metrics: Lubricants Volume by Zone, Sub-category, and Year.
- Visualizations: Similar visualizations for LTCEL Lubes and Non-KGO Lubes, accessible via a dropdown menu.
- Visualizations: Trends for key grades by region and subcategories.
Results and Impact
- Actionable Insights: Clear visibility into machine performance, sales trends, and operational metrics.
- Improved Decision-Making: Enabled stakeholders to track KPIs and identify opportunities for optimization.
- Efficiency Gains: Streamlined reporting and reduced manual data handling through automated filters and calculations.
These Power BI dashboards helped the organization achieve enhanced data visibility and operational efficiency, empowering users with real-time insights and analytics for strategic business decisions.
