This Power BI Promotion Performance Dashboard analyzes B2B sales, profitability, operations, customer value, promotions, channels, and strategic account performance across 2023 to 2025.

The report combines Net Sales, Gross Profit, Target Achievement, Order Count, Return Rate, Shipping Cost, Customer Segment, Product Category, Sales Team, Promotion Performance, and Account Value in one interactive analysis.

Executive Overview

The Executive Overview page provides a high-level view of business performance and shows how sales, profit, targets, regions, customer segments, and product categories contribute to overall results.

• Track Net Sales, Gross Profit, Gross Margin, and Target Achievement.
• Compare Net Sales against Sales Target across the year.
• Analyze revenue share across SMB, Enterprise, and Mid-Market customer segments.
• Compare regional sales across North America, Europe, and Asia Pacific.
• Explore Net Sales by Category, Subcategory, and Product Name.
• Switch between Net Sales, Gross Profit, and Order Count to compare product performance from different perspectives.

Operations

The Operations page focuses on order execution, channel performance, shipping costs, salesperson performance, promotions, and return behavior.

• Track Total Orders, Shipping Cost, and Return Rate %.
• Compare Net Sales and Order Count by Channel.
• Identify the top salespeople by Net Sales.
• Analyze Shipping Cost and Average Shipping Cost per Order by order priority.
• Compare promotion campaigns by Order Count, Net Sales, Amount Returned, and Return Rate %.
• Filter performance by year, region, account status, and sales hierarchy.

Promotion Performance

Promotion analysis provides a detailed view of how different campaigns contribute to revenue, order activity, and returns.

• Compare major campaigns such as Holiday Campaign, New Customer Offer, Partner Campaign, Quarter-End Incentive, and Strategic Deal.
• Measure campaign performance using Order Count and Net Sales.
• Track Amount Returned and Return Rate % for each campaign.
• Compare promoted orders with No Promotion activity.
• Identify campaigns that generate strong sales but also create higher return risk.

Executive Strategy & Customer Intelligence

The Strategy page focuses on customer value, account concentration, regional performance, market segments, order types, and high-value accounts.

• Track Active Customers, Average Order Value, and Average Sales per Customer.
• Compare Active Transacting Customers and Average Revenue per Customer across regions.
• Analyze Net Sales share across SMB, Mid-Market, and Enterprise segments.
• Explore sales distribution by Category, Subcategory, and Order Type.
• Identify the top high-value customer accounts using Net Sales, Order Count, and Gross Margin %.
• Filter customers by year, region, order type, and customer tier.

Customer & Market Analysis

Customer and market analysis connects regional activity with customer value to show how account concentration differs across markets.

• Compare the number of active transacting customers across regions.
• Analyze Average Revenue per Customer to identify higher-value markets.
• Compare customer segment share across the overall business.
• Review individual high-value accounts and their profitability.
• Compare customer performance across different order types, including Expansion, New Sale, and Renewal.

Interactive Exploration

The report is organized across Overview, Operations, and Strategy pages, allowing users to move from executive-level KPIs into detailed operational, promotional, customer, and account analysis.

• Filter analysis by year, region, sales team, account status, and order type.
• Compare sales, profitability, order activity, and returns from multiple business perspectives.
• Explore performance across channels, salespeople, customer segments, categories, and promotions.
• Move from executive KPIs into individual campaign and customer account performance.