Projects

Practical case Dashboard comercial Profitability analysis

Commercial dashboard for a B2B distributor

An example of analysis aimed at understanding sales, costs, margins, monthly evolution, and profitability by client and product.

Objetivo del proyecto

Transformar datos dispersos en una herramienta clara para controlar rentabilidad, detectar oportunidades y apoyar decisiones comerciales.

Approach: useful data, clear reading, and actionable decisions.

Sample dashboard view

Visualización real del dashboard navegando por distintas vistas y análisis.

Real demo of a dashboard developed for a business environment

Illustrative example. Each dashboard is adapted to the reality of each business.

Problem detected

Existing data, but without a useful view to prioritize decisions.

Solution applied

Dashboard with KPIs, profitability analysis, and operational monitoring.

Value generated

More clarity, more control, and faster, better-informed decisions.

Problem

The company has data, but no clear view of which clients and products actually bring value to the business.

Solution

A dashboard is built with KPIs, time evolution, analysis by client, product, and area, plus low-margin detection.

Business value

It helps detect hidden losses, prioritize commercial actions, and make decisions with more judgment and speed.

❌ Before

Data scattered across multiple files
No clear visibility of real margins
Decisions based on intuition

✅ After

Clear business visibility in one dashboard
Identification of profitable clients and products
Faster, data-driven decisions

What it allows you to analyze

Sales, costs, and margin

Monthly business evolution

Clients with higher volume and higher profitability

Profitable and unprofitable products

What this approach brings

The goal is not just to visualize data, but to detect where profitability is being lost, which clients or products should be reviewed, and which decisions can generate real improvement in the business.

Business impact

+Clarity

Better understanding of results and margins

+Control

Ongoing business monitoring

+Speed

Faster, more informed decisions

Results achieved in similar projects

+15%

Improvement in identifying profitability by customer

-30%

Reduction in reporting time and manual tasks

+100%

Visibility into margins and business results

What kind of value I aim to generate

Each project aims to turn data into a useful tool to make better decisions, save time, and detect real business improvement opportunities.

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