Retail Executive Analytics

Aggregation layer

PivotTables

These summaries mirror the PivotTables and PivotCharts that power the dashboard. Fields are intentionally selected to answer executive questions without redundant visuals.

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Category performance

Rows: Category · Values: Revenue, Profit, Margin, Orders

CategoryRevenueProfitMargin
Home & Office$29,233$13,28145.4%
Electronics$21,681$7,44134.3%
Sports$4,992$2,47649.6%

Regional contribution

Rows: Region · Values: Revenue, Profit, Quantity, Orders

RegionRevenueProfitOrders
Northeast$14,510$7,43412
West$15,275$6,15715
Midwest$15,117$5,68510
South$11,004$3,92210

Monthly sales & profit trend

Rows: Month · Values: Revenue, Profit, Orders · Recommended PivotChart: Line + clustered column.

MonthRevenueProfitOrders
Jan 25$6,864$2,4304
Feb 25$6,064$2,2264
Mar 25$6,772$2,5344
Apr 25$4,200$1,5804
May 25$2,218$1,0364
Jun 25$2,598$1,0924
Jul 25$2,586$9684
Aug 25$6,583$3,7774
Sep 25$5,439$2,0804
Oct 25$4,967$1,9764
Nov 25$4,988$2,2854
Dec 25$2,627$1,2143

Slicer connection plan

Connect Year, Month, Region, and Category slicers to each PivotTable above and to the PivotCharts on Dashboard. This keeps every KPI and visualization aligned to one governed filter context.

Retail Executive Analytics Workbook · Source data preserved, transformations documented, insights automated.
Built with GenMB
Built with GenMB