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Kevin-Cookie-Company-Financial-Data-Analysis (Interactive Dashboard Creation using MS Excel)

Project Objective

To analyze the financial performance of Kevin Cookie Company and build an interactive Excel dashboard that helps track sales, revenue, and profit trends across different products and months.

Dataset Used

Key Questions (KPIs)

  • What is the profit by category across years?

  • Which products contribute the most to sales and profits?

  • How does monthly profit fluctuate throughout the year?

  • What is the average revenue per unit per month?

  • Which product generated the maximum profit?

  • Dashboard Interaction View Dashboard

Process

  • Imported cookie sales dataset into Excel
  • Created PivotTables for aggregation and summaries
  • Built multiple charts (Pie, Line, Bar, Column) for visual analysis
  • Added Slicers for interactive filtering (by month)
  • Designed a consolidated dashboard for financial reporting

Dashboard

Screenshot 2025-08-17 144448

Project Insights

  • Chocolate Chip cookies recorded the highest sales volume.
  • White Chocolate Macadamia Nut was the most profitable product ($12,992).
  • Peak monthly profit was achieved in April ($13,478).
  • Profit grew from $649,654 in 2018 to $2,113,670 in 2019.

Final Conclusion

The interactive Excel dashboard provided clear visibility into the sales, revenue, and profit trends of Kevin Cookie Company. By using PivotTables, slicers, and charts, it enabled quick identification of high-performing products and profitable months. The analysis highlights the company’s strong growth trajectory and equips decision-makers with actionable insights for future sales strategies and resource allocation.

About

I developed a financial dashboard in Excel for the Kevin Cookie Company that analyzes sales, revenue, and profit trends. It leverages PivotTables, slicers, and interactive charts for clear visualization. The dashboard provides actionable insights into monthly performance and product profitability.

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