Welcome to the Advanced Financial Analysis of Bike Sales project. This comprehensive analysis leverages advanced data analytics and strategic financial modeling to transform raw bike sales data into actionable insights.
My approach includes meticulous research and carefully crafted assumptions, ensuring the project's financial integration mirrors real-world scenarios.
Usage of DAX functions to rectify discrepancies in profit, cost, and revenue raw columns, ensuring data accuracy.
Raw data inconsistencies (e.g., "Nord" in Burkina Faso, not France) for accurate geographic analysis.
Created a comprehensive Date Table using DAX.
Integrated financial data, forecasting Fixed Expenses with a 5% annual increase. Calculated precise KPIs such as Break-even Point and Net Profit Margin.
Conducted detailed research on Fixed and Operating Expenses for subcategories, acknowledging real-world variations while maintaining a robust conceptual framework.
Applied differentiated expense ratios based on product categories and countries to reflect actual financial dynamics.
Gross profit represents the amount of money your company makes from selling goods or services after deducting the direct costs of producing them. It's a fundamental indicator of your business's profitability.
Gross profit margin shows the percentage of revenue that exceeds the cost of goods sold. It indicates how efficiently your company is producing and selling its products or services.
Markup percentage shows how much the sales price exceeds the cost price as a percentage of the cost price. It's useful for pricing decisions.
Net profit represents the total amount of money your company has left after deducting all expenses, including both the cost of goods sold and operating expenses.
Net profit margin indicates the percentage of revenue that remains as profit after all expenses have been deducted. It provides a comprehensive view of your business's profitability.
The break-even point represents the number of units you need to sell to cover all your costs. It's a critical metric for financial planning and decision-making.
Identified 2015 as the highest net profit year, with Q2 and June as peak periods.
Determined the USA as the highest net profit country and Adults (35-64) as the most profitable age group.
Highlighted mountain bikes, helmets, and mountain shorts as top performers.
Suggested removing "Jerseys" due to high costs and low profits, and a slight price increase for "Caps" to enhance profitability.