This Tableau dashboard visualizes sales and customer patterns across six months of operations at a coffee shop.
I used Tableau Public to build two interactive dashboards: a Sales Dashboard and a Customer Dashboard. The data was sourced from a CSV file. The dashboards are designed to be easily navigable and provide actionable insights for various stakeholders, including store managers, marketing staff, and business owners.
- Monthly, weekly, and daily sales trends
- Peak hours and busiest days
- Customer distribution and top spenders
- Average order value and customer behavior
- Tableau Public
- CSV data
1. Sales Dashboard focuses on sales performance, providing a clear view of revenue streams and top-performing products.
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Key Metrics: The dashboard includes vital metrics like total sales, daily sales trends compared to the previous month, weekly sales trends, and average monthly sales.
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Monthly Sales Performance: Sales showed a consistent upward trend over the period.
Sales increased month-over-month, with notable spikes in March (+29.8% from February) and May (+31.8% from April).
The only dip occurred in February (-6.8% from January), which would require further analysis of external factors (e.g., social or economic context) to fully understand.
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Store Performance: All three locations showed strong sales, but Hell's Kitchen consistently generated the highest revenue.
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Product Analysis:
Ethiopia, Sustainability Grown Organic, and Jamaican Coffee River were the top three best-selling products.
Syrup-based products generated the lowest revenue, which is understandable as they are supplementary ingredients rather than primary menu items.
2. Customer Dashboard provides a deeper look into customer behavior, helping to inform customer service and marketing strategies.
- Transaction and Spending Habits:
The dashboard tracks total transactions and the number of sales per customer daily, providing a month-over-month comparison for easy performance tracking.
The most common spending range per customer per day is between $14 and $22, which could be a useful metric for product bundling and promotional offers.
- Peak Hours & Operations:
The peak hours for foot traffic and transactions are between 8 AM and 11 AM. This insight is crucial for managers to optimize staff scheduling and allocate resources effectively during the busiest times.
- Customer Loyalty:
A list of the top 10 most loyal customers is included, which can be leveraged for personalized customer care and loyalty programs.
3. Interactive Filters
Both dashboards are equipped with interactive filters for Month, Product Category, Size, and Location. This functionality allows stakeholders to quickly and easily customize their view to meet specific needs, making the dashboards a versatile tool for:
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In-store sales staff
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Individual store managers
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General managers across all locations
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Marketing teams
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Customer service teams
Want to see it in action? Click right 👉 here for the Tableau experience!