High Level Performance Report

We developed an Automated Performance Report for an e-commerce business, covering sales and inventory data across various channels (Amazon, Website, Retail). The report is updated weekly, with links automatically sent to the company's leadership. Implemented in both Tableau and Google Spreadsheet, the solution offers varying levels of detail and flexible customization.
Reporting BI

Task

We were tasked with creating a high-level performance report to track the sales and business efficiency of Amazon and other sales channels. The report needed to be automatically updated, with a link to the newly generated report sent to the C-level and VC-level executives within the company.

The report is SKU-based and weekly-based, meaning it is generated at the beginning of the week and automatically compiled. Two versions of the report were implemented – one in Tableau and another in Google Spreadsheet, each with different levels of detail and customization.

Report

The report contained the following data and fields (briefly grouped):

  • Product Data: SKU, ASIN, Description, Product Categories, ABC class, first product launch date...
  • Sales Channels: Amazon Third-party (3P), Amazon First-party (1P), Website sales, Retail sales + by regions (US/EU) + overall sales
  • Sales Advanced Statistics:
    • ASP (Average Sale Purchase)
    • CW (Current Week) Sales, CW LY (Current Week Last Year) Sales, CW vs CW LY % Sales
    • LW (Last Week) Sales, LW LY (Last Week Last Year) Sales, LW vs LW LY % Sales
    • L30D (Last 30 days) Sales, L30D LY (Last 30 days Last Year) Sales, L30D vs L30D LY % Sales
    • CM (Current Month) Sales, CM LY Sales, CM vs CM LY % Sales
    • L365D (Last 365 days) Sales...
    • Rank Sales
    • ...
  • Units Advanced Statistics:
    • CW Units, CW LY Units, CW vs CW LY % Units
    • LW Units, LW LY Units, LW vs LW LY % Units
    • L30D Units...
    • Rank Units
    • ...
  • COGS (Cost of Goods Sold):
    • YTD COGS
    • Rank COGS
    • YTD Product Profit, Rank Product Profit
    • CW, LW Product Margin
    • ...
  • Inventory Information:
    • Inventory on Hand Value
    • On Hand Inventory LW (Last Week)
    • On Hand Inventory LY (Last Year)
    • Inventory Units in different markets
    • Week of Supply
    • Inventory Turns
    • ...

Implementation

The report data is generated through a single large SQL query in the Data Warehouse and cached in a separate table for fast report retrieval later on. A Python script that triggers the SQL query and compiles the report runs automatically once a week within a reliable data pipeline management system — Airflow.

Google Spreadsheet Implementation

The Google Spreadsheet implementation is the primary solution. Once a week, a Python script creates a new sheet in the spreadsheet and uploads the report. The columns are automatically formatted and color-coded. After the report is generated, a link to the created sheet is automatically sent to the C-level and VC-level executives.

Tableau Implementation

The implementation in Tableau is more advanced, with additional filters:

  • Flexible Filters: Allows dynamic changes to the data range (week, month, quarter, year).
  • Different levels: Displays statistics not only at the SKU level but also at the category level.
  • Charts: Displays charts on sales and a range of key performance indicators.

Transform Your E-commerce Vision Into Reality

Ready to take your e-commerce to the next level? Let’s discuss how we can make it happen together.