Overview
A sales-analytics dashboard that ingests revenue by customer and month and visualizes it as stacked, series-classified charts — decision support for management and sales.
Problem
Revenue lived in wide-format Excel, making it hard to see new-customer acquisition pace or per-customer trends at a glance.
Approach
Excel data is ETL’d (openpyxl) into a normalized DB and drawn as quarter/month-switchable stacked charts with Chart.js. Series are auto-classified (key accounts, new customers by acquisition-year cohort), and a per-customer view drills down into the invoice ledger.
Key features
- Quarter/month-switchable stacked bar charts (Chart.js)
- Auto series classification (key accounts, new customers by year)
- Per-customer view with year-over-year comparison
- A single API returns multiple aggregation axes (fast switching, no refetch)
- Drill-down linked to the invoice ledger
- Aggregates ~4,000 real records from 2022–2026