Real-Time Sales Monitoring with Automated Alerts for Underperformance
Success Metrics
80 %
faster response to underperformance alerts
30 %
reduction in missed sales targets due to proactive action
100 %
automation of performance alert workflows via Power Automate
Introduction
The project aimed to build a Power BI dashboard that monitors sales performance across product categories and regions, with real-time KPI tracking. Integrated with Power Automate, it triggers alerts to Teams and email when thresholds are breached.
About Project & the Objective
This project demonstrates a unified BI solution to track retail sales, segment performance, and profit margins in real time. The objective was to automate alerts for underperformance and improve decision-making using Power BI visualizations connected to actionable workflows.
Key Highlights
Data Engineering
Data Transformation
Data Visualization
Business Challenges
- Lack of proactive monitoring for sales targets
- Manual review processes causing delayed decisions
- No automated alerts for performance drops
Solution
We developed an interactive Power BI dashboard with KPIs, regional and category-level drilldowns, and a sales target. Power Automate flows were implemented to send real-time alerts via email and Microsoft Teams when sales fell below defined thresholds.
Business Impact
Client’s Quote
Simple and clean solution that alerts us in real time. — Retail BI Lead
