LAB 7-2 Create a Balanced Scorecard Dashboard in Tableau Superstore has brought you
in to help it develop some metrics to evaluate performance across different dimensions of
its business, including finance, customers, process, and employee growth
Titis Dwi Asti –
[email protected]Superstore is a large seller of retail and wholesale office supplies, furniture, and technology. It
operates in the United States and has divided its sales regions into North, South, East, and West.
Each region has a regional sales representative who interacts with the customers to take orders
and deal with returns.
Part 1: Identify the Questions
Assuming we have access to sales order and returns data, as well as the sales representatives
involved, think about different ways you could measure performance.
Q1. What KPIs would you consider using to evaluate sales financial performance?
Answer: Debt to Equity Ratio, Profit Margin, and Earning Per Share EPS
Q2. What KPIs would you consider using to evaluate customer relationships?
Answer: Return rate and Retention rate
Q3. What KPIs would you consider using to evaluate process efficiency?
Answer: Cost of Goods Sold (COGS) and ship time
Q4. What KPIs would you consider using to evaluate employee growth?
Answer: Track the rate of number of employees each year.
Q5. For each KPI, identify a benchmark value or KPI goal that you think management
might use.
Answer: Debt to equity: 1-1.5, customer retention: 25%, COGS: not exceed 65% of revenue
Part 2: Generate a Request for Data
Q6. Using the available fields, identify some calculations or relationships that would
support your KPIs from Q1 to Q4.
Answer:
Retention = ((final # of customers-# of customers acquired) / (Beginning # of Customers)),
COGS: profit – sales
Q7. Are there any KPIs you selected that don’t have supporting data fields?
Answer: It is impossible to calculate the debt to equity ratio because the company's debt and
equity figures are not provided.
Part 3: Perform an Analysis of the Data
7-2A
7-2B
7-2C
7-2D
7-2E
Part 4: Address and Refine Results
Q8. Which product categories have fallen below the profit goal of 13 percent?
Answer:
Furniture = Bookcases, chairs, tables Office supplies: storage
Q9. Which states are taking significantly more than four days to ship to?
Answer:
States that have more than 5 days of processing: Maine and Utah
Q10. Which region(s) has (have) experienced the highest percent return rate from
customers?
Answer: The west had the highest customer return rate (>15%)
Q11. Which sales representative is leading the rest for the most recent month?
Answer: Anne Andreadi has the highest sales this month.
