BUSINESS INTELLIGENCE PORTFOLIO PROJECT
I used SQL and Tableau to compare category and product profitability, then test how changes in price, unit cost, and sales volume would affect gross profit.
Fictional Contoso data · USD transactions · Featured analysis: 2025
THE PROJECT
I wanted to go beyond reporting sales totals. This project looks at which categories and products contribute to gross profit, and how sensitive that profit is to changes in commercial assumptions.
I prepared 113,614 sales order lines from the fictional Contoso dataset, keeping only USD transactions. Each row represents an order line. I used the historical net unit price and unit cost recorded in the transactions, then built three Tableau dashboards from the prepared data.
The prepared dataset includes multiple years. The findings and figures featured on this page use 2025, with all categories selected unless stated otherwise.
THE BASELINE
USD transactions · All categories
Revenue and gross profit are rounded here. Gross margin is total gross profit divided by total revenue.
WHAT I FOUND
01 / CATEGORY PERFORMANCE
The category generated $2,460,913.02 in gross profit. Its top 10 products accounted for 16.49% of the category's gross profit across 592 products with sales, so most of its contribution came from the wider product range.
02 / PRICE SCENARIO
With unit cost and volume unchanged, scenario gross profit rose from $6,817,301.33 to $7,426,113.85. This is a modelled result, conditional on maintaining the same volume and product mix.
03 / VOLUME SENSITIVITY
Under the same price increase, gross profit stayed above baseline with a 5% volume decline, but fell below it with a 10% decline. The break-even point was about 8.2%; it is not a forecast of customer demand.
EXPLORE THE WORKBOOK
Start with the Financial Overview, explore individual products in the Profitability Explorer, then test your own assumptions in the What-If Planner.
Revenue, gross profit, gross margin, and orders, with monthly trends and category comparisons.
Open full screenshot →
Compare categories and inspect product revenue, gross profit, and gross margin.
Open full screenshot →
Change price, unit cost, and volume assumptions, then compare scenario gross profit with the baseline.
Open full screenshot →Use the workbook tabs to switch dashboards. A larger screen is best for the product table and scenario controls.
Explore the Tableau workbook
Filter the year and category, compare products, or try a different pricing scenario.
You can also open the workbook on Tableau Public.
A CLOSER LOOK
The table below keeps price at +5% and unit cost unchanged, then varies volume. All three cases use 2025 USD transactions and keep the product mix constant.
| Volume change | Scenario gross profit | Change vs baseline |
|---|---|---|
| 0% | $7,426,113.85 | +$608,812.52 |
| −5% | $7,054,808.16 | +$237,506.83 |
| −10% | $6,683,502.46 | −$133,798.87 |
For me, the useful result was the trade-off: a higher price can improve gross profit, but the benefit depends on how much volume is retained. This model does not estimate how customers would actually respond.
HOW I BUILT IT
CONTEXT AND LIMITS
This is an independent portfolio project using fictional data, rather than a report of a real company's performance. I kept USD transactions only and did not convert other currencies.
The planner applies uniform price, unit cost, and volume changes to the selected products. It keeps the product mix constant and does not model customer demand or inventory constraints. Gross profit excludes operating expenses and taxes.