Using SQL, python, RStudio, and Tableau, I pulled sales data from our local server database and created a 3-year sales report (2022 - 2025) that is then subjected statistical analysis to identify the largest growing type of service offered by the company. After identifying that the largest growing client base and service availed was for coporate entities and their office events, I recommend that the marketing team, in conjunction with the operations team, to gain a higher market share of corporate clients through:
- Conducting a market analysis
- Corporate-centric marketing campaign
- Leveraging Existing coporate partners and their ties to larger conglomerates
The catering service industry has proven its seasonality, peaking during the months between October and January. It is important to find a client base and product line that would be sustainable throughout the year. Which Line-of-Business (LOB) can sustain a year-on service turnover, in spite of the seasonal highs?
- SQL query that extracts, cleans, and transforms data from the local server database and Salesforce.
- Built a report dashboard in Tableau that tracks orders, their sources, and type of client.
- Conduct a detailed exploratory statistical analysis in RStudio and Python to observe order trends from the past three (3) years and determine the best areas of opportunity.
SQL: CTEs, Joins, Case, aggregate functions
Tableau Desktop: Calculated fields, Data Visualization, ETL
Python: Pandas, Matplotlib, writing functions, descriptive statistics
RStudio: dplyr, ppcor, gtsummary, tidyverse, exploratory statistics, building a statistical forecasting model
Creating a dashboard to track product orders, sales trends, and projected sales would give the business owner possible avenues for growth. Having democritized sales data and projections, the owner is able to have a bigger picture of the performance of various service lines, and the marketing team would have a data-backed basis to explore a client base that would further expand our market share within the region. Following the rollout of Packed Meals and Concessionaire services in Q2 2024, retained corporate clients increased by approximately 10% year-over-year, with these services estimated to account for around 70–80% of that increase. According to the projection seen in the model made in RStudio and Python, a more concerted effort towards attaining corporate clients through further advertisement of these services will yield a more consistent yearly revenue stream. For every one (1) corporate client signed, an increase of ~ 12% on yearly revenue can be expected.
- Analyze the 1st quarter sales data of 2026 to observe if the pattern is consistent
- Create Marketing Research regarding corporate clients
- Coordinate with existing corporate clients to acquire further event and service deals along with acquisition of new clients