Challenge
Monthly reporting can become manual, error-prone, and inconsistent when data cleaning, merging, KPI calculation, and presentation are handled separately.
Case study
Claude Analytics & Reporting Pipeline
A repeatable analytics workflow that turns monthly sales and inventory CSVs into dashboards and executive summaries.
Approach
- Standardized order IDs, product SKUs, and customer names.
- Merged sales and inventory cost data with validation.
- Generated KPI summaries by product, category, and customer.
- Produced dashboard and executive PowerPoint outputs.
Outputs
- Cleaned CSV files
- Merged monthly data files
- Summary CSVs
- HTML dashboards
- Executive summary PowerPoint decks
Relevance to AI Solutions & Customer Experience
Demonstrates analytical fluency: structuring operational data, validating data quality, defining and monitoring KPIs, identifying performance trends, producing dashboards, and translating results into actionable stakeholder recommendations.