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Customer Sales & Retention Analysis

SQL | BigQuery | Power BI | Customer Analytics

Includes a data-driven analysis of customer purchasing behaviour, retention trends, and revenue performance using SQL and BigQuery, with insights delivered through an interactive dashboard.

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INTERACTIVE DASHBOARD

Explore the dashboard to analyse customer behaviour, revenue trends, and retention patterns across different segments.

 

Includes a live interactive dashboard for exploring performance metrics, customer cohorts and purchasing trends.

OVERVIEW

This project focuses on analysing customer sales and retention to uncover patterns in purchasing behaviour, customer lifetime value, and churn risk.

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By combining SQL-based data transformations in BigQuery with an interactive Power BI dashboard, the project provides clear visibility into how customers engage over time and where opportunities for growth and retention exist.

THE PROBLEM

Businesses often struggle to:

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  • Understand which customers drive the most value

  • Identify early signs of customer churn

  • Track retention and repeat purchase behaviour

  • Connect transactional data to meaningful insights

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Without structured analysis, it becomes difficult to optimise marketing strategies and improve long-term customer relationships.

KEY FEATURES

  • Customer segmentation by behaviour and value

  • Revenue tracking and performance trends

  • Retention and repeat purchase analysis

  • Cohort-based customer insights

  • Interactive filtering by customer group, time period, and product

THE SOLUTION

Developed an end-to-end analytics workflow to transform raw transactional data into actionable insights.

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The solution integrates SQL-based data processing in BigQuery with an interactive dashboard, enabling clear tracking of customer behaviour, revenue performance, and retention metrics.

KEY INSIGHTS

  • The dashboard reports £104.32K in total transaction value, an average order value of £412.32, 57 repeat customers and an average monthly retention rate of 78.0%.

  • A small percentage of customers drive a significant portion of total revenue

  • Repeat customers contribute more consistently to long-term growth

  • Certain segments show early signs of churn after initial purchase

  • Retention rates vary significantly across customer groups

  • Targeted engagement strategies can improve customer lifetime value

TOOLS USED

TECHNICAL APPROACH

  • SQL – cleaned, joined and transformed customer, order and product data.

  • Google BigQuery – stored and processed the datasets used for analysis.

  • Power BI – created the data model, interactive dashboard, filters and visualisations.

  • DAX – calculated revenue, average order value, retention, churn and repeat-customer measures.​

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​​        SQL      BigQuery     Power BI           DAX

  • Cleaned and transformed customer, order and product data using SQL in BigQuery

  • Joined multiple tables to create analysis-ready datasets

  • Calculated revenue, recency, order frequency and repeat-purchase metrics

  • Created customer-level and cohort summaries for analysis

  • Built relationships and DAX measures in Power BI

  • Designed interactive filters for customer segment, product category and date.

SQL
Google bigquery
Power BI

DATA PIPELINE 

This project follows a structured data pipeline approach, transforming raw data into clean, analysis-ready datasets before visualisation. This ensures accuracy, scalability, and consistency in reporting.

SQL SHOWCASE
 

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  SELECT
                customer_id,
                COUNT(order_id) AS total_orders,
                SUM(order_value) AS total_revenue,
                MAX(order_date) AS last_purchase_date
  FROM orders
  GROUP BY customer_id

dax.png
Data pipe-line

Sophia Lumpa
Business Intelligence & Operations Analyst

 

 

 

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Book a Discovery Call

Email: sophia@virtavis.com

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