Pivot Summary: Q1 2024 Widget Sales by Region, Product and Month
Views built: These follow your request. They are Revenue and Units by Region, by Product, by Region × Product, and by Month (with a Month × Region view to show where the growth came from).
Data at a glance
| Item | Detail |
|---|---|
| Format | Comma-separated, header row present |
| Rows in paste | 17 data rows (no partial or cut-off rows) |
| Rows analyzed | 16 |
| Rows excluded | 1 (2024-03-12, Region = "TEST", Sales Rep = "Admin", 1 unit, $0.00), per your note |
| Refund rows kept | 1 (2024-03-31, North, Widget B: −2 units, −$70.00), kept as a negative per your note |
| Date range | 2024-01-04 to 2024-03-31 (3 months) |
| Date | Date (all YYYY-MM-DD, consistent) |
| Region | Dimension (West, East, North) |
| Product | Dimension (Widget A, Widget B, Widget C) |
| Sales Rep | Dimension (4 values in the paste; 3 after excluding TEST) |
| Units | Measure (whole numbers; one negative) |
| Revenue | Measure (USD; no currency symbols or thousands separators; minus sign = negative) |
| Total Revenue (net) | $3,455.00 (gross sales $3,525.00 minus $70.00 refund) |
| Total Units (net) | 115 (117 sold minus 2 refunded) |
Normalization applied: One merge. "east" (2024-01-29, 1 row) became "East", because the two labels differ only in case. No other labels were changed.
Headline findings
- Top region: West brought in the most revenue at $1,685.00 (48.8%), ahead of East at $945.00 (27.4%) and North at $825.00 (23.9%).
- Top product: Widget A led with $1,320.00 (38.2%), followed by Widget B at $1,225.00 (35.5%) and Widget C at $910.00 (26.3%).
- Top combination: West × Widget B was the single largest cell at $665.00.
- Month-over-month growth: yes. Revenue grew each month:
- January: $1,015.00
- February: $1,130.00 (+11.3%)
- March: $1,310.00 (+15.9%)
- March is net of the $70.00 refund. Gross March sales were $1,380.00.
- Units did not rise every month. They went 41 → 31 → 43. February had fewer units but more revenue, because 3 of its 5 sales were Widget C, the highest-priced product.
- Unit prices were consistent: every row priced Widget A at $20.00, Widget B at $35.00 and Widget C at $65.00. Widget C sold the fewest units (14, or 12.2%) but still produced 26.3% of revenue.
Pivot tables
1. Revenue and Units by Region
Rows: Region. Values: Sum of Revenue, Sum of Units, % of total, and row count.
| Region | Revenue | % of Revenue | Units | % of Units | Rows |
|---|---|---|---|---|---|
| West | $1,685.00 | 48.8% | 52 | 45.2% | 6 |
| East | $945.00 | 27.4% | 30 | 26.1% | 5 |
| North | $825.00 | 23.9% | 33 | 28.7% | 5 |
| Grand Total | $3,455.00 | 100.0% | 115 | 100.0% | 16 |
Revenue shares add to 100.1% because of rounding. Takeaway: West produced nearly half of all revenue. North sold more units than East but earned less revenue.
2. Revenue and Units by Product
Rows: Product. Values: Sum of Revenue, Sum of Units, % of total, and row count.
| Product | Revenue | % of Revenue | Units | % of Units | Rows |
|---|---|---|---|---|---|
| Widget A | $1,320.00 | 38.2% | 66 | 57.4% | 6 |
| Widget B | $1,225.00 | 35.5% | 35 | 30.4% | 6 |
| Widget C | $910.00 | 26.3% | 14 | 12.2% | 4 |
| Grand Total | $3,455.00 | 100.0% | 115 | 100.0% | 16 |
Takeaway: Widget A leads on both revenue and units. Widget B is close behind on revenue with about half the units.
3. Revenue by Region × Product
Rows: Region. Columns: Product. Values: Sum of Revenue.
| Region | Widget A | Widget B | Widget C | Total |
|---|---|---|---|---|
| West | $500.00 | $665.00 | $520.00 | $1,685.00 |
| East | $300.00 | $385.00 | $260.00 | $945.00 |
| North | $520.00 | $175.00 | $130.00 | $825.00 |
| Total | $1,320.00 | $1,225.00 | $910.00 | $3,455.00 |
Takeaway: Widget B was the top product in West and East. In North, Widget A was strongest, and North's Widget B figure ($175.00) includes the −$70.00 refund.
4. Units by Region × Product
Rows: Region. Columns: Product. Values: Sum of Units.
| Region | Widget A | Widget B | Widget C | Total |
|---|---|---|---|---|
| West | 25 | 19 | 8 | 52 |
| East | 15 | 11 | 4 | 30 |
| North | 26 | 5 | 2 | 33 |
| Total | 66 | 35 | 14 | 115 |
Takeaway: North sold the most Widget A units of any region (26). North's Widget B figure (5) is net of the 2 refunded units.
5. Monthly Trend
Rows: Month. Values: Sum of Revenue, Sum of Units, % of total, and change from the prior month.
| Month | Revenue | % of Revenue | Change vs Prior Month | Units | Rows |
|---|---|---|---|---|---|
| 2024-01 | $1,015.00 | 29.4% | n/a | 41 | 5 |
| 2024-02 | $1,130.00 | 32.7% | +$115.00 (+11.3%) | 31 | 5 |
| 2024-03 | $1,310.00 | 37.9% | +$180.00 (+15.9%) | 43 | 6 |
| Grand Total | $3,455.00 | 100.0% | n/a | 115 | 16 |
Takeaway: Revenue grew in both February and March, and the March gain was larger.
6. Revenue by Month × Region
Rows: Month. Columns: Region. Values: Sum of Revenue.
| Month | West | East | North | Total |
|---|---|---|---|---|
| 2024-01 | $480.00 | $295.00 | $240.00 | $1,015.00 |
| 2024-02 | $495.00 | $260.00 | $375.00 | $1,130.00 |
| 2024-03 | $710.00 | $390.00 | $210.00 | $1,310.00 |
| Total | $1,685.00 | $945.00 | $825.00 | $3,455.00 |
Takeaway: West grew every month and alone added $215.00 in March. East and North each moved up and down, and North's March total includes the −$70.00 refund.
Totals check: Every pivot's grand total equals $3,455.00 in revenue and 115 units across 16 rows. The only gap from the raw paste is the excluded TEST row, which had $0.00 and 1 unit.
Data quality notes
- Test row in the data: 2024-03-12, Region "TEST", Sales Rep "Admin." It was excluded here. *Fi