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Part $1$ of $5$

Before you begin the lab, you should create a new blank Word document where you will record your screenshots and save it as Term Project Part $2[$Your group name$][$Your last name$\_$first name$].$docx.

The dashboard you will prepare in this lab requires a little preparation so you can define key performance indicator targets and create some benchmarks for your evaluation. Once you have these in place, you can create your visualizations. To simplify the process, here are four KPIs that management has identified as high priorities:

Finance: Which products provide the highest amount of profit? The goal is $13$ percent return on sales. Use Profit ratio $=$ Total profit$/$Total sales.

Process: How long does it take to ship our product to each state on average? Management would like to see five days or less. Use Delivery time in days $=$ Ship date $-$ Order date.

Customers: Which customers spend the most on average? Management would like to make sure those customers are satisfied. Average sales amount by average transaction count.

Employees: Who are our top$-$performing employees by sales each month? Rank the total number of sales by employee.

Tableau I Desktop

Open Tableau Desktop and connect to your data:

a$.$ Click Connect to Data $>$ Microsoft Excel.