STAR Summary
- Situation
- Empty-package shrink was growing, and leaders needed a single view of trends, hotspots, and forecasted risk across locations and departments.
- Task
- Built the Excel dashboard workflow (cleanup, drill-downs, and reporting).
- Action
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- Cleaned and anonymized 2021-2023 loss-prevention records into a dashboard-ready dataset.
- Built Excel drill-downs for location, department, associate, recovery location, date range, incident count, and retail value.
- Added trend and forecasting views so stakeholders could spot acceleration, not just historical totals.
- Result
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- Identified a small set of locations, departments, and recovery paths driving disproportionate shrink.
- Made growth periods and hotspots visible enough for targeted review instead of broad manual scanning.
- Created a reusable BI workflow that can be refreshed and extended with anomaly alerts.
- Stack
- Excel ? Time-Series ? AWS
- Status
- Live interactive demo
Demo
Explore shrink trends and hotspots with filters and breakdown tabs.
- Wait for the dashboard to finish warming up and load data.
- Switch between “Retail Value” and “Incident Count” depending on what you want to compare.
- Apply filters (location, condition, department, associate, date range) to narrow the view.
- Use “Reset filters” to quickly return to the full dataset.
Links
Notes
Employee and location identifiers are anonymized; the dashboard compares both incident count and retail value so hotspots are not judged by volume alone.
