The first of objective of this week’s deliverable is to provide Robert M. Lopez with a business report presentation of your
The first of objective of this week's deliverable is to provide Robert M. Lopez with a business report presentation of your findings.
Use the modified spreadsheet that you submitted in Module 04 for this deliverable.
Your report should visually identify:
- Outliers
- Sales consultants trending towards noncompliance
Using the Excel spreadsheet as input, create a visual representation of the data. Use the visual representation of the data in a 2-3 slide PowerPoint of your findings.
The second objective of this week's deliverable is to provide Robert M. Lopez with an executive summary of your findings.
In a 2-3 page paper, APA formatted with references and citations, summarize your findings. Give proof for your analysis. Within your paper, explain the process you did to come up with the findings. Based on the findings, provide business recommendations to Mr. Lopez.
October 2014
| Sales System Number | Date of Sale | Extract Date | Sales Consultant ID | SC Last name | SC First Name | State | Total Contracts | Total Sales | Total Cancellations | Module 03 Explanation |
| 265801-2014111 | 10/1/14 | 11/1/14 | 66464667 | Wiare | Carol P. | GA | 4 | $39,999.00 | 0 | |
| 329247-2014111 | 10/5/14 | 11/1/14 | 83748200 | Travas | Francisco A | TX | 0 | $0.00 | 0 | |
| 407197-2014111 | 10/11/14 | 11/1/14 | 33407197 | Heston | Kelly L | AR | 0 | $7,881.00 | 0 | |
| 407886-2014111 | 10/12/14 | 11/1/14 | 40278386 | Nova | Jeremy S | AR | 1 | $10,000.00 | 0 | |
| 265288-2014111 | 10/20/14 | 11/1/14 | 26354410 | Smith | Debbie | FL | 0 | $0.00 | 0 | |
| 265440-2014111 | 10/20/14 | 11/1/14 | 26354410 | Smith | Debbie | FL | 7 | $44,242.00 | 0 | |
| 265778-2014111 | 10/20/14 | 11/1/14 | 26356778 | Dimit | Enrique | FL | 1 | $555.00 | 0 | |
| 265758-2014111 | 10/20/14 | 11/1/14 | 26457518 | Hansen | Vanessa | NY | 9 | $80,000.00 | 0 | |
| 265068-2014111 | 10/20/14 | 11/1/14 | 26520168 | Vega | William | NY | 10 | $45,000.00 | 0 | |
| 265609-2014111 | 10/20/14 | 11/1/14 | 26526109 | Periter | Eugene | NY | 25 | $54,535.00 | 0 | |
| 265862-2014111 | 10/25/14 | 11/1/14 | 12658262 | Wearever | Erick | NY | 9 | $24,222.00 | 0 | |
| 266104-2014111 | 10/25/14 | 11/1/14 | 26161204 | Uarlike | Yaniri A | NY | 4 | $14,344.00 | 0 | |
| 265823-2014111 | 10/25/14 | 11/1/14 | 26531823 | Nayen | Alicia | IL | 1 | $6,566.00 | 0 | |
| 330618-2014111 | 10/26/14 | 11/1/14 | 33011618 | Kite | David N | KY | 1 | $250.00 | 0 | |
| 333704-2014111 | 10/28/14 | 11/1/14 | 33233704 | Amisher | Aisha T | NY | 0 | $321.00 | 0 | |
| 407148-2014111 | 10/28/14 | 11/1/14 | 43207148 | Bush | Douglas B | AR | 3 | $600.00 | 0 | |
| 265752-2014111 | 10/30/14 | 11/1/14 | 26325752 | Regan | Andres A | NY | 13 | $72,990.00 | 0 | |
| 265848-2014111 | 10/30/14 | 11/1/14 | 26621106 | Justin | Micah Rae | LA | 7 | $35,000.00 | 0 | |
| 331393-2014111 | 10/31/14 | 11/1/14 | 33135393 | Williams | Clarence P | KY | 9 | $21,222.00 | 0 | |
| 265801-2014111 | 10/1/14 | 11/1/14 | 35353356 | Rucco | Adriano F | NY | 10 | $30,291.00 | 1 | In my analysis as a sales consultant, there are some sets of information that are important and others are less important since they play no role in the analysis. For instance, in this case, I will be using the total sales, total contracts, and the total cancellations as the most important columns in my analysis. This is because the sales analysis is basically based on such information. The other important information that I may need is the sales consultant ID, name, date, and state. On the other hand, there are those sets that will be of less importance in my analysis thus the reason I chose to delete them from my excel data file. They include, office, territory, tax type, and region. These contain information sets that are not to be used anywhere in the analysis thus the reason I find them less important. Therefore I had to delete them from my file. |
| 315320-2014111 | 10/3/14 | 11/1/14 | 57575758 | Frank | Benjamin | FL | 11 | $92,829.00 | 1 | |
| 399053-2014111 | 10/10/14 | 11/1/14 | 26354410 | Smith | Debbie | FL | 5 | $20,100.00 | 1 | |
| 332509-2014111 | 10/26/14 | 11/1/14 | 33255099 | York | Alex V | NY | 16 | $50,000.00 | 1 | |
| 266106-2014111 | 10/30/14 | 11/1/14 | 26621106 | Justin | Micah Rae | LA | 10 | $87,382.00 | 1 | |
| 265980-2014111 | 10/3/14 | 11/1/14 | 75265980 | Manuter | Victor | NY | 4 | $44,255.00 | 2 | |
| 410718-2014111 | 10/13/14 | 11/1/14 | 41107218 | Buster | Jacqueline M | MS | 11 | $83,641.00 | 5 | |
| 265005-2014111 | 10/14/14 | 11/1/14 | 26150025 | Jones | Jennifer | NY | 13 | $0.00 | 13 |
November 2014
| Sales System Number | Date of Sale | Extract Date | Sales Consultant ID | SC Last name | SC First Name | State | Total Contracts | Total Sales | Total Cancellations | Module 03 Explanation |
| 265068-2014111 | 11/2/14 | 12/1/14 | 33407197 | Heston | Kelly L | AR | 0 | $0.00 | 0 | |
| 265288-2014111 | 11/2/14 | 12/1/14 | 40278386 | Nova | Jeremy S | AR | 1 | $10,000.00 | 0 | |
| 265440-2014111 | 11/2/14 | 12/1/14 | 41107218 | Buster | Jacqueline M | MS | 4 | $4,000.00 | 0 | |
| 329247-2014111 | 11/3/14 | 12/1/14 | 33011618 | Kite | David N | KY | 1 | $900.00 | 0 | |
| 265609-2014111 | 11/5/14 | 12/1/14 | 66464667 | Wiare | Carol P. | GA | 1 | $550.00 | 0 | |
| 265758-2014111 | 11/5/14 | 12/1/14 | 35353356 | Rucco | Adriano F | NY | 3 | $10,300.00 | 0 | |
| 265778-2014111 | 11/5/14 | 12/1/14 | 26520168 | Vega | William | NY | 2 | $5,000.00 | 0 | |
| 265862-2014111 | 11/6/14 | 12/1/14 | 26356778 | Dimit | Enrique | FL | 1 | $5,000.00 | 0 | |
| 266104-2014111 | 11/7/14 | 12/1/14 | 26354410 | Smith | Debbie | FL | 7 | $500.00 | 0 | |
| 330618-2014111 | 11/8/14 | 12/1/14 | 26531823 | Nayen | Alicia | IL | 1 | $3,000.00 | 0 | |
| 407197-2014111 | 11/10/14 | 12/1/14 | 33233704 | Amisher | Aisha T | NY | 0 | $0.00 | 0 | |
| 407886-2014111 | 11/10/14 | 12/1/14 | 43207148 | Bush | Douglas B | AR | 3 | $0.00 | 0 | |
| 265801-2014111 | 11/11/14 | 12/1/14 | 26526109 | Periter | Eugene | NY | 16 | $20,000.00 | 0 | |
| 265801-2014111 | 11/12/14 | 12/1/14 | 26457518 | Hansen | Vanessa | NY | 2 | $1,010.00 | 0 | |
| 265980-2014111 | 11/13/14 | 12/1/14 | 12658262 | Wearever | Erick | NY | 2 | $211.00 | 0 | |
| 315320-2014111 | 11/17/14 | 12/1/14 | 26161204 | Uarlike | Yaniri A | NY | 4 | $10,000.00 | 0 | |
| 407148-2014111 | 11/23/14 | 12/1/14 | 83748200 | Travas | Francisco A | TX | 0 | $0.00 | 0 | |
| 265848-2014111 | 11/29/14 | 12/1/14 | 33135393 | Williams | Clarence P | KY | 7 | $20,000.00 | 0 | |
| 266106-2014111 | 11/30/14 | 12/1/14 | 26325752 | Regan | Andres A | NY | 5 | $20,000.00 | 0 | |
| 331393-2014111 | 11/30/14 | 12/1/14 | 26621106 | Justin | Micah Rae | LA | 2 | $1,000.00 | 0 | |
| 265005-2014111 | 11/1/14 | 12/1/14 | 26354410 | Smith | Debbie | FL | 5 | $20,100.00 | 1 | In my analysis as a sales consultant, there are some sets of information that are important and others are less important since they play no role in the analysis. For instance, in this case, I will be using the total sales, total contracts, and the total cancellations as the most important columns in my analysis. This is because the sales analysis is basically based on such information. The other important information that I may need is the sales consultant ID, name, date, and state. On the other hand, there are those sets that will be of less importance in my analysis thus the reason I chose to delete them from my excel data file. They include, office, territory, tax type, and region. These contain information sets that are not to be used anywhere in the analysis thus the reason I find them less important. Therefore I had to delete them from my file. |
| 399053-2014111 | 11/4/14 | 12/1/14 | 33255099 | York | Alex V | NY | 9 | $30,000.00 | 1 | |
| 332509-2014111 | 11/15/14 | 12/1/14 | 75265980 | Manuter | Victor | NY | 4 | $20,100.00 | 1 | |
| 410718-2014111 | 11/27/14 | 12/1/14 | 26621106 | Justin | Micah Rae | LA | 10 | $87,382.00 | 1 | |
| 265752-2014111 | 11/29/14 | 12/1/14 | 26150025 | Jones | Jennifer | NY | 5 | $0.00 | 5 | |
| 333704-2014111 | 11/16/14 | 12/1/14 | 57575758 | Frank | Benjamin | FL | 11 | $500.00 | 10 | |
| 265823-2014111 | 11/5/14 | 12/1/14 | 26152889 | Smith | Debbie | FL | 14 | $1,000.00 | 13 |
December 2014
| Sales System Number | Date of Sale | Extract Date | Sales Consultant ID | SC Last name | SC First Name | State | Total Contracts | Total Sales | Total Cancellations | Module 03 Explanation |
| 265005-2014111 | 12/1/14 | 1/1/15 | 26354410 | Smith | Debbie | FL | 0 | $0.00 | 0 | In my analysis as a sales consultant, there are some sets of information that are important and others are less important since they play no role in the analysis. For instance, in this case, I will be using the total sales, total contracts, and the total cancellations as the most important columns in my analysis. This is because the sales analysis is basically based on such information. The other important information that I may need is the sales consultant ID, name, date, and state. On the other hand, there are those sets that will be of less importance in my analysis thus the reason I chose to delete them from my excel data file. They include, office, territory, tax type, and region. These contain information sets that are not to be used anywhere in the analysis thus the reason I find them less important. Therefore I had to delete them from my file. |
| 265440-2014111 | 12/3/14 | 1/1/15 | 41107218 | Buster | Jacqueline M | MS | 3 | $4,000.00 | 0 | |
| 266104-2014111 | 12/3/14 | 1/1/15 | 26354410 | Smith | Debbie | FL | 1 | $500.00 | 0 | |
| 331393-2014111 | 12/5/14 | 1/1/15 | 26621106 | Justin | Micah Rae | LA | 1 | $1,000.00 | 0 | |
| 407148-2014111 | 12/6/14 | 1/1/15 | 83748200 | Travas | Francisco A | TX | 0 | $0.00 | 0 | |
| 265801-2014111 | 12/9/14 | 1/1/15 | 26526109 | Periter | Eugene | NY | 16 | $20,000.00 | 0 | |
| 315320-2014111 | 12/9/14 | 1/1/15 | 26161204 | Uarlike | Yaniri A | NY | 4 | $10,000.00 | 0 | |
| 265778-2014111 | 12/11/14 | 1/1/15 | 26520168 | Vega | William | NY | 0 | $5,000.00 | 0 | |
| 265758-2014111 | 12/12/14 | 1/1/15 | 35353356 | Rucco | Adriano F | NY | 3 | $10,300.00 | 0 | |
| 332509-2014111 | 12/14/14 | 1/1/15 | 75265980 | Manuter | Victor | NY | 16 | $20,000.00 | 0 | |
| 265068-2014111 | 12/15/14 | 1/1/15 | 33407197 | Heston | Kelly L | AR | 0 | $0.00 | 0 | |
| 329247-2014111 | 12/19/14 | 1/1/15 | 33011618 | Kite | David N | KY | 2 | $900.00 | 0 | |
| 266106-2014111 | 12/20/14 | 1/1/15 | 26325752 | Regan | Andres A | NY | 16 | $20,000.00 | 0 | |
| 265862-2014111 | 12/21/14 | 1/1/15 | 26356778 | Dimit | Enrique | FL | 1 | $5,000.00 | 0 | |
| 265848-2014111 | 12/22/14 | 1/1/15 | 33135393 | Williams | Clarence P | KY | 7 | $20,000.00 | 0 | |
| 407197-2014111 | 12/23/14 | 1/1/15 | 33233704 | Amisher | Aisha T | NY | 1 | $0.00 | 0 | |
| 265980-2014111 | 12/30/14 | 1/1/15 | 12658262 | Wearever | Erick | NY | 16 | $20,000.00 | 0 | |
| 399053-2014111 | 12/10/14 | 1/1/15 | 33255099 | York | Alex V | NY | 9 | $30,000.00 | 1 | |
| 330618-2014111 | 12/24/14 | 1/1/15 | 26621106 | Justin | Micah Rae | LA | 2 | $0.00 | 2 | |
| 265288-2014111 | 12/1/14 | 1/1/15 | 40278386 | Nova | Jeremy S | AR | 5 | $10,000.00 | 3 | |
| 265609-2014111 | 12/2/14 | 1/1/15 | 66464667 | Wiare | Carol P. | GA | 9 | $7,000.00 | 3 | |
| 333704-2014111 | 12/4/14 | 1/1/15 | 57575758 | Frank | Benjamin | FL | 9 | $2,000.00 | 5 | |
| 265752-2014111 | 12/6/14 | 1/1/15 | 26150025 | Jones | Jennifer | NY | 18 | $7,000.00 | 5 | |
| 410718-2014111 | 12/1/14 | 1/1/15 | 26621106 | Justin | Micah Rae | LA | 10 | $0.00 | 10 | |
| 265801-2014111 | 12/13/14 | 1/1/15 | 26457518 | Hansen | Vanessa | NY | 18 | $7,000.00 | 10 | |
| 407886-2014111 | 12/8/14 | 1/1/15 | 26621106 | Justin | Micah Rae | LA | 11 | $0.00 | 11 | |
| 265823-2014111 | 12/7/14 | 1/1/15 | 26152889 | Smith | Debbie | FL | 14 | $1,000.00 | 13 |
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