20180311001817hpatel_data_analysis_0304181.xlsx
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 2 Explanation
801-20 1
/1/14
4 ,999.00
0 11/1/14 0 0 11/1/14 0 0 11/1/14 AR 1 0 11/1/14 0 $0.00 0 10/20/14 11/1/14 26354410 Smith Debbie FL 7 0 10/20/14 11/1/14 FL 1 0 10/20/14 11/1/14 9 0 10/20/14 11/1/14 8
NY 10 0 10/20/14 11/1/14 NY 0 11/1/14 NY 9 0 10/25/14 11/1/14 NY 4 0 10/25/14 11/1/14 1 0 11/1/14 1 0 11/1/14 NY 0 0 10/28/14 11/1/14 AR 3 0 11/1/14 NY 0 10/30/14 11/1/14 7 0 11/1/14 KY 9 0 11/1/14 NY 10 1 11/1/14 FL 11 1 11/1/14 26354410 Smith Debbie FL 5 1 10/26/14 11/1/14 NY 16 1 10/30/14 11/1/14 26621106 Justin Micah Rae LA 10 1 10/3/14 11/1/14 NY 4 2 11/1/14 11 5 11/1/14 NY 13 $0.00 13 33407197 Heston Kelly L AR 0 $0.00 0 0 12/1/14 33011618 Kite David N KY 1 0 12/1/14 Wiare Carol P. GA 1 0 0 Vega William NY 2 0 12/1/14 26356778 Dimit Enrique FL 1 $5,000.00 0 12/1/14 26354410 Smith Debbie FL 7 0 12/1/14 26531823 Nayen Alicia IL 1 0 12/1/14 33233704 Amisher Aisha T NY 0 $0.00 0 12/1/14 26526109 Periter Eugene NY 16 0 12/1/14 Hansen Vanessa NY 2 0 12/1/14 12658262 Wearever Erick NY 2 0 12/1/14 26161204 Uarlike Yaniri A NY 4 $10,000.00 0 12/1/14 83748200 Travas Francisco A TX 0 $0.00 0 12/1/14 33135393 Williams Clarence P KY 7 $20,000.00 0 12/1/14 26325752 Regan Andres A NY 5 $20,000.00 0 0 12/1/14 33255099 York Alex V NY 9 1 12/1/14 75265980 Manuter Victor NY 4 $20,100.00 1 12/1/14 26621106 Justin Micah Rae LA 10 $87,382.00 1 12/1/14 57575758 Frank Benjamin FL 11 $500.00 10 Smith Debbie FL 14 $1,000.00 13 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. 1/1/15 41107218 Buster Jacqueline M MS 3 $4,000.00 0 1/1/15 26621106 Justin Micah Rae LA 1 $1,000.00 0 1/1/15 83748200 Travas Francisco A TX 0 $0.00 0 1/1/15 26526109 Periter Eugene NY 16 $20,000.00 0 1/1/15 26520168 Vega William NY 0 $5,000.00 0 1/1/15 35353356 Rucco Adriano F NY 3 $10,300.00 0 1/1/15 75265980 Manuter Victor NY 16 $20,000.00 0 1/1/15 33407197 Heston Kelly L AR 0 $0.00 0 1/1/15 33011618 Kite David N KY 2 $900.00 0 1/1/15 26325752 Regan Andres A NY 16 $20,000.00 0 1/1/15 26356778 Dimit Enrique FL 1 $5,000.00 0 1/1/15 33135393 Williams Clarence P KY 7 $20,000.00 0 1/1/15 33233704 Amisher Aisha T NY 1 $0.00 0 1/1/15 12658262 Wearever Erick NY 16 $20,000.00 0 1/1/15 33255099 York Alex V NY 9 $30,000.00 1 1/1/15 26621106 Justin Micah Rae LA 2 $0.00 2 1/1/15 66464667 Wiare Carol P. GA 9 3 1/1/15 57575758 Frank Benjamin FL 9 5 1/1/15 26457518 Hansen Vanessa NY 18 $7,000.00 10 1/1/15 26621106 Justin Micah Rae LA 11 $0.00 11 1/1/15 26152889 Smith Debbie FL 14 $1,000.00 13
2
0
1
4
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 0
3
26
5
14
11
10
11/1/14
6646466
7
Wiare
Carol P.
GA
$3
9
329247-2014111
10/5/14
83748200
Travas
Francisco A
TX
$0.00
407197-2014111
10/11/14
33407197
Heston
Kelly L
AR
$7,881.00
407886-2014111
10/12/14
40278386
Nova
Jeremy S
$10,000.00
265288-2014111
10/20/14
26354410
Smith
Debbie
FL
265440-2014111
$44,242.00
265778-2014111
26356778
Dimit
Enrique
$555.00
265758-2014111
264575
18
Hansen
Vanessa
NY
$80,000.00
265068-2014111
26520
16
Vega
William
$45,000.00
265609-2014111
26526109
Periter
Eugene
25
$54,535.00
265862-2014111
10/25/14
12658262
Wearever
Erick
$24,222.00
266104-2014111
26161204
Uarlike
Yaniri A
$14,344.00
265823-2014111
26531823
Nayen
Alicia
IL
$6,566.00
330618-2014111
10/26/14
33011618
Kite
David N
KY
$250.00
333704-2014111
10/28/14
33233704
Amisher
Aisha T
$321.00
407148-2014111
43207148
Bush
Douglas B
$600.00
265752-2014111
10/30/14
26325752
Regan
Andres A
13
$72,990.00
265848-2014111
26621106
Justin
Micah Rae
LA
$35,000.00
331393-2014111
10/31/14
33135393
Williams
Clarence P
$21,222.00
265801-2014111
10/1/14
35353356
Rucco
Adriano F
$30,291.00
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
57575758
Frank
Benjamin
$92,829.00
399053-2014111
10/10/14
$20,100.00
332509-2014111
33255099
York
Alex V
$50,000.00
266106-2014111
$87,382.00
265980-2014111
75265980
Manuter
Victor
$44,255.00
410718-2014111
10/13/14
41107218
Buster
Jacqueline M
MS
$83,641.00
265005-2014111
10/14/14
26150025
Jones
Jennifer
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
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
329247-2014111
11/3/14
$900.00
265609-2014111
11/5/14
66464667
$550.00
265758-2014111 11/5/14 12/1/14 35353356 Rucco Adriano F NY 3
$10,300.00
265778-2014111 11/5/14 12/1/14
26520168
$5,000.00
265862-2014111
11/6/14
266104-2014111
11/7/14
$500.00
330618-2014111
11/8/14
$3,000.00
407197-2014111
11/10/14
407886-2014111 11/10/14 12/1/14 43207148 Bush Douglas B AR 3 $0.00 0
265801-2014111
11/11/14
$20,000.00
265801-2014111
11/12/14
26457518
$1,010.00
265980-2014111
11/13/14
$211.00
315320-2014111
11/17/14
407148-2014111
11/23/14
265848-2014111
11/29/14
266106-2014111
11/30/14
331393-2014111 11/30/14 12/1/14 26621106 Justin Micah Rae LA 2
$1,000.00
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
$30,000.00
332509-2014111
11/15/14
410718-2014111
11/27/14
265752-2014111 11/29/14 12/1/14 26150025 Jones Jennifer NY 5 $0.00 5
333704-2014111
11/16/14
265823-2014111 11/5/14 12/1/14
26152889
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
265440-2014111
12/3/14
266104-2014111 12/3/14 1/1/15 26354410 Smith Debbie FL 1 $500.00 0
331393-2014111
12/5/14
407148-2014111
12/6/14
265801-2014111
12/9/14
315320-2014111 12/9/14 1/1/15 26161204 Uarlike Yaniri A NY 4 $10,000.00 0
265778-2014111
12/11/14
265758-2014111
12/12/14
332509-2014111
12/14/14
265068-2014111
12/15/14
329247-2014111
12/19/14
266106-2014111
12/20/14
265862-2014111
12/21/14
265848-2014111
12/22/14
407197-2014111
12/23/14
265980-2014111
12/30/14
399053-2014111
12/10/14
330618-2014111
12/24/14
265288-2014111 12/1/14 1/1/15 40278386 Nova Jeremy S AR 5 $10,000.00 3
265609-2014111
12/2/14
$7,000.00
333704-2014111
12/4/14
$2,000.00
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
407886-2014111
12/8/14
265823-2014111
12/7/14