Sales Performance Tracker
Objective:
Sales Analysis for Elite Retail Co.
You are tasked with creating an Excel spreadsheet to serve as a detailed sales tracker for Elite Retail Co. The objective is to capture and examine the store’s sales activity over a half-year period. This tool is essential to assist the management in making informed, data-backed decisions.
Requirements:
Formulas & Functions: Embed essential formulas and functions as detailed in the subsequent sections to automate calculations.
Table Design: Ensure the data is well-organized with appropriate table structures and layouts.
Number Formats: Apply suitable number formats to ensure data is displayed consistently and is easy to interpret.
Visual Representation: Integrate a chart to provide a graphical illustration of the sales data for clearer insights.
Instructions:
1. Enter the Company name Elite Retail Co. in the following columns, A2-E2. Wrap text, Merge-Center, Center text, and Middle Align, select the color of choice.
2. Enter Sales Performance January-June In the following columns, A3-E3. Wrap text, Merge-Center, Center text, and Middle Align, select the color of choice.
3. Enter in Month, Total Sales, Expenses, Net Profit, and Profit Margins starting on columns A4-E4.
Input Data: Use the table provided to enter data for each month’s sales and expenses. Starting with
Net Profit: In column D, calculate the net profit for each month by subtracting Expenses from Total Sales.
Profit Margin: In column E, calculate the profit margin by dividing the Net Profit by Total Sales.
Formatting:
- Borders: Highlight the entire table.
- Colors: Choose a color of your choice and apply it as a background color to the header row.
- Font: Make the header row text bold.
- Formatting Table: Use Dark, Gray Table Style Dark 4, and disable the filter button
4. Create a Chart:
- Highlight the data from A4 to E10.
- Go to the Excel menu, click on ‘Insert’, and choose the ‘Column’ chart. You can select a ‘Clustered Column’ chart.
- This will insert a column chart based on the data provided. Use Chart Design Style 8
- Give the chart an appropriate title like “Sales Performance Over Six Months”.
- Adjust the axis labels if necessary.
- Display the chart at the bottom of the table within the same worksheet as shown in the example.
EXAMPLE
5. Rename Worksheet:
- Rename the worksheet to Sales_year
6. Rename and Save Workbook:
- Rename and save the workbook as EliteRetailCo_lastname.xlsx
7. Excel Modules Feedback and Reflection
- Begin a new Word document and give it a title such as “Excel Modules Feedback.”
What You Liked:
-
- Share what you liked about understanding Excel. Were there specific aspects or functions that stood out to you?
- Explain how your newfound Excel knowledge has been valuable or interesting.
- Desired Learning: Discuss what you would have liked to learn more about in Excel, considering the limited time available.
- Identify any specific Excel topics or tasks you wish you could explore further.
- Explain how deeper knowledge in these areas could benefit you.
- Real-World Relevance: Reflect on how understanding Excel can be beneficial in real-world scenarios.
- Discuss its potential usefulness in your academic pursuits or future career.
- Offer practical examples where Excel proficiency might be crucial.
- Conclusion: Conclude your feedback by summarizing your main insights and thoughts.
- Formatting: Keep your feedback clear and concise. There’s no strict word count requirement, but aim for a well-structured and organized response. Please use Times New Roman, font size 12 and double-spacing.
- Submissions: Save your Word document as ExcelModuleFeedback_lastname.docx. This Word document and the Excel spreadsheet need to be both submitted in Blackboard.