CMR 282 MU Module 14 Performance of the Sales Team in Business Analytical Review

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ftuqxwf

Business Finance

CMR 282

Miami University

CMR

Description

Dashboard Project

Introduction:

You are to create a dashboard that gives the user a snapshot of key elements in your chosen dataset. Dashboards allow users to view several charts or other visual indicators on one page or screen. Dashboard examples and design resources are included on the course site. You will also want to view the video tutorial on dashboards.




Links to Dashboard Examples

Dashboards Examples on Microsoft.com (链接到外部网站。)

Several great tips (链接到外部网站。)

More great tips (链接到外部网站。)

You can select from three datasets

Dashboard Project Data - Website traffic and sales data

Dashboard Project Data - Sales data

Dashboard Project Data - Human resources data


Assignment:

You can use one of three provided datasets.

Dashboard Plan:

Your plan is a separately graded assignment. Please see the Dashboard Plan assignment

Dashboard Details:

You should build your dashboard on the first sheet and name it appropriately. Be creative and professional. Use charts that best represent the chosen data. Depending on how you create them, you should aim for between 6 and 8 charts for your dashboard. This can vary based on other visualizations you include, such as small tables with conditional formatting and sparklines. The data for the dashboard is located on sheet 2 of the project file.

You are given several different types of data. You should not only use the raw data that’s given to you, but you should also use the functions you learned in class to create more meaningful transformations of the data. To refresh your memory, these functions include (but are not limited to) SUM, AVERAGE, MIN, MAX, STDEV, etc. For example, you could calculate percent changes in sales for each month, then create a mini table of the results, using either conditional formatting or sparklines to help visualize the data.

Analysis:

You will also need to write a report that analyzes the output of your dashboard. This report should be between 750 and 1250 words in length. You should use your Dashboard Plan questions to guide this report. In addition, be sure that the following are also addressed:

What kinds of decisions can a manager make based on your dashboard (this should be based on the questions you developed in your dashboard plan)?

What difficulties did you have in creating the dashboard?

What are some improvements for future versions of your dashboard if you had access to more data?

You Dashboard will be graded based on:

  • Meeting the minimum number of charts (6) – You most likely will use more than 6, including at least one pivot chart that uses slicers.
  • The meaningfulness and appropriateness of the charts you use.
  • The layout of the dashboard, including the use of headings and subheadings, and the logical organization of charts. For example, charts related to revenues and expenses should most likely be grouped together.
  • The quality of your analysis paper
  • See the rubric for specific details

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Explanation & Answer

Here are the final files. Please inspect and let me know if you need me to fix anything...........

Company Data for CRM Techno
Salesperson Region
Assignment
Cameron
North
Jackie
North
Jose
South
Marc
South
Heidi
East
Matthew
East
Alison
West
Derek
West
Linda
Midwest

Commission rates lookup
Table
20000
3%
35000
5%
50000
7%

750
Salesperson
Cameron
Jackie
Jose
Marc
Heidi
Matthew
Alison
Derek
Linda
Average
Total

Cameron
Jackie
Jose
Marc
Heidi
Matthew
Alison
Derek
Linda

400

Jan
$
47,880.00
$
32,376.00
$
57,936.00
$
47,992.00
$
48,507.00
$
48,963.00
$
41,184.00
$
35,994.00
$
31,746.00
$
43,619.78
$ 392,578.00

Feb
$
$
$
$
$
$
$
$
$
$
$

Jan

Feb
64
61
41
56
49
63
64
66
72

27,665.00
26,104.00
21,844.00
34,845.00
27,486.00
17,102.00
31,815.00
22,396.00
27,216.00
26,274.78
236,473.00

59
54
51
66
54
35
44
74
56

400

600

Mar
$ 19,890.00
$ 37,000.00
$ 21,715.00
$ 20,280.00
$ 33,198.00
$ 24,745.00
$ 23,460.00
$ 31,049.00
$ 20,280.00
$ 25,735.22
$ 231,617.00

Apr
$ 23,834.00
$ 39,648.00
$ 31,020.00
$ 36,920.00
$ 44,667.00
$ 33,888.00
$ 29,736.00
$ 45,056.00
$ 50,688.00
$ 37,273.00
$ 335,457.00

Mar

Apr
53
44
72
41
61
65
68
48
39

50
58
72
34
71
45
37
36
58

500
500
Monthly Sales by Salesperson
May
Jun
$ 40,260.00 $ 36,180.00
$ 30,050.00 $ 36,300.00
$ 40,260.00 $ 33,550.00
$ 26,840.00 $ 32,778.00
$ 33,055.00 $ 41,344.00
$ 31,356.00 $ 28,896.00
$ 40,128.00 $ 25,326.00
$ 36,600.00 $ 30,350.00
$ 40,401.00 $ 44,092.00
$ 35,438.89 $ 34,312.89
$ 318,950.00 $ 308,816.00

Number of Sales Calls per Month
May
Jun
35
37
55
45
63
41
50
57
53
62
64
37
67
36
34
35
51
43

Monthly Revenues by Region

Region
Jan
Feb
North
$
80,256.00 $
South
$ 105,928.00 $
East
$
97,470.00 $
West
$
77,178.00 $
Midwest
$
31,746.00 $
Total Revenues$ 392,578.00 $

Region
Jan
North
$
73,960.00
South
$
95,158.22
East
$
88,723.00
West
$
68,530.75
Midwest
$
28,210.86
Total Expenses$ 354,582.83

Jan
North
South
East
West
Midwest

North
South
East
West
Midwest

Feb
$
$
$
$
$
$

24,879.36
29,659.84
28,266.30
18,522.72
9,841.26

Jan
North
South
East
West
Midwest

Mar
$ 56,890.00
$ 41,995.00
$ 57,943.00
$ 54,509.00
$ 20,280.00
$ 231,617.00

Mar
$ 52,718.18
$ 35,995.83
$ 53,148.70
$ 49,452.44
$ 17,900.00
$ 209,215.16

Mar
9%
9%
12%
12%
13%

Feb
$
$
$
$
$

13,442.25
10,770.91
10,255.24
16,805.41
6,804.00

Feb
4
7
7
6
7

Jan

48,794.67
51,390.22
39,218.29
47,466.57
23,680.00
210,549.75

Feb
8%
10%
9%
11%
11%

Jan
$
$
$
$
$

53,769.00
56,689.00
44,588.00
54,211.00
27,216.00
236,473.00

May
$ 70,310.00
$ 67,100.00
$ 64,411.00
$ 76,728.00
$ 40,401.00
$ 318,950.00

Apr
$ 58,710.91
$ 62,146.00
$ 70,826.67
$ 65,107.43
$ 44,446.86
$ 301,237.86

Monthly Expenses by Region
May
Jun
$ 63,497.78 $ 64,420.00
$ 59,712.50 $ 57,852.57
$ 57,359.63 $ 59,533.33
$ 70,055.20 $ 47,396.67
$ 37,728.18 $ 38,793.14
$ 288,353.28 $ 267,995.71

Apr
7%
14%
8%
9%
12%

Mar
$ 13,653.60
$ 13,018.45
$ 16,803.47
$ 13,082.16
$ 3,853.20

Mar
9
6
9
7
7

Feb

Apr
$ 63,482.00
$ 67,940.00
$ 78,555.00
$ 74,792.00
$ 50,688.00
$ 335,457.00

8%
9%
10%
13%
12%

Apr
$ 12,696.40
$ 20,382.00
$ 20,424.30
$ 17,202.16
$ 14,192.64

Apr
6
7
9
8
10

Mar

May

Apr

Jun
$ 72,480.00
$ 66,328.00
$ 70,240.00
$ 55,676.00
$ 44,092.00
$ 308,...


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