Memo

To: RGV Inc

From: Ashley Solis
CC:

Date: 10/6/2019
Re: Revenue Assessment

Thank you for the opportunity to assess your sales data in order to provide recommendations for
increasing your sales. The analysis and recommendations below are based on the data you provided,
which covers a period from May 2004 through June 2006. The analysis below is based on this data
alone. Therefore, our recommendations should be tempered by your knowledge of business realities
and your market. Please let us know if we can answer any questions concerning the analysis or the
recommendations provided.

ANALYSIS 1 Salesperson Performance (Last Name)

Analysis

A grand total of $1,354,458.59 was generated in Sales Revenue. Top Sales Person Performance was
Peacock with a total revenue of $250, 187.45. The lowest sales person, Buchanan, generated
$75,567.75. Peacock contributed 18.47% and Buchanan contributed 5.58% of the total sales revenue of
sales persons combined.

Graphic

Sales Person Revenue

Peacock $250,187.45
Leverling $213,051.30
Davolio $202,143.71
Fuller $177,749.26
King $141,295.99
Callahan $133,301.03
Dodsworth $82,964.00
Suyama $78,198.10
Buchanan $75,567.75

1
 Recommendation

I would advise that some coaching and training be provided to Buchanan, Suyama, and Dodsworth to
get them up to speed with the rest of the sales performance.

ANALYSIS 2 Product Category Revenue

Analysis

The product category generating the most revenue is Beverages with $286,526.95 and the lowest is
Grains/Cereals with $100,725.80. Beverages contributed 21.15% and Grains/Cereals contributed 7.44%
to grand total product category revenue of $1,354,458.59.

Graphic

Product Category Revenues

$286,526.95
$251,330.50

$177,099.10 $178,188.80
$141,623.09
$105,268.60 $113,694.75
$100,726.80

Grains/Cereals Produce Condiments Seafood Confections Meat/Poultry Dairy Products Beverages

Recommendation

Consider the grains and cereals we have on the market currently and see if there are other flavors or
varieties out there that could generate more sales than our current. Make sure that you are always
stocked in beverages to prevent losing sales due to no product availability.

 Page 2
ANALYSIS 3 Order Year and Revenue Generated
Analysis

After reviewing the data set, the year that has generated the most revenue is 2005 with a whopping
$639,499.99. Although 2006 is not the year that has generated the most revenue it is still improvement
with revenue of $535,821.10 from 2004 and its revenue of $179,137.50.

Graphic

Revenues Generated Per Order Year

2006 $535,821.10
Year

2005 $639,499.99

2004 $179,137.50

Recommendation

Please consider comparing sales tactics management of cash flow that we used in 2005 to our current.
Seems as though there is a missing ingredient this year to 2005’s special recipe.

 Page 3
ANALYSIS 4 Country and Revenue Produced

Analysis

The country that generated the most revenue is the USA with $263,566.98 and the least was Poland with
$3,531,.95.

Graph

Country Revenue
Argentina $8,119.10
Austria $139,496.63
Belgium $35,134.98
Brazil $114,968.48
Canada $55,334.10
Denmark $34,782.25
Finland $19,778.45
France $85,498.76
Germany $244,640.63
Ireland $57,317.39
Italy $16,705.15
Mexico $24,073.45
Norway $5,735.15
Poland $3,531.95
Portugal $12,468.65
Spain $19,431.89
Sweden $59,523.70
Switzerland $32,919.50
UK $60,616.51
USA $263,566.98
Venezuela $60,814.89
Grand Total $1,354,458.59

Recommendation

Keep tabs on the revenue Poland generates. Possibly get in contact with Poland’s superior to discuss
sales tactics that can aid in their revenue growing.

 Page 4
ANALYSIS 5

Analysis

After viewing data focused on revenues by quarter it is clear that our lowest sales happen within the 3rd
quarter of the year with $200,511.60. That is less than 50% of revenue produced by quarter 1.

Graph

Revenues by Quarter
$500,000.00
$434,106.62
$450,000.00 $412,958.97
$400,000.00
$350,000.00 $306,881.40
$300,000.00
$250,000.00
$200,511.60
$200,000.00
$150,000.00
$100,000.00
$50,000.00
$0.00
Qtr1 Qtr2 Qtr3 Qtr4

Recommendation

I would advise that you make sure you don’t overstock during that quarter leaving products to expire and
be a loss to the company. Find out what is playing a role in the drastic difference in sales from quarter one to quarter
3.

 Page 5
ANALYSIS 6

Analysis

There is a huge difference between the highest revenue of $15,810 and the lowest revenue $4.8!!! I think
that will need some attention. The average revenue produced by a product is $360.00

Graph

$
Average Revenue $ 628.52
Highest Revenue $ 15,810.00
Median Revenue $ 360.00
Lowest Revenue $ 4.80
Total Revenue $1,354,458.59
Recommendations

Might want to consider setting a limit to what is deemed acceptable in relation to revenue produced. When
a product is only generating $4.80 you may want to consider eliminating that product from your market.

SELF ASSESSMENT
From completing the Excel project, I learned how to analyze raw data from an excel spreadsheet,
convert data into tables, graphs, charts, and use formulas to find the mean, maximum, minimum and
median of the data.

 Page 6
 Page 7