Review of a Sales Report
The director of sales receives a regional monthly sales report. As the business analyst you have been asked to meet with the sales director to fine tune the report. In preparation for the upcoming meeting, you decide to prepare a plan to review with the sales director.
You received a copy of the last three months regional sales report for your review. You prepare your plan for the upcoming meeting with the sales director after you review the
To prep for the meeting, create a Microsoft Word document that does the following:
Discuss the fields that could be omitted from the report and why? Which fields would remain and why?
Recommend other possible information that could be included in future reports? And why?
Review any additional ways to collect information from the sales teams.
Discuss any possible security areas that might need to be addressed with the current report.
REVIEW OF A SALES REPORT
Name
Instructor
Institution
Date
Discuss the fields that could be omitted from the report and why? Which fields would remain and why?
In such a table, those fields that can be omitted can easily be generated from the existing fields. For example, employee information such as 'SC First Name' and 'SC Last Name' can be omitted from the report. This is because there is another field called 'sales consultant ID,' which can quickly provide the information needed for the employee. The remaining fields include 'Total Contracts,' 'Total Sales,' Total Cancellations,' and 'Extract Date.' This is because they contain unique data that cannot be found anywhere else.
Recommend other possible information that could be included in future reports? And why?
Future reports could contain other information, such as graphs or charts. The goal is to offer a pictorial representation of the data that summarizes the information presented and the possible trends ...