Mr. Homer Simpson, President and Chief Executive Officer of Duff's Beer Making Supplies Inc. recently hired you as the new budget analyst for his company. As your first duty, he has asked you to prepare an Excel workbook that can be used to tract sales / revenues, make sales forecasts and track employee commissions.
The workbook that you create should be professional in appearance, be easily understandable to other employees, utilize cell references when ever possible and be completely flexible with the ability to alter any constant in a single cell.
At a minimum, you should have separate worksheet for listing the products / prices / commission rates, an individual worksheet for each individual region and a single summary sheet for Mr. Simpson to review. (You may elect to have more worksheets in order to improve overall appearance, usability and understandability of your workbook.)
The summary worksheet (s) should provide the following information:
- Total annual sales revenue to date for the company
- Total annual sales revenue to date per region
- Total annual sales per product to date
- Total annual sales per product per region to date
- Total annual commissions paid to date
- Total annual sales increase / decrease to date for the company
- Total annual sales revenue increase / decrease to date for each region
- The "top" five salespersons in the company should be ranked according their % of sales increase from last year.
- The "top" five salespersons in the company should be ranked according to their total revenue increase from last year.
There should be a minimum of three charts / graphs that provide "relevant" information. Examples would be comparing current revenues to last year, using a trend line to forecast sales and / or comparison of sales / commissions for each region or salesperson.
- Each chart should appear on a separate worksheet.
- The charts should include an example of a bar / column, line and pie chart.
You should use the "subtotals" and "name" commands in the worksheet when appropriate.