Reference no: EM133743699
Assignment: Bake IT Sales Recommendation Letter & Pivot Tables
What to do:
Analysis/Pivot Tables
I. Use the attached Excel data file to analyze and create the appropriate pivot tables needed to provide the appropriate information for the following. Place each pivot table on its own worksheet and label each appropriately for each question: Bake-It is a local company in Kennesaw, GA which has a store front location in the same shopping center where Perez POPS will be opening. The owner is considering making a move out of town and has approached Perez POPS about possibly buying their existing business. Bake-It sells two ways. They sell direct to customers in the Kennesaw Location, and they also ship to several cities and states throughout the US where independent shops sell Bake-It's goods. Bake-It's owner has provided raw data of the sales from 2020, 2021 and 2022. They sell 2 primary categories of products. First, they sell Soft Baked Cookies. Cookies are large and can easily feed 2 people as a dessert or snack. and second, they sell Trail Bars. Trail Bars are sold in mini bags with multiple bars in the bag. They are chewy, hearty muffin cookie hybrid snacks that are lower in sugar and use local honey to sweeten. All of the Bake-It products are organic which does have higher costs, but they think it's worth it!
Katie CEO of Perez POPS needs you to analyze this - should they ask the investor to help them take over the Bake-It business?
Create 4 Pivot Tables to answer the following questions:
A. What are the top products by category for each year that are sold at Bake It? (Hint look at this in terms of Units sold and Dollars)
B. What is the top selling product for each of the years?
C. What is the most profitable product in each category? (Hint, you will need to create a formula to calculate profit)
D. Which city orders the most per year dollar wise each year? (Hint, you will need to pick a city outside Kennesaw each year as the answer)
II. Business Letter Recommendation to Investor: Read instructions carefully! Write a formal business letter to Katie's investor, Mr. Sikes, with your recommendations and the details of what you found in your analysis. The letter itself should have a complete and correct standard business letter format. In addition to the correct structure, your letter should include:
A. Introduction
B. Create your own letterhead. You may use a Word template customized with your consultant information or adding information/graphics etc. to the header and footer.
C. You are working for Katie Perez, owner of Perez POPS. You have completed the analysis on the BakeIT! business and will share the information with Mr. Sikes (possible investor) and make a recommendation. Mr. Wesley Sikes, CEO Investiture Inc. 4550 Main Street NW Alpharetta, GA 30022
D. Integrate the 4 pivot tables in an informative and useful way to answer the questions regarding the BakeIT! Sales and store data.
E. Create a Word table that provides the pros and cons for acquiring and investing in the BakeIT! business for Perez POPS.
F. Include your recommendation based on the data.
G. Conclusion