The first of objective of this week’s deliverable is to provide Robert M. Lopez with a business report presentation of your findings. Use the modified spreadsheet that you submitted in Module 04 for this deliverable. Your report should visually identify: OutliersSales consultants trending towards noncomplianceUsing
the Excel spreadsheet as input, create a visual representation of the
data. Use the visual representation of the data in a 2-3 slide
PowerPoint of your findings. The second objective of this week’s deliverable is to provide Robert M. Lopez with an executive summary of your findings. In a 2-3 page paper, APA formatted with references and
citations, summarize your findings. Give proof for your analysis. Within
your paper, explain the process you did to come up with the findings.
Based on the findings, provide business recommendations to Mr. Lopez.
weisendanger_modul4_043017.xlsx
____course_project_module_5__business_report_presentation_with_findings_and_recommendations_.docx
Unformatted Attachment Preview
Sales System Number
265801-2014111
265801-2014111
315320-2014111
265980-2014111
329247-2014111
399053-2014111
407197-2014111
407886-2014111
410718-2014111
265005-2014111
265288-2014111
265440-2014111
265778-2014111
265758-2014111
265068-2014111
265609-2014111
265862-2014111
266104-2014111
265823-2014111
330618-2014111
332509-2014111
333704-2014111
407148-2014111
265752-2014111
265848-2014111
266106-2014111
331393-2014111
Date of Sale
Extract Date
Sales Consultant ID
10/1/2014
11/1/2014
35353356
10/1/2014
11/1/2014
66464667
10/3/2014
11/1/2014
57575758
10/3/2014
11/1/2014
75265980
10/5/2014
11/1/2014
83748200
10/10/2014
11/1/2014
26354410
10/11/2014
11/1/2014
33407197
10/12/2014
11/1/2014
40278386
10/13/2014
11/1/2014
41107218
10/14/2014
11/1/2014
26150025
10/20/2014
11/1/2014
26354410
10/20/2014
11/1/2014
26354410
10/20/2014
11/1/2014
26356778
10/20/2014
11/1/2014
26457518
10/20/2014
11/1/2014
26520168
10/20/2014
11/1/2014
26526109
10/25/2014
11/1/2014
12658262
10/25/2014
11/1/2014
26161204
10/25/2014
11/1/2014
26531823
10/26/2014
11/1/2014
33011618
10/26/2014
11/1/2014
33255099
10/28/2014
11/1/2014
33233704
10/28/2014
11/1/2014
43207148
10/30/2014
11/1/2014
26325752
10/30/2014
11/1/2014
26621106
10/30/2014
11/1/2014
26621106
10/31/2014
11/1/2014
33135393
SC Last name
Rucco
Wiare
Frank
Manuter
Travas
Smith
Heston
Nova
Buster
Jones
Smith
Smith
Dimit
Hansen
Vega
Periter
Wearever
Uarlike
Nayen
Kite
York
Amisher
Bush
Regan
Justin
Justin
Williams
SC First Name
Adriano F
Carol P.
Benjamin
Victor
Francisco A
Debbie
Kelly L
Jeremy S
Jacqueline M
Jennifer
Debbie
Debbie
Enrique
Vanessa
William
Eugene
Erick
Yaniri A
Alicia
David N
Alex V
Aisha T
Douglas B
Andres A
Micah Rae
Micah Rae
Clarence P
State
NY
GA
FL
NY
TX
FL
AR
AR
MS
NY
FL
FL
FL
NY
NY
NY
NY
NY
IL
KY
NY
NY
AR
NY
LA
LA
KY
Office
MANHATTAN
ATLANTA
MIAMI
MANHATTAN
EL PASO
MIAMI
Arkansas
Arkansas
Tri-State
MANHATTAN
MIAMI
MIAMI
MIAMI
MANHATTAN
MANHATTAN
MANHATTAN
MANHATTAN
MANHATTAN
CHICAGO
LOUISVILLE
MANHATTAN
BRONX
Arkansas
MANHATTAN
NEW ORLEANS
NEW ORLEANS
LOUISVILLE
Region
NORTH
SOUTH
FL/HI
NORTH
SOUTH
FL/HI
SOUTHWEST
SOUTHWEST
SOUTHWEST
NORTH
FL/HI
FL/HI
FL/HI
NORTH
NORTH
NORTH
NORTH
NORTH
NORTH
SOUTH
NORTH
NORTH
SOUTHWEST
NORTH
SOUTH
SOUTH
SOUTH
Territory
DOWNSTATE NEW YORK
ATLANTA-NORTH GEORGIA
SOUTH FLORIDA
DOWNSTATE NEW YORK
SAN ANTONIO
SOUTH FLORIDA
ARKANSAS
ARKANSAS
MISSISSIPPI
DOWNSTATE NEW YORK
SOUTH FLORIDA
SOUTH FLORIDA
SOUTH FLORIDA
DOWNSTATE NEW YORK
DOWNSTATE NEW YORK
DOWNSTATE NEW YORK
DOWNSTATE NEW YORK
DOWNSTATE NEW YORK
ILLINOIS
KENTUCKY
DOWNSTATE NEW YORK
DOWNSTATE NEW YORK
ARKANSAS
DOWNSTATE NEW YORK
LOUISIANA
LOUISIANA
KENTUCKY
Tax Type
W2
W2
1099
W2
1099
1099
1099
1099
1099
W2
1099
1099
W2
W2
W2
W2
W2
W2
W2
1099
W2
1099
1099
W2
W2
W2
1099
Total Contracts
10
4
11
4
0
5
0
1
11
13
0
7
1
9
10
25
9
4
1
1
16
0
3
13
7
10
9
Total Sales
Total Cancellations
$30.291,00
1
$39.999,00
0
$92.829,00
1
$44.255,00
2
$0,00
0
$20.100,00
1
$7.881,00
0
$10.000,00
0
$83.641,00
5
$0,00
13
$0,00
0
$44.242,00
0
$555,00
0
$80.000,00
0
$45.000,00
0
$54.535,00
0
$24.222,00
0
$14.344,00
0
$6.566,00
0
$250,00
0
$50.000,00
1
$321,00
0
$600,00
0
$72.990,00
0
$35.000,00
0
$87.382,00
1
$21.222,00
0
Sales System Number
265005-2014111
265068-2014111
265288-2014111
265440-2014111
329247-2014111
399053-2014111
265609-2014111
265758-2014111
265778-2014111
265823-2014111
265862-2014111
266104-2014111
330618-2014111
407197-2014111
407886-2014111
265801-2014111
265801-2014111
265980-2014111
332509-2014111
333704-2014111
315320-2014111
407148-2014111
410718-2014111
265752-2014111
265848-2014111
266106-2014111
331393-2014111
Date of Sale
Extract Date
Sales Consultant ID
11/1/2014
12/1/2014
26354410
11/2/2014
12/1/2014
33407197
11/2/2014
12/1/2014
40278386
11/2/2014
12/1/2014
41107218
11/3/2014
12/1/2014
33011618
11/4/2014
12/1/2014
33255099
11/5/2014
12/1/2014
66464667
11/5/2014
12/1/2014
35353356
11/5/2014
12/1/2014
26520168
11/5/2014
12/1/2014
26152889
11/6/2014
12/1/2014
26356778
11/7/2014
12/1/2014
26354410
11/8/2014
12/1/2014
26531823
11/10/2014
12/1/2014
33233704
11/10/2014
12/1/2014
43207148
11/11/2014
12/1/2014
26526109
11/12/2014
12/1/2014
26457518
11/13/2014
12/1/2014
12658262
11/15/2014
12/1/2014
75265980
11/16/2014
12/1/2014
57575758
11/17/2014
12/1/2014
26161204
11/23/2014
12/1/2014
83748200
11/27/2014
12/1/2014
26621106
11/29/2014
12/1/2014
26150025
11/29/2014
12/1/2014
33135393
11/30/2014
12/1/2014
26325752
11/30/2014
12/1/2014
26621106
SC Last name
Smith
Heston
Nova
Buster
Kite
York
Wiare
Rucco
Vega
Smith
Dimit
Smith
Nayen
Amisher
Bush
Periter
Hansen
Wearever
Manuter
Frank
Uarlike
Travas
Justin
Jones
Williams
Regan
Justin
SC First Name
Debbie
Kelly L
Jeremy S
Jacqueline M
David N
Alex V
Carol P.
Adriano F
William
Debbie
Enrique
Debbie
Alicia
Aisha T
Douglas B
Eugene
Vanessa
Erick
Victor
Benjamin
Yaniri A
Francisco A
Micah Rae
Jennifer
Clarence P
Andres A
Micah Rae
State
FL
AR
AR
MS
KY
NY
GA
NY
NY
FL
FL
FL
IL
NY
AR
NY
NY
NY
NY
FL
NY
TX
LA
NY
KY
NY
LA
Office
Region
Territory Tax Type Total Contracts
MIAMI
FL/HI
SOUTH FLORIDA
1099
Arkansas SOUTHWESTARKANSAS 1099
Arkansas SOUTHWESTARKANSAS 1099
Tri-State SOUTHWESTMISSISSIPPI 1099
LOUISVILLE SOUTH
KENTUCKY 1099
MANHATTAN
NORTH
DOWNSTATEW2
NEW YORK
ATLANTA SOUTH
ATLANTA-NORTH
W2 GEORGIA
MANHATTAN
NORTH
DOWNSTATEW2
NEW YORK
MANHATTAN
NORTH
DOWNSTATEW2
NEW YORK
MIAMI
FL/HI
SOUTH FLORIDA
1099
MIAMI
FL/HI
SOUTH FLORIDA
W2
MIAMI
FL/HI
SOUTH FLORIDA
1099
CHICAGO NORTH
ILLINOIS
W2
BRONX
NORTH
DOWNSTATE1099
NEW YORK
Arkansas SOUTHWESTARKANSAS 1099
MANHATTAN
NORTH
DOWNSTATEW2
NEW YORK
MANHATTAN
NORTH
DOWNSTATEW2
NEW YORK
MANHATTAN
NORTH
DOWNSTATEW2
NEW YORK
MANHATTAN
NORTH
DOWNSTATEW2
NEW YORK
MIAMI
FL/HI
SOUTH FLORIDA
1099
MANHATTAN
NORTH
DOWNSTATEW2
NEW YORK
EL PASO
SOUTH
SAN ANTONIO
1099
NEW ORLEANS
SOUTH
LOUISIANA W2
MANHATTAN
NORTH
DOWNSTATEW2
NEW YORK
LOUISVILLE SOUTH
KENTUCKY 1099
MANHATTAN
NORTH
DOWNSTATEW2
NEW YORK
NEW ORLEANS
SOUTH
LOUISIANA W2
Total Sales
5
0
1
4
1
9
1
3
2
14
1
7
1
0
3
16
2
2
4
11
4
0
10
5
7
5
2
$20.100,00
$0,00
$10.000,00
$4.000,00
$900,00
$30.000,00
$550,00
$10.300,00
$5.000,00
$1.000,00
$5.000,00
$500,00
$3.000,00
$0,00
$0,00
$20.000,00
$1.010,00
$211,00
$20.100,00
$500,00
$10.000,00
$0,00
$87.382,00
$0,00
$20.000,00
$20.000,00
$1.000,00
Total Cancellations
1
0
0
0
0
1
0
0
0
13
0
0
0
0
0
0
0
0
1
10
0
0
1
5
0
0
0
Sales System Number
265005-2014111
265288-2014111
410718-2014111
265609-2014111
265440-2014111
266104-2014111
333704-2014111
331393-2014111
407148-2014111
265752-2014111
265823-2014111
407886-2014111
265801-2014111
315320-2014111
399053-2014111
265778-2014111
265758-2014111
265801-2014111
332509-2014111
265068-2014111
329247-2014111
266106-2014111
265862-2014111
265848-2014111
407197-2014111
330618-2014111
265980-2014111
Date of Sale
Extract Date Sales Consultant ID
12/1/2014
1/1/2015
12/1/2014
1/1/2015
12/1/2014
1/1/2015
12/2/2014
1/1/2015
12/3/2014
1/1/2015
12/3/2014
1/1/2015
12/4/2014
1/1/2015
12/5/2014
1/1/2015
12/6/2014
1/1/2015
12/6/2014
1/1/2015
12/7/2014
1/1/2015
12/8/2014
1/1/2015
12/9/2014
1/1/2015
12/9/2014
1/1/2015
12/10/2014
1/1/2015
12/11/2014
1/1/2015
12/12/2014
1/1/2015
12/13/2014
1/1/2015
12/14/2014
1/1/2015
12/15/2014
1/1/2015
12/19/2014
1/1/2015
12/20/2014
1/1/2015
12/21/2014
1/1/2015
12/22/2014
1/1/2015
12/23/2014
1/1/2015
12/24/2014
1/1/2015
12/30/2014
1/1/2015
26354410
40278386
26621106
66464667
41107218
26354410
57575758
26621106
83748200
26150025
26152889
26621106
26526109
26161204
33255099
26520168
35353356
26457518
75265980
33407197
33011618
26325752
26356778
33135393
33233704
26621106
12658262
SC Last name
Smith
Nova
Justin
Wiare
Buster
Smith
Frank
Justin
Travas
Jones
Smith
Justin
Periter
Uarlike
York
Vega
Rucco
Hansen
Manuter
Heston
Kite
Regan
Dimit
Williams
Amisher
Justin
Wearever
SC First Name
Debbie
Jeremy S
Micah Rae
Carol P.
Jacqueline M
Debbie
Benjamin
Micah Rae
Francisco A
Jennifer
Debbie
Micah Rae
Eugene
Yaniri A
Alex V
William
Adriano F
Vanessa
Victor
Kelly L
David N
Andres A
Enrique
Clarence P
Aisha T
Micah Rae
Erick
State
FL
AR
LA
GA
MS
FL
FL
LA
TX
NY
FL
LA
NY
NY
NY
NY
NY
NY
NY
AR
KY
NY
FL
KY
NY
LA
NY
Office
MIAMI
Arkansas
NEW ORLEANS
ATLANTA
Tri-State
MIAMI
MIAMI
NEW ORLEANS
EL PASO
MANHATTAN
MIAMI
NEW ORLEANS
MANHATTAN
MANHATTAN
MANHATTAN
MANHATTAN
MANHATTAN
MANHATTAN
MANHATTAN
Arkansas
LOUISVILLE
MANHATTAN
MIAMI
LOUISVILLE
BRONX
NEW ORLEANS
MANHATTAN
Region
FL/HI
SOUTHWEST
SOUTH
SOUTH
SOUTHWEST
FL/HI
FL/HI
SOUTH
SOUTH
NORTH
FL/HI
SOUTH
NORTH
NORTH
NORTH
NORTH
NORTH
NORTH
NORTH
SOUTHWEST
SOUTH
NORTH
FL/HI
SOUTH
NORTH
SOUTH
NORTH
Territory
Tax Type
SOUTH FLORIDA
1099
ARKANSAS
1099
LOUISIANA
W2
ATLANTA-NORTH GEORGIA
W2
MISSISSIPPI
1099
SOUTH FLORIDA
1099
SOUTH FLORIDA
1099
LOUISIANA
W2
SAN ANTONIO
1099
DOWNSTATE NEW YORK
W2
SOUTH FLORIDA
1099
LOUISIANA
W2
DOWNSTATE NEW YORK
W2
DOWNSTATE NEW YORK
W2
DOWNSTATE NEW YORK
W2
DOWNSTATE NEW YORK
W2
DOWNSTATE NEW YORK
W2
DOWNSTATE NEW YORK
W2
DOWNSTATE NEW YORK
W2
ARKANSAS
1099
KENTUCKY
1099
DOWNSTATE NEW YORK
W2
SOUTH FLORIDA
W2
KENTUCKY
1099
DOWNSTATE NEW YORK
1099
LOUISIANA
W2
DOWNSTATE NEW YORK
W2
Total Contracts
0
5
10
9
3
1
9
1
0
18
14
11
16
4
9
0
3
18
16
0
2
16
1
7
1
2
16
Total Sales
$0,00
$10.000,00
$0,00
$7.000,00
$4.000,00
$500,00
$2.000,00
$1.000,00
$0,00
$7.000,00
$1.000,00
$0,00
$20.000,00
$10.000,00
$30.000,00
$5.000,00
$10.300,00
$7.000,00
$20.000,00
$0,00
$900,00
$20.000,00
$5.000,00
$20.000,00
$0,00
$0,00
$20.000,00
Total Cancellations
0
3
10
3
0
0
5
0
0
5
13
11
0
0
1
0
0
10
0
0
0
0
0
0
0
2
0
Sales Consultant ID
Territory
26354410 SOUTH FLORIDA
Total Contracts
Total Sales
Total Cancellations
0
$0,00
0
40278386
26621106
66464667
41107218
26354410
ARKANSAS
LOUISIANA
ATLANTA-NORTH GEORGIA
MISSISSIPPI
SOUTH FLORIDA
5
10
9
3
1
$10.000,00
$0,00
$7.000,00
$4.000,00
$500,00
3
10
3
0
0
57575758
26621106
83748200
26150025
26152889
26621106
26526109
26161204
33255099
26520168
35353356
26457518
75265980
33407197
33011618
26325752
26356778
33135393
33233704
26621106
12658262
SOUTH FLORIDA
LOUISIANA
SAN ANTONIO
DOWNSTATE NEW YORK
SOUTH FLORIDA
LOUISIANA
DOWNSTATE NEW YORK
DOWNSTATE NEW YORK
DOWNSTATE NEW YORK
DOWNSTATE NEW YORK
DOWNSTATE NEW YORK
DOWNSTATE NEW YORK
DOWNSTATE NEW YORK
ARKANSAS
KENTUCKY
DOWNSTATE NEW YORK
SOUTH FLORIDA
KENTUCKY
DOWNSTATE NEW YORK
LOUISIANA
DOWNSTATE NEW YORK
9
1
0
18
14
11
16
4
9
0
3
18
16
0
2
16
1
7
1
2
16
$2.000,00
$1.000,00
$0,00
$7.000,00
$1.000,00
$0,00
$20.000,00
$10.000,00
$30.000,00
$5.000,00
$10.300,00
$7.000,00
$20.000,00
$0,00
$900,00
$20.000,00
$5.000,00
$20.000,00
$0,00
$0,00
$20.000,00
5
0
0
5
13
11
0
0
1
0
0
10
0
0
0
0
0
0
0
2
0
Module 03
Variables selected
Sales Consultant ID
Territory
Total Contracts
Total Sales
Total Cancellations
Module 03 Explantion
Variables selected
Reasoning/Rationale
This is the unique Identity that will be used specify sales consultants uniquely
Territory can be used to classify the sales Consultants with similar activities
sorting total contracts will also tell the outliers which help in identifying sales consultants that are outlie
By sorting total sales of each sales consultant,we can tell the outliers in sales figure.This can help us kno
we can use total cancellations to segment sales consultant according to the territory of operations
s figure.This can help us know if sales consultants are in policy or not.
Sales Consultant ID Territory
33407197 ARKANSAS
33407197 Total
26526109
26526109 Total
26161204
26161204 Total
26520168
26520168 Total
35353356
35353356 Total
75265980
75265980 Total
26325752
26325752 Total
DOWNSTATE NEW YORK
DOWNSTATE NEW YORK
DOWNSTATE NEW YORK
DOWNSTATE NEW YORK
DOWNSTATE NEW YORK
DOWNSTATE NEW YORK
33233704 DOWNSTATE NEW YORK
33233704 Total
12658262
12658262 Total
33011618
33011618 Total
33135393
33135393 Total
26621106
26621106 Total
41107218
DOWNSTATE NEW YORK
KENTUCKY
KENTUCKY
LOUISIANA
MISSISSIPPI
41107218 Total
83748200 SAN ANTONIO
83748200 Total
26354410 SOUTH FLORIDA
Total Contracts
Total Sales
Total Cancellations Outliers
0
$0,00
0 FALSE
$0,00
16 $20.000,00
$20.000,00
4 $10.000,00
$10.000,00
0 $5.000,00
$5.000,00
3 $10.300,00
$10.300,00
16 $20.000,00
$20.000,00
16 $20.000,00
$20.000,00
0 TRUE
0 TRUE
0 TRUE
0 TRUE
0 TRUE
0 TRUE
$0,00
$0,00
0 FALSE
16 $20.000,00
$20.000,00
2
$900,00
$900,00
7 $20.000,00
$20.000,00
1 $1.000,00
$1.000,00
3 $4.000,00
0 TRUE
1
0
0
$4.000,00
$0,00
$0,00
$0,00
0 TRUE
0 TRUE
0 TRUE
0 TRUE
0 FALSE
0 FALSE
26354410 SOUTH FLORIDA
26354410 Total
26356778 SOUTH FLORIDA
26356778 Total
33255099 DOWNSTATE NEW YORK
33255099 Total
1
$500,00
$500,00
1 $5.000,00
$5.000,00
9 $30.000,00
$30.000,00
0 TRUE
26621106 LOUISIANA
26621106 Total
2
$0,00
$0,00
2 FALSE
5 $10.000,00
$10.000,00
9 $7.000,00
$7.000,00
18 $7.000,00
$7.000,00
9 $2.000,00
$2.000,00
3 TRUE
40278386
40278386 Total
66464667
66464667 Total
26150025
26150025 Total
57575758
57575758 Total
ARKANSAS
ATLANTA-NORTH GEORGIA
DOWNSTATE NEW YORK
SOUTH FLORIDA
0 TRUE
1 TRUE
3 TRUE
5 TRUE
5 TRUE
26457518 DOWNSTATE NEW YORK
26457518 Total
26621106 LOUISIANA
26621106 LOUISIANA
26621106 Total
26152889 SOUTH FLORIDA
26152889 Total
Grand Total
18
$7.000,00
10 TRUE
10
11
$7.000,00
$0,00
$0,00
$0,00
10 FALSE
11 FALSE
14
$1.000,00
13 TRUE
$1.000,00
$200.700,00
Total Sales
Quantile 1(Q1)
500
Quantile 3(Q3)
10300
Interquantile range(QR)
9800
Lower bound
-14200
Upper bound
25000
Course Project – Business Report Presentation with Findings and
Recommendations
The first of objective of this week’s deliverable is to provide Robert M. Lopez with a
business report presentation of your findings.
Use the modified spreadsheet that you submitted in Module 04 for this deliverable.
Your report should visually identify:
•
•
Outliers
Sales consultants trending towards noncompliance
Using the Excel spreadsheet as input, create a visual representation of the data. Use the
visual representation of the data in a 2-3 slide PowerPoint of your findings.
The second objective of this week’s deliverable is to provide Robert M. Lopez with an
executive summary of your findings.
In a 2-3 page paper, APA formatted with references and citations, summarize your
findings. Give proof for your analysis. Within your paper, explain the process you did to
come up with the findings. Based on the findings, provide business recommendations to
Mr. Lopez.
Name:Module 05 Course Project Rubric
Rubric Detail
A rubric lists grading criteria that instructors use to evaluate student work. Your instructor linked a rubric
to this item and made it available to you. Select Grid View or List View to change the rubric’s layout.
Content
Name: Module 05 Course Project Rubric
•
•
Grid View
List View
Needs
Development
PowerPoint
Points:
identifies
5 (2.5%)
outliers
PowerPoint
identifies sales
consultants
Points:
trending
5 (2.5%)
towards
noncompliance
PowerPoint
contains visual Points:
representation 10 (5%)
of the data
PowerPoint
meets minimum Points:
slide
1 (.5%)
requirement
Paper
Points:
summarizes all
5 (2.5%)
findings
Paper provides Points:
proof of analysis 5 (2.5%)
Paper includes
Points:
business
5 (2.5%)
reommendations
Paper meets
Points:
minimum page
2 (1%)
requirement
Paper is APA
formatted with
references and
Points:
citations without
2 (1%)
spelling or
grammatical
errors
Novice
Competent
Proficient
Points:
10 (5%)
Points:
15 (7.5%)
Points:
20 (10%)
Points:
10 (5%)
Points:
15 (7.5%)
Points:
20 (10%)
Points:
20 (10%)
Points:
35 (17.5%)
Points:
50 (25%)
Points:
4 (2%)
Points:
7 (3.5%)
Points:
10 (5%)
Points:
15 (7.5%)
Points:
25 (12.5%)
Points:
35 (17.5%)
Points:
15 (7.5%)
Points:
25 (12.5%)
Points:
35 (17.5%)
Points:
10 (5%)
Points:
15 (7.5%)
Points:
20 (10%)
Points:
3 (1.5%)
Points:
4 (2%)
Points:
5 (2.5%)
Points:
3 (1.5%)
Points:
4 (2%)
Points:
5 (2.5%)
Name:Module 05 Course Project Rubric
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