Memo

To: RGV Inc

From: Robert Guajardo
CC:

Date: 4/23/2019
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.

1
ANALYSIS 1: Total Revenue for Quarter 4 of 2004 and 2005
Analysis

Figure 1 is presenting the total revenue for quarter 4 of 2004 and 2005. Through this bar graph, we can
compare that in 2004 for Q4, the total revenue was $120,000, while in 2005 it was $185,000. The
analysis shows that the total revenue was higher for Q4 in 2005 than 2004.

Graphic

Total Revenue for Q4 of 2004 and 2005

$200,000.00

$180,000.00

$160,000.00

$140,000.00

$120,000.00

$100,000.00

$80,000.00

$60,000.00

$40,000.00

$20,000.00

$0.00
Q4 2004 Q4 2005

Figure 1: Bar graph for total revenue for Q4 of 2004 and 2005

Recommendation

The company needs to compare the marketing and techniques that were done in 2005 for the Q4, and
learn from their mistakes done in 2004. We can clearly see that over a span of a year, in the same
quarter, 2005 yielded more total revenue. This can greatly affect the total revenues of 2006 and years
to come.

 Page 2
ANALYSIS 2: 2005 Total Revenue per Month

Analysis

Figure 2 is showing the 2005 total revenue per month. We can see from the line graph that the highest
revenue was in October, while the lowest revenue was in July. The second highest revenue months
were January and May.

Graphic

2005 Total Revenue per Month

$80,000.00

$70,000.00

$60,000.00

$50,000.00

$40,000.00

$30,000.00

$20,000.00

$10,000.00

$-
Jan-05 Feb-05 Mar-05 Apr-05 May-05 Jun-05 Jul-05 Aug-05 Sep-05 Oct-05 Nov-05 Dec-05

Figure 2: 2005 Total Revenue per Month

Recommendation

From this line graph, we can compare the highest revenue for each quarter, and adopt those techniques
for the year of 2006. For Q1, the highest performing month was January, for Q2 the highest performing
month was May, Q3 was August, and Q4 was October. The company needs to figure out what peaked
and then adopt that for later coming.

 Page 3
ANALYSIS 3: Total Revenue of October 2004 and 2005
Analysis

From figure 3, we are comparing the total revenue from October across 2 years. The October 2004 total
revenue was at $30,000, compared to October 2005, which was around $75,000. From this bar graph,
we can see that the total revenue was higher in October 2005 than 2004.

Graphic

Total Revenue of October 2004 and 2005

$80,000.00

$70,000.00

$60,000.00

$50,000.00

$40,000.00

$30,000.00

$20,000.00

$10,000.00

$-
Oct-04 Oct-05

Figure 3: Total revenue of October 2004 and 2005

Recommendation

From the previous line graph of 2005 tracking monthly revenue sales, we were able to see that October
was the highest earning for the whole year. From this bar graph, we are comparing October 2004 and
October 2005. As a company, we need to adopt the marketing and techniques that were done in 2005
and look forward to 2006 and on.

 Page 4
ANALYSIS 4: October 2005 Percentage of Category Names
Analysis

Figure 4 is comparing the category names for the month of October 2005. We can see that from all
sales of October, about 18% of them were seafood, and 17% of them were dairy products and
confections. The lowest percentage was produce at 4%. The second lowest was grains/cereals at 8%.

Graphic

OCTOBER 2005 CATEGORY NAME

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

15%
18%

4% 11%

10%

17%
8%

17%

Figure 4: October 2005 per category name

Recommendation

From the pie chart, since October 2005 was the highest total revenue for 2005, we can see that most of
the sales were from seafood. Some recommendations that we can express is to advertise more of the
seafood and the dairy product category because those were the highest earning percentages. From this
data, we cannot conclude or compare the total revenues, as this is solely based on the sale number per
category.

 Page 5
ANALYSIS 5: Country per Sale
Analysis

Figure 5 is comparing all sales (one-time transactions) per country and the percentage. We can see
from the pie chart that 17% of transactions were from the USA, and 16% were from Germany. In this
pie chart, we are only comparing the top 5 countries of all sales. The other percentage was at 43% of
all countries.

Graphic

COUNTRY PER SALE

USA Germany Austria Brazil France Other

17%

43%
16%

6%

9%
9%

Figure 5: Pie chart showing the percentage of country per sale

Recommendation

From this pie chart, we can conclude that most of the sales were from the USA, with Germany in
second. Some recommendations, is to advertise more in the USA and Germany, as those countries are
where we earn more of our sales. We can also figure out why the USA and Germany are high compared
to other countries like Austria. We can adopt what is working and what is not working. Opening up more
locations in other countries can help bring more sales up.

 Page 6
ANALYSIS 6: Total Revenue per Country
Analysis

Figure 6 is comparing the total revenue per country. The bar graph is only showing the top 5 countries,
with an ‘other’ category. USA was the highest total revenue at about a little over $150,000. The second
highest total revenue was Germany at a little under $150,000. The other category was at a revenue of
a little over $300,000.

Graphic

Total Revenue per Country

$350,000.00

$300,000.00

$250,000.00

$200,000.00

$150,000.00

$100,000.00

$50,000.00

$-
Other Germany USA Austria Brazil France

Figure 6: Bar graph showing the total revenue per country

Recommendation

The country that is providing most of our revenue for this set of data is the USA and Germany. This may
be due to the locations we have there or the variety of food we have there. With these two countries, we
need to focus more on them so that in years to come, we can double this total revenue. France and
Germany are really close together in Europe, so we need to figure out why the total revenues are higher
in Germany and not in France.

SELF ASSESSMENT
From this excel project, I learned how to use pivot charts. From the whole set of data, you can figure
out charts and make recommendations based on the analysis of the graphs that were made in excel.
Even though this assessment was used for a grocery store, we can use excel and pivot charts in other
aspects of business and management. In healthcare, we can figure out what testing and what
department is making us the most money. From then, we can focus on expanding. Also, with our
current model working, we can try to duplicate the model in other countries as seen in this assessment.

 Page 7