Sales Analysis and Forecast
spreadsheet is a complete and ready to use tool to keep track, analyze and forecast your companyís sales. The tool allows flexibility to keep monthly data in units and in dollars for up to 12 products in 12 locations for 5 years.
You just need to keep a log of the sales data in the Input section or copy and paste it from already existing data record.
You will record what was sold, when it was sold, and how much was sold. For example:
The data is automatically picked up by the tool and populates various analyses and updates colorful graphs. Your job now is only to review the results.
The data is organized in four worksheets:
1. Actual Analysis
worksheet gives vital analysis of your companyís current sales.
2. Trend Analysis
worksheet predicts future sales along a linear trend based on existing values (your companies historical sales).
worksheet allows you to analyze actual sales versus your established Benchmark.
4. Monthly Actual Analysis
worksheet analysis your data in detail.
First letís look at Actual Analysis worksheet
, which includes:
1. Snapshot of actual performance
Your companyís snapshot of the actual performance is conveniently located at the top of the worksheet to give you quick reference of vital data. The snapshot list:
- Life-to-date sale
- Top Sales Year
- Top annual sales
- Average annual sales
- Average unit price
- All time top sales location and sales of that location
- All time Best selling product and that product sales
- Best selling production and top sales location in a single year and sales associated with them.
2. Actual annual sales summary analysis
analyzes data by year and shows % year-to-year growth, annual average unit price and % of yearly sales contribution to total sales in interactive graphs.
3. Income analysis by product
breaks out your sales data by product and by year and shows maximum sales, average sales, minimum sales, annual sale, average unit price per product, best selling year of each product and contribution of each product sales to the total.
4. Unit sales analysis by product
performs the same analysis that Income analysis by product does, but in units.
5. Income analysis by location
breaks out your sales data by location and by year and shows maximum sales, average sales, minimum sales, annual sale, average unit price per location, best selling year of each location and contribution of each location sales to the total.
6. Unit sales analysis by location
performs the same analysis that Income analysis by location does, but in units.Trend Analysis worksheet
automatically predicts future sales values based on your companies historical sales trends. There are four analyses:
1. 10-Year Sales Trend Analysis based on known Sales $
2. 10-Year Sales Forecast Analysis based on Units Sales Trend
3. Trend Sales Analysis by Product
4. Trend Sales Analysis by Location.Benchmark Analysis worksheet
allows you to compare your actual sales data as it comes in against your established benchmark or goal. In this analysis you will be able to see whether you came above or below the established sales goal.
Monthly Actual Analysis
worksheet analyzes monthly performance for each year, provides averages and percentage growth data. It also provides Top Sales month indicators for each product and sales location.
If necessary, you will be able to customize the heading and wording in the analysis.