https://github.com/iankitnegi/excel_sales_finance_report

AtliQ Tech need a sales and finance report covering customer net sales performance, top products, division-level data, new product performance, top countries by sales, market performance, P&L by fiscal periods, and gross margin by quarters.
https://github.com/iankitnegi/excel_sales_finance_report

finance finance-analytics reporting sales salesanalysis

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AtliQ Tech need a sales and finance report covering customer net sales performance, top products, division-level data, new product performance, top countries by sales, market performance, P&L by fiscal periods, and gross margin by quarters.

• Host: GitHub
• URL: https://github.com/iankitnegi/excel_sales_finance_report
• Owner: iankitnegi
• Created: 2023-10-06T03:58:48.000Z (over 1 year ago)
• Default Branch: main
• Last Pushed: 2024-07-07T07:23:26.000Z (6 months ago)
• Last Synced: 2024-07-08T07:48:20.419Z (6 months ago)
• Topics: finance, finance-analytics, reporting, sales, salesanalysis
• Homepage:
• Size: 7.56 MB
• Stars: 0
• Watchers: 1
• Forks: 0
• Open Issues: 0
• Metadata Files:
  • Readme: README.md

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README

        
# Problem Statement  

AtliQ Hardware is a company that supplies computer hardware and peripherals to numerous consumers through major retailers such as Croma, Best Buy, Amazon, Flipkart, and many others worldwide. They have requested a report on sales and finance based on the template they provided.    

## 1. ASK    

### **Sales Report** 

1. Customer Net Sales Performance 

2. Top 10 Products by Net Sales 

3. Divison Level Report 

4. Top 5 Products & Bottom 5 Products by Qty Sold 

5. New Products of 2021 by Performance 

6. Top 5 Countries by Sales 

7. Market Performance vs Target

### **Finance Report**

1. P&L by Fiscal Year 

2. P&L by Fiscal Months 

3. P&L by Markets 

4. Gross Margin% by Qtrs

## 2. PREPARE

### Data Organized:  

The dataset is taken from the AtliQ. The datasets provided by AtliQ as part of the bootcamp program are valuable learning resources. The dataset contains 4 csv file and 1 text file (meta_data)

## 3. PROCESS  

### Tools Used:

- MS Excel

### Data Cleaning & Transformation:

1. ETL

2. Data cleaning

3. Data modelling

4. Adding date table using power query

5. Framing a report for P&L statement by year

## 4. SHARE  

Presenting my report & finding from the dataset on the document which has been attached.   

Thank you for reading and evaluating my repo :)  

[Link](https://www.linkedin.com/posts/iankitnegi_sales-finance-report-activity-7115957216205037569-aBAh?utm_source=share&utm_medium=member_desktop)