Guide: Generating Reports and Creating Powerpoints

Ever wondered if you could generate sales reports with Julius? Turns out you can! You can also generate a PowerPoint from the reports findings as well! Who knew?
This guide will go over how to generate a report and the corresponding PowerPoint template on the report.

Let’s start with the scenario:
You are a sales analyst for a company that has recently launched a new product. You want to evaluate the success of this product compared to other competitive products in the market. Additionally, you want to project future sales to understand the potential profitability of this product for the company.


  1. Upload your sales dataset
  2. Analyze the sales data
  3. Project Future sales
  4. Generate a PDF report
  5. Create a PowerPoint presentation

Step 1: Uploading Dataset
Here is a snippet of the dataset we are using for this example:

Date Product Sales Region Price
2023-01-01 Our Product 152 West 19.50714306
2023-01-01 Competitor A 136 West 13.98658484
2023-01-01 Competitor B 132 South 9.559945203
2023-01-01 Competitor C 104 East 16.66176146
2023-01-02 Our Product 149 West 17.08072578
2023-01-02 Competitor A 51 North 17.69909852
2023-01-02 Competitor B 137 South 10.12339111
2023-01-02 Competitor C 93 West 9.834045099
2023-01-03 Our Product 107 South 10.07066305
2023-01-03 Competitor A 118 North 13.2477466
2023-01-03 Competitor B 71 West 10.92144649
2023-01-03 Competitor C 109 East 12.56069984
2023-01-04 Our Product 100 West 15.14234438
2023-01-04 Competitor A 93 North 8.464504127
2023-01-04 Competitor B 80 East 9.705241237
2023-01-04 Competitor C 68 South 17.48885537
2023-01-05 Our Product 109 South 18.08397348

This information was collected from 2023-01-01 to 2024-05-27. It lists the date of the sales record, the name of the product, the number of units sold, the region in which it was sold, and the price of the product on that date.

Step 2: Analyzing the performance of the product with the competitors
To do this we will calculate key metrics such as total sales, average sales, and market share. Let’s have Julius do this and generate a table:
**Prompt:**can you create a table of the total sales, average sales, and market share for each product?

Product Total Sales Market Share Average Sales
Competitor A 46031 22.94071327 89.72904483
Competitor B 45225 22.53902279 88.15789474
Competitor C 46145 22.99752806 89.95126706
Our Product 63251 31.52273588 123.2962963

Step 3: Use time series analysis to project future sales
Let’s use Julius to now project the future sales of our product.


Great! We can see that Julius was able to change the computational method as our dataset did not meet the requirements of the heuristic method. It was then able to generate a forecast plot for the dataset using a linear regression model. I was curious about using a dummy variable for our dataset as I am a novice with linear regression. So, I asked Julius to elaborate:

Since we are just looking to see if the sales hold steady over a period of time, dummy variables are not needed. However, just keep in mind that you may need to use them if you categorical variables, seasonality or different events.

I did notice a slight decrease in projected sales, so I wanted to investigate that further. So I asked Julius: For the sales forecast, is there a slight dip in the forecasted sales in the future?

Step 4: Generating a PDF report
Now let’s ask Julius to generate a report on the findings!
Prompt: please generate a PDF report on the analysis of the sales and forecast report.


Remember, to summarize these findings and report in your own words!

Step 5: Creating a PowerPoint Presentation

Julius provides us a nice outline of what to discuss in our PowerPoint. You should go in and edit the format, add in different visualizations, etc., to tailor it more towards your style. This is to be used as a template, and thus remember to use your own words when creating the new PowerPoint!

Julius has analyzed sales data by determining various metrics, forecasting our product sales, analyzing the products trends, compared our sales to the competitors, generated a report on the sales, and finally provided a template on how our PowerPoint presentation should be formatted (use this as a template!). Of course, you can do much more than just what I have demonstrated, but this is a good start!


Awesome, much needed guide on how to turn a Julius analysis into a presentation

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