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.
Steps
- Upload your sales dataset
- Analyze the sales data
- Project Future sales
- Generate a PDF report
- 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!
Conclusion
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!