Author:

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website.
 New Perspectives Excel 2019 | Modules 5-8: SAM Capstone Project 1a

NewSight Consulting
ANALYZE DATA WITH TABLES AND WHAT-IF TOOLS

Tanveer Singh Bhui

Note: Do not edit this sheet. If your name does not appear in cell B6, please download a new copy of the file from the SA
website.
om the SAM
 2021 Sales: United States
Type Q1 Q2 Q3 Q4 Total
Mini $ 1,021 $ 1,025 $ 1,076 $ 1,027 $ 4,149
Voice-activated 987 990 1,015 1,016 $ 4,008
Waterproof 815 826 834 859 $ 3,334
Total $ 2,823 $ 2,841 $ 2,925 $ 2,902 $ 11,491

in $000
 2021 Sales: Canada
Type Q1 Q2 Q3 Q4 Total
Mini $ 604 $ 609 $ 601 $ 602 $ 2,416
Voice-activated 497 495 502 523 $ 2,017
Waterproof 429 423 431 435 $ 1,718
Total $ 1,530 $ 1,527 $ 1,534 $ 1,560 $ 6,151

in $000
 2021 Sales: Mexico
Type Q1 Q2 Q3 Q4 Total
Mini $ 741 $ 740 $ 744 $ 750 $ 2,975
Voice-activated 328 312 327 324 $ 1,291
Waterproof 504 506 499 503 $ 2,012
Total $ 1,573 $ 1,558 $ 1,570 $ 1,577 $ 6,278

in $000
 2021 Sales: All Locations
Type Q1 Q2 Q3 Q4 Total 2020 Total
Mini $ 2,366 $ 2,374 $ 2,421 $ 2,379 $ 9,540 $ 9,174
Voice-activated $ 1,812 $ 1,797 $ 1,844 $ 1,863 $ 6,043
Waterproof $ 1,748 $ 1,755 $ 1,764 $ 1,797 $ 6,089
Total $ 5,926 $ 5,926 $ 6,029 $ 6,039 $ 9,540 $ 21,306

in $000

Performance Good Good Very good Very good

Revenue Amts $ 5,700 $ 5,800 $ 5,900 $ 6,000 $ 6,100

Rating Poor Fair Good Very good Fantastic
 Managers
Country Name Location Email Address
U.S. Todd Fenton Knoxville [email protected]
Canada Natalie Pierre Windsor [email protected]
Mexico Vicente MedinaJuarez [email protected]

Management Details

`
Sales (000s) Channel Type This shape represents a
Location DIG website Other website Store Total Result slicer. Slicers are
supported in Excel
Canada 405.93 139.99 260 805.9
2010 or later.
Mexico 135.95 415.93 120 671.87
U.S. 1041.84 1821.78 405.9 3269.55 If the shape was
Total Result 1583.72 2377.7 785.9 4747.32 modified in an earlier
version of Excel, or if
the workbook was
$5,000 saved in Excel 2003 or
earlier, the slicer cannot
$4,500 be used.
$4,000

$3,500

$3,000
Store
$2,500 Other website
$2,000 Channel Type DIG
website
$1,500

$1,000

$500

$0
Canada Mexico U.S. Total
Result
 Monthly Sales: January 2022
Sale ID Channel Type Date Product Location Amount
DW-1039 DIG website 1/4/2022 Mini 1 Canada 119.99
DW-1040 Store 1/5/2022 Mini 1 Mexico 119.99
DW-1041 DIG website 1/8/2022 Mini 1 U.S. 119.99
DW-1042 Other website 1/12/2022 Mini 1 U.S. 119.99
DW-1043 DIG website 1/13/2022 Mini 1 U.S. 119.99
DW-1044 Store 1/14/2022 Mini 1 Canada 119.99
DW-1045 Other website 1/20/2022 Mini 1 U.S. 119.99
DW-1046 Other website 1/20/2022 Mini 1 U.S. 119.99
DW-1047 Other website 1/21/2022 Mini 1 U.S. 119.99
DW-1048 Other website 1/27/2022 Mini 1 U.S. 119.99
DW-1049 DIG website 1/3/2022 Mini 2 U.S. 129.99
DW-1050 DIG website 1/7/2022 Mini 2 U.S. 129.99
DW-1051 Other website 1/11/2022 Mini 2 U.S. 129.99
DW-1052 DIG website 1/17/2022 Mini 2 U.S. 129.99
DW-1053 Other website 1/17/2022 Mini 2 U.S. 129.99
DW-1054 DIG website 1/18/2022 Mini 2 U.S. 129.99
DW-1055 Store 1/24/2022 Mini 2 U.S. 129.99
DW-1056 Other website 1/25/2022 Mini 2 U.S. 129.99
DW-1057 Other website 1/28/2022 Mini 2 U.S. 129.99
DW-1058 Store 1/31/2022 Mini 2 U.S. 129.99
DW-1059 Other website 1/5/2022 Waterproof Mexico 135.95
DW-1060 Other website 1/12/2022 Waterproof U.S. 135.95
DW-1061 DIG website 1/22/2022 Waterproof Mexico 135.95
DW-1062 DIG website 1/30/2022 Waterproof U.S. 135.95
DW-1063 Other website 1/3/2022 Voice XP U.S. 139.99
DW-1064 Store 1/7/2022 Voice XP Canada 139.99
DW-1065 Other website 1/10/2022 Voice XP Mexico 139.99
DW-1066 Other website 1/10/2022 Voice XP Mexico 139.99
DW-1067 Other website 1/15/2022 Voice XP U.S. 139.99
DW-1068 Other website 1/19/2022 Voice XP Canada 139.99
DW-1069 DIG website 1/26/2022 Voice XP Canada 139.99
DW-1070 Other website 1/29/2022 Voice XP U.S. 139.99
DW-1071 DIG website 1/4/2022 Voice XP10 U.S. 145.95
DW-1072 DIG website 1/6/2022 Voice XP10 Canada 145.95
DW-1073 Other website 1/16/2022 Voice XP10 U.S. 145.95
DW-1074 Store 1/23/2022 Voice XP10 U.S. 145.95
 Product Details
Promotion? Product ID Name Color No. of Speakers
FALSE M2016 Mini 1 Black 1
FALSE M2018 Mini 1 Silver 1
FALSE M2020 Mini 1 White 1
FALSE M2205 Mini 2 Black 2
FALSE M2210 Mini 2 Silver 2
FALSE M2215 Mini 2 White 2
FALSE V3010 Voice XP Black 2
FALSE V3012 Voice XP White 2
FALSE V3220 Voice XP 10 Black 3
FALSE V3225 Voice XP 10 White 3
TRUE W4150 Waterproof Black 2
TRUE W4155 Waterproof White 2
TRUE
TRUE
TRUE
TRUE
TRUE
TRUE
TRUE
TRUE
FALSE
FALSE
FALSE
FALSE
FALSE
FALSE
FALSE
FALSE
FALSE
FALSE
FALSE
FALSE
FALSE
FALSE
FALSE
FALSE
Retail Price
119.99
119.99
119.99
129.99
129.99
129.99
139.99
139.99
145.95
145.95
135.95
135.95
 New Product: Virtual Assistant Virtual Assista
Sales $ 294,780.00 $ 129.99
Units sold 22,000 18,000 (345,180)
Price per unit $ 159.99 20,000 (355,200)
Total sales $ 3,519,780.00 22,000 (365,220)
24,000 (375,240)
Expenses 26,000 (385,260)
Variable expenses
Units manufactured 22,000
Variable cost per unit $ 135.00
Total variable costs $ 2,970,000.00
Fixed Expenses
Total fixed cost $ 255,000.00
Total expenses $ 3,225,000.00
Total expense per unit sol $ 146.59

Profit
Total sales $ 3,519,780.00
Total expenses $ 3,225,000.00
Gross profit $ 294,780.00
Virtual Assistant: Gross Profit Analysis
$ 139.99 $ 149.99 $ 159.99 $ 169.99 $ 179.99 $ 189.99
(165,180) 14,820 194,820 374,820 554,820 734,820
(155,200) 44,800 244,800 444,800 644,800 844,800
(145,220) 74,780 294,780 514,780 734,780 954,780
(135,240) 104,760 344,760 584,760 824,760 1,064,760
(125,260) 134,740 394,740 654,740 914,740 1,174,740
 Virtual Assistant Suppliers
Jenji Manufacturing AS&P Electronics Hancock Global
Units Produced 4,000 3,000 4,000
Fixed costs $ 70,500.00 $ 74,625.00 $ 84,120.00
Fixed costs per unit 17.63 24.88 21.03
Variable costs 241,000.00 182,250.00 242,000.00
Variable cost per unit 60.25 60.75 60.50
Total costs $ 311,500.00 $ 256,875.00 $ 326,120.00

Minimum total cost model

 Total
11,000

$ 894,495.00
 Mini 1 Mini 2 Voice XP Voice XP10
Revenue
Units sold 4,000 4,000 4,000 12,945
Price per unit $ 12,945.00 $ 3.00 $ 1.00 $ 1.00
Total sales $ 51,780,000.00 $ 12,000.00 $ 4,000.00 $ 12,945.00

Cost of goods sold

Units manufactured 4,000 4,000 4,000 12,945
Fixed costs $ - $ 32,767.00 $ - $ 282,000.00
Variable cost per uni $ 95.00 $ 105.00 $ 110.00 $ 115.00
Variable costs $ 380,000.00 $ 420,000.00 $ 440,000.00 $ 1,488,675.00
Total costs $ 380,000.00 $ 452,767.00 $ 440,000.00 $ 1,770,675.00

Total profit $ 51,400,000 $ (440,767) $ (436,000) $ (1,757,730)

Profit per unit sol $12,850.00 -$110.19 -$109.00 -$135.78
Waterproof

10,750
$ -
$ -

10,750
$ 280,000.00
$ 102.00
$ 1,096,500.00 12,945
$ 1,376,500.00 3
1
$ (1,376,500) 1
-$128.05 FALSE
FALSE
32767
0