RGV Inc.

From: Cynthia Jimenez

CC: Dr. Laura Sanchez

Date: 5/7/2020

Re: Revenue Assessment

I am honored to be given an opportunity to assess your sales data to be able to provide

recommendations and suggestions to expand your sales. The analysis and recommendations that are
provided below are based on the data you provided. I have some recommendations that should be
moderate by your knowledge of business realities and your market. I’d love to answer any of your
questions or concerns regarding the analysis or the recommendations provided.

ANALYSIS - 1 Sales of the Year

Analysis

According to the chart and numbers of revenue minus discount, beverages, dairy, and confections
categories take for over $500,000 of sales for RGV, Inc. and you can see the increase during the spring
months. Condiments produce such as grains/cereals categories in 2005 account for $50,000 of sales.
The sales for both construct grains, cereals and produced less than $100,000 from 2004 through 2006.

Sum of Revenue Column labels

minus discount

Row labels
2004 2005 2006 Grand total

Beverages 38,670.80 105,954.36 123,243.03 267,868.18

Condiments 16,402.95 51,221.83 38,422.31 106,047.09
Confections 23,812.90 82,686.75 60,857.57 167,357.23
Dairy Products 30,027.79 116,495.45 87,984.05 234,507.29
Grains/Cereals 8,522.32 55,021.08 32,201.19 95,744.59
Meat/poultry 21,836.86 75,184.75 66,000.75 163,022.36
Produce 10,830.96 47,321.69 41,831.93 99.984.58
Seafood 16,320.73 47,321.69 50,818.45 131,261.74
Grand total 166,425.30 598,008.45 501,359.29 1,265,793.04

Recommendation
Each category should be viewed daily or weekly and eliminate the ones that are not being used as often.
Try replacing any product that isn’t selling and try out a new product. You want to be able to save
money but at the same time have your products be worth it. By doing so this process will help bring in
new products to the company’s inventory and prevent loss due to waste or expiring goods.

ANALYSIS 2 - Sales Year

Analysis

Based on the information provided the sum of revenue minus discount, beverages were the most selling
category sold at $40,000.00 in 2004 and grains and cereal was only at $5,000.00. Beverages sales
continued to increase in 2005 and 2006, but dairy products and meat and poultry not too good. You can
see seafood; grains and cereals had a quick increase in 2006 but went back down in 2006

Recommendation

A good recommendation is to continue to get rid of or replace the items that aren’t making enough
money or selling the less. Replace them with something better so you won’t see a decrease in sales.
Customer will be pleased with new options and if you see it not working you can always go back to the
items that you eliminated. Continue to monitor these items weekly and eliminate the least product
being sold.

ANALYSIS 3 – Country sales

Analysis

United States has been one the countries to keep sales really high, yet Germany within a year went
down and Austria has kept up with growth in 2006. The ones showing the lowest produce are Argentina,
Norway and Poland had no sales in the year of 2004. Argentina has been the only one improving
between Norway and Poland but they do show a little increase in both years.
Recommendation

Based on observation it’s difficult to be able to succeed when most countries sales are below $20,000. It
looking like the only county fitting for sales is USA they should continue to watch their sales and
inventory to help increase sales for RGV Inc. United States can issue out to other countries to help with
saving in shipping and could also help the saving more money to the organization allow them to be able
to provide better prices for their customers.

ANALYSIS 4 – Earnings after discount

Analysis

After the earnings and discounts provided the Countries that are making the most earnings are USA,
Germany and Austria. Yet, Argentina, Norway and Poland are making the least earnings along with
Portugal with the lowest amounts.

Recommendation

Based on the information provided increases sales in those countries will have total earnings but not
including discounts below $25,000. This can cause a company to lose money instead of increases sales
based off the market cost for those countries. Organization and businesses can make monthly or weekly
monitoring on sales to be able to predict areas that are making effects. Providing discounts for new
customers usually helps increase sales but you have to make sure to keep purchase below $25,000 less
discounts.

ANALYSIS 5 - Sales Reps Earnings & Discount

Analysis

Based on the data given Margaret has been the highest sales rep for the year 2004 and 2005 she also
had the grand total data for the whole year and had the highest increase in 2005. In 2005 Janet was the
second highest but in 2006 she became the top performer coming was after her was Andre. Steven
came up as the lowest rep in 2004 and Anne coming to the lowest in year 2005 and 2006.

Recommendation
Based on the information provided, the management needs to investigate more into why Margaret’s has
fallen so behind. Anne who was having the worse sales of year 2005 has shown improvement in the
sales figures for the year 2006. An improvement plan should be enforced for Anne and needs to be
customized for Michael and Steven due to their sales falling short. Anne should be the leader of this
group and show the other reps on how it should be done.

ANALYSIS 6 - Sales Reps Total Earnings

Analysis

Based on the data provided for the years 2004 through 2006 three of the nine sales representatives;
Anne, Margaret, Janet are generating over of total earnings. Anne, Margaret and Janet are bringing
together less than $80,000 of the company’s total revenue. Margaret has made an improvement in her
sales during 2005 and 2006. Anne and Janet have made some improvement but have made losses in
2006

Recommendation

Based on the data provided, the management needs take a closer look as to why Anne and Janet have
fallen behind in 2006 coming from the year before 2005. Margaret’s who had the worst sales in the year
2005 has shown improvement in the sales figures for the year 2006. Sales need to continue to lift up
instead of going back down and management needs to keep focus on this weekly.

SELF ASSESSMENT

From completing the excel project, I have learned the value of earnings and sales for different countries.
I have learned to create tables and charts along with inventory for organizations. I was able to create a
chart based off earnings from different countries for different products. I have excelled in skills to learn
about the countries different needs in products and the cost these companies pay for these different
products.