THE BUSINESS SCHOOL

CENTRE FOR LEGAL AND

ADMINISTRATIVE STUDIES

COURSE NAME: Financial Records

COURSE CODE: OAGN 124

COURSE SECTION: 2&4

INSTRUCTORS NAME: REMI GAUDET

DATE: November 6, 2019

DUE DATE November 20, 2019

TIME ALLOTTED: N/A

MARKS ALLOTTED: 30

WEIGHTING: 10%

STUDENT NAME:

STUDENT NUMBER:

ASSIGNMENT COVER SHEET

PLEASE READ ALL ASSIGNMENT INSTRUCTIONS CAREFULLY.

Financial Records Assignment Rubric

You work as an executive assistant to Mr. Moe Gull, the president for a craft brewer Moe’s Brewery.

The Quarter 2 sales figures have just been released and he would like you to prepare a report for him to
present to the management team.

The sales figures he received are as follows:

Product Quarter 1 Quarter 2

Moe’s Pale Ale 150,234 165,902
Moe’s Leggy Lager 148,296 132,093
Moe’s Honey Brew 237,923 243,046
Moe’s Barley Bliss 175,503 223,957
Total Sales $711,956 $764,998

Mr. Gull would like you to prepare a report that shows the following:

• The rate of change in total sales and for each product from Quarter 1 to Quarter 2.
• The market share for each product in Quarter 1 and Quarter 2, as well as market share for each
product for total sales (Quarter 1 and Quarter 2) to date.

The narrative of your report should provide a number of highlights including:

• Products with the highest/lowest rate of change

• Products with the highest/lowest market share

Finally, Mr. Gull would like you to prepare a sales forecast for Quarter 3. Assuming that sales for each
product will continue at the same rate as Quarter 2, provide an estimate for sales of each product in
Quarter 3, as well as total sales for Quarter 3.

Format of Report

Your report to Mr. Gull should be in a memo format. It should not be more than one page. Numbers
should be arranged in a table. Use the Assignment Cover sheet. Hard copies only. No submissions by
email will be accepted.

Evaluation

This assignment is worth 30 marks and 10% of your final grade. One half mark (0.5) will be deducted for
each calculation error.

A maximum of five marks will be given for proper formatting, grammar and spelling.

The assignment must be submitted in hard copy at the beginning of the class. No email submissions will
be accepted. Marks will be deducted for late submissions (25% penalty). No assignments will be
accepted 7 days after the due date.