SALES ANALYSIS AND FORECASTING TOOL Presentation demo for COPYRIGHT NOTICE C 2000 AUDREY WALBY ALL RIGHTS RESERVED

Objective Create business plans that maximize sales and reduce inventory liabilities through demand forecasting. The Sales Analysis and Forecasting Tool brings demand forecasting closest to the consumer and compliments the capabilities of human judgment and experience. Successful sales analysis requires accurate data, a consistent forecasting technique and knowledgeable interpretation.

Weekly Sales Analysis Monthly and YTD Analysis Sales Curve Forecast Analysis Financial Analysis New Store Planning List Page Microsoft Access Data Base Ready Worksheet Microsoft Access Sample Report Easy Instructions Tools for meeting the Objective

Weekly Sales Analysis Sample  Provides week to week analysis of sales  Compares TY to Plan and LY  New business options allows a plan for sales curve without recording sales  Flexible forms to customize for your needs  Fixture Fill box for easy reference  Easy to use green boxes

Monthly Analysis Sample  No entries needed, information entered on weekly sales page  Monthly sales & stock comparisons  YTD turn analysis  % to total analysis  Average stock information

Monthly Forecast Sample  LY trend or custom trend selection  Fixture Fill view  TY trend verses LY actual analysis  Current & Projected stock levels  Ship Plan consists of next month’s sales and new store set ups

Financial Analysis Sample  Converts units to retail or cost dollars  Calculates Mark up %

Sales Curves & Turn Sample  Calculates sales curve from the prior year’s history or the plan for the new business option  Calculates unit sales turn from LY  Allows the entry of a custom curve

New Store Planning Sample  New store set ups are factored into the forecast ship plan. Set ups are calculated utilizing the current sales forecast and turn for the specific item  Enter existing stores then the new stores in the month’s the merchandise is to ship

List Page Sample  A Centralized list of categories provides data integrity for analysis to the product attribute level  Custom List page is refreshed for updated changes. Examples:new products, salespersons or colors.  Simply click the refresh button to update additions

Data Base Sheet Sample  Prepares information for entry to the Access Data base  Drop down box options are provided from a custom list that is updated on the list page  Shared Master List promotes data integrity  13 fields provide many analysis options

Access Report Sample  Queries group data together for specific analysis  Review business by department, product, color, segment or stock sales comparisons

Key Benefits Increased Sales Reduced Inventory Liabilities Improved Turns Vision to focus on meeting Consumer Demand Lower Operating Costs Forecast & Production Plans Sales & Inventory Analysis

Next Steps Determine the Opportunities Contact: Sales Analysis & Forecasting Solutions Wauwatosa, WI Purchase a single license or corporate license Maximize Sales & Reduce Liabilities