Client : NKT
Project: To design a visually appealing monthly management reporting package.
Required skills: Strong excel background, marketing and design
Colour Scheme: Shades of PMS 325C
Deadline: 24 hours for draft, 7 days for completion.
This project is about presenting numbers in a visual manner using images, charts and colour. We require a template that can be used each month for reporting quantitative and qualitative information. Preferred format is Excel but powerpoint is another option with an excel database.
Quantitative figures should coming through from an excel spreadsheet. When the spreadsheet is updated these figures should flow through to the reporting package.
Number of pages: 10 (plus supporting excel data behind)
Page 1 – Cover Page
Must contain an area to insert client logo
Text space to include wording Monthly Reporting Package for ………….. Date XXXX
An image and small text in the footer to include a second logo.
Image to add client product
Page 2 – Contents
Page 3 - Sales Figures
2 ranges – Commercial and Consumer
Need to show total sales, then broken up between consumer and commercial sales as a %
A graph showing sales in each category against budget figures
A section for adding in text to discuss results
Page 4: Sales per region
Map of Australia with sales in $ figure on each state. % increase or decrease from prior period and variance from budgeted sales, maybe show % in red if below budget another colour if budget hit.
Text section to discuss qualitative information.
Page 5: Campaign Analysis
Image to show current campaign
Listing of the past 6 monthly campaigns ie December Cosmopolitan issue
Visually reflect the % increase in sales on total revenue, break up between the consumer and the professional range.
Show increase in sales staff costs to actual sales.
Page 6: Cost Analysis
Bubble chart to show the several major expenses, bubble size represents the cost of each expense. 8 expense categories.
Freight analysis, show monthly freight costs against budget
Page 7: Break Even Point
A bar graph that shows when BEP has been met as above the line and when it hasn’t as below.
A separate cash flow chart which shows the amount of cash inflow or outflow from operating activities.
Text section to discuss the results
Page 8: Effect of Product Recall
Show 24 months sales in a graph including with a colour code for the months the recall occurred
Track costs relating to the recall which get added in each month to give total cost.
Track Benefits received i.e. reduction in stock costs.
Page 9: International Launch
Include a map of the UK, USA, Australia.
Ability to report total costs so far per country.
Text to discuss results
Page 10: Simple Ratios
Monthly ratios presented visually
Current Ratio, quick ratio, inventory turnover and net profit margin.