From the course: Copilot in Excel: AI-Powered Financial Planning & Analysis

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Challenge: Intelligence and interpretation of data

Challenge: Intelligence and interpretation of data

From the course: Copilot in Excel: AI-Powered Financial Planning & Analysis

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Challenge: Intelligence and interpretation of data

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(upbeat music) - [Instructor] Imagine that you are director of FP and A for Red30 Tech. The CFO recently met with the president of the company to talk about strategy going forward into the next year. Now, the president insists that the company should continue investing in B2C salespeople because of opportunities to sell to individual customers. However, the CFO is pushing back and saying that the greatest opportunities are actually in B2B, or sales made directly to businesses. Now, the CFO has come to you for support, and he wants you to highlight the sales activities to these business customers. He wants to see total sales by month for business customers. And whether there are any outliers for product categories or order types, that is wholesale or retail. Finally, he wants you to calculate total revenue, average order size, and average discount for both businesses and individuals. You are pressed for time given the other projects that you're working on, and you wonder, how are you…

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