Salesperson Performance Analysis

01 Data Generation
03 Conditional Formatting and Data Validation
05 Putting Ingredients
02
Formulas and formatting
Analysis of the Data 04

Action
Step 1- Create the Data and arrange the Name of Salesperson in the proper manner and mention Date of Joining
Step 2- Calculate the Work Experience Of each Employee(in months) by using the formula-=INT((TODAY()-D6)/31)
Step 3- Mention Gender, Age and Qualification Of the Salesperson.

Conditional Formatting In Case Of Work Experience

Conditional
Formatting
(Home)
Choose
Highlight Cells
Rules
Select
Text that contains
Note-Males are shown in Light Blue Fill with Dark Blue Text and Females are shown in Light Pink Fill with Dark Red Text

Data Validation is applied on Names Of Salesperson, Date Of Joining, Age and Work Experience.
 Number Of Characters Under Names Of Salesperson cannot exceed 22 Characters.
 Date Of Joining Should be less than Today’s Date.
 Age Of Salesperson should be in terms with the Documents of the Salesperson.
 Work Experience can only be mentioned in terms of Months.

Step 1- Select Data which is to be validated
Step 2- Click Data Tab and Choose Data Validation.
Step 3- Insert the source of Custom List Created as shown in the
Picture.
Step 4- Put Title and Input Message.
Step 5- Under Error Alert, Select the Style of error alert and mention Title
along with Error Message.

Data Generation-
Actions-
Step 1) Collect the Data from the Tata Motors Dealer Station Portal and mention the Name of Dealer Station and the
Name Of Dealer along with Address from the portal.
Step 2) Mention Contact Details, State and Region Of The Dealer Station.
Step 3) Unique ID of Dealer is calculated by applying the Concatenate Formula-
=UPPER(CONCATENATE("TM"&A7,LEFT(G7,2),RIGHT(E7,3)))

Data Validation on Dealer Station Worksheet
 Data Validation is applied on Contact Details,State and
Region.
 Process of Data Validation on Region is shown on the given
pictures.
Click on settings
and Insert List
and Source Of
List
Mention Title
and Input
Message
Select the
Style of Error
Alert and
Mention Title
and Error
Message

UNIQUE ID of the Dealer is calculated by applying the Concatenate Formula as mentioned below-
=UPPER(CONCATENATE("TM"&A7,LEFT(G7,2),RIGHT(E7,3)))

1) Randbetween function used to generate the random date from 1-4-2014 to 31-3-2019.
2) Index and Randbetween used to generate the names of salesperson randomly from the
salesperson sheet.
Randbetween(Date(Year,Month,Day),Date(Year,Month,Day))
Index($Col_Index_Num,Randbetween(1,CountA($Col_Index_Num)),1)
Excel functions used in sheets
1) 2)

VLOOKUP(MONTH(B10),$Z$11:$AA$22,2,FALSE)
VLOOKUP(MONTH(B10),$Z$11:$AB$22,3,FALSE)
*Month and Quarter generated from the from the Table array 2 by using VLOOKUP.
Step 1: Month was taken from column B (Date).
Step 2: Cell reference fixed from column Z11 to AA22 for month and from Z11 to AA23 for quarter.
Step 3: Column index number given and false used for exact match.
Table 01 Table 02

VLOOKUP(G10,'Dealer(s)Station'!all_unique,6,FALSE) UPPER(CONCATENATE("TM"&A9,LEFT(G9,2),RIGHT(E9,3)))
*Unique ID was created for each dealer by using Concatenate function to join “TM”, serial no. , first 2 letters of region
and last 3 digits of phone no.
STEP 1: VLOOKUP used on column salesperson ID.
STEP 2: First name of salesperson selected and table array was taken from dealer station.
STEP 3: Column index number given and used false for exact match.
Table 01 Table 02

VLOOKUP(G10,all_gender,4,FALSE)
* VLOOKUP used to generate gender from salesperson sheet to transaction sheet.
STEP 1: First Vlookup used on Column H given in table 1.
STEP 2: Gender selected from dealer sheet i.e. table no. 2.
STEP 3: Column index number given and false selected for exact match.
Table 01 Table 02

VLOOKUP(I11,all_Product_ID,4,FALSE)
VLOOKUP(I10,all_product,2,FALSE)
UPPER(CONCATENATE("PR"&AG9,LEFT(AD9,3),LEFT(AE9,3)))
* Product ID created for each product by using concatenate function to join “PR”, unique code, 3 letters of
category and first 3 letters of product.
STEP 1: Product ID and Price per unit was generated on transaction sheet from table 2 by using VLOOKUP.
STEP 2: Column index number given from table 2 and false used for exact match.
Table 01 Table 02

CONCATENATE("TR",MID(J11,3,2),YEAR(B11),MONTH(B11),DAY(B11))
* Transaction ID created for each transaction by using Concatenate, Mid, Year, Month and Day function.
STEP 1: “TR” used to denote transaction.
STEP 2: Mid function used on product ID to generate code.
STEP 3: Year , Month and Day function used to generate date of each transaction.

VLOOKUP(G10,'Dealer(s) Station'!all_unique,5,FALSE)
*VLOOKUP function used to generate region of each salesperson from Dealer station to transaction sheet.
STEP 1: Region column selected from table 1 and apply VLOOKUP.
STEP 2: Table array was taken from Dealer station i.e. table 2.
STEP 3: Column index number given and false used for exact match.
Table 01 Table 02

VLOOKUP(B11,quarters,2,FALSE)
* VLOOKUP function used to generate Quarter from table 2 to Financial info sheet.
STEP 1: First Quarter selected from annual sales report.
STEP 2: VLOOKUP applied on Quarter column to generate quarter for month from table 2.
STEP 3: Column index number given and false used for exact match.
Table 01 Table 02

Key Learnings From the Project- Formulas and Why.
FORMULA WHY/ SIGNIFICANCE
CONDITIONAL FORMATTING (HIGHLIGHT CELL) To Highlight the text that Contains Male and Female.
CONDITIONAL FORMATTING (COLOR SCALE) To Highlight the Different Age Group.
CONDITIONAL FORMATTING (ICON SETS) To Put Icon Indicators in Work Experience.
FILTERS To Show Specific Year Total year revenue in Transactions sheet.
PIVOT TABLES To Calculate the Total Revenue of Each Year.
PIVOT CHARTS To Present the Data in Charts to get better understanding of the
Tabular Data. (Male and Female Pie Chart, Experience Ratio Bar
Graph, Sales Trend Analysis in line Graph, Annual Sales Report
in Bar Graphs)
SUM To get total of all the Tables for Revenues, (Quarter Wise, Region
Wise, All the Growth rates for the 5 years.
VLOOK UP To Present data from one sheet to another.
(Month, Quarter, Salesperson ID, Gender, Product ID, Price Per
Unit, Total Revenue, Region).

FORMULA WHY/ SIGNIFICANCE
Randbetween(Date(Year,Month,Day),Date(Year,Month,Day)) To Create Random Dates for Transactions.
UPPER(CONCATENATE("TM"&A9,LEFT(G9,2),RIGHT(E9,3))) To Create Unique Id for Salesperson.
UPPER(CONCATENATE("PR"&AG9,LEFT(AD9,3),LEFT(AE9,3)
))
To create Unique Product Id.
CONCATENATE("TR",MID(J11,3,2),YEAR(B11),MONTH(B11),D
AY(B11))
To Create Transactions Id.
INDEX($A:$A,RANDBETWEEN(1,COUNTA($A:$A)),1) To Put Random Number of Unit sales From 1-3.

1
2
The pivot table is created to show the sales
trend of the salesperson throughout 5 years
And the line chart is used to show it
graphically.
Pivot table shows the sales done
region wise by the salesperson
And pie chart is used to show it
graphically.

4
3 These pivot table shows the share of the
items in the overall revenue throughout 5
years.
And the Bar chart is used to show it
graphically.
Pivot table shows the revenue by
the salesperson( Gender wise)
And column chart is used to show
it graphically.

01
First of all, to create these button we insert the shape from the above toolbar and customize it with
some boundaries and fill color and named it with the sheet name.
02
Then, we created hyperlink for the same to switch the sheets within the workbook through these
buttons.
03
The final part is to freeze these buttons, so that they will easily accessible and can be switched
faster.

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