CASE STUDY / 08
Group Sales and Performance Tracker
Consolidates sales records so the team can reconcile transactions and sales figures by group.
SCOPE / Excel sales data structure and performance tracking
PROJECT GALLERY
Track sales across multiple groups.
- The challenge
- The client needed to manage purchases, totals, and sales performance for several tour groups at once.
- Key decision
- We kept each group’s records separate and built around the client’s existing data and formats.
- Design response
- We designed an Excel workbook that standardizes group records, purchase details, and sales calculations.
- Scope and business value
- The workbook turns daily sales records into group-level figures in a familiar tool.
Track sales across multiple groups.
- The challenge
- The client needed to manage purchases, totals, and sales performance for several tour groups at once.
- Key decision
- We kept each group’s records separate and built around the client’s existing data and formats.
- Design response
- We designed an Excel workbook that standardizes group records, purchase details, and sales calculations.
- Scope and business value
- The workbook turns daily sales records into group-level figures in a familiar tool.