f Insert Calibri 11 AI ale Wrap Text Percentage 27 o TIL M E DX Delete Paste BI U C A Merge & Center $ - % - Conditional Format as Cell Formatting Table Styles v Format Sort & Find & Filter - Select Analyze Data Clipboard Font Alignment Number Styles Cells Editing Analysis K15 fr A B D E F G | J K L M N 0 P o R S U V w Y Z AA AB 1 SAMPLE INVENTORY PERFORMANCE REPORT 2 3 SKU numbers, unit costs, retail pricing, and other numbers in the report are fictitious and are not intended to represent actual data related to actual Walmart products 4 5 Pertinent Information and Results After 1 Month of Sales 6 SKU# Cost Retail Margin % Initial Unit Initial Buy at Initial Buy at Unit Buy Cost Retail Sales Dollar Sales Sell-thru % 1234567 $ 1.78 $ 4.25 58.12% 1,000 $1,780 $4,250 725 $3,081 72.50% 8 1234568 $ 1.89 $ 4.40 57.05% 1,200 $2,268 $5,280 280 $1,232 23.33% 9 1234569 $ 2.12 $ 4.65 54.41% 1,200 $2,544 $5,580 530 $2,465 44.17% 10 1234570 $ 2.25 $ 4.80 53.13% 500 $1,125 $2,400 352 $1,690 70.40% 11 1234571 234572 $ 3.46 $ 9.25 62.59% 750 $2,595 $6,938 199 $1,841 26.53% 12 1234572 $ 5.55 $ 18.80 70.48% 750 $4,163 $14,100 210 $3,948 28.00% 13 14 Total 5,400 14,475 38,548 Overall Margin % 2,296 14,256 Overall Sell Thru % = 15 Sheet1 Sheet2 Sheet3 + Enter AU Home X Insert Calibri 11 ~ A ako Wrap Text General DX Delete 28 Paste BI U Av ilil V Merge & Center $ - %, o Conditional Format as Cell Formatting Table Styles Format Sort & Find & Filter Select Analyze Data Clipboard Font 27 Alignment Number Styles Cells Editing Analysis V15 fr L M . N O R S 17 A D E F. G H K Instruction Use the information in the report to calculate the margin percentages and the sell-thru percentages for Step #1 the listed items, along with the overall margin % and sell-thru. Ensure the correct numbers have been calculated in the highlighted cells of the spreadsheet. Use Excel formulas to aid with your calculations. 18 19 Instruction Assume the targeted minimum margin percentage for each item in the report is 57.8%. Which items Step #2a have a margin percentage that is on target, below target, or above target? 20 21 22 Instruction Assume the targeted sell-thru percentage on the group of items is 44.5%. Was the target achieved? If Step #2b not, identify which items were most responsible for under-performance. 23 24 Select one of the scenarios below and present a persuasive case to management for its implementation. (Note: You may make notes here to guide your narrative when you write your memo. Remember to upload your Excel spreadsheet when you upload your memo.) 25 Sheet1 Sheet2 Sheet3 (+ X Insert Calibri 11 A ale Wrap Text General 28 o DX Delete OEM i lili Paste B IU ..... A Merge & Center $ % 9 Conditional Format as Cell Formatting Table Styles Styles It Format Sort & Find & Filter Select Analyze Data Clipboard Font KI Alignment Number Cells Editing Analysis V15 fic B D E F G H M N o P o R S U V w X Select one of the scenarios below and present a persuasive case to management for its implementation. (Note: You may make notes here to guide your narrative when you write your memo. Remember to upload your Excel spreadsheet when you upload your memo.) 25 Instruction Lower-than-targeted margin percentage. (Be sure to consider the sell-thru rate when considering what action Step #3a to recommend.) 26 27 28 or Instruction An item that may have a lower-than-targeted sell-thru percentage. (Be sure to consider the cost and retail Step #3b price when considering what action to take.) 29 30 or 31 Instruction Step #30 An item that is expected to stockout before the next order can be received. 32 Sheet1 Sheet2 Sheet3 f Insert Calibri 11 AI ale Wrap Text Percentage 27 o TIL M E DX Delete Paste BI U C A Merge & Center $ - % - Conditional Format as Cell Formatting Table Styles v Format Sort & Find & Filter - Select Analyze Data Clipboard Font Alignment Number Styles Cells Editing Analysis K15 fr A B D E F G | J K L M N 0 P o R S U V w Y Z AA AB 1 SAMPLE INVENTORY PERFORMANCE REPORT 2 3 SKU numbers, unit costs, retail pricing, and other numbers in the report are fictitious and are not intended to represent actual data related to actual Walmart products 4 5 Pertinent Information and Results After 1 Month of Sales 6 SKU# Cost Retail Margin % Initial Unit Initial Buy at Initial Buy at Unit Buy Cost Retail Sales Dollar Sales Sell-thru % 1234567 $ 1.78 $ 4.25 58.12% 1,000 $1,780 $4,250 725 $3,081 72.50% 8 1234568 $ 1.89 $ 4.40 57.05% 1,200 $2,268 $5,280 280 $1,232 23.33% 9 1234569 $ 2.12 $ 4.65 54.41% 1,200 $2,544 $5,580 530 $2,465 44.17% 10 1234570 $ 2.25 $ 4.80 53.13% 500 $1,125 $2,400 352 $1,690 70.40% 11 1234571 234572 $ 3.46 $ 9.25 62.59% 750 $2,595 $6,938 199 $1,841 26.53% 12 1234572 $ 5.55 $ 18.80 70.48% 750 $4,163 $14,100 210 $3,948 28.00% 13 14 Total 5,400 14,475 38,548 Overall Margin % 2,296 14,256 Overall Sell Thru % = 15 Sheet1 Sheet2 Sheet3 + Enter AU Home X Insert Calibri 11 ~ A ako Wrap Text General DX Delete 28 Paste BI U Av ilil V Merge & Center $ - %, o Conditional Format as Cell Formatting Table Styles Format Sort & Find & Filter Select Analyze Data Clipboard Font 27 Alignment Number Styles Cells Editing Analysis V15 fr L M . N O R S 17 A D E F. G H K Instruction Use the information in the report to calculate the margin percentages and the sell-thru percentages for Step #1 the listed items, along with the overall margin % and sell-thru. Ensure the correct numbers have been calculated in the highlighted cells of the spreadsheet. Use Excel formulas to aid with your calculations. 18 19 Instruction Assume the targeted minimum margin percentage for each item in the report is 57.8%. Which items Step #2a have a margin percentage that is on target, below target, or above target? 20 21 22 Instruction Assume the targeted sell-thru percentage on the group of items is 44.5%. Was the target achieved? If Step #2b not, identify which items were most responsible for under-performance. 23 24 Select one of the scenarios below and present a persuasive case to management for its implementation. (Note: You may make notes here to guide your narrative when you write your memo. Remember to upload your Excel spreadsheet when you upload your memo.) 25 Sheet1 Sheet2 Sheet3 (+ X Insert Calibri 11 A ale Wrap Text General 28 o DX Delete OEM i lili Paste B IU ..... A Merge & Center $ % 9 Conditional Format as Cell Formatting Table Styles Styles It Format Sort & Find & Filter Select Analyze Data Clipboard Font KI Alignment Number Cells Editing Analysis V15 fic B D E F G H M N o P o R S U V w X Select one of the scenarios below and present a persuasive case to management for its implementation. (Note: You may make notes here to guide your narrative when you write your memo. Remember to upload your Excel spreadsheet when you upload your memo.) 25 Instruction Lower-than-targeted margin percentage. (Be sure to consider the sell-thru rate when considering what action Step #3a to recommend.) 26 27 28 or Instruction An item that may have a lower-than-targeted sell-thru percentage. (Be sure to consider the cost and retail Step #3b price when considering what action to take.) 29 30 or 31 Instruction Step #30 An item that is expected to stockout before the next order can be received. 32 Sheet1 Sheet2 Sheet3