Question
opportunity_data.csv contains AF WM sales and global opportunity data It contains the columns: CGFirmUID, FirmName, Year, WholesalerTerritoryName, WholesalerTerritoryUID, MorningstarAssetClass, AFSaleWM, AFSaleAdvisory, AFSaleBrokerage, GlobalSaleWM, GlobalSaleAdvisory, GlobalSaleBrokerage
opportunity_data.csv contains AF WM sales and global opportunity data It contains the columns: CGFirmUID, FirmName, Year, WholesalerTerritoryName, WholesalerTerritoryUID, MorningstarAssetClass, AFSaleWM, AFSaleAdvisory, AFSaleBrokerage, GlobalSaleWM, GlobalSaleAdvisory, GlobalSaleBrokerage
visits_data.csv contains Wholesalers (WLSR) visit records with details It contains the columns: parent_org, visit_id, start_date_time__c, terr_nm_at_visit, terr_uid_at_visit, virtual__c, meeting_type, status__c
Background: American Funds (AF)/ Capital Group markets and sells mutual funds to financial advisors. All advisors work for a broker-dealer firm. The influence of the dealer firm home offices on their advisors could vary depending on the firm.
Wholesalers (WLSR) are key members of AFs salesforce in the Wealth Management. Each wholesaler covers the advisors in a territory defined by geography. Their territories are mutually exclusive. Wholesalers meet with advisors in order to maintain or increase sales (we also call these meetings as "visits".)
Sales is an important success measure for our business. We leverage a dataset to compare our sales to global (industry-level) sales. The ratio of our sales to the industry (global opportunity) is our market share.
The analysis, findings and recommendations could be open-ended. Please share your Python code (in the Jupyter Notebooks environment) for each of the following questions:
Questions: a) Explore the data b) Pick 1 or 2 angles c) Construct a meaningful analysis d) Summarize your insightful findings/ conclusions and, e) Make recommendations to the business
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