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dougsateam@123
dwilliams_dataretrieval3_031019.xlsxOctober 2014
| Sales System Number | Date of Sale | Extract Date | SC Full Name | State | Territory | Tax Type | Total Contracts | Total Sales | Total Cancellations |
| 265801-2014111 | 10/1/14 | 11/1/14 | Adriano F Rucco | NY | DOWNSTATE NEW YORK | W2 | 10 | $30,291.00 | 1 |
| 265801-2014111 | 10/1/14 | 11/1/14 | Carol P. Wiare | GA | ATLANTA-NORTH GEORGIA | W2 | 4 | $39,999.00 | 0 |
| 315320-2014111 | 10/3/14 | 11/1/14 | Benjamin Frank | FL | SOUTH FLORIDA | 1099 | 11 | $92,829.00 | 1 |
| 265980-2014111 | 10/3/14 | 11/1/14 | Victor manuter | NY | DOWNSTATE NEW YORK | W2 | 4 | $44,255.00 | 2 |
| 329247-2014111 | 10/5/14 | 11/1/14 | Francisco A Travas | TX | SAN ANTONIO | 1099 | 0 | $0.00 | 0 |
| 399053-2014111 | 10/10/14 | 11/1/14 | Debbie Smith | FL | SOUTH FLORIDA | 1099 | 5 | $20,100.00 | 1 |
| 407197-2014111 | 10/11/14 | 11/1/14 | Kelly L Heston | AR | ARKANSAS | 1099 | 0 | $7,881.00 | 0 |
| 407886-2014111 | 10/12/14 | 11/1/14 | Jeremy S Nova | AR | ARKANSAS | 1099 | 1 | $10,000.00 | 0 |
| 410718-2014111 | 10/13/14 | 11/1/14 | Jacqueline M Buster | MS | MISSISSIPPI | 1099 | 11 | $83,641.00 | 5 |
| 265005-2014111 | 10/14/14 | 11/1/14 | Jennifer Jones | NY | DOWNSTATE NEW YORK | W2 | 13 | $0.00 | 13 |
| 265288-2014111 | 10/20/14 | 11/1/14 | Debbie Smith | FL | SOUTH FLORIDA | 1099 | 0 | $0.00 | 0 |
| 265440-2014111 | 10/20/14 | 11/1/14 | Debbie Smith | FL | SOUTH FLORIDA | 1099 | 7 | $44,242.00 | 0 |
| 265778-2014111 | 10/20/14 | 11/1/14 | Enrique Dimit | FL | SOUTH FLORIDA | W2 | 1 | $555.00 | 0 |
| 265758-2014111 | 10/20/14 | 11/1/14 | Vanessa Hansen | NY | DOWNSTATE NEW YORK | W2 | 9 | $80,000.00 | 0 |
| 265068-2014111 | 10/20/14 | 11/1/14 | William Vega | NY | DOWNSTATE NEW YORK | W2 | 10 | $45,000.00 | 0 |
| 265609-2014111 | 10/20/14 | 11/1/14 | Eugene Periter | NY | DOWNSTATE NEW YORK | W2 | 25 | $54,535.00 | 0 |
| 265862-2014111 | 10/25/14 | 11/1/14 | Erick Wearever | NY | DOWNSTATE NEW YORK | W2 | 9 | $24,222.00 | 0 |
| 266104-2014111 | 10/25/14 | 11/1/14 | Yaniri A Uarlike | NY | DOWNSTATE NEW YORK | W2 | 4 | $14,344.00 | 0 |
| 265823-2014111 | 10/25/14 | 11/1/14 | Alicia Nayen | IL | ILLINOIS | W2 | 1 | $6,566.00 | 0 |
| 330618-2014111 | 10/26/14 | 11/1/14 | David N Kite | KY | KENTUCKY | 1099 | 1 | $250.00 | 0 |
| 332509-2014111 | 10/26/14 | 11/1/14 | Alex V York | NY | DOWNSTATE NEW YORK | W2 | 16 | $50,000.00 | 1 |
| 333704-2014111 | 10/28/14 | 11/1/14 | Aisha T Amisher | NY | DOWNSTATE NEW YORK | 1099 | 0 | $321.00 | 0 |
| 407148-2014111 | 10/28/14 | 11/1/14 | Douglas B Bush | AR | ARKANSAS | 1099 | 3 | $600.00 | 0 |
| 265752-2014111 | 10/30/14 | 11/1/14 | Andres A Regan | NY | DOWNSTATE NEW YORK | W2 | 13 | $72,990.00 | 0 |
| 265848-2014111 | 10/30/14 | 11/1/14 | Micah Rae Justin | LA | LOUISIANA | W2 | 7 | $35,000.00 | 0 |
| 266106-2014111 | 10/30/14 | 11/1/14 | Micah Rae Justin | LA | LOUISIANA | W2 | 10 | $87,382.00 | 1 |
| 331393-2014111 | 10/31/14 | 11/1/14 | Clarence P Williams | KY | KENTUCKY | 1099 | 9 | $21,222.00 | 0 |
November 2014
| Sales System Number | Date of Sale | Extract Date | Sales Consultant ID | SC Full Name | State | Territory | Tax Type | Total Contracts | Total Sales | Total Cancellations |
| 265005-2014111 | 11/1/14 | 12/1/14 | 26354410 | Adriano F Rucco | FL | SOUTH FLORIDA | 1099 | 5 | $20,100.00 | 1 |
| 265068-2014111 | 11/2/14 | 12/1/14 | 33407197 | Carol P. Wiare | AR | ARKANSAS | 1099 | 0 | $0.00 | 0 |
| 265288-2014111 | 11/2/14 | 12/1/14 | 40278386 | Benjamin Frank | AR | ARKANSAS | 1099 | 1 | $10,000.00 | 0 |
| 265440-2014111 | 11/2/14 | 12/1/14 | 41107218 | Victor manuter | MS | MISSISSIPPI | 1099 | 4 | $4,000.00 | 0 |
| 329247-2014111 | 11/3/14 | 12/1/14 | 33011618 | Francisco A Travas | KY | KENTUCKY | 1099 | 1 | $900.00 | 0 |
| 399053-2014111 | 11/4/14 | 12/1/14 | 33255099 | Debbie Smith | NY | DOWNSTATE NEW YORK | W2 | 9 | $30,000.00 | 1 |
| 265609-2014111 | 11/5/14 | 12/1/14 | 66464667 | Kelly L Heston | GA | ATLANTA-NORTH GEORGIA | W2 | 1 | $550.00 | 0 |
| 265758-2014111 | 11/5/14 | 12/1/14 | 35353356 | Jeremy S Nova | NY | DOWNSTATE NEW YORK | W2 | 3 | $10,300.00 | 0 |
| 265778-2014111 | 11/5/14 | 12/1/14 | 26520168 | Jacqueline M Buster | NY | DOWNSTATE NEW YORK | W2 | 2 | $5,000.00 | 0 |
| 265823-2014111 | 11/5/14 | 12/1/14 | 26152889 | Jennifer Jones | FL | SOUTH FLORIDA | 1099 | 14 | $1,000.00 | 13 |
| 265862-2014111 | 11/6/14 | 12/1/14 | 26356778 | Debbie Smith | FL | SOUTH FLORIDA | W2 | 1 | $5,000.00 | 0 |
| 266104-2014111 | 11/7/14 | 12/1/14 | 26354410 | Debbie Smith | FL | SOUTH FLORIDA | 1099 | 7 | $500.00 | 0 |
| 330618-2014111 | 11/8/14 | 12/1/14 | 26531823 | Enrique Dimit | IL | ILLINOIS | W2 | 1 | $3,000.00 | 0 |
| 407197-2014111 | 11/10/14 | 12/1/14 | 33233704 | Vanessa Hansen | NY | DOWNSTATE NEW YORK | 1099 | 0 | $0.00 | 0 |
| 407886-2014111 | 11/10/14 | 12/1/14 | 43207148 | William Vega | AR | ARKANSAS | 1099 | 3 | $0.00 | 0 |
| 265801-2014111 | 11/11/14 | 12/1/14 | 26526109 | Eugene Periter | NY | DOWNSTATE NEW YORK | W2 | 16 | $20,000.00 | 0 |
| 265801-2014111 | 11/12/14 | 12/1/14 | 26457518 | Erick Wearever | NY | DOWNSTATE NEW YORK | W2 | 2 | $1,010.00 | 0 |
| 265980-2014111 | 11/13/14 | 12/1/14 | 12658262 | Yaniri A Uarlike | NY | DOWNSTATE NEW YORK | W2 | 2 | $211.00 | 0 |
| 332509-2014111 | 11/15/14 | 12/1/14 | 75265980 | Alicia Nayen | NY | DOWNSTATE NEW YORK | W2 | 4 | $20,100.00 | 1 |
| 333704-2014111 | 11/16/14 | 12/1/14 | 57575758 | David N Kite | FL | SOUTH FLORIDA | 1099 | 11 | $500.00 | 10 |
| 315320-2014111 | 11/17/14 | 12/1/14 | 26161204 | Alex V York | NY | DOWNSTATE NEW YORK | W2 | 4 | $10,000.00 | 0 |
| 407148-2014111 | 11/23/14 | 12/1/14 | 83748200 | Aisha T Amisher | TX | SAN ANTONIO | 1099 | 0 | $0.00 | 0 |
| 410718-2014111 | 11/27/14 | 12/1/14 | 26621106 | Douglas B Bush | LA | LOUISIANA | W2 | 10 | $87,382.00 | 1 |
| 265752-2014111 | 11/29/14 | 12/1/14 | 26150025 | Andres A Regan | NY | DOWNSTATE NEW YORK | W2 | 5 | $0.00 | 5 |
| 265848-2014111 | 11/29/14 | 12/1/14 | 33135393 | Micah Rae Justin | KY | KENTUCKY | 1099 | 7 | $20,000.00 | 0 |
| 266106-2014111 | 11/30/14 | 12/1/14 | 26325752 | Micah Rae Justin | NY | DOWNSTATE NEW YORK | W2 | 5 | $20,000.00 | 0 |
| 331393-2014111 | 11/30/14 | 12/1/14 | 26621106 | Clarence P Williams | LA | LOUISIANA | W2 | 2 | $1,000.00 | 0 |
December 2014
| Sales System Number | Date of Sale | Extract Date | Sales Consultant ID | SC Full Name | State | Region | Territory | Tax Type | Total Contracts | Total Sales | Total Cancellations |
| 265005-2014111 | 12/1/14 | 1/1/15 | 26354410 | Adriano F Rucco | FL | FL/HI | SOUTH FLORIDA | 1099 | 0 | $0.00 | 0 |
| 265288-2014111 | 12/1/14 | 1/1/15 | 40278386 | Carol P. Wiare | AR | SOUTHWEST | ARKANSAS | 1099 | 5 | $10,000.00 | 3 |
| 410718-2014111 | 12/1/14 | 1/1/15 | 26621106 | Benjamin Frank | LA | SOUTH | LOUISIANA | W2 | 10 | $0.00 | 10 |
| 265609-2014111 | 12/2/14 | 1/1/15 | 66464667 | Victor manuter | GA | SOUTH | ATLANTA-NORTH GEORGIA | W2 | 9 | $7,000.00 | 3 |
| 265440-2014111 | 12/3/14 | 1/1/15 | 41107218 | Francisco A Travas | MS | SOUTHWEST | MISSISSIPPI | 1099 | 3 | $4,000.00 | 0 |
| 266104-2014111 | 12/3/14 | 1/1/15 | 26354410 | Debbie Smith | FL | FL/HI | SOUTH FLORIDA | 1099 | 1 | $500.00 | 0 |
| 333704-2014111 | 12/4/14 | 1/1/15 | 57575758 | Kelly L Heston | FL | FL/HI | SOUTH FLORIDA | 1099 | 9 | $2,000.00 | 5 |
| 331393-2014111 | 12/5/14 | 1/1/15 | 26621106 | Jeremy S Nova | LA | SOUTH | LOUISIANA | W2 | 1 | $1,000.00 | 0 |
| 407148-2014111 | 12/6/14 | 1/1/15 | 83748200 | Jacqueline M Buster | TX | SOUTH | SAN ANTONIO | 1099 | 0 | $0.00 | 0 |
| 265752-2014111 | 12/6/14 | 1/1/15 | 26150025 | Jennifer Jones | NY | NORTH | DOWNSTATE NEW YORK | W2 | 18 | $7,000.00 | 5 |
| 265823-2014111 | 12/7/14 | 1/1/15 | 26152889 | Debbie Smith | FL | FL/HI | SOUTH FLORIDA | 1099 | 14 | $1,000.00 | 13 |
| 407886-2014111 | 12/8/14 | 1/1/15 | 26621106 | Debbie Smith | LA | SOUTH | LOUISIANA | W2 | 11 | $0.00 | 11 |
| 265801-2014111 | 12/9/14 | 1/1/15 | 26526109 | Enrique Dimit | NY | NORTH | DOWNSTATE NEW YORK | W2 | 16 | $20,000.00 | 0 |
| 315320-2014111 | 12/9/14 | 1/1/15 | 26161204 | Vanessa Hansen | NY | NORTH | DOWNSTATE NEW YORK | W2 | 4 | $10,000.00 | 0 |
| 399053-2014111 | 12/10/14 | 1/1/15 | 33255099 | William Vega | NY | NORTH | DOWNSTATE NEW YORK | W2 | 9 | $30,000.00 | 1 |
| 265778-2014111 | 12/11/14 | 1/1/15 | 26520168 | Eugene Periter | NY | NORTH | DOWNSTATE NEW YORK | W2 | 0 | $5,000.00 | 0 |
| 265758-2014111 | 12/12/14 | 1/1/15 | 35353356 | Erick Wearever | NY | NORTH | DOWNSTATE NEW YORK | W2 | 3 | $10,300.00 | 0 |
| 265801-2014111 | 12/13/14 | 1/1/15 | 26457518 | Yaniri A Uarlike | NY | NORTH | DOWNSTATE NEW YORK | W2 | 18 | $7,000.00 | 10 |
| 332509-2014111 | 12/14/14 | 1/1/15 | 75265980 | Alicia Nayen | NY | NORTH | DOWNSTATE NEW YORK | W2 | 16 | $20,000.00 | 0 |
| 265068-2014111 | 12/15/14 | 1/1/15 | 33407197 | David N Kite | AR | SOUTHWEST | ARKANSAS | 1099 | 0 | $0.00 | 0 |
| 329247-2014111 | 12/19/14 | 1/1/15 | 33011618 | Alex V York | KY | SOUTH | KENTUCKY | 1099 | 2 | $900.00 | 0 |
| 266106-2014111 | 12/20/14 | 1/1/15 | 26325752 | Aisha T Amisher | NY | NORTH | DOWNSTATE NEW YORK | W2 | 16 | $20,000.00 | 0 |
| 265862-2014111 | 12/21/14 | 1/1/15 | 26356778 | Douglas B Bush | FL | FL/HI | SOUTH FLORIDA | W2 | 1 | $5,000.00 | 0 |
| 265848-2014111 | 12/22/14 | 1/1/15 | 33135393 | Andres A Regan | KY | SOUTH | KENTUCKY | 1099 | 7 | $20,000.00 | 0 |
| 407197-2014111 | 12/23/14 | 1/1/15 | 33233704 | Micah Rae Justin | NY | NORTH | DOWNSTATE NEW YORK | 1099 | 1 | $0.00 | 0 |
| 330618-2014111 | 12/24/14 | 1/1/15 | 26621106 | Micah Rae Justin | LA | SOUTH | LOUISIANA | W2 | 2 | $0.00 | 2 |
| 265980-2014111 | 12/30/14 | 1/1/15 | 12658262 | Clarence P Williams | NY | NORTH | DOWNSTATE NEW YORK | W2 | 16 | $20,000.00 | 0 |
Module 03 Explanation
| DELETED OBJECTS | EXPLANATION FOR DELETING | REMAINIG OBJECTS | REASON FOR NOT DELETING |
| REGION COLUMN | Since we have states and their territories we can get regional data from the spreadsheet so no need for reputation | SALES SYSTEM NUMBERS | this can be useful in analysing the sales system numbers and determining the most effective and most efficient sales number |
| OFFICE COLUMN | we can tell the state and local area where the clients come from hence no need for repeating where the clients are situated | DATE OF SALE | this column can be useful in determining the time period in which most transactions are carried out within the year |
| SC FIRST NAME | I have merged the second SC Name and the first SC Name in order to reduce the size of the spreadsheet. | EXTRACT DATE | this is the column that shows us how fast sales are exctracted and extrapolated after a sale has been done |
| SALES CONSULTANT ID | we deleted the sales consultant ID column because we can use the sales consultants full names for absolute identification | SC FULL NAME | this column combines all the names of the sales consultants eliminating repitiveness in the identity of sales consultants |
| STATE | this is essential in analysing demographics of the population as a whole according to the regional and state distribution of the population | ||
| TERRITORY | this is Important in analysing the distribution of patriotic citizens within the individual states | ||
| TAX TYPE | knowing the tax type can assist the data analysts to determine the most effective tax regime for its clientelle | ||
| TOTAL CONTRACTS | understanding the number of contracts done helps us understand the rate and levels of perfomance of the firm and sales consultants as a whole | ||
| TOTAL CANCELLATIONS | this helps us analyse the rate at which our consultants lose their potential customers |
