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NP_EX19_EOM11-1_RichardFeliz_1.xlsx
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New Perspectives Excel 2019 | Module 11: End of Module Project 1
Qualey Consulting
CREATE ADVANCED PIVOTTABLES AND USE DATABASE FUNCTIONS
Author: Richard Feliz
Note: Do not edit this sheet. If your name does not appear in cell B6, please download a new copy of the file from the SAM website.

Sales Report

Sales in $000s
Service Client ID Category State Start Date Qtr 1 Qtr 2 Qtr 3 Qtr 4 Total Sales Category Projects Total Sales Avg Sales
Brand positioning ASHBY Utilities GA 2/5/21 $ 3,985 $ 2,690 $ 1,470 $ 1,590 $ 9,735 Banking
Brand positioning CLAUS Technology NJ 10/12/21 $ - 0 $ - 0 $ - 0 $ 8,755 $ 8,755 Energy
Brand positioning FLATH Healthcare GA 2/12/21 $ 5,675 $ 5,850 $ - 0 $ - 0 $ 11,525 Healthcare
Brand positioning KERRA Energy NY 2/6/21 $ 4,875 $ 4,065 $ - 0 $ - 0 $ 8,940 Technology
Brand positioning NEETN Energy FL 3/8/21 $ 1,275 $ 2,095 $ - 0 $ - 0 $ 3,370 Utilities
Brand positioning RENOR Banking CT 9/5/21 $ - 0 $ - 0 $ 4,590 $ 5,395 $ 9,985
Brand research ASHBY Utilities GA 4/1/21 $ - 0 $ 1,275 $ - 0 $ 2,260 $ 3,535 Total Sales
Brand research CLAUS Technology NJ 1/21/21 $ 3,450 $ 4,675 $ - 0 $ 2,165 $ 10,290 >10000
Brand research KERRA Energy NY 2/6/21 $ 2,070 $ - 0 $ 2,135 $ 2,450 $ 6,655 Projects:
Brand research NEETN Energy FL 3/8/21 $ 5,465 $ 3,850 $ - 0 $ - 0 $ 9,315
Brand research RENOR Banking CT 4/20/21 $ - 0 $ 2,235 $ - 0 $ 4,015 $ 6,250 Client ID
Digital marketing ASHBY Utilities GA 8/15/21 $ - 0 $ - 0 $ 3,560 $ 4,095 $ 7,655 KERRA
Digital marketing CLAUS Technology NJ 1/21/21 $ 5,065 $ - 0 $ 5,065 $ 2,775 $ 12,905 Projects:
Digital marketing HARRA Healthcare NJ 1/17/21 $ 3,255 $ 3,160 $ 3,450 $ 3,730 $ 13,595
Digital marketing LUCIO Utilities NY 3/2/21 $ 3,045 $ 2,190 $ 1,450 $ 1,035 $ 7,720 Service
Digital marketing MIRSS Technology FL 2/25/21 $ 2,550 $ - 0 $ 6,775 $ - 0 $ 9,325 Marketing plan
Digital marketing RENOR Banking CT 2/24/21 $ 1,975 $ 2,130 $ 3,055 $ 3,545 $ 10,705 Total Sales:
Market assessment CLAUS Technology NJ 1/21/21 $ 3,270 $ 3,025 $ 3,345 $ 3,750 $ 13,390
Market assessment FLATH Healthcare GA 2/12/21 $ 5,055 $ 5,055 $ 5,055 $ 5,055 $ 20,220 State
Market assessment KERRA Energy NY 5/17/21 $ - 0 $ 1,750 $ - 0 $ 4,275 $ 6,025 NJ
Market assessment LUCIO Utilities NY 8/25/21 $ - 0 $ - 0 $ 2,775 $ 4,075 $ 6,850 Average Sales:
Market assessment MIRSS Technology FL 2/25/21 $ 1,275 $ 1,275 $ - 0 $ 2,575 $ 5,125
Market assessment WELLS Banking NY 3/10/21 $ 2,245 $ 2,750 $ 2,750 $ 2,245 $ 9,990
Marketing plan ASHBY Utilities GA 5/5/21 $ - 0 $ 7,750 $ 3,240 $ 7,190 $ 18,180
Marketing plan CLAUS Technology NJ 9/8/21 $ - 0 $ - 0 $ 1,275 $ 8,950 $ 10,225
Marketing plan HARRA Healthcare NJ 4/30/21 $ - 0 $ 3,475 $ 7,950 $ 4,575 $ 16,000
Marketing plan LUCIO Utilities NY 3/7/21 $ 8,565 $ - 0 $ - 0 $ - 0 $ 8,565
Marketing plan MIRSS Technology FL 2/25/21 $ 6,500 $ 4,950 $ - 0 $ - 0 $ 11,450
Marketing plan RENOR Banking CT 2/24/21 $ 7,675 $ 2,400 $ - 0 $ - 0 $ 10,075
Target marketing CLAUS Technology NJ 9/8/21 $ - 0 $ - 0 $ 1,260 $ 3,270 $ 4,530
Target marketing FLATH Healthcare GA 8/24/21 $ - 0 $ - 0 $ 2,540 $ 2,750 $ 5,290
Target marketing HARRA Healthcare NJ 1/17/21 $ 4,860 $ 3,765 $ - 0 $ - 0 $ 8,625
Target marketing KERRA Energy NY 7/20/21 $ - 0 $ - 0 $ 7,050 $ 7,275 $ 14,325
Target marketing LUCIO Utilities NY 3/7/21 $ 2,475 $ 4,400 $ - 0 $ - 0 $ 6,875
Target marketing MIRSS Technology FL 9/1/21 $ - 0 $ - 0 $ 4,875 $ 2,060 $ 6,935
Target marketing NEETN Energy FL 9/2/21 $ - 0 $ - 0 $ 3,575 $ 3,795 $ 7,370
Target marketing RENOR Banking CT 2/24/21 $ 3,455 $ 1,370 $ 2,040 $ 3,275 $ 10,140

qualey consulting

sales report

Sales by Category

Sum of Total Sales Service
Category Start Date Brand positioning Brand research Digital marketing Market assessment Marketing plan Target marketing Grand Total
Banking 2/24/21 $10,705 $10,075 $10,140 $30,920
3/10/21 $9,990 $9,990
4/20/21 $6,250 $6,250
9/5/21 $9,985 $9,985
Energy 2/6/21 $8,940 $6,655 $15,595
3/8/21 $3,370 $9,315 $12,685
5/17/21 $6,025 $6,025
7/20/21 $14,325 $14,325
9/2/21 $7,370 $7,370
Healthcare 1/17/21 $13,595 $8,625 $22,220
2/12/21 $11,525 $20,220 $31,745
4/30/21 $16,000 $16,000
8/24/21 $5,290 $5,290
Technology 1/21/21 $10,290 $12,905 $13,390 $36,585
2/25/21 $9,325 $5,125 $11,450 $25,900
9/1/21 $6,935 $6,935
9/8/21 $10,225 $4,530 $14,755
10/12/21 $8,755 $8,755
Utilities 2/5/21 $9,735 $9,735
3/2/21 $7,720 $7,720
3/7/21 $8,565 $6,875 $15,440
4/1/21 $3,535 $3,535
5/5/21 $18,180 $18,180
8/15/21 $7,655 $7,655
8/25/21 $6,850 $6,850
Grand Total $52,310 $36,045 $61,905 $61,600 $74,495 $64,090 $350,445

qualey consulting

sales by category

Sales by Client

Sum of Total Sales Column Labels
Row Labels CT FL GA NJ NY Grand Total
ASHBY $39,105 $39,105
CLAUS $60,095 $60,095
FLATH $37,035 $37,035
HARRA $38,220 $38,220
KERRA $35,945 $35,945
LUCIO $30,010 $30,010
MIRSS $32,835 $32,835
NEETN $20,055 $20,055
RENOR $47,155 $47,155
WELLS $9,990 $9,990
Grand Total $47,155 $52,890 $76,140 $98,315 $75,945 $350,445

qualey consulting

sales by client

Sales by Service

Row Labels Q1 Q4 Annual
Brand positioning $15,810 $15,740 $52,310
Brand research $10,985 $10,890 $36,045
Digital marketing $15,890 $15,180 $61,905
Market assessment $11,845 $21,975 $61,600
Marketing plan $22,740 $20,715 $74,495
Target marketing $10,790 $22,425 $64,090
Grand Total $88,060 $106,925 $350,445

qualey consulting

sales by Service