In this new mission we will work with Pedro’s other team, the B2B Sales analysts. If you don’t remember how the division of Pedro’s management team works, I suggest you review the page with the Customer Briefing.

One of the tasks of the B2B Sales team at the beginning of every month is to separate Net Sales by Product Category and by Sales Supervisor. Each supervisor must receive an Excel file with the sales of their region, where there is a sheet for each Product Category.

Analysts create these reports in Excel pivot tables through a direct connection to the database that IT has left programmed in an Excel file.

This generates a huge repetitive workload at the beginning of the month, as analysts have to update each file manually and send them by email to supervisors.

On the other hand, Pedro needs to receive from his team only a consolidated file with all supervisors and all product categories. Besides, he requested that, in this consolidated file, an analysis be presented of which months each region has reached its monthly sales target.

To assist us in this process, he provided us with a file called Target.xlsx, which is a manual base for registering supervisors by regions and their respective targets by month, since the company’s ERP does not allow this registration of goals by supervisor neither by region.