Report of the Week - What-If Analysis (Influence of Discount over Sales)
When an archer is aiming to hit the bullseye (or a sniper, her target), she has to consider external factors like gravity, wind direction and wind speed. Similarly, when running your business, you will have to ask various questions.
Have you aligned yourself against all external factors, when it comes to meeting your target?
Should
you
raise the price, or increase the production to make more money in the current market trend?
By how much percentage?
Is it
the
right time to run a
marketing campaign?
Would it not
be easier if you knew
what
the
outcome can be when you undertake
such a change?
What-if Analysis
helps
you evaluate
such
options.
It
shows you how
external
changes
might
affect the outcome of a
decision you are about to take.
What can be done?
What-if Analysis shows what might happen if one or more factors change.
It
lets you know
the impact of various factors
on
your business and gives
you
an idea of what needs to be done.
Here are a few scenarios where What-if Analysis can help you.
-
You are planning for a sales day. Based on your previous sales, you can measure the impact of discount percent on your revenue and learn what percent of discount makes people buy more.
And you can set your discount percentage to an optimal value so that it leads to
maximum
profit for you.
-
You have spent
various amount on marketing
over the months, which affects the leads
gained
in each month.
With What-If analysis,
you can learn what will happen if you increase or decrease the expenses.
-
You have
multiple teams working
on
different
projects.
There will be
different billing prices
and hours
per week, each team member might be working for. You can check the time and money needed for each
member -
project combination and choose the best
combination
out of it to assign projects.
-
You have projected sales for the next six months.
There is a possibility
of
your revenue
increasing or decreasing and you can know with What-if analysis how much your revenue would be,
based on percentage increase/decrease.
-
And much more...
How to do What-if Analysis
You can easily set up a What-if report by following the steps here.
Step 1:
Creating Variables
Here, we have created two variables to apply the change in discount percentage and sales volume.
Discount Percentage
Create a variable with a range of discount percentages you are planning to provide. We have set the
Range
between
5
to
50
with an
Increment Size
of
5. And the Default Value is set as
10.
Step 2:
Creating Aggregate Formulas
The following is the formula to calculate the sales after discount.
|
sum( "Sales"."Sales" )-(sum( "Sales"."Sales" )/ 100 )* ${Discount %} *(1+${Sales Volume}/100 |
If you have different product categories, then use the following formula to calculate the Sales after discount for all products with different discounts.
|
Sum( "Sales"."Sales" ) -(sumif( "Sales"."Product Category" = 'Furniture' , "Sales"."Sales", 0 )/ 100 * ${Furniture Discount %} ) -(sumif( "Sales"."Product Category " = 'Stationery', "Sales"."Sales", 0 )/ 100 * ${Stationery discount %} ) -(sumif( "Sales"."Product Category" = ' Grocery', "Sales"."Sales", 0 )/ 100 * ${Grocery Discount %}))*(1+${Sales Volume}/100 ) |
Step 3: Creating Report
- X-Axis - Date with Month & Year
- Y-Axis - Sales with Sum and Sales After Discount (Aggregate Formula with variable) with Actual
Step 4: Adding Variable as User Filter
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