Our company needs to have an understanding to what transpired during the last 5 or so years financially with the business. We want to thoroughly go through the records (ex. bank statements and more), analyze and document the results. This lookback of the numbers will give understanding to what made us successful and where we lost money unnecessarily. With this information, our company can make current and accurate sales forecast so that we are able to allocate resources appropriately in the coming months and years.

In this project, students will analyze organizational assets including personnel, strategic records, pricing, and promotion. Using these resources, we would like you to construct a sales forecast with a predictive model for the next two years of operations, including monthly projections.

This will involve several different steps for the students, including:

• Analyzing our current organizational assets for metrics that will affect our sales.
• Analyzing historical sales trends and comparing our previous forecasts to actual results.
• Constructing a model to predict sales including projectable market shifting events.
• Creating a report including research, analysis and the sales forecast.
• Developing multiple predictions using conservative and aggressive approaches.

By the end of the project, students should complete the following list of activities (this is basically a retelling of the steps above):

• Analyzed our current organizational assets.
• Analyzed our historical sales forecasts and compared them to actual results.
• Constructed a sales forecasting model.
• Created a report including your research, analysis, and the sales forecast.

Bonus steps would include:

• Developed multiple predictions using conservative and aggressive approaches.

Final deliverables should include

• A report detailing all work completed.
• A 20-minute presentation outlining the contents of the report.

Students will connect directly with myself and / or the appropriate staff to access the platforms (ex. Quickbooks, bank statements and other platforms). Questions to be answered are:

• What are our past cashflow & sales trends?
• Where are we financially currently?
• What financial systems need to be put in place to ensure success?
• How do we prevent shifts in the market and in business and protect the business from these shifts?
• Input on choices, problems or anything else the students might encounter.