Sales Analysis Tool for Schiedel Savuhormistot
Grehn, Nona (2019)
2019
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Julkaisun pysyvä osoite on
https://urn.fi/URN:NBN:fi:amk-2019052511877
https://urn.fi/URN:NBN:fi:amk-2019052511877
Tiivistelmä
The purpose of this thesis is to provide a sales analysis tool for a commissioning company, Schiedel Savuhormistot Oy. The company is a part of Schiedel group, Europe’s leading chimney manufacturer and supplier, known for its high-quality steel and ceramic chimneys.
The outcome of this thesis is a business intelligence solution for the commissioning company which will facilitate analysis and decision making by providing dynamic Excel tool tables and charts from sales data. The solution is built with MS Excel, SAP Business Warehouse and Visual Basic code that automates data retrieval. The tool is built for the management, sales personnel, and finance personnel of the commissioning company, and with slight modifications, it can also be used by other group subsidiaries. The tool helps the sales department staff with their daily sales activities, as it provides them with sales analysis on several different levels, as well as makes suggestions on which customers need attention. On the other hand, the tool will provide the management, and Controller automated charts and an analysis dashboard to facilitate monthly reporting to the mother entities. The tool is made so that users who are not proficient in Excel can also easily find the information they need. The basis of the tool is a previously created sales report made by the author.
The thesis involves desktop research on financial and managerial accounting, as well as business intelligence. The improvement suggestions from the company were collected through qualitative methods and personal experience: Key users of the sales report were interviewed to find out what they needed from the tool, and, as the author is a user of the current tool as well as the resulting tool, some of the improvements were provided by her.
The resulting tool is much faster and simples than its predecessor, and it can be used in various ways. It supports the users’ needs and only contains specific charts and tables, which the users have requested.
After project implementation, the outcome was evaluated and suggestions for future development were provided. Overall the tool was found well implemented and easy to use, and it has met all requirements set to it at the beginning of the project.
The outcome of this thesis is a business intelligence solution for the commissioning company which will facilitate analysis and decision making by providing dynamic Excel tool tables and charts from sales data. The solution is built with MS Excel, SAP Business Warehouse and Visual Basic code that automates data retrieval. The tool is built for the management, sales personnel, and finance personnel of the commissioning company, and with slight modifications, it can also be used by other group subsidiaries. The tool helps the sales department staff with their daily sales activities, as it provides them with sales analysis on several different levels, as well as makes suggestions on which customers need attention. On the other hand, the tool will provide the management, and Controller automated charts and an analysis dashboard to facilitate monthly reporting to the mother entities. The tool is made so that users who are not proficient in Excel can also easily find the information they need. The basis of the tool is a previously created sales report made by the author.
The thesis involves desktop research on financial and managerial accounting, as well as business intelligence. The improvement suggestions from the company were collected through qualitative methods and personal experience: Key users of the sales report were interviewed to find out what they needed from the tool, and, as the author is a user of the current tool as well as the resulting tool, some of the improvements were provided by her.
The resulting tool is much faster and simples than its predecessor, and it can be used in various ways. It supports the users’ needs and only contains specific charts and tables, which the users have requested.
After project implementation, the outcome was evaluated and suggestions for future development were provided. Overall the tool was found well implemented and easy to use, and it has met all requirements set to it at the beginning of the project.