Business Data Handling: Sales, Expenses and Investment Report

This report delves into the critical skill of data handling within a business context, using ALDI as a case study. It begins with a description of the organization and then presents a comprehensive analysis of sales and expenses over a specific period. The report includes detailed spreadsheets showcasing sales figures across different product groups, profitability trends, and expenditure budgets. Furthermore, it covers current income sources and the distribution of investments. The analysis incorporates various tactics and formulas to interpret the data effectively, culminating in graphical representations to aid in understanding. The report concludes with a summary of the findings, emphasizing the application of data handling techniques to support business expansion and financial decision-making, with references to relevant sources.

DATA HANDLING

TABLE OF CONTENTS
INTRODUCTION...........................................................................................................................1
TASK 1............................................................................................................................................1
a) Description of organisation.....................................................................................................1
b) Spreadsheet to explain business sales and expenses over a period.........................................1
TASK 2............................................................................................................................................5
Tactics and formulas subjected to address data..........................................................................5
CONCLUSION................................................................................................................................5
REFERENCES................................................................................................................................7

INTRODUCTION
Data handling is considered as a key skill which helps to manage business information
and collecting information in an effective manner. With the help of data handling users be able to
collect, analyse and present the data supports subject to learning particular in mathematical group
(Tistaert, Dejaegher and Vander Heyden, 2011).
TASK 1
a) Description of organisation
ALDI is one of the common brands of two discount supermarket chains which is
operating more than ten thousand stores in more than twenty countries. Organisation was funded
by Karl and Theo Albrecht in 1946 when another store in Essen was taken over by them. This
store was operated by their mother since 1913. This business is bifurcated in two parts. This
basically operates its business in Germany and in West London. Organisation basically deals in
consumer goods and products which are used as daily consumption. Beverages, food products,
sanitary products and other household products are also some essential products which are
b) Spreadsheet to explain business sales and expenses over a period
Organisation wants to generate funds to expand the size of business. £10000 has been
collected from friends and family. It is required to have £2500 in cash as capital and £50000 as
goods. Getting loan is one of the key resourced through which organisation wants to fulfil its
fund requirements. An appointment is required to taken regarding getting loans.
Sales budget is of ALDI is prepared below for the year 2016
Months Product group A Product group B Product group C Product group D
Total of
product sales
Jan 120000 100000 95000 145000 460000
Feb 200000 59500 65000 75000 399500
Mar 123000 66000 67000 110000 366000
Apr 45000 88000 97400 125000 355400
May 60000 72000 45800 35000 212800
Jun 75000 78000 67800 750000 970800
Jul 350000 95000 95700 380000 920700
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Aug 123334 150000 123600 123300 520234
Sep 35000 123300 97800 280000 536100
Oct 49500 68700 98200 78500 294900
Nov 125000 79500 147700 79500 431700
Dec 90000 77500 66800 844800 1079100
Sum 1395834 1057500 1067800 3026100 6547234
Average
sales 116320 88125 88983 252175 545603
Percentage
sales group
wise 21.32 16.15 16.31 46.22
Profitably of ALDI
Year Profitability in (£)
2013 1200
2014 1255
2015 1350
2016 1400
2017 1575
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For any organisation, it is required to analyse the capability and capacity or repayment of
loans. Profitability position and earning capacity of organisation is one of the essential aspects
for getting loans and credit from market. Profitability of organisation reflects positive and fair
impression upon financial institutions and banks to gather loans and advances from banks. There
is a profitability graph of ALDI presented in graphical form subjected to define the profitability
of organisation. Profitability graph of organisation presents a positive reflection in the form of
increasing sales records.
(f) Expenditure budget of ALDI for the year ended 2017
Particulars Jan Feb Mar Apr May
Selling and distribution
expenses 35000 21000 25000 12000 45000
Salaries 14500 18500 24500 35400 35400
Offices expenses 18700 19000 35000 47500 35000
Administration expenses 20500 23500 35000 45000 54000
Interest paid 19500 22500 78000 18500 28500
Total 108200 104500 197500 158400 197900
As per above given information, charts are presented in terms of elaborating expenditures
for the year 2017. Expenditure of ALDI is bifurcated in major four parts such as:
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1 2 3 4 5
0
200
400
600
800
1000
1200
1400
1600
1800
2011
2012
2013
2014
2015
2016
2017
2018
1200 1255 1350 1400
1575
Profitability
Year

 Selling and distribution expenses: These are the expenses which are incurred to increase
sales records (Sevier, Hand Held Products Inc, 2015). Selling and distribution expenses
for the year 2007 was counted as £138000.
 Salaries: A payment which is paid to employees and staff members is considered as
salary (Burger and Gowen, 2011). There is month wise classification of salary expenses
given above. Total salary is computed as £128300. Office expenses: Expenditure which are incurred for operate day to day transactions.
Subject to analyse cost office expenses for the year 2017 was computed as £155200
which are classified as month wise. Administration expenses: All the clerical expenses which remain related to
administration are considered in this category. Total expenses for the year 2017 from
January to May are computed as £178000.
 Interest expenses: An interest is paid on the amount borrowed by organisation for
operations and management (Richards, 2014). Total expenses for the year 2017 was
calculated as £167000.
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Jan Feb Mar Apr May
0
50000
100000
150000
200000
250000
18700 19000
35000
47500
35000
108200 104500
197500
158400
197900
Selling and distribution
expenses
Salaries
Offices expenses
Administration expenses
Interest paid
Total

(g) Current sources of income
ALDI basically deals in consumer products and in daily consumer goods. Daily
consumable products and home appliances are the main sources of income of ALDI. It is
considered that the organisation is able to provide affordable consumer products in West
London.
Typical Grocery products are also some main source of income which boosts the level of
income within organisation.
(h) Distribution of your investment between capital, stock and operation money.
Particulars 2017
Capital 25000
Stock 35000
Operation money 41200
TASK 2
Tactics and formulas subjected to address data
There are some graphical analysis done in respect of sales, profitability, income and
expenditure as well as investment distribution channel. It is concluded that all the figures are
measured in spreadsheet to analyse credible results so that organisation will become eligible to
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Particulars Capital Stock Operation money
0
5000
10000
15000
20000
25000
30000
35000
40000
45000
2017
25000
35000
41200
Column G
Linear (Column G)

raise funds from banks. I used column chart in order to determine required results. There are four
major analysis done in the form of column chart.
Sales budget is prepared on the basis of sales records of twelve months. Four types of
products are analysed through sales graph. Sales records are analysed to elaborate the number of
sales records for all categorised products. I used average sum to calculate overall sales records
for the year. To determine average sale of average formula is used.
Profitability and expenditure records are also prepared on the basis of profitability of
organisation. Use of total sum is done to determine total income and expenditure for the year.
CONCLUSION
This report is prepared to analyse and manipulate numerical data of retail sector including
percentages and decimals. Basic techniques are defined subject to brief analysis of data sampling
and statistical summary. Processed and presented data is used to analyse the spreadsheet software
packages. Use of internet technology in order to communicate data defined in this context.
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