Comprehensive Financial Data Analysis: Sales, Market Share, and Trends

This report presents a comprehensive financial data analysis, examining sales trends, market share, and marketing strategies from 2001 to 2008. It includes detailed monthly sales and demand data, calculating percentage changes and total trends for each year. The report evaluates various marketing schemes, assessing their potential impact on sales increases and costs. Furthermore, it analyzes profit margins across different quarters, identifying periods of optimal performance. The report also includes references to relevant financial accounting literature and appendices with detailed market share data. The analysis aims to provide insights into business performance and financial decision-making, using past data to improve financial statements and strategies.

ASSESSMENT

Contents
EXECUTIVE SUMMARY.............................................................................................................1
Question. 1)............................................................................................................................1
Question 2).............................................................................................................................5
Question 3).............................................................................................................................6
Question 4).............................................................................................................................6
Question 5).............................................................................................................................6
Question 6).............................................................................................................................7
Question 7).............................................................................................................................7
REFERENCES................................................................................................................................8
Appendix..........................................................................................................................................9

EXECUTIVE SUMMARY
In an organization it is important to use different financial tools effectively so that
accordingly best decisions can be taken. The following report will talk about various data types
that has their major significance in an organization. Thereafter it will be discussed that what
principles are followed to make the final financial decisions as it helps in making them
acceptable at different organizational level. Past data is used to improve the present financial
statements and hence used to make the final financial statement.
Question. 1).
2001
Month Demand (£) Sales (£) Trends in % Total
1 £3,68,551 £1,88,833 13.1809843785 9.7822806674
2 £4,17,129 £1,31,313 23.9245996366 0.8151900556
3 £5,16,926 £95,541 25.9305891175
4 £6,50,967 £1,08,844 8.5129547865
5 £7,06,384 £1,59,208 6.9454172478
6 £7,55,445 £2,33,739 -6.9212927422
7 £7,03,159 £3,30,675 -11.7552097263
8 £6,20,501 £3,47,421 -10.6300846155
9 £5,54,541 £3,92,409 -18.4108006502
10 £4,52,446 £3,56,307 -17.9636682792
11 £3,71,170 £3,07,694 -9.820691088
12 £3,34,718 £2,33,252 6.7894826021
From the above mentioned report, monthly demand and sales data of the year 2001, average
sales of the company has increased by an average of 9.7822806674% in the year 2001 annually
and an monthly average increase of 0.8151900556% in the sales of 2001.
2002
Month Demand
sales
% change
Monthly %
change
% change in the
trend
Total general
trend
1 £3,57,444 £1,52,285 21.6953668663 21.587707151
1

2 £4,34,993 £1,24,103 20.0536335671 1.7989755959
3 £5,22,225 £1,49,449 21.6829641493
4 £6,35,459 £1,48,283 13.6099930309
5 £7,21,944 £1,86,184 5.8441220515
6 £7,64,136 £2,34,520 -4.7528349271
7 £7,27,818 £3,18,466 -
11.1073685139
8 £6,46,976 £3,34,721 -
15.5438530461
9 £5,46,411 £3,53,894 -
20.5246924865
10 £4,34,262 £3,69,437 -
12.8605455195
11 £3,78,414 £2,80,724 -6.4069305937
12 £3,54,169 £2,23,584 9.8978525727
In this year, the total sales trend in this year is 21.587. which is good as compare to the last
year data.
2003
1 £3,89,224 £1,96,541 23.2460868832 6.2482401647
2 £4,79,703 £1,57,239 13.3718123015 0.5206866804
3 £5,43,848 £1,30,796 22.7902176396
4 £6,67,792 £1,62,568 8.5042900605
5 £7,24,583 £2,04,618 3.4158621883
6 £7,49,334 £2,18,974 -3.7067825719
7 £7,21,558 £3,10,977 -6.6859140264
8 £6,73,315 £3,49,912 -
18.8136651746
Total market demand in 2003 is 6.25%
2004
1 £3,68,165 £2,14,897 27.660861238 18.6535859038
2 £4,70,002 £1,11,597 20.530181311 1.554465492
2

3 £5,66,494 £1,14,126 20.4659533706
4 £6,82,433 £1,25,591 9.6263220928
5 £7,48,126 £2,02,967 3.750969091
6 £7,76,188 £2,72,444 -2.5451010129
7 £7,56,433 £3,37,146 -
13.4415275399
8 £6,54,757 £3,95,260 -
11.9462977408
9 £5,76,538 £3,53,852 -
20.9798657971
10 £4,55,581 £3,66,877 -
14.0376767747
11 £3,91,628 £3,19,445 -5.2492389678
12 £3,71,070 £2,38,536 4.8190066336
From the above mentioned calculation, total trend of monthly data is 18.65.
2005
1 £3,88,952 £2,12,728 27.6324335233 19.0803729947
2 £4,96,429 £1,57,913 20.1801803179 1.5900310829
3 £5,96,610 £1,59,828 15.5634259014
4 £6,89,463 £1,50,522 9.7640780222
5 £7,56,782 £2,06,948 4.0807212665
6 £7,87,665 £2,81,104 -3.3657457531
7 £7,61,154 £3,00,531 -
13.0727268267
8 £6,61,650 £3,87,069 -
12.2602315956
9 £5,80,530 £3,80,822 -
15.5873485459
10 £4,90,041 £3,44,330 -19.794347641
3

11 £3,93,041 £3,55,658 -4.7154363625
From the above mentioned report this can be rightly said that in 2005, this is 19.08 which reflects
the great positive trend in this.
2006
1 £414,412 £189,410 11.60229106 10.148605
2 £462,493 £179,046 26.89804198 0.845717
3 £586,895 £135,035 20.80300063
4 £708,987 £174,693 5.614439716
5 £748,793 £173,687 3.734214214
6 £776,754 £274,845 -3.958502068
7 £746,006 £364,719 -6.130650526
8 £700,271 £381,602 -15.35507056
9 £592,744 £365,345 -16.33456232
10 £495,922 £400,814 -15.45415232
11 £419,281 £339,103 -4.540269953
12 £400,245 £232,415 3.269824679
From the above mentioned table, the total trend in this year is 10.14 which is almost half of
the 2005.
2007
1 £413,332 £187,342 24.00334949 15.180736
2 £512,546 £155,212 17.62327471 1.2650614
3 £602,873 £122,653 17.1008677
4 £705,970 £189,631 8.399848407
5 £765,270 £231,431 4.424409715
6 £799,129 £277,533 -
5.510371779
7 £755,094 £367,372 -10.0573649
8 £679,151 £415,329 -
9.261265309
9 £616,253 £419,558 -23.3062124
10 £472,628 £414,523 -
15.53615749
11 £399,200 £301,126 -
1.823211591
12 £391,921 £250,647 9.123569706
From the above mentioned report, total trend is shown here is 15.18% for the entire year.
2008
1 £427,679 £178,605 15.12570006 18.644582
4

2 £492,368 £136,639 24.89813861 1.5537151
3 £614,959 £143,836 12.72954753
4 £693,240 £167,242 15.31988223
5 £799,444 £217,811 -0.14717879
6 £798,267 £290,159 -
0.357832026
7 £795,411 £371,498 -
9.191854189
8 £722,298 £381,659 -
13.14266084
9 £627,368 £407,801 -
16.93868627
10 £521,100 £421,426 -
20.99003626
11 £411,721 £342,156 -
6.771400885
12 £383,842 £275,783 18.11096248
Total market trend is shown in this report is 18.644.
Year 2009 2010 2011 2012 2013 2014 2015 2016 2017
Total
trend
12.55 13.95 9.85 12.5 2.97 15.50 11.08 13.69 7.74
Total market trend for the diverse years has been shown under this.
Question 2).
Year Average monthly market share
2001 48.04
2002 46.85
2003 49.29
2004 47.96
2005 48.80
2006 47.95
2007 49.39
2008 48.41
2009 48.80
2010 47.09
2011 46.62
5

2012 46.50
2013 48.81
2014 50.29
2015 46.28
2016 48.71
2017 48.58
Question 3).
Question 4).
Under this report, this can be rightly said that the marketing scheme as per the 5 new
market share were mentioned.
Marketing Scheme Cost Increased Sales
Customer Competition £10,000 8%
Consumer Promotion £20,000 10%
2 New Branches £100,000 35%
Merge with Competitors £200,000 90%
10new Branches £400,000 300%
This can be rightly said that in customer competition, the sales would be increased to 8% its
original sales value. While in consumer promotion the sales are increased to 10%. While opening
of the 2 new branches would be increased to 35% of the sales value. Merge with competitors
would be enhanced to 90% of the total sales. 10 new branches would be enhanced to 300% of the
sales value.
Question 5).
Because, opening of the 10 new branches is the costly process which is almost 400 times
higher than the customer competition. Which does not provide that the consumer would not
render an effective strategy in an effective manner.
6

Question 6).
Refer to Appendix 2
In 2007, Q2 shows the profits in 50%, 30%, 25% and 40% which shows the most
effective profits in an effective manner. Net sales in this quarter is 2270369 which also shows
the net profits at 50% profit margin, 30%, 25% and 40% profit margin.
Question 7).
Refer to appendix 3
The profits could be measured as the most effective tool which ultimately help out to gain
sustainable development in an effective manner so that the business could gain the sustainable
development in an effective manner.
7

REFERENCES
Books and Journals
Scott, W.R., 2015. Financial accounting theory (Vol. 2, No. 0, p. 0). Prentice Hall.
Godfrey, J and et. al., 2010. Accounting theory.
Unerman, J., Bebbington, J. and O’Dwyer, B., 2010. Introduction to sustainability accounting
and accountability. In Sustainability accounting and accountability (pp. 20-35).
Routledge.
Larcker, D.F. and Rusticus, T.O., 2010. On the use of instrumental variables in accounting
research. Journal of Accounting and Economics. 49(3). pp.186-205.
Gow, I.D., Ormazabal, G. and Taylor, D.J., 2010. Correcting for cross-sectional and time-series
dependence in accounting research. The Accounting Review. 85(2). pp.483-512.
Johnson, R.C. and Noguera, G., 2012. Accounting for intermediates: Production sharing and
trade in value added. Journal of international Economics. 86(2). pp.224-236.
Dechow, P.M and et. al., 2011. Predicting material accounting misstatements. Contemporary
accounting research. 28(1). pp.17-82.
Lennox, C.S., Francis, J.R. and Wang, Z., 2011. Selection models in accounting research. The
Accounting Review. 87(2). pp.589-616.
8

Appendix
Refer to appendix 1
Year Average
market share
2001
2001
2001 25.92348212
2001 26.09348776
2001 30.79898647
2001 35.90640248
2001 46.81236608
2001 45.98884259
2001 55.80667484
2001 57.42252102
2001 55.48619951
2001 51.55363736
2002
2002
2002 41.81054191
2002 34.088613
2002 35.65211297
2002 36.90562895
2002 44.11227057
2002 43.80390256
2002 48.62393541
2002 57.10205278
2002 51.37589605
2002 51.48608871
2003
2003
2003 33.60438642
2003 33.88921075
2003 37.62403641
2003 32.79065445
2003 42.91800051
2003 46.69643698
2003 55.85904044
2003 51.42972447
2003 60.6320237
2003 53.30468656
9

2004
2004
2004 30.99854243
2004 26.72127269
2004 35.82864837
2004 39.92246475
2004 45.065392
2004 50.9232711
2004 46.77899532
2004 56.03259868
2004 55.40745725
2004 52.35856349
2005
2005
2005 41.09200752
2005 30.32089987
2005 34.68725511
2005 40.77151158
2005 39.71170745
2005 49.14134958
2005 50.03221119
2005 52.04104796
2005 61.26437562
2005 48.31475635
2006
2006
2006 32.58463716
2006 37.77207976
2006 29.59415689
2006 38.76582056
2006 48.70766869
2006 49.12780576
2006 48.97348397
2006 57.23697834
2006 57.20896718
2006 46.86530674
2007
2007
2007 29.67413083
2007 36.99790542
2007 38.38808252
10