CWC drinking shop is a shop is a shop selling drink like

- tea, coffee.
- It also sells ice cream.
- It has three branches in
  - Hong Kong Island,
  - Kowloon and New Territories

respectively.

## Member discount:

Provide discounts to members based on their spending and the holiday.

The source dataset includes two workbooks:

- `workbook_salesrecord` and
- `workbook_memberInformation`,
  - which have the common column `Member ID`.

### The `sales record` gives

- the spending of members,

### The `member information` gives information such as

- salaries,
- marital status,
- and birthdays in the month.

### Rule set

- Customers who accumulate spending above a certain amount can receive a percentage discount.
- Customers can also receive a 10% discount if they purchase items during their own birthday month. Additionally,
- customers who are married can receive a 10% discount if they buy drinks between February 10 and February 14 to celebrate
  Valentine's Day.
- Discounts can be used together by multiplying them.
- Memberships are usually upgraded at the end of the month,

### sales reports for members are generated monthly.

- To achieve this objective, two workbooks need to be generated:
- `Workbook_salesreport` and
- `Workbook_Membership&discount`.
  - summarize the number of members in each tier and the discount given.

|                                    | Accumulated Spending | Discount |
| ---------------------------------- | -------------------- | -------- |
| Basic                              | $100                 | 1%       |
| Advanced                           | $250                 | 5%       |
| Platinum                           | $400                 | 10%      |
| Birthday                           | N/A                  | 8%       |
| Valentine's day (10/Feb to 14/Feb) | N/A                  | 12%      |

## Weekly sales report:

- Generate a sales report as a new workbook by extracting data from the `workbook_salesrecord`.
- This report will be generated at the end of each week
- to help the marketing department identify which products have the potential to generate more profit for the company.

## Monthly sales report:

- Generate a sales report as a new workbook by extracting data from the `workbook_salesrecord`.
- This report will be generated at the end of each month and will include the weekly sales report.
- The purpose of this report is to provide a comprehensive overview of sales trends over time.

## Type of Product

| Espresso         | Price  | Cost   |
| ---------------- | ------ | ------ |
| Decaf Espresso   | $32.50 | $15.20 |
| Caffe Latte      | $25.00 | $12.20 |
| Caffe Mocha      | $30.30 | $13.00 |
| Regular Espresso | $22.00 | $14.20 |

| Coffee    | Price  | Cost   |
| --------- | ------ | ------ | ------ | ------ |
| Amaretto  | $15.20 | $8.50  |
| Decaf     | Irish  | Cream  | $35.30 | $28.00 |
| Columbian | $20.00 | $15.00 |

| Herbal Tea | Price  | Cost   |
| ---------- | ------ | ------ | ------ | ------ |
| Amaretto   | $15.20 | $8.50  |
| Decaf      | Irish  | Cream  | $35.30 | $28.00 |
| Columbian  | $20.00 | $15.00 |

| Herbal Tea | Price  | Cost   |
| ---------- | ------ | ------ |
| Lemon      | $18.50 | $5.50  |
| Chamomile  | $21.00 | $14.00 |
| Mint       | $18.32 | $8.90  |

| Tea        | Price | Cost  |
| ---------- | ----- | ----- | ----- |
| Green Tea  | 17.50 | 7.00  |
| Earl       | Grey  | 22.00 | 14.00 |
| Darjeeling | 25.00 | 15.00 |

## Data source description

### The `workbook_MemberInformation` (`MemberInformation.xlsm`) have following column.

- Member ID,
- Gender,
- Age,
- Salary,
- Martial Status,
- Living District and
- Birthday in Month

### The Workbook_salesrecord (`SalesData.xlsm`) have following columns.

- Member ID,
- Order Date,
- Product Name,
- Product Category,
- Quantity,
- Price Per Unit,
- Total sales,
- Total revenue by member ID

### Pic 2 shows the sales record in Hong Kong Island.

There are three worksheets which represent different region in this workbook.

The member ID will be - NTXXX (New Territories), - HKXXX(Hong Kong Island) and - KLXXX(Kowloon).（Add case to other region）

## Report generated

1. Membership and Discount workbook (Workbook_Membership & discount)

The officer needs to update the `membership` and `discount` workbook monthly to ensure giving correct discount to the customers.

In this workbook, Officer needs to enter the column of

- Member ID,
- total amount
- spending,
- Birthday discount received,
- Valentine’s Day discount received,
- Membership level,
- Amount spent,
- Amount of discount received.

For example, the `NT002` is having total spending of `240` which is extract for
`workbook_salesrecord` in February.
He had birthday in February and married. The valentine’s Day discount is depended on Marital status.
He spent $20 at the 13-Feb.
He can received discount of ( 20 - 20 _ 0.92 _ 0.88 \* 0.95 )= 4.6176 in March.

In this workbook report,

1. total amount spending need to be extract from the `workbook_salesrecord` first.
1. Then birthday discount and Valentine’s Day discount need to be extracted from the `workbook_MemberInformation` because the birthday month and Marital status is the key of determining the discount is `true` or `false`.

## Sales report workbook (Workbook_salesreport)

The first need to be done is weekly report worksheets,
the weekly sales report have two parts,

- the first part is reporting the weekly unit sales of different region.

  - It show the number of products sold by different regions.
  - It also generate the `pie chart` to visible the data.

- The second thing need to be done for weekly report is generate weekly profit report for different product.
  - It shows the total number of products sold at that week.
  - Also, the frequency table of type of product will be calculated and shown.

The data of weekly sales will be shown as chart in product type, unit sales and profit.
The unit sales of product type can help company to know what customers would like to buy.
The Unit sales in product can point out more specifically of what product the
customer would like to buy.
The profit chart shows the profit generated by that week.
It may help company to adjust the inventory in next week.

Another report would be generated is `Monthly sales and profit report`.

The report will generate the

- quantity sales,
- Revenue and Cost, and
- profit margin for different region respectively.
- It will also calculate the total profit and he summary statistic of the profit.

The data is extracted the source data `Workbook_salesrecord`.
With analyzing the data, marketing strategies for different region can be suggested.

The second of Monthly report is Product analysis, by calculating and profit margin of each product. Company can know which product having a higher margin can generate higher profit in future. New variable `Margin` is calculated by `( Profit / Revenue )`.

It shows only few products have a relatively high margin for selling.

With acknowledging the Frequency of customers spending, company can know who is target customers, and adjust price in the future.
