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Phases of The Project

The document outlines a multi-phase project plan for developing a business analytics tool, starting with requirement analysis and planning, followed by data design, dashboard development, what-if simulation, forecasting, and an alert system. Each phase includes specific objectives, tasks to be completed, and deliverables such as structured datasets, interactive dashboards, simulation tools, and visual alert systems. The overall goal is to create a comprehensive system for reporting, forecasting, and performance monitoring.

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reema wajdi
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36 views3 pages

Phases of The Project

The document outlines a multi-phase project plan for developing a business analytics tool, starting with requirement analysis and planning, followed by data design, dashboard development, what-if simulation, forecasting, and an alert system. Each phase includes specific objectives, tasks to be completed, and deliverables such as structured datasets, interactive dashboards, simulation tools, and visual alert systems. The overall goal is to create a comprehensive system for reporting, forecasting, and performance monitoring.

Uploaded by

reema wajdi
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as DOCX, PDF, TXT or read online on Scribd

PHASE 1: Requirement Analysis & Planning

Objective: Understand the business goals, define features, and organize tasks.
To Do:
 Clarify user roles: Analyst vs. Manager
 Identify required features:
o Dashboard
o What-If Simulation
o Forecasting
o Alerts
o Heat Maps
 Prepare an outline for documentation (for your report)
✅ Deliverable: Requirements sheet + system architecture sketch (you can draw it
in PowerPoint or use shapes in Excel)

🔶 PHASE 2: Data Design & Integration


Objective: Structure the data to support reporting, simulation, and forecasting.
To Do in Your File:
 Review/organize these sheets:
o Data_Products: Product ID, Name, Category, Cost, Price
o Data_Regions: Region ID, Name, Type
o Sales_Data: Date, Product ID, Region ID, Units Sold, Revenue
o Settings: Target thresholds, budget limits, etc.
 Clean column headers (no merged cells)
 Add formulas/VBA where needed for:
o Profit = Revenue - (Units × Cost)
o Monthly growth
✅ Deliverable: Clean structured datasets with named ranges

🔶 PHASE 3: Dashboard Development


Objective: Build a dynamic dashboard with charts and KPIs.
To Do:
 Use a Dashboard sheet with:
o KPIs (Total Revenue, Profit, Units Sold, Growth)
o Scrollbar for month selection (Developer tab)
o Toggle button or dropdown for Product vs Region view
o Charts:
 Monthly trend line
 Region-wise bar chart
 Product-wise comparison
 Automate with VBA (e.g., update charts on change)
✅ Deliverable: Interactive dashboard sheet

🔶 PHASE 4: What-If Simulation Module


Objective: Simulate how pricing or marketing spend changes affect KPIs.
To Do:
 Add a Simulation sheet:
o Input fields: new price, marketing budget
o Sliders or scrollbars to adjust parameters
 VBA to recalculate:
o Estimated units sold (based on elasticity assumptions)
o Forecasted revenue/profit
 Output KPIs + comparison chart (Before vs After)
✅ Deliverable: Simulation tool with user inputs and output KPIs

🔶 PHASE 5: Forecasting Engine


Objective: Predict future sales using historical trends.
To Do:
 Use Excel formulas or simple VBA (e.g., linear regression, moving average)
 Forecast per product or region (user-selected)
 Use line charts to show past vs. future
 Place on a sheet called Forecast
✅ Deliverable: Forecast module with adjustable timeline and logic

🔶 PHASE 6: Alert System & Heat Map


Objective: Visual alerts for anomalies and performance status.
To Do:
 Use conditional formatting or VBA:
o Alerts if product/region drops below threshold
 Create a Heat_Map sheet:
o Product × Region matrix
o Color-coded based on profit or sales (Red-Yellow-Green)
 Optional: Use shapes + VBA for dynamic map overlays
✅ Deliverable: Visual alert system + profitability heat map

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