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Retail: a checked monthly sales brief

A shop manager wants to compare April and May completed order value. Establish the definition before proposing actions.

Learn → Try → ExplainReviewed 2026-10-15
01

Define the assignment

Audience: an operational manager. Deliver a reproducible analysis, a source-validation log, one useful visual or table and a 250-word decision note. Suggested duration: 60–90 minutes. All source records are fictional.

02

Investigation plan

Inspect unique order IDs and allowed statuses; filter completed; group by month/channel; reconcile totals; draft a one-page explanation.

03

Exercises

1. Write the metric definition and grain. 2. Validate keys and units. 3. Calculate independently using two methods. 4. Show excluded/exception records. 5. Write one recommendation and one unanswered question.

Worked control totals

8 source orders, 6 completed, 2 cancelled; completed sales EUR700. April 300, May 400; change 100 /33.3%. Store 370,Web 330; AOV116.67.

05

Interpretation and limitations

Do not infer profit, customer retention or campaign effects: these fields are absent. A strong answer proposes the next evidence needed and avoids presenting a descriptive result as an established cause.

06

Self-review rubric

Score 0–2 each for scope, arithmetic, validation, explanation and reproducibility. For each score link to a concrete artifact. A total score is a self-check, not certification or employment evidence.

Make the reasoning yours.

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