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DEA W. WILEY303 Kings Way Drive – Apt. B, Mansfield, TX 76063 ▪ 817-683-8722 ▪ [email protected]
REPORTING EXPERIENCE
WEEKLY REPORTS Vendor Scorecards - Canned report available by category, fineline or item number from Retail Link. 360 View Report – segmented units, share, dollars + indices Forecast vs. Actual Report – units, share + dollars Category Dollar Sales Reports by Segment – graphs Category Unit Sales Reports by Segment - graphs New Item Tracking Reports – graphs + performance data : units, dollars, indices Item Ranking Report – dollars + units Competitive Ad Merchandising Report – from Market Track Weekly Compliance Report – Devon Gas - upcoming notifications and reports due the EPA + TCEQ Engine Compliance FastTrax Database – up to minute workbook tracking notifications, reports, engine changes,
violations, engine data and federal/state information needed to prevent environment penalties TrainTrax – workbook tracking numerous training classes for 200+ employees in a series of simple input worksheets:
tracks classes scheduled/pending, completed and due date of next required training; tracks safety meeting attendance, types of non-attendance and compiles totals based on penalized or non-penalized attendance; uses a dashboard gadget to simplify the totals for management and team leaders.
EVENT REPORTS Pre-event Forecast Daily Event Update – units, dollars, Inventory, lift index/forecast turn vs. actual turn Daily Merchandising Recap Calendar Post-event Analysis Overall with Recommendations Ad Hoc Correction of Errors/Issues with Recommendations (rarely needed – usually covered in Recap)
LINE REVIEW REPORTS Strike Zone Reports by Segmented Category Strike Zone Reports by Product Line and Item Ad Hoc reports as needed
MONTHLY REPORTS / QUARTERLY REPORTS / YEARLY PROCESSES
Food Drug + Comparative Market Report – Source One Off Invoice Forecast vs. Budget Actual Report – stat dollars burned (see note below)
– from Master Item List based on calculated Burn Rate Environmental Violations Report – Devon Gas – quarterly report on EPA & TCEQ violations Engine Test Schedule Template – test schedules requested and input to FastTrax for weekly tracking – 150+ engines
AD HOC / BACKUP REPORTS Best Product Mixes Analysis Zone Pricing Report - backup for Category Management Specialist
TOOLS USED: Excel - vlookup, pivot tables, macros, complex custom mega functions, linked tables, Buttons w/macros attached, dashboard development, posting to SharePoint; Access - database, queries and reports; Wal-Mart Retail Link – custom formulas, scheduled data retrieval, segmentation; ProFloor (CAD) program; ACTS – SQL database – Oil industry.
** Specialize in creating low maintenance, self-healing worksheets and in organizational efficiency.**
Stat units /dollars= Statistical units/dollars which are standard converted units of measurements used for Procter and Gamble reporting.