Creating a Written Report

Effective Business Communication 3360: Project 4


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This project entails creating a Written Report that you will prepare for a team of executives in the Sales Division at Apple, Inc. The goals and purpose of this assignment allow you to demonstrate:

· competence using Excel to create charts and graphs

· strong analytical and critical thinking skills

· effectively interpersonal/team communication skills

· the ability to design and create a professional business report.


Scenario and Requirements:

You are working as part of a sales team for Apple. Your supervisor has asked your team to create a written report and to present, summarize and analyze recent sales data for the company. You’ve also been asked for your report to include at least a single recommendation to the sales division based on the data you present in your report. You and your team will be delivering your written report to an internal audience of Apple sales executives. You should consider this an internal, persuasive document in the format of a report. Your report will need to include at least 3 charts or graphs that summarize some part of the company’s overall financial/sales performance or the performance of individual product groups.


NOTE: You are not expected to summarize and present all of the data on the spreadsheets as part of your report. Only focus on the most important data necessary and related to your specific recommendation(s). Hint: Don’t avoid the bad news (If there is any bad news in the data to report, that could be the basis of your recommendation.)


Here are some potential areas that you could investigate and consider as the focus of your report. However, you are not required to focus on any of these areas, specifically. You will decide what story to tell and what recommendation to make based on your analysis of the data. These are just some suggestions:


§ net sales growth from 2013 to 2017.

§ top four product groups from 2013 -2017.

§ net sales for all product groups from 2015- 2017.

§ unit sales by product groups

§ a comparison of US to specific foreign market sales



Required Written Report Components:

Your report must include:

1) a minimum of 5 pages (including the cover page).

2) a Title page with each team member’s name, your company name (Apple, Inc.), and the date.

3) Findings: At least 3 graphs/charts with clear, brief summary of any data you present. (Do not just present a chart without explaining the data on it.)

4) Conclusions: This is where you analyze your data/findings. What does the data that you are representing on each slide illustrate about Apple’s overall or individual product sales trends? You must explain the significance of the data and draw some conclusions based on the data you present.

5) Recommendation(s): A final page with overall recommendation(s) or recommended options for the team of sales exectives to consider.


Important: Your report must include three key separate sections (each with its own clear header): Findings, Conclusions, and Recommendations. No chart or graph should be more than half a page and must be clear and easy to read and interpret. You report should not be less than 5 pages (including a cover page). I don’t expect a lot of text. Be concise. The sales executives prefer clear, direct, concise and thoughtful analysis.


Grading Criteria:


10pts Title descriptiveness (for each chart/graph you present)

10pts Clarity of writing

10pts Information sufficiency

10pts Conciseness/Ease of processing

10pts Audience-centered approach

10pts Spelling/Grammar/punctuation

20pts Professional appearance and design of overall document

20pts Clear and correct design of individual charts and graphs


100pts Total Points available

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