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Practical AI Report for Distribution: From Sales and Profit Analysis to a One-Page Report

We transform distribution reports that merely list numbers into a single page that supports decision-making. Drawing on 24 years of experience in distribution operations and headquarters, we use Excel and AI to analyze changes in sales and contribution margin and examine hypotheses about their causes. By calculating simulated distribution data ourselves, we complete performance reports containing key conclusions, execution conditions, and approval requests.

1 learners are taking this course

Level Intermediate

Course period Unlimited

Excel
Excel
openai
openai
ChatGPT
ChatGPT
AI
AI
database
database
Excel
Excel
openai
openai
ChatGPT
ChatGPT
AI
AI
database
database

What you will gain after the course

  • Ability to review sales and cost aggregation criteria, check for duplications and omissions, and verify contribution margin calculations

  • The ability to distinguish between target achievement rate and month-over-month change rate, and break down performance changes by order volume, average order value, and profit margin.

  • Ability to analyze each channel’s contribution to the decline in profits and distinguish between verified facts and hypotheses about the causes

  • Prepare an implementation plan covering costs, responsibilities, timeline and scaling, improvements, and discontinuation criteria.

  • Complete a one-page performance report connecting the key conclusion, calculation basis, and approval request, along with answers to anticipated questions.

Have you ever been stumped by the question, “So what are we supposed to do?” after submitting a report? In this course, you’ll review your own explanations from the perspective of the person receiving the report. Pause the video to do the calculations or write the sentences yourself, then compare them with the sample answers. Rather than simply copying the correct answers, you’ll practice explaining your judgments convincingly by examining why the interpretation can differ even when the numbers are the same.

Recommended for
these people

Who is this course right for?

  • Distribution, merchandising, and sales professionals who want to go beyond summarizing sales performance and report on the causes of profit changes and ways to improve them.

  • Online store and marketing professionals who want to compare sales and costs by channel and propose action priorities based on profitability

  • Store managers and team leaders who want to clearly define the person responsible, timelines, expansion, improvement, and discontinuation criteria based on performance reports

  • Job seekers preparing to experience everything from analysis to creating a one-page report using simulated distribution data and develop practical skills they can apply immediately after employment.

Need to know before starting?

  • It would be great if learners could read tables in Excel and use basic functions such as arithmetic operations, sums, and filters.

  • Understanding the basic concepts of revenue and costs makes this easy to understand. Key metrics such as contribution margin, profit margin, and growth rate are covered in the lecture along with calculation examples.

  • Having experience entering questions into generative AI and reviewing the answers will be helpful for the hands-on exercises. No coding or advanced statistical knowledge is required.

Hello
This is andrew0904

Career Verified

유통 실무 강사 류강호 소개.png.webp

Hello. I’m Kang-ho Ryu, sharing my 24 years of retail experience as practical knowledge that can be applied in the field.

Since 2002, I have gained experience in large-scale retail operations as a Category/Section Manager, assistant store manager, head of the online and strategic marketing team at headquarters, and in regional headquarters operations. I have handled retail operations from various perspectives, from working directly with products and customers in the field to developing strategies at headquarters.

■ Retail, Merchandising, and Product Planning
Based on an understanding of products and customers, I handled merchandising changes, commercial area and competitor analysis, and initiatives to strengthen store competitiveness. In this course, you will learn how to establish a basis for product planning and turn your analysis into action plans and portfolios.

■ Sales and inventory management and store operations
I gained experience managing key KPIs such as sales, customer count, average transaction value, inventory, and service, as well as standardizing store operations. I share a perspective on reading changes in the numbers, identifying their causes, and turning them into improvement initiatives to implement in the field.

■ Online commerce and digital marketing
As the head of the online and strategic marketing team at headquarters, I gained experience in online commerce operations, CRM, targeted marketing, UI/UX improvements, and partnership marketing. I explain how to assess marketing performance from the perspectives of sales and profitability while considering both the customer purchase journey and operational conditions.

■ Project Execution and Collaboration
I have worked on repeat and renewal PM, reopening marketing, customer experience (CX) improvement, and coaching for field employees and leaders. Based on my experience coordinating among headquarters, regional headquarters, stores, and partner companies, we will also cover the execution process needed to apply plans to actual work.

In the course, these experiences are complemented by data analysis and the use of AI to explain specifically how product planning, sales, inventory, store operations, and marketing are connected. The focus is on what to check, what evidence to base decisions on, and how to put them into action.

From job seekers preparing for careers in retail, merchandising, and marketing to practitioners and leaders looking to strengthen their on-the-job capabilities, we will help you explain and execute your analyses and proposals with sound reasoning.

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Curriculum

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9 lectures ∙ (53min)

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