THIS HOMEWORK IS DUE ON FRIDAY 3/1 AT 5:00 PM EST
Scenario
You are the manager of a financial planning and analysis team. The executive leadership team of your company has requested that you identify two (2) key performance indicators (KPIs) or financial metrics and use them to benchmark your company’s recent performance. The executive team wants a visual summary of the comparisons — a dashboard. The dashboard must include a summary explaining the purpose and interpretation of each KPI or metric selected.
Instructions
Develop a 2-item KPI dashboard or scorecard in Excel using The Kroger Co (KR), a large, U.S. based grocery store chain. Kroger operates in the Retail sector of the economy, specifically in the grocery store industry. To learn more about the retail sector and/or the grocery store industry, go to the Mergent Online database and select the Industry Analysis tab. There are options for Retail and Personal Care, Drug & Grocery Stores for viewable summary reports.
Next, in the Mergent Online database, search for Kroger (use the name Kroger or stock ticker KR). The company overview includes multiple sections such as financial and competitive information. Using the available information, identify two KPIs or metrics that are pertinent to Kroger and its sector or industry. Example: inventory turnover for the retail industry or average sales revenue per store in the grocery industry.
Collect information to calculate the selected metrics for five (5) years on Kroger and one of its key competitors (use the Competitors section for Kroger in Mergent to select and link to a competitor). Save the downloaded information in an Excel file to create the dashboard.
In the Excel file, create two (2) data visuals (e.g. chart, graph, or comparison table with visual cues) for the dashboard using the KPI or metric data collected. At least one visual must show a trend, that is, the performance and comparisons over time using the 5-years of data collected.
In the Excel file, include a written summary that explains the items (4-8 sentences or bullet points for each KPI or metric selected). The summary must discuss why each is pertinent to the company and its sector or industry. The summary must also explain how to interpret each KPI or metric – that is, a general interpretation as well as the specific values identified for the company and its competitor.
Submit the Excel file including the downloaded data, the two (2) data visuals created as a dashboard, and the written summary information.
Resources
TRANSCRIPT OF THE CLASS
Hey all.
You are also going to save the information that you use from krogers in an Excel file on a separate tab.
Please do not give me your dashboard and the Kroger information in the same tab too much in the Excel file you're going to create 2 visuals and for the dashboard and then at least one of the visuals must show a trend for five years of the information collected the Excel file.
Must have a written summary.
And the summary must describe.
Also, you're going to discuss each financial indicator in why it's important, and you're gonna explain your findings as well.
And then you're also going to compare your findings with two different competitors.
Let me give you an example of what we what I expect from your.
From your document.
So right here is a key performance indicator.
This is the financial dashboard that I've created.
I have selected Walmart to do the report on and for Walmart I'm comparing Walmart to target in Albertsons.
This is your two competitors that you required to use and also what I've done is I've also done research and found industry averages as well.
Then what I've done is I've identified 2 financial ratios or keep performance indicators that I wanna calculate.
They are inventory turnover and return on equity and then here are the calculations for the last five years for Walmart, here are the calculations for the last five years for target and here are the calculations for the last five years for Albertson's.
So now I've got two key performance indicators, 2 financial ratios.
I've got a 5 year trend for each one of the competitors, and for visuals I've done.
I've done visuals I'm charting. Walmart's inventory turnover targets, inventory turnover, and I've also charted Albertson's inventory turnover.
So you're required to have two visual I've got three, and you're also required to show at least one trend in one of your visuals.
I've got 3 trends.
Next thing you have to do is you got to give me a Walmart summary.
Please do not copy and paste from krogers and put it in as your summary.
That is 100% unacceptable and you'll get no credit for it.
So summarized information tell me a little bit about Kroger's in your own words.
Then the next thing you have to do is introduce and discuss the importance of the the two ratios that you use.
So here, go ahead and discuss the importance of inventory turnover here.
Discuss the importance of return on equity and then once you understand, explain the importance of each one of these.
Go ahead and do your comparisons.
Tell me about Kroger's inventory turnover.
Then tell me how it compares to Walmart or tell me how it compares to target.
And then do the same process for your return on equity.
You know, tell me what?
Walmart or Kroger's returning equity was then comparing to the competitors and tell me your findings and finally you are required to use merchant online, so your references should include a merchant online at a bare minimum.
Alright, so hopefully this structure right here and please feel free to use this structure because it's going.
This does touch on every one of the expectations, and I'm looking for and the assignment, and let's go ahead and get rid of this.
Alright, so for the rubric.
So for rubric part one, what I'm looking for is you provided rationale for each one of the financial ratios.
So you've told me the two financial ratios you're calculating and you've told me why they're important and make some specific connections to the financial ratios and the company as well as the industry or competitor.
Also what I want looking for for Robert Part 2 is provided an in-depth explanation with examples of how to interpret each selected ratio.
This is you should be able to put that in your important section for the financial ratio for part three selected a public company with at least five years of information and included multiple competitors.
Multiple competitors means more than one, so two competitors are more as what I'm looking for.
Part 4.
You provided me a dashboard or scorecard using Excel.
It's got to be an excel.
You used the mergent online database and you included a detailed written summary which is right at the top.
As always, academic integrity.
Please avoid plagiarism if you are going to use information from the Internet.
Make sure to put in your own words.
Cite it with Intex citations and also a reference page and alright, so that is the end.
I'm hopefully this information was helpful and as always, if with any questions, comments or concerns, please don't hesitate to reach out to me.
https://www.mergentonline.com/basicsearch.php