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To-do list for a UX/UI designer to generate weekly and monthly sales report

Task: Generate Weekly and Monthly Sales Reports

 

Layer 1 – Task Analysis

 

1.1 Define the purpose of the sales reports

 

1.2 Determine the metrics to include in the reports

 

1.3 Decide on the format and structure of the reports

 

1.4 Identify the sources of data for the reports

 

1.5 Determine the frequency of the reports

 

Ok Now we going to Layer 2

 

Layer 2 – Task Execution

 

1.1 Define the Purpose of the Sales Reports

 

  • Conduct stakeholder interviews to determine their needs and goals for the reports

     

  • Conduct a brainstorming session to identify the goals and objectives of the reports

     

  • Develop a project plan that outlines the tasks, timelines, and resources needed to complete the reports

     

1.2 Determine the Metrics to Include in the Reports

 

  • Review the sales data to identify the most important metrics

     

  • Define the calculation methods for each metric

     

  • Create a dashboard or spreadsheet to track the metrics

     

  • Ensure the metrics are updated regularly

     

1.3 Decide on the Format and Structure of the Reports

 

  • Choose a format that is appropriate for the audience and goals of the reports

     

  • Develop a visual design for the reports that aligns with the brand and messaging

     

  • Create a template for the reports that can be used for future reports

     

1.4 Identify the Sources of Data for the Reports

 

  • Determine the sources of data for the reports

     

  • Develop a data collection process that ensures data is accurate and up-to-date

     

  • Establish a data quality control process to identify and address data gaps or issues

     

1.5 Determine the Frequency of the Reports

 

  • Determine the frequency of the reports based on stakeholder needs and goals

     

  • Create a reporting schedule and communicate it to stakeholders

     

  • drag_indicator
    Ensure the reports are delivered on

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