Case

JaxWorks Small Business Spreadsheet Factory
Since 1996, JaxWorks has offered a suite of Free Excel workbooks and spreadsheets, and associated MS Word, PDF and
HTML documents, that cover a number of financial, accounting and sales functions. These are invaluable small business
tools.
Also included Free are:
- Business plan tools, including spreadsheets and excellent instructions
- Excel functions glossary and guide;
- Free training courses for most Microsoft Office applications. These guides are in PDF format and rival
commercial books.
- Comprehensive list of acronyms, ratios and formulas in customer financial analysis, and financial terms;
- Suite of online calculators, including, breakeven analysis, productivity analysis, business evaluation;
- Altman Z-Score (covering publicly and privately held firms, and small businesses);
- and payroll analysis.
If you are involved in financial analysis at any level, or want to learn more about MS Excel and other applications in the
Office suite this site is invaluable.
Copyright, 2014, Jaxworks, All Rights Reserved.
Sheet Index:
Ad & Promo Budget
Ad Costs Planning
Ad Promo & Sales Budget
Ad Spending by Month
Agency Selection Matrix
Average-Cost Pricing
Break-Even
Code Master List
Collateral Planning Matrix
Commission Sales Forecast
Comparative Sales Performance
Competitive Analysis
Competitive Cost History
Competitive Pricing History
Contribution Margin Statement
Cost Classifications
Direct Mail Analysis
Estimating Impact
Income Statement Each Product
JaxWorks
Launch
Marketing Budget
Operating Budget
P&L One Month
Planning & Control-Department
Price Change Effect
Profit by Channel
Sales Forecast & Analysis
Sales of Competitors
Sales Performance by Region
Sales Promotion Plan & Budget
Sales Rep Comparative Cost
Sales Source Analysis
ADVERTISING & PROMOTION BUDGET

20xx
20xy
20xz
Advertising
Media production
Radio
Television
Other video
Animations
Other media
Merchandising brochures
Posters
Promotional materials
Print ads: newpapers
Print ads: magazines
Co-op advertising
Other
Total advertising
$0
0
0
0
0
0
0
0
0
0
0
0
0
$0
$0
0
0
0
0
0
0
0
0
0
0
0
0
$0
$0
0
0
0
0
0
0
0
0
0
0
0
0
$0
Public Relations
Press kits
Newsletters
Media relations
Banquets/Parties/Events
Ticket purchases
Press conferences
Radio
Awards
PR fees
Exhibits
Total public relations
$0
0
0
0
0
0
0
0
0
0
$0
$0
0
0
0
0
0
0
0
0
0
$0
$0
0
0
0
0
0
0
0
0
0
$0
Promotions
Premiums/Contests
Internal support
Distributors
Total promotions
$0
0
0
$0
$0
0
0
$0
$0
0
0
$0
Merchandising
$0
$0
$0
Staff
$0
$0
$0
Contingency
Legal and accounting
Total other
$0
0
0
$0
$0
0
0
$0
$0
0
0
$0
Total Advertising and Promotion
$0
$0
$0
Other
Advertising Costs Planning Worksheet

A. Cost per thousand: Magazines
Magazine 1
Per page cost
$0
Circulation
0
Cost Per Thousand
#DIV/0!
Magazine 2
$0
0
#DIV/0!
C. TV ads: Cost per ratings point

Show 1
$0.00
0
0
#DIV/0!
Show 2
$0.00
0
0
#DIV/0!
D. Milline rate comparison - Newspapers

Newspaper 1
Cost per page
$0.00
Cost per line
$0.00
Circulation
0
Milline rate
#DIV/0!
Newspaper 2
$0.00
$0.00
0
#DIV/0!
Cost per spot ad

Rating
Reach (total persons)
Cost Per Ratings Point
B. Cost per thousand estimates refined: Magazines

Scenario 1: Without pass-along rate
Target market
Magazine circulation
Circulation to target market
Cost per page
Cost per thousand
Cost per thousand for actual target market
18-49
4,500,000
65%
$135,000
$30.00
$46.15
Scenario 2: With pass-along rate

Target market
Magazine circulation
Cost per page
Pass-along rate
% of households for pass-along rate
Cost per thousand (based on readers per copy)
18-49
4,500,000
$135,000
3
33%
$15.08
Advertising, Promotion and Sales Staff Budget

200x
$0
0
0
0
0
0
0
0
0
$0
200y
$0
0
0
0
0
0
0
0
0
$0
200z
$0
0
0
0
0
0
0
0
0
$0
Sales training meetings

Salary and fringe benefits
Commissions or bonuses
Relocation and recruiting
Travel
Entertainment
Temporary employment
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
Outside services (e. g.,

Consultants, marketing
research, reprographic
services)
0
0
0
0
0
$0
0
0
0
0
0
$0
0
0
0
0
0
$0
Promotional activity
Mailers
Seminars
Sales literature
Advertising
Public relations
Trade shows
Catalog
Telemarketing
Subtotal
Equipment rental
MIS costs
Operating supplies
Freight
Miscellaneous
Total
Monthly Advertising Spending Plan
January
Ads
Cost
Newspaper
National
Regional/local
Magazine
National
Regional/local
TV
Network
Spot
Regional/local
Radio
Network
Regional/local
Other
Total
February
Ads
Cost
March
Ads
April
Cost
Ads
0
0
$0.00
0.00
0
0
$0.00
0.00
0
0
$0.00
0.00
0
0
0
0
0.00
0.00
0
0
0.00
0.00
0
0
0.00
0.00
0
0
0
0
0
0.00
0.00
0.00
0
0
0
0.00
0.00
0.00
0
0
0
0.00
0.00
0.00
0
0
0
0
0
0
0
0.00
0.00
0.00
$0.00
0
0
0
0
0.00
0.00
0.00
$0.00
0
0
0
0
0.00
0.00
0.00
$0.00
0
0
0
0
April
May
Cost
Ads
June
Cost
Ads
July
Cost
Ads
Cost
August
Ads
Cost
September
Ads
$0.00
0.00
0
0
$0.00
0.00
0
0
$0.00
0.00
0
0
$0.00
0.00
0
0
$0.00
0.00
0
0
0.00
0.00
0
0
0.00
0.00
0
0
0.00
0.00
0
0
0.00
0.00
0
0
0.00
0.00
0
0
0.00
0.00
0.00
0
0
0
0.00
0.00
0.00
0
0
0
0.00
0.00
0.00
0
0
0
0.00
0.00
0.00
0
0
0
0.00
0.00
0.00
0
0
0
0.00
0.00
0.00
$0.00
0
0
0
0
0.00
0.00
0.00
$0.00
0
0
0
0
0.00
0.00
0.00
$0.00
0
0
0
0
0.00
0.00
0.00
$0.00
0
0
0
0
0.00
0.00
0.00
$0.00
0
0
0
0
September
Cost
October
Ads
Cost
November
Ads
Cost
December
Ads
Cost
Total
Ads
Cost
$0.00
0.00
0
0
$0.00
0.00
0
0
$0.00
0.00
0
0
$0.00
0.00
0
0
$0.00
0.00
0.00
0.00
0
0
0.00
0.00
0
0
0.00
0.00
0
0
0.00
0.00
0
0
0.00
0.00
0.00
0.00
0.00
0
0
0
0.00
0.00
0.00
0
0
0
0.00
0.00
0.00
0
0
0
0.00
0.00
0.00
0
0
0
0.00
0.00
0.00
0.00
0.00
0.00
$0.00
0
0
0
0
0.00
0.00
0.00
$0.00
0
0
0
0
0.00
0.00
0.00
$0.00
0
0
0
0
0.00
0.00
0.00
$0.00
0
0
0
0
0.00
0.00
0.00
$0.00
Chemistry
Sense of humor
Reliability
Warm & friendly; straight shooters
Fit with our culture
Understand OUR customers
Marketing skill
Contribute & communicate ideas clearly
Easily accept and incorporate our ideas
Understand & accept our corrections
Understands our company
Total Chemistry
Percent compatibility
Agency 1
Agency 2
[x]
[x]
[x]
[x]
[x]
[x]
[x]
[x]
[x]
[x]
0
#DIV/0!
[x]
[x]
[x]
[x]
[x]
[x]
[x]
[x]
[x]
[x]
0
#DIV/0!
Style
Sense of style
Presentation
Charges
Investment in us -- ahead of pitch
Approach to marketing
Total Style
Agency 1
Agency 2
[x]
[x]
[x]
[x]
[x]
0
#DIV/0!
[x]
[x]
[x]
[x]
[x]
0
#DIV/0!
Advertising & Promotion

Billing
Copyrighting
Creative ingenuity
Direct mail
Familiarity with appropriate media
Graphic design
Outdoor
Planning & placement
Print
Radio
Style
Trade Shows
TV
Agency 1
Agency 2
[x]
[x]
[x]
[x]
[x]
[x]
[x]
[x]
[x]
[x]
[x]
[x]
[x]
[x]
[x]
[x]
[x]
[x]
[x]
[x]
[x]
[x]
[x]
[x]
[x]
[x]
Total Media
0
#DIV/0!
0
#DIV/0!
Merchandising
Packaging
Point of purchase displays
Point of sale materials
Selling in retail environment
Total Retail
Agency 1
Agency 2
[x]
[x]
[x]
[x]
0
#DIV/0!
[x]
[x]
[x]
[x]
0
#DIV/0!
International
Contacts
Cultures
Media
Product usability
Retail
Total International
Agency 1
Agency 2
[x]
[x]
[x]
[x]
[x]
0
#DIV/0!
[x]
[x]
[x]
[x]
[x]
0
#DIV/0!
Public Relations
Familiarity with media
Past success
PR style
Relationships
Writing style
Total Public Relations
Agency 1
Agency 2
[x]
[x]
[x]
[x]
[x]
0
#DIV/0!
[x]
[x]
[x]
[x]
[x]
0
#DIV/0!
Production Capability
Design & layout
Desktop Publishing
Illustration
Mechanical art
Multimedia
Photography
Video
Total Production Capability
Agency 1
Agency 2
[x]
[x]
[x]
[x]
[x]
[x]
[x]
0
#DIV/0!
[x]
[x]
[x]
[x]
[x]
[x]
[x]
0
#DIV/0!
Background of People
Education
Improve selves and get ideas
Influences
Total Personal Backgrounds
Agency 1
Agency 2
[x]
[x]
[x]
0
#DIV/0!
[x]
[x]
[x]
0
#DIV/0!
Other Clients
Experience brings variety to our projects
Percent of clients in our industry
Value of connections with other clients
Total Other Clients
Agency 1
Agency 2
[x]
[x]
[x]
0
#DIV/0!
[x]
[x]
[x]
0
#DIV/0!
0
#DIV/0!
0
#DIV/0!
Total Points
Overall Compatibility

Agency 3
Agency 4
Agency 5
Points
[x]
[x]
[x]
[x]
[x]
[x]
[x]
[x]
[x]
[x]
0
#DIV/0!
[x]
[x]
[x]
[x]
[x]
[x]
[x]
[x]
[x]
[x]
0
#DIV/0!
[x]
[x]
[x]
[x]
[x]
[x]
[x]
[x]
[x]
[x]
0
#DIV/0!
0
0
0
0
0
0
0
0
0
0
0
#DIV/0!
Agency 3
Agency 4
Agency 5
Points
[x]
[x]
[x]
[x]
[x]
0
#DIV/0!
[x]
[x]
[x]
[x]
[x]
0
#DIV/0!
[x]
[x]
[x]
[x]
[x]
0
#DIV/0!
0
0
0
0
0
0
#DIV/0!
Agency 3
Agency 4
Agency 5
Points
[x]
[x]
[x]
[x]
[x]
[x]
[x]
[x]
[x]
[x]
[x]
[x]
[x]
[x]
[x]
[x]
[x]
[x]
[x]
[x]
[x]
[x]
[x]
[x]
[x]
[x]
[x]
[x]
[x]
[x]
[x]
[x]
[x]
[x]
[x]
[x]
[x]
[x]
[x]
0
0
0
0
0
0
0
0
0
0
0
0
0
0
#DIV/0!
0
#DIV/0!
0
#DIV/0!
0
#DIV/0!
Agency 3
Agency 4
Agency 5
Points
[x]
[x]
[x]
[x]
0
#DIV/0!
[x]
[x]
[x]
[x]
0
#DIV/0!
[x]
[x]
[x]
[x]
0
#DIV/0!
0
0
0
0
0
#DIV/0!
Agency 3
Agency 4
Agency 5
Points
[x]
[x]
[x]
[x]
[x]
0
#DIV/0!
[x]
[x]
[x]
[x]
[x]
0
#DIV/0!
[x]
[x]
[x]
[x]
[x]
0
#DIV/0!
0
0
0
0
0
0
#DIV/0!
Agency 3
Agency 4
Agency 5
Points
[x]
[x]
[x]
[x]
[x]
0
#DIV/0!
[x]
[x]
[x]
[x]
[x]
0
#DIV/0!
[x]
[x]
[x]
[x]
[x]
0
#DIV/0!
0
0
0
0
0
0
#DIV/0!
Agency 3
Agency 4
Agency 5
Points
[x]
[x]
[x]
[x]
[x]
[x]
[x]
0
#DIV/0!
[x]
[x]
[x]
[x]
[x]
[x]
[x]
0
#DIV/0!
[x]
[x]
[x]
[x]
[x]
[x]
[x]
0
#DIV/0!
0
0
0
0
0
0
0
0
#DIV/0!
Agency 3
Agency 4
Agency 5
Points
[x]
[x]
[x]
0
#DIV/0!
[x]
[x]
[x]
0
#DIV/0!
[x]
[x]
[x]
0
#DIV/0!
0
0
0
0
#DIV/0!
Agency 3
Agency 4
Agency 5
Points
[x]
[x]
[x]
0
#DIV/0!
[x]
[x]
[x]
0
#DIV/0!
[x]
[x]
[x]
0
#DIV/0!
0
0
0
0
#DIV/0!
0
#DIV/0!
0
#DIV/0!
0
#DIV/0!
0
#DIV/0!
Average-Cost Pricing
A. Calculation of Planned Profit if
items Are Sold
Calculation of Costs:
Fixed overhead expenses
Labor and materials
Total costs
"Planned" profit
Total costs and planned profit
Calculation of profit (or loss):
Actual unit sales x price (below)
Minus: total costs
Profit (loss)
Calculation of "reasonable" price:
Expected total costs and
planned profit
Planned number of items to
be sold
"Reasonable" price
B. Calculation of Actual Profit if Only

items Are Sold
$0
0
$0
0
$0
#DIV/0!
0
#DIV/0!
Calculation of Costs:
Fixed overhead expenses
Labor and materials
Total costs
Calculation of profit (or loss):

Actual unit sales x price (below)
Minus: total costs
Profit (loss)
$0
0
#DIV/0!
$0
0
$0
#DIV/0!
0
#DIV/0!
Break-Even Analysis (Year 1 by month)
1/02
2/02
Sales
$0
$0
Fixed Costs
Fixed Cost of Goods & Services
Sales & Marketing (w/o Commissions)
Research & Development
G & A (w/o Depreciation)
Depreciation
Less Reclassified Fixed Costs
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
Total Fixed Costs
$0
$0
Variable Costs
Material and Labor
Commissions
Plus Reclassified Fixed Costs
$0
$0
$0
$0
$0
$0
Total Variable Costs
$0
$0
Income from Operations
$0
$0
Interest Income (Expense) - "Fixed"

Income Taxes - "Variable"
$0
$0
$0
$0
Net Income After Taxes
$0
$0
Income from Operations Analysis

Contribution Margin
Break-Even Sales Volume
Sales Volume Above Break-Even
0.00%
#DIV/0!
#DIV/0!
0.00%
#DIV/0!
#DIV/0!
Net Income After Taxes Analysis

Contribution Margin
Break-Even Sales Volume
Sales Volume Above Break-Even
0.00%
#DIV/0!
#DIV/0!
0.00%
#DIV/0!
#DIV/0!
Break-Even Analysis
3/02
4/02
5/02
6/02
7/02
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
0.00%
#DIV/0!
#DIV/0!
0.00%
#DIV/0!
#DIV/0!
0.00%
#DIV/0!
#DIV/0!
0.00%
#DIV/0!
#DIV/0!
0.00%
#DIV/0!
#DIV/0!
0.00%
#DIV/0!
#DIV/0!
0.00%
#DIV/0!
#DIV/0!
0.00%
#DIV/0!
#DIV/0!
0.00%
#DIV/0!
#DIV/0!
0.00%
#DIV/0!
#DIV/0!
8/02
9/02
10/02
11/02
12/02
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
0.00%
#DIV/0!
#DIV/0!
0.00%
#DIV/0!
#DIV/0!
0.00%
#DIV/0!
#DIV/0!
0.00%
#DIV/0!
#DIV/0!
0.00%
#DIV/0!
#DIV/0!
0.00%
#DIV/0!
#DIV/0!
0.00%
#DIV/0!
#DIV/0!
0.00%
#DIV/0!
#DIV/0!
0.00%
#DIV/0!
#DIV/0!
0.00%
#DIV/0!
#DIV/0!
Year 1
% of Sales
$0
$0
$0
$0
$0
$0
0.00%
0.00%
0.00%
0.00%
0.00%
$0
0.00%
$0
0.00%
$0
$0
$0
0.00%
0.00%
0.00%
$0
0.00%
$0
0.00%
$0
$0
0.00%
0.00%
$0
0.00%
0.00%
#DIV/0!
#DIV/0!
0.00%
0.00%
0.00%
#DIV/0!
#DIV/0!
0.00%
0.00%
Source Code Master List

Source
Code
Medium /
Title
100
101
Editorial (all media)
200
201
Catalog Offers
300
301
302
303
Referral / Association
400
401
402
Reader Response Leads
500
501
Merchandising
600
601
602
603
Directories
700
701
Telemarketing
900
901
Miscellaneous
999
Advertising - "Unknown"
1000
1001
1002
1003
1004
Advertising
Issue /
Mail List
Date
Dropped
3000
3001
3002
3044
3045
Direct Mail
5000
5001
5002
Trade Shows
6000
6002
6004
Bounce Backs
7000
7001
7030
Literature

8/8/2016
Headline
Demographic
Test Item
Special
Offer
Shipping
Comments
Collateral Planning Matrix
Collateral Matrix of [Compa

Usage
Respond to Leads
Bounce Backs
Competitive Information
Co-Mktg
Contests
Distribution Information
Consumer Info Requests
Evangelism
Point-of-Sale
Product Info Update
Reseller Training
Seminar Handouts
Trade Show-Consumers
Trade Show-Resellers
Prospectus
Full-Size
Catalog
Mini
Catalog
8.5 x 11
Flier
Newsletter
Collateral Matrix of [Company] Promotional Vehicles

Coupons
Rolodex
Card
Training
Guide
P-O-P
Display
Video
Tape
Sample/
Demo
Calendars
Commission Sales Forecast & Tracking
Salesperson:
Commission Rate:
Part #
Description
SRP
Cost
Part #
Description
SRP
Cost
Part #
Description
SRP
Cost
Part #
Description
SRP
Cost
Part #
Description
SRP
Cost
Part #
Description
SRP
Cost
0
$0
$0.00
$0.00
0
$0
$0.00
$0.00
0
$0
$0.00
$0.00
0
$0
$0.00
$0.00
0
$0
$0.00
$0.00
0
$0
$0.00
$0.00
TOTALS
[x]
0.00%
UNITS Forecast
UNITS Actual
$ Forecast
$ Actual
UNITS Forecast
UNITS Actual
$ Forecast
$ Actual
UNITS Forecast
UNITS Actual
$ Forecast
$ Actual
UNITS Forecast
UNITS Actual
$ Forecast
$ Actual
UNITS Forecast
UNITS Actual
$ Forecast
$ Actual
UNITS Forecast
UNITS Actual
$ Forecast
$ Actual
UNITS Forecast
UNITS Actual
$ Forecast
$ Actual
Cumulative Total Sales

% of Annual Forecast Achieved
On or Below Quota for Year:
Salesperson:
Commission Rate:
Part #
Description
0
$0
[x]
0.00%
UNITS Forecast
UNITS Actual
January
0
0
$0
$0
0
0
$0
$0
0
0
$0
$0
0
0
$0
$0
0
0
$0
$0
0
0
$0
$0
0
0
$0
$0
% Fcst
Dec-99
Dec-99
#DIV/0!
#DIV/0!
Dec-99
Dec-99
#DIV/0!
#DIV/0!
Dec-99
Dec-99
#DIV/0!
#DIV/0!
Dec-99
Dec-99
#DIV/0!
#DIV/0!
Dec-99
Dec-99
#DIV/0!
#DIV/0!
Dec-99
Dec-99
#DIV/0!
#DIV/0!
#DIV/0!
Q1 Totals
$0
#DIV/0!
#DIV/0!
January
0
0
February
0
0
$0
$0
0
0
$0
$0
0
0
$0
$0
0
0
$0
$0
0
0
$0
$0
0
0
$0
$0
0
0
$0
$0
UNITS Forecast
UNITS Actual
$0
#DIV/0!
#DIV/0!
% Fcst
Dec-99
Dec-99
February
0
0
SRP
Cost
Part #
Description
SRP
Cost
Part #
Description
SRP
Cost
Part #
Description
SRP
Cost
Part #
Description
SRP
Cost
Part #
Description
SRP
Cost
$0.00
$0.00
0
$0
$0.00
$0.00
0
$0
$0.00
$0.00
0
$0
$0.00
$0.00
0
$0
$0.00
$0.00
0
$0
$0.00
$0.00
$ Forecast
$ Actual
UNITS Forecast
UNITS Actual
$ Forecast
$ Actual
UNITS Forecast
UNITS Actual
$ Forecast
$ Actual
UNITS Forecast
UNITS Actual
$ Forecast
$ Actual
UNITS Forecast
UNITS Actual
$ Forecast
$ Actual
UNITS Forecast
UNITS Actual
$ Forecast
$ Actual
UNITS Forecast
UNITS Actual
$ Forecast
$ Actual
$0
$0
0
0
$0
$0
0
0
$0
$0
0
0
$0
$0
0
0
$0
$0
0
0
$0
$0
0
0
$0
$0

$0
#DIV/0!
#DIV/0!
TOTALS
Salesperson:
Commission Rate:
Part #
Description
SRP
Cost
Part #
Description
SRP
Cost
Part #
Description
SRP
Cost
0
$0
$0.00
$0.00
0
$0
$0.00
$0.00
0
$0
$0.00
$0.00
[x]
0.00%
UNITS Forecast
UNITS Actual
$ Forecast
$ Actual
UNITS Forecast
UNITS Actual
$ Forecast
$ Actual
UNITS Forecast
UNITS Actual
$ Forecast
$ Actual
January
0
0
$0
$0
0
0
$0
$0
0
0
$0
$0
#DIV/0!
#DIV/0!
Dec-99
Dec-99
#DIV/0!
#DIV/0!
Dec-99
Dec-99
#DIV/0!
#DIV/0!
Dec-99
Dec-99
#DIV/0!
#DIV/0!
Dec-99
Dec-99
#DIV/0!
#DIV/0!
Dec-99
Dec-99
#DIV/0!
#DIV/0!
#DIV/0!
Q1 Totals
$0
$0
0
0
$0
$0
0
0
$0
$0
0
0
$0
$0
0
0
$0
$0
0
0
$0
$0
0
0
$0
$0
UNITS Forecast
UNITS Actual
$0
#DIV/0!
#DIV/0!
% Fcst
Dec-99
Dec-99
#DIV/0!
#DIV/0!
Dec-99
Dec-99
#DIV/0!
#DIV/0!
Dec-99
Dec-99
#DIV/0!
#DIV/0!
February
0
0
$0
$0
0
0
$0
$0
0
0
$0
$0
Part #
Description
SRP
Cost
Part #
Description
SRP
Cost
Part #
Description
SRP
Cost
TOTALS
0
$0
$0.00
$0.00
0
$0
$0.00
$0.00
0
$0
$0.00
$0.00
UNITS Forecast
UNITS Actual
$ Forecast
$ Actual
UNITS Forecast
UNITS Actual
$ Forecast
$ Actual
UNITS Forecast
UNITS Actual
$ Forecast
$ Actual
UNITS Forecast
UNITS Actual
$ Forecast
$ Actual
0
0
$0
$0
0
0
$0
$0
0
0
$0
$0
0
0
$0
$0
Dec-99
Dec-99
#DIV/0!
#DIV/0!
Dec-99
Dec-99
#DIV/0!
#DIV/0!
Dec-99
Dec-99
#DIV/0!
#DIV/0!
#DIV/0!
Q1 Totals
0
0
$0
$0
0
0
$0
$0
0
0
$0
$0
0
0
$0
$0
UNITS Forecast
UNITS Actual

Salesperson:
Commission Rate:
Part #
Description
SRP
Cost
Part #
Description
SRP
Cost
Part #
Description
SRP
Cost
Part #
Description
SRP
Cost
Part #
Description
SRP
Cost
Part #
Description
SRP
Cost
0
$0
$0.00
$0.00
0
$0
$0.00
$0.00
0
$0
$0.00
$0.00
0
$0
$0.00
$0.00
0
$0
$0.00
$0.00
0
$0
$0.00
$0.00
TOTALS
[x]
0.00%
UNITS Forecast
UNITS Actual
$ Forecast
$ Actual
UNITS Forecast
UNITS Actual
$ Forecast
$ Actual
UNITS Forecast
UNITS Actual
$ Forecast
$ Actual
UNITS Forecast
UNITS Actual
$ Forecast
$ Actual
UNITS Forecast
UNITS Actual
$ Forecast
$ Actual
UNITS Forecast
UNITS Actual
$ Forecast
$ Actual
UNITS Forecast
UNITS Actual
$ Forecast
$ Actual

Salesperson:
Commission Rate:
Part #
Description
0
$0
[x]
0.00%
UNITS Forecast
UNITS Actual
$0
#DIV/0!
#DIV/0!
January
0
0
$0
$0
0
0
$0
$0
0
0
$0
$0
0
0
$0
$0
0
0
$0
$0
0
0
$0
$0
0
0
$0
$0
$0
#DIV/0!
#DIV/0!
% Fcst
Dec-99
Dec-99
#DIV/0!
#DIV/0!
Dec-99
Dec-99
#DIV/0!
#DIV/0!
Dec-99
Dec-99
#DIV/0!
#DIV/0!
Dec-99
Dec-99
#DIV/0!
#DIV/0!
Dec-99
Dec-99
#DIV/0!
#DIV/0!
Dec-99
Dec-99
#DIV/0!
#DIV/0!
#DIV/0!
Q1 Totals
$0
#DIV/0!
#DIV/0!
January
0
0
February
0
0
$0
$0
0
0
$0
$0
0
0
$0
$0
0
0
$0
$0
0
0
$0
$0
0
0
$0
$0
0
0
$0
$0
UNITS Forecast
UNITS Actual
$0
#DIV/0!
#DIV/0!
% Fcst
Dec-99
Dec-99
February
0
0
SRP
Cost
Part #
Description
SRP
Cost
Part #
Description
SRP
Cost
Part #
Description
SRP
Cost
Part #
Description
SRP
Cost
Part #
Description
SRP
Cost
$0.00
$0.00
0
$0
$0.00
$0.00
0
$0
$0.00
$0.00
0
$0
$0.00
$0.00
0
$0
$0.00
$0.00
0
$0
$0.00
$0.00
$ Forecast
$ Actual
UNITS Forecast
UNITS Actual
$ Forecast
$ Actual
UNITS Forecast
UNITS Actual
$ Forecast
$ Actual
UNITS Forecast
UNITS Actual
$ Forecast
$ Actual
UNITS Forecast
UNITS Actual
$ Forecast
$ Actual
UNITS Forecast
UNITS Actual
$ Forecast
$ Actual
UNITS Forecast
UNITS Actual
$ Forecast
$ Actual
$0
$0
0
0
$0
$0
0
0
$0
$0
0
0
$0
$0
0
0
$0
$0
0
0
$0
$0
0
0
$0
$0

$0
#DIV/0!
#DIV/0!
$0
#DIV/0!
#DIV/0!
January
February
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
TOTALS
Commissions:
Salesperson:
Commission Rate:
Salesperson:
Commission Rate:
Salesperson:
Commission Rate:
Salesperson:
Commission Rate:
Salesperson:
Commission Rate:
[x]
0.00%
[x]
0.00%
[x]
0.00%
[x]
0.00%
[x]
0.00%
TOTAL Salesperson Commissions

Sales Manager:
#DIV/0!
#DIV/0!
Dec-99
Dec-99
#DIV/0!
#DIV/0!
Dec-99
Dec-99
#DIV/0!
#DIV/0!
Dec-99
Dec-99
#DIV/0!
#DIV/0!
Dec-99
Dec-99
#DIV/0!
#DIV/0!
Dec-99
Dec-99
#DIV/0!
#DIV/0!
#DIV/0!
Q1 Totals
[x]
$0
$0
0
0
$0
$0
0
0
$0
$0
0
0
$0
$0
0
0
$0
$0
0
0
$0
$0
0
0
$0
$0
UNITS Forecast
UNITS Actual
Commission Rate:
0.00%
January
Part #
Description
SRP
Cost
Part #
Description
SRP
Cost
Part #
Description
SRP
Cost
Part #
Description
SRP
Cost
Part #
Description
SRP
Cost
Part #
Description
SRP
Cost
TOTAL:
Sales Manager:
Commission Rate:
0
$0
$0.00
$0.00
0
$0
$0.00
$0.00
0
$0
$0.00
$0.00
0
$0
$0.00
$0.00
0
$0
$0.00
$0.00
0
$0
$0.00
$0.00
% Fcst
February
UNITS Forecast
UNITS Actual
$ Forecast
$ Actual
UNITS Forecast
UNITS Actual
$ Forecast
$ Actual
UNITS Forecast
UNITS Actual
$ Forecast
$ Actual
UNITS Forecast
UNITS Actual
$ Forecast
$ Actual
UNITS Forecast
UNITS Actual
$ Forecast
$ Actual
UNITS Forecast
UNITS Actual
$ Forecast
$ Actual
0
0
$0
$0
0
0
$0
$0
0
0
$0
$0
0
0
$0
$0
0
0
$0
$0
0
0
$0
$0
#DIV/0!
#DIV/0!
#DIV/0!
#DIV/0!
#DIV/0!
#DIV/0!
#DIV/0!
#DIV/0!
#DIV/0!
#DIV/0!
#DIV/0!
#DIV/0!
UNITS Forecast
UNITS Actual
Total $ Forecast
Total $ Sales
0
0
$0
$0
#DIV/0!
Q1 Totals

$0
#DIV/0!
#DIV/0!
$0
#DIV/0!
#DIV/0!
[x]
0.00%
January
$0
February
$0
0
0
$0
$0
0
0
$0
$0
0
0
$0
$0
0
0
$0
$0
0
0
$0
$0
0
0
$0
$0
0
0
$0
$0
UNITS Forecast
UNITS Actual
% Fcst
Dec-99
Dec-99
#DIV/0!
#DIV/0!
Dec-99
Dec-99
#DIV/0!
#DIV/0!
Dec-99
Dec-99
#DIV/0!
#DIV/0!
Dec-99
Dec-99
#DIV/0!
#DIV/0!
Dec-99
Dec-99
#DIV/0!
#DIV/0!
Dec-99
Dec-99
#DIV/0!
#DIV/0!
#DIV/0!
UNITS Forecast
UNITS Actual
$ Forecast
$ Actual
% Fcst
Dec-99
Dec-99
March
0
0
$0
$0
0
0
$0
$0
0
0
$0
$0
0
0
$0
$0
0
0
$0
$0
0
0
$0
$0
0
0
$0
$0
0
0
$0
$0
$0
#DIV/0!
#DIV/0!
March
0
0
% Fcst
Dec-99
Dec-99
#DIV/0!
#DIV/0!
Dec-99
Dec-99
#DIV/0!
#DIV/0!
Dec-99
Dec-99
#DIV/0!
#DIV/0!
Dec-99
Dec-99
#DIV/0!
#DIV/0!
Dec-99
Dec-99
#DIV/0!
#DIV/0!
Dec-99
Dec-99
#DIV/0!
#DIV/0!
#DIV/0!
April
0
0
$0
$0
0
0
$0
$0
0
0
$0
$0
0
0
$0
$0
0
0
$0
$0
0
0
$0
$0
0
0
$0
$0
% Fcst
Dec-99
Dec-99
#DIV/0!
#DIV/0!
Dec-99
Dec-99
#DIV/0!
#DIV/0!
Dec-99
Dec-99
#DIV/0!
#DIV/0!
Dec-99
Dec-99
#DIV/0!
#DIV/0!
Dec-99
Dec-99
#DIV/0!
#DIV/0!
Dec-99
Dec-99
#DIV/0!
#DIV/0!
#DIV/0!
Q2 Totals
May
% Fcst
Dec-99
Dec-99
May
#DIV/0!
$0
#DIV/0!
#DIV/0!
% Fcst
Dec-99
Dec-99
April
0
0
% Fcst
0
Dec-99
0
Dec-99
$0
#DIV/0!
$0
#DIV/0!
0
Dec-99
0
Dec-99
$0
#DIV/0!
$0
#DIV/0!
0
Dec-99
0
Dec-99
$0
#DIV/0!
$0
#DIV/0!
0
Dec-99
0
Dec-99
$0
#DIV/0!
$0
#DIV/0!
0
Dec-99
0
Dec-99
$0
#DIV/0!
$0
#DIV/0!
0
Dec-99
0
Dec-99
$0
#DIV/0!
$0
#DIV/0!
0
0
$0
$0
#DIV/0!
UNITS Forecast
UNITS Actual
$ Forecast
$ Actual
$0
#DIV/0!
#DIV/0!
0
0
% Fcst
Dec-99
Dec-99
#DIV/0!
#DIV/0!
Dec-99
Dec-99
#DIV/0!
#DIV/0!
Dec-99
Dec-99
#DIV/0!
#DIV/0!
Dec-99
Dec-99
#DIV/0!
#DIV/0!
Dec-99
Dec-99
#DIV/0!
#DIV/0!
Dec-99
Dec-99
#DIV/0!
#DIV/0!
#DIV/0!
UNITS Forecast
UNITS Actual
$ Forecast
$ Actual
% Fcst
Dec-99
Dec-99
#DIV/0!
#DIV/0!
Dec-99
Dec-99
#DIV/0!
#DIV/0!
Dec-99
Dec-99
#DIV/0!
#DIV/0!
$0
$0
0
0
$0
$0
0
0
$0
$0
0
0
$0
$0
0
0
$0
$0
0
0
$0
$0
0
0
$0
$0
0
0
$0
$0
$0
#DIV/0!
#DIV/0!
March
0
0
$0
$0
0
0
$0
$0
0
0
$0
$0
#DIV/0!
#DIV/0!
Dec-99
Dec-99
#DIV/0!
#DIV/0!
Dec-99
Dec-99
#DIV/0!
#DIV/0!
Dec-99
Dec-99
#DIV/0!
#DIV/0!
Dec-99
Dec-99
#DIV/0!
#DIV/0!
Dec-99
Dec-99
#DIV/0!
#DIV/0!
#DIV/0!
$0
$0
0
0
$0
$0
0
0
$0
$0
0
0
$0
$0
0
0
$0
$0
0
0
$0
$0
0
0
$0
$0
#DIV/0!
#DIV/0!
Dec-99
Dec-99
#DIV/0!
#DIV/0!
Dec-99
Dec-99
#DIV/0!
#DIV/0!
Dec-99
Dec-99
#DIV/0!
#DIV/0!
Dec-99
Dec-99
#DIV/0!
#DIV/0!
Dec-99
Dec-99
#DIV/0!
#DIV/0!
#DIV/0!
Q2 Totals
#DIV/0!
$0
#DIV/0!
#DIV/0!
% Fcst
Dec-99
Dec-99
#DIV/0!
#DIV/0!
Dec-99
Dec-99
#DIV/0!
#DIV/0!
Dec-99
Dec-99
#DIV/0!
#DIV/0!
April
0
0
$0
$0
0
0
$0
$0
0
0
$0
$0
% Fcst
Dec-99
Dec-99
#DIV/0!
#DIV/0!
Dec-99
Dec-99
#DIV/0!
#DIV/0!
Dec-99
Dec-99
#DIV/0!
#DIV/0!
$0
#DIV/0!
$0
#DIV/0!
0
Dec-99
0
Dec-99
$0
#DIV/0!
$0
#DIV/0!
0
Dec-99
0
Dec-99
$0
#DIV/0!
$0
#DIV/0!
0
Dec-99
0
Dec-99
$0
#DIV/0!
$0
#DIV/0!
0
Dec-99
0
Dec-99
$0
#DIV/0!
$0
#DIV/0!
0
Dec-99
0
Dec-99
$0
#DIV/0!
$0
#DIV/0!
0
0
$0
$0
#DIV/0!
UNITS Forecast
UNITS Actual
$ Forecast
$ Actual
$0
#DIV/0!
#DIV/0!
May
0
0
$0
$0
0
0
$0
$0
0
0
$0
$0
% Fcst
Dec-99
Dec-99
#DIV/0!
#DIV/0!
Dec-99
Dec-99
#DIV/0!
#DIV/0!
Dec-99
Dec-99
#DIV/0!
#DIV/0!
Dec-99
Dec-99
#DIV/0!
#DIV/0!
Dec-99
Dec-99
#DIV/0!
#DIV/0!
Dec-99
Dec-99
#DIV/0!
#DIV/0!
#DIV/0!
UNITS Forecast
UNITS Actual
$ Forecast
$ Actual
0
0
$0
$0
0
0
$0
$0
0
0
$0
$0
0
0
$0
$0
0
0
$0
$0
Dec-99
Dec-99
#DIV/0!
#DIV/0!
Dec-99
Dec-99
#DIV/0!
#DIV/0!
Dec-99
Dec-99
#DIV/0!
#DIV/0!
#DIV/0!
0
0
$0
$0
0
0
$0
$0
0
0
$0
$0
0
0
$0
$0
Dec-99
Dec-99
#DIV/0!
#DIV/0!
Dec-99
Dec-99
#DIV/0!
#DIV/0!
Dec-99
Dec-99
#DIV/0!
#DIV/0!
#DIV/0!
Q2 Totals
#DIV/0!
0
Dec-99
0
Dec-99
$0
#DIV/0!
$0
#DIV/0!
0
Dec-99
0
Dec-99
$0
#DIV/0!
$0
#DIV/0!
0
Dec-99
0
Dec-99
$0
#DIV/0!
$0
#DIV/0!
0
0
$0
$0
#DIV/0!
UNITS Forecast
UNITS Actual
$ Forecast
$ Actual
$0
#DIV/0!
#DIV/0!
% Fcst
Dec-99
Dec-99
#DIV/0!
#DIV/0!
Dec-99
Dec-99
#DIV/0!
#DIV/0!
Dec-99
Dec-99
#DIV/0!
#DIV/0!
Dec-99
Dec-99
#DIV/0!
#DIV/0!
Dec-99
Dec-99
#DIV/0!
#DIV/0!
Dec-99
Dec-99
#DIV/0!
#DIV/0!
#DIV/0!
UNITS Forecast
UNITS Actual
$ Forecast
$ Actual
% Fcst
Dec-99
Dec-99
March
0
0
$0
$0
0
0
$0
$0
0
0
$0
$0
0
0
$0
$0
0
0
$0
$0
0
0
$0
$0
0
0
$0
$0
0
0
$0
$0
$0
#DIV/0!
#DIV/0!
March
0
0
$0
#DIV/0!
#DIV/0!
% Fcst
Dec-99
Dec-99
#DIV/0!
#DIV/0!
Dec-99
Dec-99
#DIV/0!
#DIV/0!
Dec-99
Dec-99
#DIV/0!
#DIV/0!
Dec-99
Dec-99
#DIV/0!
#DIV/0!
Dec-99
Dec-99
#DIV/0!
#DIV/0!
Dec-99
Dec-99
#DIV/0!
#DIV/0!
#DIV/0!
April
0
0
$0
$0
0
0
$0
$0
0
0
$0
$0
0
0
$0
$0
0
0
$0
$0
0
0
$0
$0
0
0
$0
$0
$0
#DIV/0!
#DIV/0!
% Fcst
Dec-99
Dec-99
#DIV/0!
#DIV/0!
Dec-99
Dec-99
#DIV/0!
#DIV/0!
Dec-99
Dec-99
#DIV/0!
#DIV/0!
Dec-99
Dec-99
#DIV/0!
#DIV/0!
Dec-99
Dec-99
#DIV/0!
#DIV/0!
Dec-99
Dec-99
#DIV/0!
#DIV/0!
#DIV/0!
Q2 Totals
May
% Fcst
Dec-99
Dec-99
May
#DIV/0!
$0
#DIV/0!
#DIV/0!
% Fcst
Dec-99
Dec-99
April
0
0
% Fcst
0
Dec-99
0
Dec-99
$0
#DIV/0!
$0
#DIV/0!
0
Dec-99
0
Dec-99
$0
#DIV/0!
$0
#DIV/0!
0
Dec-99
0
Dec-99
$0
#DIV/0!
$0
#DIV/0!
0
Dec-99
0
Dec-99
$0
#DIV/0!
$0
#DIV/0!
0
Dec-99
0
Dec-99
$0
#DIV/0!
$0
#DIV/0!
0
Dec-99
0
Dec-99
$0
#DIV/0!
$0
#DIV/0!
0
0
$0
$0
#DIV/0!
UNITS Forecast
UNITS Actual
$ Forecast
$ Actual
$0
#DIV/0!
#DIV/0!
0
0
% Fcst
Dec-99
Dec-99
#DIV/0!
#DIV/0!
Dec-99
Dec-99
#DIV/0!
#DIV/0!
Dec-99
Dec-99
#DIV/0!
#DIV/0!
Dec-99
Dec-99
#DIV/0!
#DIV/0!
Dec-99
Dec-99
#DIV/0!
#DIV/0!
Dec-99
Dec-99
#DIV/0!
#DIV/0!
#DIV/0!
UNITS Forecast
UNITS Actual
$ Forecast
$ Actual
$0
$0
0
0
$0
$0
0
0
$0
$0
0
0
$0
$0
0
0
$0
$0
0
0
$0
$0
0
0
$0
$0
0
0
$0
$0
$0
#DIV/0!
#DIV/0!
#DIV/0!
#DIV/0!
Dec-99
Dec-99
#DIV/0!
#DIV/0!
Dec-99
Dec-99
#DIV/0!
#DIV/0!
Dec-99
Dec-99
#DIV/0!
#DIV/0!
Dec-99
Dec-99
#DIV/0!
#DIV/0!
Dec-99
Dec-99
#DIV/0!
#DIV/0!
#DIV/0!
$0
$0
0
0
$0
$0
0
0
$0
$0
0
0
$0
$0
0
0
$0
$0
0
0
$0
$0
0
0
$0
$0
#DIV/0!
#DIV/0!
Dec-99
Dec-99
#DIV/0!
#DIV/0!
Dec-99
Dec-99
#DIV/0!
#DIV/0!
Dec-99
Dec-99
#DIV/0!
#DIV/0!
Dec-99
Dec-99
#DIV/0!
#DIV/0!
Dec-99
Dec-99
#DIV/0!
#DIV/0!
#DIV/0!
Q2 Totals
#DIV/0!
$0
#DIV/0!
#DIV/0!
$0
#DIV/0!
$0
#DIV/0!
0
Dec-99
0
Dec-99
$0
#DIV/0!
$0
#DIV/0!
0
Dec-99
0
Dec-99
$0
#DIV/0!
$0
#DIV/0!
0
Dec-99
0
Dec-99
$0
#DIV/0!
$0
#DIV/0!
0
Dec-99
0
Dec-99
$0
#DIV/0!
$0
#DIV/0!
0
Dec-99
0
Dec-99
$0
#DIV/0!
$0
#DIV/0!
0
0
$0
$0
#DIV/0!
UNITS Forecast
UNITS Actual
$ Forecast
$ Actual
$0
#DIV/0!
#DIV/0!
March
April
May
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
% Fcst
March
% Fcst
April
% Fcst
#DIV/0!
#DIV/0!
#DIV/0!
#DIV/0!
#DIV/0!
#DIV/0!
#DIV/0!
#DIV/0!
#DIV/0!
#DIV/0!
#DIV/0!
#DIV/0!
0
0
$0
$0
0
0
$0
$0
0
0
$0
$0
0
0
$0
$0
0
0
$0
$0
0
0
$0
$0
#DIV/0!
#DIV/0!
#DIV/0!
#DIV/0!
#DIV/0!
#DIV/0!
#DIV/0!
#DIV/0!
#DIV/0!
#DIV/0!
#DIV/0!
#DIV/0!
0
0
$0
$0
0
0
$0
$0
0
0
$0
$0
0
0
$0
$0
0
0
$0
$0
0
0
$0
$0
#DIV/0!
#DIV/0!
#DIV/0!
#DIV/0!
#DIV/0!
#DIV/0!
#DIV/0!
#DIV/0!
#DIV/0!
#DIV/0!
#DIV/0!
#DIV/0!
#DIV/0!
UNITS Forecast
UNITS Actual
$ Forecast
$ Actual
0
0
$0
$0
0
0
$0
$0
$0
#DIV/0!
#DIV/0!
#DIV/0!
0
0
$0
$0
#DIV/0!
Q2 Totals
March
$0
#DIV/0!
$0
#DIV/0!
#DIV/0!
April
$0
May
% Fcst
0
0
$0
$0
0
0
$0
$0
0
0
$0
$0
0
0
$0
$0
0
0
$0
$0
0
0
$0
$0
#DIV/0!
#DIV/0!
#DIV/0!
#DIV/0!
#DIV/0!
#DIV/0!
#DIV/0!
#DIV/0!
#DIV/0!
#DIV/0!
#DIV/0!
#DIV/0!
0
0
$0
$0
#DIV/0!
UNITS Forecast
UNITS Actual
$ Forecast
$ Actual
$0
#DIV/0!
#DIV/0!
May
$0
Sales Manager's Comprehensive Sales Forecast -- 2002
June
0
0
$0
$0
0
0
$0
$0
0
0
$0
$0
0
0
$0
$0
0
0
$0
$0
0
0
$0
$0
0
0
$0
$0
0
0
$0
$0
$0
#DIV/0!
#DIV/0!
Product Summary Forecast

% Fcst
July
Dec-99
Dec-99
#DIV/0!
#DIV/0!
Dec-99
Dec-99
#DIV/0!
#DIV/0!
Dec-99
Dec-99
#DIV/0!
#DIV/0!
Dec-99
Dec-99
#DIV/0!
#DIV/0!
Dec-99
Dec-99
#DIV/0!
#DIV/0!
Dec-99
Dec-99
#DIV/0!
#DIV/0!
#DIV/0!
0
0
$0
$0
0
0
$0
$0
0
0
$0
$0
0
0
$0
$0
0
0
$0
$0
0
0
$0
$0
0
0
$0
$0
% Fcst
Dec-99
Dec-99
#DIV/0!
#DIV/0!
Dec-99
Dec-99
#DIV/0!
#DIV/0!
Dec-99
Dec-99
#DIV/0!
#DIV/0!
Dec-99
Dec-99
#DIV/0!
#DIV/0!
Dec-99
Dec-99
#DIV/0!
#DIV/0!
Dec-99
Dec-99
#DIV/0!
#DIV/0!
#DIV/0!
Q3 Totals
August
% Fcst
Dec-99
Dec-99
August
#DIV/0!
$0
#DIV/0!
#DIV/0!
% Fcst
0
Dec-99
0
Dec-99
$0
#DIV/0!
$0
#DIV/0!
0
Dec-99
0
Dec-99
$0
#DIV/0!
$0
#DIV/0!
0
Dec-99
0
Dec-99
$0
#DIV/0!
$0
#DIV/0!
0
Dec-99
0
Dec-99
$0
#DIV/0!
$0
#DIV/0!
0
Dec-99
0
Dec-99
$0
#DIV/0!
$0
#DIV/0!
0
Dec-99
0
Dec-99
$0
#DIV/0!
$0
#DIV/0!
0
0
$0
$0
#DIV/0!
UNITS Forecast
UNITS Actual
$ Forecast
$ Actual
$0
#DIV/0!
#DIV/0!
June

% Fcst
July
0
Dec-99
0
Dec-99
0
0
0
0
% Fcst
Dec-99
Dec-99
$0
$0
0
0
$0
$0
0
0
$0
$0
0
0
$0
$0
0
0
$0
$0
0
0
$0
$0
0
0
$0
$0
0
0
$0
$0
$0
#DIV/0!
#DIV/0!
#DIV/0!
#DIV/0!
Dec-99
Dec-99
#DIV/0!
#DIV/0!
Dec-99
Dec-99
#DIV/0!
#DIV/0!
Dec-99
Dec-99
#DIV/0!
#DIV/0!
Dec-99
Dec-99
#DIV/0!
#DIV/0!
Dec-99
Dec-99
#DIV/0!
#DIV/0!
#DIV/0!
$0
$0
0
0
$0
$0
0
0
$0
$0
0
0
$0
$0
0
0
$0
$0
0
0
$0
$0
0
0
$0
$0
#DIV/0!
#DIV/0!
Dec-99
Dec-99
#DIV/0!
#DIV/0!
Dec-99
Dec-99
#DIV/0!
#DIV/0!
Dec-99
Dec-99
#DIV/0!
#DIV/0!
Dec-99
Dec-99
#DIV/0!
#DIV/0!
Dec-99
Dec-99
#DIV/0!
#DIV/0!
#DIV/0!
Q3 Totals
#DIV/0!
$0
#DIV/0!
#DIV/0!
$0
#DIV/0!
$0
#DIV/0!
0
Dec-99
0
Dec-99
$0
#DIV/0!
$0
#DIV/0!
0
Dec-99
0
Dec-99
$0
#DIV/0!
$0
#DIV/0!
0
Dec-99
0
Dec-99
$0
#DIV/0!
$0
#DIV/0!
0
Dec-99
0
Dec-99
$0
#DIV/0!
$0
#DIV/0!
0
Dec-99
0
Dec-99
$0
#DIV/0!
$0
#DIV/0!
0
0
$0
$0
#DIV/0!
UNITS Forecast
UNITS Actual
$ Forecast
$ Actual
$0
#DIV/0!
#DIV/0!
June
0
0
$0
$0
0
0
$0
$0
0
0
$0
$0

% Fcst
July
Dec-99
Dec-99
#DIV/0!
#DIV/0!
Dec-99
Dec-99
#DIV/0!
#DIV/0!
Dec-99
Dec-99
#DIV/0!
#DIV/0!
0
0
$0
$0
0
0
$0
$0
0
0
$0
$0
% Fcst
Dec-99
Dec-99
#DIV/0!
#DIV/0!
Dec-99
Dec-99
#DIV/0!
#DIV/0!
Dec-99
Dec-99
#DIV/0!
#DIV/0!
August
0
0
$0
$0
0
0
$0
$0
0
0
$0
$0
% Fcst
Dec-99
Dec-99
#DIV/0!
#DIV/0!
Dec-99
Dec-99
#DIV/0!
#DIV/0!
Dec-99
Dec-99
#DIV/0!
#DIV/0!
0
0
$0
$0
0
0
$0
$0
0
0
$0
$0
0
0
$0
$0
0
0
$0
$0
Dec-99
Dec-99
#DIV/0!
#DIV/0!
Dec-99
Dec-99
#DIV/0!
#DIV/0!
Dec-99
Dec-99
#DIV/0!
#DIV/0!
#DIV/0!
#DIV/0!
0
0
$0
$0
0
0
$0
$0
0
0
$0
$0
0
0
$0
$0
Dec-99
Dec-99
#DIV/0!
#DIV/0!
Dec-99
Dec-99
#DIV/0!
#DIV/0!
Dec-99
Dec-99
#DIV/0!
#DIV/0!
#DIV/0!
Q3 Totals
0
Dec-99
0
Dec-99
$0
#DIV/0!
$0
#DIV/0!
0
Dec-99
0
Dec-99
$0
#DIV/0!
$0
#DIV/0!
0
Dec-99
0
Dec-99
$0
#DIV/0!
$0
#DIV/0!
0
0
$0
$0
#DIV/0!
UNITS Forecast
UNITS Actual
$ Forecast
$ Actual
$0
#DIV/0!
#DIV/0!
$0
#DIV/0!
#DIV/0!
$0
#DIV/0!
#DIV/0!
June
0
0
$0
$0
0
0
$0
$0
0
0
$0
$0
0
0
$0
$0
0
0
$0
$0
0
0
$0
$0
0
0
$0
$0
0
0
$0
$0
$0
#DIV/0!
#DIV/0!

% Fcst
July
Dec-99
Dec-99
#DIV/0!
#DIV/0!
Dec-99
Dec-99
#DIV/0!
#DIV/0!
Dec-99
Dec-99
#DIV/0!
#DIV/0!
Dec-99
Dec-99
#DIV/0!
#DIV/0!
Dec-99
Dec-99
#DIV/0!
#DIV/0!
Dec-99
Dec-99
#DIV/0!
#DIV/0!
#DIV/0!
0
0
$0
$0
0
0
$0
$0
0
0
$0
$0
0
0
$0
$0
0
0
$0
$0
0
0
$0
$0
0
0
$0
$0
% Fcst
Dec-99
Dec-99
#DIV/0!
#DIV/0!
Dec-99
Dec-99
#DIV/0!
#DIV/0!
Dec-99
Dec-99
#DIV/0!
#DIV/0!
Dec-99
Dec-99
#DIV/0!
#DIV/0!
Dec-99
Dec-99
#DIV/0!
#DIV/0!
Dec-99
Dec-99
#DIV/0!
#DIV/0!
#DIV/0!
Q3 Totals
August
% Fcst
Dec-99
Dec-99
August
#DIV/0!
$0
#DIV/0!
#DIV/0!
% Fcst
0
Dec-99
0
Dec-99
$0
#DIV/0!
$0
#DIV/0!
0
Dec-99
0
Dec-99
$0
#DIV/0!
$0
#DIV/0!
0
Dec-99
0
Dec-99
$0
#DIV/0!
$0
#DIV/0!
0
Dec-99
0
Dec-99
$0
#DIV/0!
$0
#DIV/0!
0
Dec-99
0
Dec-99
$0
#DIV/0!
$0
#DIV/0!
0
Dec-99
0
Dec-99
$0
#DIV/0!
$0
#DIV/0!
0
0
$0
$0
#DIV/0!
UNITS Forecast
UNITS Actual
$ Forecast
$ Actual
$0
#DIV/0!
#DIV/0!
June

% Fcst
July
0
Dec-99
0
Dec-99
0
0
0
0
% Fcst
Dec-99
Dec-99
$0
$0
0
0
$0
$0
0
0
$0
$0
0
0
$0
$0
0
0
$0
$0
0
0
$0
$0
0
0
$0
$0
0
0
$0
$0
$0
#DIV/0!
#DIV/0!
#DIV/0!
#DIV/0!
Dec-99
Dec-99
#DIV/0!
#DIV/0!
Dec-99
Dec-99
#DIV/0!
#DIV/0!
Dec-99
Dec-99
#DIV/0!
#DIV/0!
Dec-99
Dec-99
#DIV/0!
#DIV/0!
Dec-99
Dec-99
#DIV/0!
#DIV/0!
#DIV/0!
$0
$0
0
0
$0
$0
0
0
$0
$0
0
0
$0
$0
0
0
$0
$0
0
0
$0
$0
0
0
$0
$0
#DIV/0!
$0
#DIV/0!
#DIV/0!
Salespersons' Commission Summary -- 2002

June
#DIV/0!
#DIV/0!
Dec-99
Dec-99
#DIV/0!
#DIV/0!
Dec-99
Dec-99
#DIV/0!
#DIV/0!
Dec-99
Dec-99
#DIV/0!
#DIV/0!
Dec-99
Dec-99
#DIV/0!
#DIV/0!
Dec-99
Dec-99
#DIV/0!
#DIV/0!
#DIV/0!
Q3 Totals
$0
#DIV/0!
$0
#DIV/0!
0
Dec-99
0
Dec-99
$0
#DIV/0!
$0
#DIV/0!
0
Dec-99
0
Dec-99
$0
#DIV/0!
$0
#DIV/0!
0
Dec-99
0
Dec-99
$0
#DIV/0!
$0
#DIV/0!
0
Dec-99
0
Dec-99
$0
#DIV/0!
$0
#DIV/0!
0
Dec-99
0
Dec-99
$0
#DIV/0!
$0
#DIV/0!
0
0
$0
$0
#DIV/0!
UNITS Forecast
UNITS Actual
$ Forecast
$ Actual
$0
#DIV/0!
#DIV/0!
July
August
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
Sales Manager's Consolidated Product Forecast -- 2002
June
% Fcst
July
% Fcst
0
0
$0
$0
0
0
$0
$0
0
0
$0
$0
0
0
$0
$0
0
0
$0
$0
0
0
$0
$0
#DIV/0!
#DIV/0!
#DIV/0!
#DIV/0!
#DIV/0!
#DIV/0!
#DIV/0!
#DIV/0!
#DIV/0!
#DIV/0!
#DIV/0!
#DIV/0!
0
0
$0
$0
0
0
$0
$0
0
0
$0
$0
0
0
$0
$0
0
0
$0
$0
0
0
$0
$0
#DIV/0!
#DIV/0!
#DIV/0!
#DIV/0!
#DIV/0!
#DIV/0!
#DIV/0!
#DIV/0!
#DIV/0!
#DIV/0!
#DIV/0!
#DIV/0!
0
0
$0
$0
0
0
$0
$0
$0
#DIV/0!
#DIV/0!
#DIV/0!
0
0
$0
$0
#DIV/0!
Q3 Totals
#DIV/0!
$0
#DIV/0!
#DIV/0!
Sales Manager's Commission Summary -- 2002

June
July
$0
$0
August
% Fcst
0
0
$0
$0
0
0
$0
$0
0
0
$0
$0
0
0
$0
$0
0
0
$0
$0
0
0
$0
$0
#DIV/0!
#DIV/0!
#DIV/0!
#DIV/0!
#DIV/0!
#DIV/0!
#DIV/0!
#DIV/0!
#DIV/0!
#DIV/0!
#DIV/0!
#DIV/0!
0
0
$0
$0
#DIV/0!
UNITS Forecast
UNITS Actual
$ Forecast
$ Actual
$0
#DIV/0!
#DIV/0!
August
$0
September
0
0
$0
$0
0
0
$0
$0
0
0
$0
$0
0
0
$0
$0
0
0
$0
$0
0
0
$0
$0
0
0
$0
$0
0
0
$0
$0
$0
#DIV/0!
#DIV/0!
September
0
0
% Fcst
Dec-99
Dec-99
#DIV/0!
#DIV/0!
Dec-99
Dec-99
#DIV/0!
#DIV/0!
Dec-99
Dec-99
#DIV/0!
#DIV/0!
Dec-99
Dec-99
#DIV/0!
#DIV/0!
Dec-99
Dec-99
#DIV/0!
#DIV/0!
Dec-99
Dec-99
#DIV/0!
#DIV/0!
#DIV/0!
October
0
0
$0
$0
0
0
$0
$0
0
0
$0
$0
0
0
$0
$0
0
0
$0
$0
0
0
$0
$0
0
0
$0
$0
% Fcst
Dec-99
Dec-99
#DIV/0!
#DIV/0!
Dec-99
Dec-99
#DIV/0!
#DIV/0!
Dec-99
Dec-99
#DIV/0!
#DIV/0!
Dec-99
Dec-99
#DIV/0!
#DIV/0!
Dec-99
Dec-99
#DIV/0!
#DIV/0!
Dec-99
Dec-99
#DIV/0!
#DIV/0!
#DIV/0!
Q4 Totals
November
% Fcst
Dec-99
Dec-99
November
#DIV/0!
$0
#DIV/0!
#DIV/0!
% Fcst
Dec-99
Dec-99
October
0
0
% Fcst
0
Dec-99
0
Dec-99
$0
#DIV/0!
$0
#DIV/0!
0
Dec-99
0
Dec-99
$0
#DIV/0!
$0
#DIV/0!
0
Dec-99
0
Dec-99
$0
#DIV/0!
$0
#DIV/0!
0
Dec-99
0
Dec-99
$0
#DIV/0!
$0
#DIV/0!
0
Dec-99
0
Dec-99
$0
#DIV/0!
$0
#DIV/0!
0
Dec-99
0
Dec-99
$0
#DIV/0!
$0
#DIV/0!
0
0
$0
$0
#DIV/0!
UNITS Forecast
UNITS Actual
$ Forecast
$ Actual
$0
#DIV/0!
#DIV/0!
0
0
% Fcst
Dec-99
Dec-99
$0
$0
0
0
$0
$0
0
0
$0
$0
0
0
$0
$0
0
0
$0
$0
0
0
$0
$0
0
0
$0
$0
0
0
$0
$0
$0
#DIV/0!
#DIV/0!
September
0
0
$0
$0
0
0
$0
$0
0
0
$0
$0
#DIV/0!
#DIV/0!
Dec-99
Dec-99
#DIV/0!
#DIV/0!
Dec-99
Dec-99
#DIV/0!
#DIV/0!
Dec-99
Dec-99
#DIV/0!
#DIV/0!
Dec-99
Dec-99
#DIV/0!
#DIV/0!
Dec-99
Dec-99
#DIV/0!
#DIV/0!
#DIV/0!
$0
$0
0
0
$0
$0
0
0
$0
$0
0
0
$0
$0
0
0
$0
$0
0
0
$0
$0
0
0
$0
$0
#DIV/0!
#DIV/0!
Dec-99
Dec-99
#DIV/0!
#DIV/0!
Dec-99
Dec-99
#DIV/0!
#DIV/0!
Dec-99
Dec-99
#DIV/0!
#DIV/0!
Dec-99
Dec-99
#DIV/0!
#DIV/0!
Dec-99
Dec-99
#DIV/0!
#DIV/0!
#DIV/0!
Q4 Totals
#DIV/0!
$0
#DIV/0!
#DIV/0!
% Fcst
Dec-99
Dec-99
#DIV/0!
#DIV/0!
Dec-99
Dec-99
#DIV/0!
#DIV/0!
Dec-99
Dec-99
#DIV/0!
#DIV/0!
October
0
0
$0
$0
0
0
$0
$0
0
0
$0
$0
% Fcst
Dec-99
Dec-99
#DIV/0!
#DIV/0!
Dec-99
Dec-99
#DIV/0!
#DIV/0!
Dec-99
Dec-99
#DIV/0!
#DIV/0!
$0
#DIV/0!
$0
#DIV/0!
0
Dec-99
0
Dec-99
$0
#DIV/0!
$0
#DIV/0!
0
Dec-99
0
Dec-99
$0
#DIV/0!
$0
#DIV/0!
0
Dec-99
0
Dec-99
$0
#DIV/0!
$0
#DIV/0!
0
Dec-99
0
Dec-99
$0
#DIV/0!
$0
#DIV/0!
0
Dec-99
0
Dec-99
$0
#DIV/0!
$0
#DIV/0!
0
0
$0
$0
#DIV/0!
UNITS Forecast
UNITS Actual
$ Forecast
$ Actual
$0
#DIV/0!
#DIV/0!
November
0
0
$0
$0
0
0
$0
$0
0
0
$0
$0
% Fcst
Dec-99
Dec-99
#DIV/0!
#DIV/0!
Dec-99
Dec-99
#DIV/0!
#DIV/0!
Dec-99
Dec-99
#DIV/0!
#DIV/0!
0
0
$0
$0
0
0
$0
$0
0
0
$0
$0
0
0
$0
$0
0
0
$0
$0
Dec-99
Dec-99
#DIV/0!
#DIV/0!
Dec-99
Dec-99
#DIV/0!
#DIV/0!
Dec-99
Dec-99
#DIV/0!
#DIV/0!
#DIV/0!
#DIV/0!
0
0
$0
$0
0
0
$0
$0
0
0
$0
$0
0
0
$0
$0
Dec-99
Dec-99
#DIV/0!
#DIV/0!
Dec-99
Dec-99
#DIV/0!
#DIV/0!
Dec-99
Dec-99
#DIV/0!
#DIV/0!
#DIV/0!
Q4 Totals
0
Dec-99
0
Dec-99
$0
#DIV/0!
$0
#DIV/0!
0
Dec-99
0
Dec-99
$0
#DIV/0!
$0
#DIV/0!
0
Dec-99
0
Dec-99
$0
#DIV/0!
$0
#DIV/0!
0
0
$0
$0
#DIV/0!
UNITS Forecast
UNITS Actual
$ Forecast
$ Actual
$0
#DIV/0!
#DIV/0!
September
0
0
$0
$0
0
0
$0
$0
0
0
$0
$0
0
0
$0
$0
0
0
$0
$0
0
0
$0
$0
0
0
$0
$0
0
0
$0
$0
$0
#DIV/0!
#DIV/0!
September
0
0
$0
#DIV/0!
#DIV/0!
% Fcst
Dec-99
Dec-99
#DIV/0!
#DIV/0!
Dec-99
Dec-99
#DIV/0!
#DIV/0!
Dec-99
Dec-99
#DIV/0!
#DIV/0!
Dec-99
Dec-99
#DIV/0!
#DIV/0!
Dec-99
Dec-99
#DIV/0!
#DIV/0!
Dec-99
Dec-99
#DIV/0!
#DIV/0!
#DIV/0!
October
0
0
$0
$0
0
0
$0
$0
0
0
$0
$0
0
0
$0
$0
0
0
$0
$0
0
0
$0
$0
0
0
$0
$0
$0
#DIV/0!
#DIV/0!
% Fcst
Dec-99
Dec-99
#DIV/0!
#DIV/0!
Dec-99
Dec-99
#DIV/0!
#DIV/0!
Dec-99
Dec-99
#DIV/0!
#DIV/0!
Dec-99
Dec-99
#DIV/0!
#DIV/0!
Dec-99
Dec-99
#DIV/0!
#DIV/0!
Dec-99
Dec-99
#DIV/0!
#DIV/0!
#DIV/0!
Q4 Totals
November
% Fcst
Dec-99
Dec-99
November
#DIV/0!
$0
#DIV/0!
#DIV/0!
% Fcst
Dec-99
Dec-99
October
0
0
% Fcst
0
Dec-99
0
Dec-99
$0
#DIV/0!
$0
#DIV/0!
0
Dec-99
0
Dec-99
$0
#DIV/0!
$0
#DIV/0!
0
Dec-99
0
Dec-99
$0
#DIV/0!
$0
#DIV/0!
0
Dec-99
0
Dec-99
$0
#DIV/0!
$0
#DIV/0!
0
Dec-99
0
Dec-99
$0
#DIV/0!
$0
#DIV/0!
0
Dec-99
0
Dec-99
$0
#DIV/0!
$0
#DIV/0!
0
0
$0
$0
#DIV/0!
UNITS Forecast
UNITS Actual
$ Forecast
$ Actual
$0
#DIV/0!
#DIV/0!
0
0
% Fcst
Dec-99
Dec-99
$0
$0
0
0
$0
$0
0
0
$0
$0
0
0
$0
$0
0
0
$0
$0
0
0
$0
$0
0
0
$0
$0
0
0
$0
$0
$0
#DIV/0!
#DIV/0!
#DIV/0!
#DIV/0!
Dec-99
Dec-99
#DIV/0!
#DIV/0!
Dec-99
Dec-99
#DIV/0!
#DIV/0!
Dec-99
Dec-99
#DIV/0!
#DIV/0!
Dec-99
Dec-99
#DIV/0!
#DIV/0!
Dec-99
Dec-99
#DIV/0!
#DIV/0!
#DIV/0!
$0
$0
0
0
$0
$0
0
0
$0
$0
0
0
$0
$0
0
0
$0
$0
0
0
$0
$0
0
0
$0
$0
#DIV/0!
$0
#DIV/0!
#DIV/0!
#DIV/0!
#DIV/0!
Dec-99
Dec-99
#DIV/0!
#DIV/0!
Dec-99
Dec-99
#DIV/0!
#DIV/0!
Dec-99
Dec-99
#DIV/0!
#DIV/0!
Dec-99
Dec-99
#DIV/0!
#DIV/0!
Dec-99
Dec-99
#DIV/0!
#DIV/0!
#DIV/0!
Q4 Totals
$0
#DIV/0!
$0
#DIV/0!
0
Dec-99
0
Dec-99
$0
#DIV/0!
$0
#DIV/0!
0
Dec-99
0
Dec-99
$0
#DIV/0!
$0
#DIV/0!
0
Dec-99
0
Dec-99
$0
#DIV/0!
$0
#DIV/0!
0
Dec-99
0
Dec-99
$0
#DIV/0!
$0
#DIV/0!
0
Dec-99
0
Dec-99
$0
#DIV/0!
$0
#DIV/0!
0
0
$0
$0
#DIV/0!
UNITS Forecast
UNITS Actual
$ Forecast
$ Actual
$0
#DIV/0!
#DIV/0!
September
October
November
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
September
% Fcst
October
% Fcst
0
0
$0
$0
0
0
$0
$0
0
0
$0
$0
0
0
$0
$0
0
0
$0
$0
0
0
$0
$0
#DIV/0!
#DIV/0!
#DIV/0!
#DIV/0!
#DIV/0!
#DIV/0!
#DIV/0!
#DIV/0!
#DIV/0!
#DIV/0!
#DIV/0!
#DIV/0!
0
0
$0
$0
0
0
$0
$0
0
0
$0
$0
0
0
$0
$0
0
0
$0
$0
0
0
$0
$0
#DIV/0!
#DIV/0!
#DIV/0!
#DIV/0!
#DIV/0!
#DIV/0!
#DIV/0!
#DIV/0!
#DIV/0!
#DIV/0!
#DIV/0!
#DIV/0!
0
0
$0
$0
0
0
$0
$0
$0
#DIV/0!
#DIV/0!
#DIV/0!
0
0
$0
$0
#DIV/0!
Q4 Totals
September
$0
#DIV/0!
$0
#DIV/0!
#DIV/0!
October
$0
November
% Fcst
0
0
$0
$0
0
0
$0
$0
0
0
$0
$0
0
0
$0
$0
0
0
$0
$0
0
0
$0
$0
#DIV/0!
#DIV/0!
#DIV/0!
#DIV/0!
#DIV/0!
#DIV/0!
#DIV/0!
#DIV/0!
#DIV/0!
#DIV/0!
#DIV/0!
#DIV/0!
0
0
$0
$0
#DIV/0!
UNITS Forecast
UNITS Actual
$ Forecast
$ Actual
$0
#DIV/0!
#DIV/0!
November
$0
December
0
0
$0
$0
0
0
$0
$0
0
0
$0
$0
0
0
$0
$0
0
0
$0
$0
0
0
$0
$0
0
0
$0
$0
0
0
$0
$0
$0
#DIV/0!
#DIV/0!
December
0
0
% Fcst
Dec-99
Dec-99
#DIV/0!
#DIV/0!
Dec-99
Dec-99
#DIV/0!
#DIV/0!
Dec-99
Dec-99
#DIV/0!
#DIV/0!
Dec-99
Dec-99
#DIV/0!
#DIV/0!
Dec-99
Dec-99
#DIV/0!
#DIV/0!
Dec-99
Dec-99
#DIV/0!
#DIV/0!
#DIV/0!
Year Total
% Fcst
0
0
$0
$0
0
0
$0
$0
0
0
$0
$0
0
0
$0
$0
0
0
$0
$0
0
0
$0
$0
0
0
$0
$0
#DIV/0!
#DIV/0!
#DIV/0!
#DIV/0!
#DIV/0!
#DIV/0!
#DIV/0!
#DIV/0!
#DIV/0!
#DIV/0!
#DIV/0!
#DIV/0!
#DIV/0!
#DIV/0!
% Fcst
Dec-99
Dec-99
Year Total
% Fcst
0
0
$0
$0
0
0
$0
$0
0
0
$0
$0
0
0
$0
$0
0
0
$0
$0
0
0
$0
$0
0
0
$0
$0
0
0
$0
$0
$0
#DIV/0!
#DIV/0!
December
0
0
$0
$0
0
0
$0
$0
0
0
$0
$0
#DIV/0!
#DIV/0!
Dec-99
Dec-99
#DIV/0!
#DIV/0!
Dec-99
Dec-99
#DIV/0!
#DIV/0!
Dec-99
Dec-99
#DIV/0!
#DIV/0!
Dec-99
Dec-99
#DIV/0!
#DIV/0!
Dec-99
Dec-99
#DIV/0!
#DIV/0!
#DIV/0!
$0
$0
0
0
$0
$0
0
0
$0
$0
0
0
$0
$0
0
0
$0
$0
0
0
$0
$0
0
0
$0
$0
#DIV/0!
#DIV/0!
#DIV/0!
#DIV/0!
#DIV/0!
#DIV/0!
#DIV/0!
#DIV/0!
#DIV/0!
#DIV/0!
#DIV/0!
#DIV/0!
#DIV/0!
#DIV/0!
% Fcst
Dec-99
Dec-99
#DIV/0!
#DIV/0!
Dec-99
Dec-99
#DIV/0!
#DIV/0!
Dec-99
Dec-99
#DIV/0!
#DIV/0!
Year Total
% Fcst
0
0
$0
$0
0
0
$0
$0
0
0
$0
$0
#DIV/0!
#DIV/0!
#DIV/0!
#DIV/0!
#DIV/0!
#DIV/0!
0
0
$0
$0
0
0
$0
$0
0
0
$0
$0
0
0
$0
$0
0
0
$0
$0
Dec-99
Dec-99
#DIV/0!
#DIV/0!
Dec-99
Dec-99
#DIV/0!
#DIV/0!
Dec-99
Dec-99
#DIV/0!
#DIV/0!
#DIV/0!
0
0
$0
$0
0
0
$0
$0
0
0
$0
$0
0
0
$0
$0
#DIV/0!
#DIV/0!
#DIV/0!
#DIV/0!
#DIV/0!
#DIV/0!
#DIV/0!
#DIV/0!
$0
#DIV/0!
#DIV/0!
December
0
0
$0
$0
0
0
$0
$0
0
0
$0
$0
0
0
$0
$0
0
0
$0
$0
0
0
$0
$0
0
0
$0
$0
0
0
$0
$0
$0
#DIV/0!
#DIV/0!
December
0
0
% Fcst
Dec-99
Dec-99
#DIV/0!
#DIV/0!
Dec-99
Dec-99
#DIV/0!
#DIV/0!
Dec-99
Dec-99
#DIV/0!
#DIV/0!
Dec-99
Dec-99
#DIV/0!
#DIV/0!
Dec-99
Dec-99
#DIV/0!
#DIV/0!
Dec-99
Dec-99
#DIV/0!
#DIV/0!
#DIV/0!
Year Total
% Fcst
0
0
$0
$0
0
0
$0
$0
0
0
$0
$0
0
0
$0
$0
0
0
$0
$0
0
0
$0
$0
0
0
$0
$0
#DIV/0!
#DIV/0!
#DIV/0!
#DIV/0!
#DIV/0!
#DIV/0!
#DIV/0!
#DIV/0!
#DIV/0!
#DIV/0!
#DIV/0!
#DIV/0!
#DIV/0!
#DIV/0!
% Fcst
Dec-99
Dec-99
Year Total
% Fcst
0
0
$0
$0
0
0
$0
$0
0
0
$0
$0
0
0
$0
$0
0
0
$0
$0
0
0
$0
$0
0
0
$0
$0
0
0
$0
$0
$0
#DIV/0!
#DIV/0!
#DIV/0!
#DIV/0!
Dec-99
Dec-99
#DIV/0!
#DIV/0!
Dec-99
Dec-99
#DIV/0!
#DIV/0!
Dec-99
Dec-99
#DIV/0!
#DIV/0!
Dec-99
Dec-99
#DIV/0!
#DIV/0!
Dec-99
Dec-99
#DIV/0!
#DIV/0!
#DIV/0!
$0
$0
0
0
$0
$0
0
0
$0
$0
0
0
$0
$0
0
0
$0
$0
0
0
$0
$0
0
0
$0
$0
#DIV/0!
#DIV/0!
#DIV/0!
#DIV/0!
#DIV/0!
#DIV/0!
#DIV/0!
#DIV/0!
#DIV/0!
#DIV/0!
#DIV/0!
#DIV/0!
#DIV/0!
#DIV/0!
December
Year Total
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
December
% Fcst
Year Total
% Fcst
0
0
$0
$0
0
0
$0
$0
0
0
$0
$0
0
0
$0
$0
0
0
$0
$0
0
0
$0
$0
#DIV/0!
#DIV/0!
#DIV/0!
#DIV/0!
#DIV/0!
#DIV/0!
#DIV/0!
#DIV/0!
#DIV/0!
#DIV/0!
#DIV/0!
#DIV/0!
0
0
$0
$0
0
0
$0
$0
0
0
$0
$0
0
0
$0
$0
0
0
$0
$0
0
0
$0
$0
0
0
$0
$0
0
0
$0
$0
$0
#DIV/0!
#DIV/0!
#DIV/0!
0
0
$0
$0
December
$0
#DIV/0!
#DIV/0!
#DIV/0!
#DIV/0!
#DIV/0!
#DIV/0!
#DIV/0!
#DIV/0!
#DIV/0!
#DIV/0!
#DIV/0!
#DIV/0!
#DIV/0!
Year Total
$0
Comparative Performance of Sales Reps
Sales
Area
Total Calls
A
0
B
0
C
0
D
0
E
0
Total
0
Total
Orders
0
0
0
0
0
0
Order-Call
Ratio
#DIV/0!
#DIV/0!
#DIV/0!
#DIV/0!
#DIV/0!
#DIV/0!
Sales by
Sales Rep
$0
0
0
0
0
$0
Average
Sales
Rep
Total
Order
Customers
#DIV/0!
0
#DIV/0!
0
#DIV/0!
0
#DIV/0!
0
#DIV/0!
0
#DIV/0!
0
Competitive Analysis
Your Company
Competitor 1
Company
Market Perception
Key Product
Percent of Total Sales
[Company]
High price/expressive
[Product Name]
[x]%
[Company 1]
Conservative/mid price
[Product Name1]
[x]%
Key Personnel
President/CEO/Owner
VP Finance
VP Marketing
VP Sales
VP Product Development
Number of Employees
[Name]
[Name]
[Name]
[Name]
[Name]
[x]
[Name]
[Name]
[Name]
[Name]
[Name]
[x]
Financial
How Held
Shares Outstanding
Recent Share Price
Cash [if known]
Venture Backed
Lead Investors
1994 Sales
1995 Sales (estimated)
Percent Growth
[Private/Public]
[# of shares/na]
[Price per share/na]
[x]
[yes/no]
[Investor's name]
$5,500,000
$8,000,000
45%
[Private/Public]
[# of shares/na]
[x]
[yes/no]
[Investor's name]
$7,500,000
$9,000,000
20%
Sales, Distributorship and Pricing

Primary Channel Method
Reseller
Primary Price Point
[x]
Discount Structure
50% Off @ wholesale
Annual Quantity Sold
[x]
Market Share Estimate
[x]%
Product/Service General Analysis
Their Products are:
Easy to use
Fulfills promises
Reseller
[x]
50% Off @ wholesale
[x]
[x]%
Difficult to install
Cumbersome to use
Subjective Qualitative Assessment
Market Acceptance
Merchandising
Packaging
Advertising Quality
Public Relations
Price
Product
Promotion
Product Acceptability
Probability of Future Threat
Trade-in Value
Upgrades
Useful Life
Average Competitive Score
4
3
4
5
3
2
4
4
3
na
na
2
4
3
5
4
4
3
4
4
2
4
5
na
2
4
Competitor 2
[Company 2]
Low prices/personal
[Product Name 2]
[x]%
[Name]
[Name]
[Name]
[Name]
[Name]
[x]
[Private/Public]
[# of shares/na]
[x]
[yes/no]
[Investor's name]
$23,000,000
$5,000,000
-78%
Reseller
[x]
45% off @ wholesale
[x]
[x]%
Easy install
Includes uninstaller
Unattractive themes
5
4
5
5
4
5
5
3
5
5
na
4
2
4
Costs of Leading Competitors

Brand or product
Product 1
Product 2
Product 3
Product 4
Product 5
Product 6
Product 7
Product 8
Product 9
Product 10
Subtotal
All Others
TOTAL
Company
Company Name
Company Name
Company Name
Company Name
Company Name
Company Name
Company Name
Company Name
Company Name
Company Name
Company Name
200x
$0
0
0
0
0
0
0
0
0
0
$0
0
$0
200x - 1
$0
0
0
0
0
0
0
0
0
0
$0
0
$0
200x - 2
$0
0
0
0
0
0
0
0
0
0
$0
0
$0
200x - 3
$0
0
0
0
0
0
0
0
0
0
$0
0
$0
200x
$0
0
0
0
0
0
0
0
0
0
$0
0
$0
200x - 1
$0
0
0
0
0
0
0
0
0
0
$0
0
$0
200x - 2
$0
0
0
0
0
0
0
0
0
0
$0
0
$0
200x - 3
$0
0
0
0
0
0
0
0
0
0
$0
0
$0
Profits of Leading Competitors

Brand or product
Product 1
Product 2
Product 3
Product 4
Product 5
Product 6
Product 7
Product 8
Product 9
Product 10
Subtotal
All Others
TOTAL
Company
Company Name
Company Name
Company Name
Company Name
Company Name
Company Name
Company Name
Company Name
Company Name
Company Name
Company Name
Competitor Pricing History
Brand or product
Product 1
Product 2
Product 3
Product 4
Product 5
Product 6
Product 7
Product 8
Product 9
Product 10
Company
Company Name
Company Name
Company Name
Company Name
Company Name
Company Name
Company Name
Company Name
Company Name
Company Name
200x
$0.00
$0.00
$0.00
$0.00
$0.00
$0.00
$0.00
$0.00
$0.00
$0.00
200x
$0.00
$0.00
$0.00
$0.00
$0.00
$0.00
$0.00
$0.00
$0.00
$0.00
200x
$0.00
$0.00
$0.00
$0.00
$0.00
$0.00
$0.00
$0.00
$0.00
$0.00
200x
$0.00
$0.00
$0.00
$0.00
$0.00
$0.00
$0.00
$0.00
$0.00
$0.00
Contribution Margin Statement for a Product

Product: X
Income Statement
December 31, 200x
Revenues (no. of units x price)
Variable costs
Direct labor
Direct supervision/clerical
Social Security
Sales force commissions
Customer service
Materials
Operations overhead (plant, etc.)
Total variable costs
Contribution margin rate (percent)
Contribution margin amount
Fixed costs
Operations overhead
Advertising
Promotion
Field sales
Product management
Marketing management
Product development
Marketing research
Customer service
Testing
General & administrative
Total fixed costs
Operating profit (loss)
$0
$0
0
0
0
0
0
0
$0
0%
$0
$0
0
0
0
0
0
0
0
0
0
0
$0
$0
Cost Classifications for an Individual Product
Total cost
Operating expenses
Direct labor
Direct supervision
Social Security
Materials
Operations overhead
Subtotal
Nonoperating expenses
Advertising
Promotion
Field sales
Product management
Product development
Marketing research
Customer service
Testing
Subtotal
Total
Components
Variable
Fixed
$0
0
0
0
0
$0
$0
0
0
0
0
$0
$0
0
0
0
0
$0
$0
0
0
0
0
0
0
0
0
0
$0
$0
0
0
0
0
0
0
0
0
0
$0
$0
0
0
0
0
0
0
0
0
0
$0
$0
$0
$0

Promotion: [Promotion Name]
Direct Mail Investment

Direct Mail Fixed Costs
Art / Creative Development
Other (e.g. Consultant fee)
$0
$0
Promotion Fixed Costs:
$0
Mailing Piece Variable Costs

Circulars
Cover Letter
Inserts
Lift Note
Envelopes
Order Form
List Rental
Assembly (folding, stuffing, etc.)
Addressing * Lettershop
Postage
Other
$0.00
$0.00
$0.00
$0.00
$0.00
$0.00
$0.00
$0.00
$0.00
$0.00
$0.00
Cost per Mailing Piece:

Total Number of Pieces to be Mailed:
Total Costs of Mailing Pieces:
Total Investment in Direct Mail Promotion:
$0.00
0
$0
$0
ANALYSIS
Lowest Projected Response Rate
Response Rates Increments
Projected Response Rates
Projected Product Unit Sales
Projected Gross Profit on Product Sales
Total Investment in Direct Mail Promotion
0.0%
0.0%
0.0%
0
#VALUE!
$0
0.0%
0
#VALUE!
$0
Projected Total Net Profit
#VALUE!
#VALUE!
Financial Analysis
R.O.I. on Mailing
Cost Per Customer (Order)
Net Profit Per Customer (Order)
#VALUE!
#DIV/0!
#VALUE!
#VALUE!
#DIV/0!
#VALUE!
Break-Even Analysis
# of pieces needed to break-even (at the above Response Rate)
Product Unit Sales (if only break-even # of pieces are mailed)
#VALUE!
#DIV/0!
#VALUE!
#DIV/0!
Mail Analysis
omotion Name]
Date:
08/08/16
Gross Margin per Product Unit

Product Unit Selling Price
Add: Handling Charge
$0.00
0.00
Total Revenue per Product Unit:

Cost of Goods Sold
Shipping & Handling Costs
Order Processing / 800# Cost
SPIFF to Telesales People
Credit Card Charges
Cost of Returns / Bad Debt
Other
$0.00
$0.00
$0.00
$0.00
0.00%
#VALUE!
$0.00
Total Cost per Product Unit:

Gross Margin per Product Unit:
#VALUE!
#VALUE!
ANALYSIS
0.0%
0
#VALUE!
$0
0.0%
0
#VALUE!
$0
0.0%
0
#VALUE!
$0
0.0%
0
#VALUE!
$0
0.0%
0
#VALUE!
$0
0.0%
0
#VALUE!
$0
#VALUE!
#VALUE!
#VALUE!
#VALUE!
#VALUE!
#VALUE!
#VALUE!
#DIV/0!
#VALUE!
#VALUE!
#DIV/0!
#VALUE!
#VALUE!
#DIV/0!
#VALUE!
#VALUE!
#DIV/0!
#VALUE!
#VALUE!
#DIV/0!
#VALUE!
#VALUE!
#DIV/0!
#VALUE!
#VALUE!
#DIV/0!
#VALUE!
#DIV/0!
#VALUE!
#DIV/0!
#VALUE!
#DIV/0!
#VALUE!
#DIV/0!
#VALUE!
#DIV/0!
Comparing the Estimated Sales, Costs, and Profits of Four "Reasonable"

Alternative Marketing Mixes*
Marketing
Mix
A
B
C
D
Price
$0
0
0
0
Selling Advertising
Cost
Cost
$0
$0
0
0
0
0
0
0
Total
Units
0
0
0
0
Sales
Total Cost
$0
$0
0
$0
0
$0
0
$0
*For the same target market, assuming product costs per unit are
and fixed (overhead) costs are
$0
$0
Total
Profit
$0
0
0
0
Income Statement for Individual Product

Product: X
Income Statement
December 31, 200x
Revenues (no. of units x price)
Less: Direct labor
Direct supervision/clerical
Social Security
Materials
Operations overhead (plant, etc.)
Expenses from operations
Operating or gross margin
Less: Advertising
Promotion
Field sales
Product management
Product development
Marketing research
Customer service
Testing
Total expenses
Operating profit (loss)
Tax rate (percent)
Taxes payable
Total investment (expenses)
Net profit after taxes
Return on investment (ROI)
$0.00
$0.00
0.00
0.00
0.00
0.00
$0.00
$0.00
$0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
$0.00
0.00%
$0.00
$0.00
$0.00
#DIV/0!
Product Launch Chart
Product Name:
Planned Launch Date:
As of:
MONTH
-10 MONTHS
Dec-01
-9 MONTHS
Jan-02
-8 MONTHS
Feb-02
-7 MONTHS
Mar-02
-6 MONTHS
Apr-02
-5 MONTHS
May-02
-4 MONTHS
Jun-02
[x]
10/5/2002
8/8/2016
WEEK OF
12/8
12/15
12/22
12/29
1/5
1/12
1/19
1/26
2/2
2/9
2/16
2/23
3/2
3/9
3/16
3/23
3/30
4/6
4/13
4/20
4/27
5/4
5/11
5/18
5/25
6/1
6/8
6/15
6/22
6/29
PRODUCT
PLAN
Who
Conduct market research
[x]
Draft market analysis
[x]
Draft product concept
[x]
Draft Marcom plan
[x]
Do positioning research
[x]
Draft sales plan
[x]
Finalize marketing plan
[x]
Do ROI analysis
[x]
Finalize Product specifications
[x]
-3 MONTHS
Jul-02
-2 MONTHS
Aug-02
-1 MONTH
Sep-02
**Ship Date:
+1 MONTH
Nov-02
+2 MONTHS
Dec-02
7/6
7/13
7/20
7/27
8/3
8/10
8/17
8/24
8/31
9/7
9/14
9/21
9/28
Oct-5-02
10/12
10/19
10/26
11/2
11/9
11/16
11/23
11/30
12/7
Completion
Date
PACKAGING
Who
Completion
Date
Art concept approval
[x]
3/29/2002
9/7/2002
9/21/2002
10/5/2002
10/19/2002
11/2/2002
11/30/2002
12/14/2002
12/28/2002
1/11/2002
Photo shoot
[x]
4/5/2002
First artwork review
[x]
4/12/2002
Final artwork revisions
[x]
5/3/2002
Approved for production
[x]
5/10/2002
Produce film
5/17/2002
Box to printers
[x]
5/31/2002
Press check
[x]
6/14/2002
PUBLIC
RELATIONS
Who
Completion
Date
ADVERTISING
Draft and test

Key messages and
creative platform
Plan press coverage
[x]
12/28/2002
Prepare article outlines
[x]
1/11/2002
Conduct media research
1/25/2002
Develop ad concepts
[x]
Create press kits
[x]
(background,
release, Q&A)
Test ad concepts
Send review copies
[x]
2/22/2002
Send draft articles
[x]
3/1/2002
Demo or samples to media
[x]
3/8/2002
Finalize media plan

Develop ad copy/
layout/photos
Set media schedule
Set Press Tour agenda
[x]
5/29/2002
Produce ads
Finish articles & photos
[x]
4/12/2002
Do Press/analyst tour
[x]
Follow-up calls
[x]
5/10/2002
Mail to monthlies
[x]
5/17/2002
Mail to weeklies
[x]
5/31/2002
Monthly's insert orders

Send monthly's filmwork
Place weekly's insert orders

Send weekly's filmwork
Ad campaign begins
Editorial coverage appears
[x]
7/12/2002
[x]
7/19/2002
[x]
7/26/2002
Reviews & leads
[x]
8/2/2002
Fulfill inquiries
[x]
8/9/2002
Get testimonials
[x]
8/16/2002
Place testimonials
[x]
8/23/2002
Fulfill Calls/leads/inquiries
Continue advertising
Who
Completion
Date
DIRECT
MAIL
Who
Completion
Date
Develop mail concepts
[x]
2/15/2002
[x]
[x]
[x]
[x]
[x]
[x]
Research lists
2/22/2002
[x]
Negotiate/order lists
[x]
3/8/2002
[x]
Set copy/layout/photos
[x]
3/22/2002
[x]
[x]
[x]
5/10/2002
[x]
5/31/2002
[x]
6/7/2002
[x]
6/28/2002
Production
[x]
5/3/2002
Printing
[x]
5/10/2002
Set mailing service
[x]
6/7/2002
Installed base/prospects
[x]
7/15/2002
receive mailing
[x]
[x]
8/2/2002
Calls/reply
7/26/2002
cards come back
[x]
Fulfill inquiries
[x]
8/9/2002
Second mailing drops
[x]
8/30/2002
8/23/2002
CHANNEL
ROLLOUT
Who
Completion
Date
Set key reseller deals
[x]
10/12/2002
Assess channel needs
[x]
10/26/2002
Prepare marketing
11/16/2002
development co-op
articles
Set strategic alliances
[x]
12/14/2002
Set packaging concepts
[x]
1/18/2002
Develop channel
[x]
2/1/2002
Finalize introduction
[x]
Finalize co-op kit plans
[x]
Plan road show
[x]
Select cities
[x]
Book facilities
2/22/2002
3/15/2002
3/22/2002
Set road show
[x]
4/12/2002
[x]
5/10/2002
Produce dealer kits
[x]
5/24/2002
Deliver dealer kits
[x]
6/14/2002
Road promotions
[x]
7/5/2002
Do road show
[x]
7/26/2002
Road show follow-up
[x]
8/9/2002
Analyze sell-through
[x]
8/23/2002
Adjust communications
[x]
9/6/2002
promotional strategy
Sign dealers for

road show;
Marketing Budget
2002
Totals
Advertising
Media
Publication 1
Publication 2
Publication 3
Publication 4
Publication 5
Publication 6
Publication 7
Publication 8
Publication 9
Publication 10
Publication 11
Publication 12
Publication 13
Publication 14
Total Media
Artwork & Production
Design (12 Ads)
Layout/DTP
Copywriting
Mechanical Artwork
Typography
Lino
Separations (12 ads)
Photography
Miscellaneous
Total Artwork & Production
Total Advertising
Percentage of Sales
Jan
Feb
Mar
Apr
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
#DIV/0!
#DIV/0!
#DIV/0!
#DIV/0!
Catalog
2002
Total
Jan
Feb
Mar
Apr
Catalog 1
Catalog 2
Catalog 3
Catalog 4
Catalog 5
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
Total Catalogs
Percentage of Sales
$0
$0
$0
$0
$0
#DIV/0!
#DIV/0!
#DIV/0!
#DIV/0!
2002
Direct Mail
Total
Installed Consumer Base

Product Line Upsell
New Product Upsell
Newsletter
Upgrade Re-Mail
Installed Customer Total
Jan
Feb
Mar
Apr
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
Outside List
Source 1 Post Card
Source 2 Post Card
Source 3 Post Card
Outside List Total
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
Mailing List Management

Registration Card Data Entry
MIS Time - Reports
Mailing List Rental Fees
Miscellaneous
Mailing List Mgmt. Total
Mailing List Income
Rental to [Company]
Rental to [Company]
Mailing List Income Total
[ ] Total Direct Mail = (Installed Customer Base + Outside List + Mailing List Management) - Mailing List Income
Total Direct Mail

Percentage of Sales
$0
2002
Total
Literature
Collateral
Corporate Brochure-Printing
Mini Catalog-Printing
Product Brochures-Printing
Photography
Copywriter
Design & Mechanicals
Separations
Collateral Total
$0
$0
$0
$0
#DIV/0!
#DIV/0!
#DIV/0!
#DIV/0!
Jan
Feb
Mar
Apr
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
Product Packaging
Boxes
Stickers
Photography
Copywriter
Separations
Product Packaging Total
Merchandising
Flyers
Coupons
Copywriter
Merchandising Total
Miscellaneous
Ad & Editorial Reprints
Registration Cards
Business Cards
Training Materials
Christmas Cards
Miscellaneous Total
Total Literature
Percentage of Sales
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
#DIV/0!
#DIV/0!
#DIV/0!
#DIV/0!
2002
Total
Product Launch
Public Relations
Press Review Kits
Public Relations Total
Jan
Feb
Mar
Apr
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
Sales Collateral
Copy & Design

Photoshoot & Supply of Film
Product Pkg. Design & Film
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
Product Brochure
Direct Mail Reg. Card piece
Mini Catalog
Ad/Editorial Reprints
Merchandising
Sales Collateral Total
Trade Shows
Targeted Industry Shows
Other Shows
Merchandising Total
Advertising
Targeting Publications
Advertising Total
Direct Mail
Design, printing, postage
Direct Mail Total
Mail Order Catalogs
Catalog 1
Direct Mail Total
Reseller Promotions
ROP Ads
End Caps
Direct Mail Total
Total Product Launch

Percentage of Sales
Public Relations
2002
Total
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
#DIV/0!
#DIV/0!
#DIV/0!
#DIV/0!
Jan
Feb
Mar
Apr
Free Shipping
Bacon,s Clipping Service
Consultant's Fees
Consultant's Expenses
Evaluation Units
P.R. Production
Product Photos
Miscellaneous
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
Total Public Relations

Percentage of Sales
Resellers
$0
2002
Total
$0
$0
$0
$0
#DIV/0!
#DIV/0!
#DIV/0!
#DIV/0!
Jan
Merchandising Collateral
(includes production costs)
Replenishment Reports
$0
Flyers
$0
Special Materials
$0
Collateral Total
$0
Merchandising Services
Chain Store 1
Chain Store 2
Chain Store 3
Feb
Mar
Apr
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
(based on 1 visit per store, per month)

$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
Chain Store 4
Chain Store 5
Services Total
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
[ ] Most distributors and retailers insist on an "Advertising Co-Op" or "MDF" percentage of your total annual sal
In addition to this fee, distributors and retailers will coordinate special advertising deals -- end-caps, full page s
Estimate your total "Advertising Co-Op" fee and divide by 12. Ad this value to your "special promotions" fees an
2002
Total
Jan
Distributors
Distributor 1
Distributor 2
Distributor 3
Distributor 4
Distributor 5
Distributors Total
Feb
Retailers Total
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
Feb
Trade Shows
Air Fare
Badges
Booth Space
Candy
Carpeting & Padding
Mar
Apr
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
2002
Total
Jan
Total Resellers
Percentage of Sales
Apr
$0
2002
Total
Jan
Retailers
Retailer 1
Retailer 2
Retailer 3
Retailer 4
Retailer 5
Mar
$0
Feb
Mar
Apr
$0
$0
$0
$0
#DIV/0!
#DIV/0!
#DIV/0!
#DIV/0!
2002
Total
Jan
Feb
Mar
Apr
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
Cleaning & Repair Services

Faxing & Copying
Film
Furniture
Giveaways
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
Hotel
Lead Forms
Meals
Post Card Invitations
Press Kits
Shipping
Signage
Transportation
Uniforms
Utilities
Total Trade Shows
Percentage of Sales
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
#DIV/0!
#DIV/0!
#DIV/0!
#DIV/0!
Advertising & Promotion

Sales Forecast
Category
Advertising
Catalogs
Direct Mail
Literature
Product Launch
Public Relations
Resellers
Trade Shows
$0
Jan
$0
Feb
$0
Mar
$0
Apr
$0
May
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
Grand Total A & P

% of Sales
$0
$0
$0
$0
$0
#DIV/0!
#DIV/0!
#DIV/0!
#DIV/0!
#DIV/0!
Advertising Budget
May
Jun
Jul
Aug
Sep
Oct
Nov
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
#DIV/0!
#DIV/0!
#DIV/0!
#DIV/0!
#DIV/0!
#DIV/0!
#DIV/0!
Catalog Budget
May
Jun
Jul
Aug
Sep
Oct
Nov
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
#DIV/0!
#DIV/0!
#DIV/0!
#DIV/0!
#DIV/0!
#DIV/0!
#DIV/0!
Direct Mail Budget
May
Jun
Jul
Aug
Sep
Oct
Nov
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
#DIV/0!
#DIV/0!
#DIV/0!
#DIV/0!
#DIV/0!
#DIV/0!
#DIV/0!
List Income
Literature Budget
May
Jun
Jul
Aug
Sep
Oct
Nov
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
#DIV/0!
#DIV/0!
#DIV/0!
#DIV/0!
#DIV/0!
#DIV/0!
#DIV/0!
Product Launch Budget

May
Jun
Jul
Aug
Sep
Oct
Nov
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
#DIV/0!
#DIV/0!
#DIV/0!
#DIV/0!
#DIV/0!
#DIV/0!
#DIV/0!
Public Relations Budget

May
Jun
Jul
Aug
Sep
Oct
Nov
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
#DIV/0!
#DIV/0!
#DIV/0!
#DIV/0!
#DIV/0!
#DIV/0!
#DIV/0!
Resellers Budget
May
Jun
Jul
Aug
Sep
Oct
Nov
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
of your total annual sales in their stores. This fee is generally less than 5%.
-- end-caps, full page spreads -- and charge accordingly.
ecial promotions" fees and enter your totals in the appropriate months.
May
Jun
Jul
Aug
Sep
Oct
Nov
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
May
Jun
Jul
Aug
Sep
Oct
Nov
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
May
Jun
Jul
Aug
Sep
Oct
Nov
$0
$0
$0
$0
$0
$0
$0
#DIV/0!
#DIV/0!
#DIV/0!
#DIV/0!
#DIV/0!
#DIV/0!
#DIV/0!
Trade Show Budget

May
Jun
Jul
Aug
Sep
Oct
Nov
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
#DIV/0!
#DIV/0!
#DIV/0!
#DIV/0!
#DIV/0!
#DIV/0!
#DIV/0!
dvertising & Promotions Budget Summary

$0
Jun
$0
Jul
$0
Aug
$0
Sep
$0
Oct
$0
Nov
$0
Dec
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
#DIV/0!
#DIV/0!
#DIV/0!
#DIV/0!
#DIV/0!
#DIV/0!
#DIV/0!
2003
Total
Dec
Variance
2002/2003
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
#DIV/0!
#DIV/0!
2003
Total
Dec
Variance
2002/2003
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
#DIV/0!
#DIV/0!
2003
Variance
Dec
Total
2002/2003
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
#DIV/0!
#DIV/0!
2003
Total
Dec
Variance
2002/2003
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
#DIV/0!
#DIV/0!
2003
Total
Dec
Variance
2002/2003
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
#DIV/0!
#DIV/0!
Dec
2003
Total
Variance
2002/2003
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
#DIV/0!
#DIV/0!
2003
Total
Dec
Variance
2002/2003
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
2003
Variance
Total
2002/2003
Dec
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
2003
Variance
Total
2002/2003
Dec
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
2003
Variance
Total
2002/2003
Dec
$0
$0
#DIV/0!
#DIV/0!
2003
Variance
Total
2002/2003
Dec
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
#DIV/0!
#DIV/0!
$0
2003
Total
$0
$0
$0
$0
$0
$0
$0
$0
$0
#DIV/0!
Operating Budget
Sales & Marketing Department O

Jan
Feb
Mar
SALARIES & EMPLOYEE RELATED EXPENSES

Management Salaries
[Name]
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
Vice President - Sales

[Name]
$0
Sales Administrator
[Name]
$0
Reseller Development Manager

[Name]
$0
Director of Marketing
[Name]
$0
Director-Channel Sales
[Name]
$0
Strategic Marketing Director

[Name]
Media Relations Manager
Total Management Salaries
Support Salaries
[Name]
Administrative Assistant
[Name]
Title
Total Support Staff Salaries
Employee Benefits
Employee Relocation
14.0%
Car Allowance
Commissions
Overtime
Total Salaries & Employee Related Expenses
Percentage of Total Budget
Acct. #
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
#DIV/0!
#DIV/0!
#DIV/0!
Jan
Feb
Mar
ADVERTISING & PROMOTIONAL EXPENSES

Advertising
Catalogs
Direct Mail
Literature
Product Launch
Public Relations
Resellers
Trade Shows
Total Advertising & Promotional Expenses
[x]
$0
$0
$0
[x]
$0
$0
$0
[x]
$0
$0
$0
[x]
$0
$0
$0
[x]
$0
$0
$0
[x]
$0
$0
$0
[x]
$0
$0
$0
[x]
$0
$0
$0
$0
$0
$0
#DIV/0!
#DIV/0!
#DIV/0!
Acct. #
Jan
Feb
Mar
OTHER OPERATIONAL EXPENSES

Cellular Phones
Dues & Subscriptions
Messenger Service
Office Supplies
Operating Supplies
Photocopy/Outside Reproduction
Postage
Professional Services
Consultant 1
Consultant 2
Consultant 3
Education & Training
Travel & Entertainment
Air Fare
Auto Rental
Lodging
Meals
Mileage
[x]
$0
$0
$0
[x]
$0
$0
$0
[x]
$0
$0
$0
[x]
$0
$0
$0
[x]
$0
$0
$0
[x]
$0
$0
$0
[x]
$0
$0
$0
[x]
$0
$0
$0
[x]
$0
$0
$0
[x]
$0
$0
$0
[x]
$0
$0
$0
[x]
$0
$0
$0
[x]
$0
$0
$0
[x]
$0
$0
$0
[x]
$0
$0
$0
[x]
$0
$0
$0
$0
$0
$0
Total Other Operational Expenses

Acct. #
#DIV/0!
#DIV/0!
#DIV/0!
Jan
Feb
Mar
ALLOCATED EXPENSES
Rent
Depreciation
Other Allocated
Total Allocated Expenses
Total Sales & Marketing Expenses
[x]
$0
$0
$0
[x]
$0
$0
$0
[x]
$0
$0
$0
$0
$0
$0
#DIV/0!
#DIV/0!
#DIV/0!
$0
$0
$0
& Marketing Department Operating Expense Budget

Apr
May
Jun
Jul
Aug
Sep
Oct
Nov
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
#DIV/0!
#DIV/0!
#DIV/0!
Apr
May
Jun
#DIV/0!
Jul
#DIV/0!
#DIV/0!
#DIV/0!
#DIV/0!
Aug
Sep
Oct
Nov
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
#DIV/0!
#DIV/0!
#DIV/0!
#DIV/0!
#DIV/0!
#DIV/0!
#DIV/0!
#DIV/0!
Apr
May
Jun
Jul
Aug
Sep
Oct
Nov
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
#DIV/0!
#DIV/0!
#DIV/0!
Apr
May
Jun
#DIV/0!
Jul
#DIV/0!
#DIV/0!
#DIV/0!
#DIV/0!
Aug
Sep
Oct
Nov
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
#DIV/0!
#DIV/0!
#DIV/0!
#DIV/0!
#DIV/0!
#DIV/0!
#DIV/0!
#DIV/0!
$0
$0
$0
$0
$0
$0
$0
$0
2002
Annual
Dec
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
#DIV/0!
#DIV/0!
2002
Annual
Dec
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
#DIV/0!
#DIV/0!
2002
Annual
Dec
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
#DIV/0!
#DIV/0!
2002
Annual
Dec
$0
$0
$0
$0
$0
$0
$0
$0
#DIV/0!
#DIV/0!
$0
$0
Profit and Loss Statement, One Month

Sales
Cost of Sales
Gross margin
Expenses:
Salaries
Rent
Office supplies
_____ supplies
Office equipment
$0
0
0
$0
0
0
0
0
0
$0
Net profit
Spreading Natural Accounts to Functional Accounts
Natural Accounts
Salaries
Rent
Office supplies
_____ supplies
Office equipment
Total
$0
$0
$0
$0
$0
$0
Sales Allocation
Packaging Allocation Advertising Allocation
%
$
%
$
%
$
0.0%
$0
0.0%
$0
0.0%
$0
0.0%
$0
0.0%
$0
0.0%
$0
0.0%
$0
0.0%
$0
0.0%
$0
0.0%
$0
0.0%
$0
0.0%
$0
0.0%
$0
0.0%
$0
0.0%
$0
$0
$0
$0
Basic Data for Cost and Profit Analysis and Functional Cost Account Allocations
PRODUCTS
Products
A
B
C
Cost/Unit
$0
0
0
Number
of Units
Sales
Relative
Selling
Sold in Volume in "Bulk" per Packaging
Price/Unit Period
Period
Unit
"Units"
$0
0
$0
0
0
0
0
0
0
0
0
0
0
0
0
0
$0
0
CUSTOMERS
Number of Each Product Ordered in Period
Customers
Customer 1
Customer 2
Customer 3
Number Number
of Sales of Orders
Calls in Placed in
Period
Period
0
0
0
0
0
0
B
0
0
0
C
0
0
0
0
0
0
Total
FUNCTIONAL COST ACCOUNT ALLOCATIONS

No. sales calls per period
Sales cost
Sales calls
Billing & collection cost
No. of orders
Billing
Packaging costs
Packaging units
Packaging unit costs
0
$0
Advertising
$0
#DIV/0! per call

$0
0
#DIV/0! per order
$0
0
#DIV/0!
#DIV/0!
#DIV/0!
#DIV/0!
per packaging unit or

for Product A
for Product B
for Product C
#DIV/0! per unit of C

Profit and Loss Statements for Customers
Customer 1
Sales
A
B
C
Total sales
Cost of sales
A
B
C
Total cost of sales
Gross margin
Expenses
Sales calls
Order costs
Packaging costs
A
B
C
Advertising
Net profit (or loss)
Customer 2
$0
0
0
$0
0
0
$0
0
0
0
$0
0
0
$0
0
0
0
$0
$0
Cost per
$0.00
$0.00
Customer 3
$0
0
0
0
$0
$0
$0
$0
0
0
0.00
0.00
0.00
0.00
#DIV/0!
#DIV/0!
#DIV/0!
#DIV/0!
#DIV/0!
#DIV/0!
#DIV/0!
#DIV/0!
#DIV/0!
#DIV/0!
#DIV/0!
#DIV/0!
#DIV/0!
#DIV/0!
#DIV/0!
#DIV/0!
#DIV/0!
#DIV/0!
Billing & Collection Allocation

%
$
0.0%
$0
0.0%
$0
0.0%
$0
0.0%
$0
0.0%
$0
$0
Whole
Company
$0
$0
$0
#DIV/0!
#DIV/0!
Planning and Control Chart for an Individual Department
Direct Expense
Gross
Profit
Sales
January
Planned
Actual
Variation
February
Planned
Actual
Variation
March
Planned
Actual
Variation
April
Planned
Actual
Variation
May
Planned
Actual
Variation
June
Planned
Actual
Variation
July
Planned
Actual
Variation
August
Planned
Actual
Variation
September
Planned
Actual
Variation
October
Planned
Actual
Variation
November
Planned
Actual
Total
Fixed
Variable
Cumulative
Contribution Contribution
to Store
to Store
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
Variation
December
Planned
Actual
Variation
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
A Spreadsheet Analysis Showing How a Change in Price Affects Sales and Profit
Price
Example
$19.80
$19.90
Selling
Cost
Advertising
Cost
Total
Units
$30,000
$30,000
$30,000
$30,000
7,000
7,000
$0.00
0.00
0.00
0.00
0.00
$0
0
0
0
0
$0
0
0
0
0
0
0
0
0
0
Sales
Total Cost
$138,600 $115,000
$139,300 $115,000
$0
0
0
0
0
$0
0
0
0
0
Total
Profit
$23,600
$24,300
$0
0
0
0
0
Determining Profit by Channel

A. Overall Contribution for a Product
Sales
Cost of goods sold
Gross margin
Salaries
Lease
Supplies
Advertising
$0
0
$0
$0
0
0
0
$0
$0
Net profit
B. Allocation of Costs by Function
%
Salaries
Lease
Supplies
Advertising
Total
Sales
Amount
0%
$0
0%
0
0%
0
0
$0
Advertising
Shipping & Billing
%
Amount
%
Amount
0%
$0
0%
$0
0%
0
0%
0
0%
0
0%
0
0%
0
0
$0
$0
C. Allocation of Functional Costs to Channels
Basis for Allocation

Food store
Discount store
Hardware store
Drug store
chain
independent
Department store
Home improvement center
Mail-order catalogs
Specialty stores
Export
Other
Total
Expense to allocate
Expense per activity
Selling
Number of calls
0
0
0
0
0
0
0
0
0
0
0
0
0
$0
#DIV/0!
Advertising
Number of ads
0
0
0
0
0
0
0
0
0
0
0
0
0
$0
#DIV/0!
Shipping & Billing

Number of orders
0
0
0
0
0
0
0
0
0
0
0
0
0
$0
#DIV/0!
D. Profit by Channel*
Sales
Type 1
$0
Type 2
$0
Channel
Type 3
$0
Type 4
$0
Total
$0
Cost of goods sold

Gross margin
Selling
Advertising
Shipping & Billing
Net profit
Return on sales
0
0
0
0
0
0
$0
#DIV/0!
0
0
0
0
0
0
$0
#DIV/0!
0
0
0
0
0
0
$0
#DIV/0!
0
0
0
0
0
0
$0
#DIV/0!
0
0
0
0
0
0
$0
#DIV/0!
Sales Forecast and Analysis

Customer or Channel :
1st Co., Inc.
Part #
Description
SRP
Cost
Part #
Description
SRP
Cost
Part #
Description
SRP
Cost
Part #
Description
SRP
Cost
Part #
Description
SRP
Cost
Part #
Description
SRP
Cost
January
340-00
Product 1
$100.00
$45.00
340-01
Product 2
$200.00
$125.00
340-02
Product 3
$300.00
$175.00
340-03
Product 4
$400.00
$225.00
340-04
Product 5
$500.00
$295.00
340-05
Product 6
$600.00
$315.00
TOTALS
UNITS Forecast
UNITS Actual
$ Forecast
$ Actual
UNITS Forecast
UNITS Actual
$ Forecast
$ Actual
UNITS Forecast
UNITS Actual
$ Forecast
$ Actual
UNITS Forecast
UNITS Actual
$ Forecast
$ Actual
UNITS Forecast
UNITS Actual
$ Forecast
$ Actual
UNITS Forecast
UNITS Actual
$ Forecast
$ Actual
UNITS Forecast
UNITS Actual
$ Forecast
$ Actual
30
80
$1,350
$3,600
60
80
$7,500
$10,000
60
80
$10,500
$14,000
60
55
$13,500
$12,375
60
80
$17,700
$23,600
60
80
$18,900
$25,200
330
455
$69,450
$88,775
% Fcst
2%
5%
11%
14%
15%
20%
19%
18%
25%
34%
27%
36%
128%
Q1 Totals
2nd Co., Inc.
Part #
Description
SRP
Cost
Part #
January
340-00
Product 1
$100.00
$45.00
340-01
UNITS Forecast
UNITS Actual
$ Forecast
$ Actual
UNITS Forecast
30
80
$1,350
$3,600
60
% Fcst
2%
5%
-
Description
SRP
Cost
Part #
Description
SRP
Cost
Part #
Description
SRP
Cost
Part #
Description
SRP
Cost
Part #
Description
SRP
Cost
Product 2
$200.00
$125.00
340-02
Product 3
$300.00
$175.00
340-03
Product 4
$400.00
$225.00
340-05
Product 5
$500.00
$295.00
340-05
Product 6
$600.00
$315.00
TOTALS
UNITS Actual
$ Forecast
$ Actual
UNITS Forecast
UNITS Actual
$ Forecast
$ Actual
UNITS Forecast
UNITS Actual
$ Forecast
$ Actual
UNITS Forecast
UNITS Actual
$ Forecast
$ Actual
UNITS Forecast
UNITS Actual
$ Forecast
$ Actual
UNITS Forecast
UNITS Actual
$ Forecast
$ Actual
80
$7,500
$10,000
60
80
$10,500
$14,000
60
55
$13,500
$12,375
60
80
$17,700
$23,600
60
80
$18,900
$25,200
330
455
$69,450
$88,775
11%
14%
15%
20%
19%
18%
25%
34%
27%
36%
128%
Q1 Totals
3rd Co., Inc.
Part #
Description
SRP
Cost
Part #
Description
SRP
Cost
Part #
Description
SRP
Cost
Part #
Description
SRP
January
340-00
Product 1
$100.00
$45.00
340-01
Product 2
$200.00
$125.00
340-02
Product 3
$300.00
$175.00
340-03
Product 4
$400.00
UNITS Forecast
UNITS Actual
$ Forecast
$ Actual
UNITS Forecast
UNITS Actual
$ Forecast
$ Actual
UNITS Forecast
UNITS Actual
$ Forecast
$ Actual
UNITS Forecast
UNITS Actual
$ Forecast
30
80
$1,350
$3,600
60
80
$7,500
$10,000
60
80
$10,500
$14,000
60
55
$13,500
% Fcst
2%
5%
11%
14%
15%
20%
19%
Cost
Part #
Description
SRP
Cost
Part #
Description
SRP
Cost
TOTALS
$225.00
340-05
Product 5
$500.00
$295.00
340-05
Product 6
$600.00
$315.00
$ Actual
UNITS Forecast
UNITS Actual
$ Forecast
$ Actual
UNITS Forecast
UNITS Actual
$ Forecast
$ Actual
UNITS Forecast
UNITS Actual
$ Forecast
$ Actual
$12,375
60
80
$17,700
$23,600
60
80
$18,900
$25,200
330
455
$69,450
$88,775
18%
25%
34%
27%
36%
128%
Q1 Totals
4th Co., Inc.
Part #
Description
SRP
Cost
Part #
Description
SRP
Cost
Part #
Description
SRP
Cost
Part #
Description
SRP
Cost
Part #
Description
SRP
Cost
Part #
Description
SRP
Cost
January
340-00
Product 1
$100.00
$45.00
340-01
Product 2
$200.00
$125.00
340-02
Product 3
$300.00
$175.00
340-03
Product 4
$400.00
$225.00
340-05
Product 5
$500.00
$295.00
340-05
Product 6
$600.00
$315.00
TOTALS
UNITS Forecast
UNITS Actual
$ Forecast
$ Actual
UNITS Forecast
UNITS Actual
$ Forecast
$ Actual
UNITS Forecast
UNITS Actual
$ Forecast
$ Actual
UNITS Forecast
UNITS Actual
$ Forecast
$ Actual
UNITS Forecast
UNITS Actual
$ Forecast
$ Actual
UNITS Forecast
UNITS Actual
$ Forecast
$ Actual
UNITS Forecast
UNITS Actual
$ Forecast
$ Actual
30
80
$1,350
$3,600
60
80
$7,500
$10,000
60
80
$10,500
$14,000
60
55
$13,500
$12,375
60
80
$17,700
$23,600
60
80
$18,900
$25,200
330
455
$69,450
$88,775
% Fcst
2%
5%
11%
14%
15%
20%
19%
18%
25%
34%
27%
36%
128%
Q1 Totals
5th Co., Inc.
Part #
Description
SRP
Cost
Part #
Description
SRP
Cost
January
340-00
Product 1
$100.00
$45.00
340-01
Product 2
$200.00
$125.00
UNITS Forecast
UNITS Actual
$ Forecast
$ Actual
UNITS Forecast
UNITS Actual
$ Forecast
$ Actual
30
80
$1,350
$3,600
60
80
$7,500
$10,000
% Fcst
2%
5%
11%
14%
Part #
Description
SRP
Cost
Part #
Description
SRP
Cost
Part #
Description
SRP
Cost
Part #
Description
SRP
Cost
340-02
Product 3
$300.00
$175.00
340-03
Product 4
$400.00
$225.00
340-05
Product 5
$500.00
$295.00
340-05
Product 6
$600.00
$315.00
TOTALS
UNITS Forecast
UNITS Actual
$ Forecast
$ Actual
UNITS Forecast
UNITS Actual
$ Forecast
$ Actual
UNITS Forecast
UNITS Actual
$ Forecast
$ Actual
UNITS Forecast
UNITS Actual
$ Forecast
$ Actual
UNITS Forecast
UNITS Actual
$ Forecast
$ Actual
60
80
$10,500
$14,000
60
55
$13,500
$12,375
60
80
$17,700
$23,600
60
80
$18,900
$25,200
330
455
$69,450
$88,775
15%
20%
19%
18%
25%
34%
27%
36%
128%
Q1 Totals
January
Part #
Description
Average
Unit Price
Part #
Description
Average
Unit Price
Part #
Description
Average
Unit Price
Part #
Description
Average
Unit Price
Part #
Description
340-00
Product 1
$45.00
340-01
Product 2
$125.00
340-02
Product 3
$175.00
340-03
Product 4
$225.00
340-04
Product 5
UNITS Forecast
UNITS Actual
$ Forecast
$ Actual
UNITS Forecast
UNITS Actual
$ Forecast
$ Actual
UNITS Forecast
UNITS Actual
$ Forecast
$ Actual
UNITS Forecast
UNITS Actual
$ Forecast
$ Actual
UNITS Forecast
UNITS Actual
150
400
$6,750
$18,000
300
400
$37,500
$50,000
300
400
$52,500
$70,000
300
275
$67,500
$61,875
300
400
% Fcst
2%
5%
11%
14%
15%
20%
19%
18%
-
Average
Unit Price
Part #
Description
Average
Unit Price
$295.00
340-05
Product 6
$315.00
$ Forecast
$ Actual
UNITS Forecast
UNITS Actual
$ Forecast
$ Actual
$88,500
$118,000
300
400
$94,500
$126,000
25%
34%
27%
36%
Q1 Totals
January
TOTALS
UNITS Forecast
UNITS Actual
$ Forecast
$ Actual
Total Sales as % of Forecast
1,650
2,275
$347,250
$443,875
128%
Q1 Totals
February
65
80
$2,925
$3,600
65
80
$8,125
$10,000
65
80
$11,375
$14,000
65
80
$14,625
$18,000
65
80
$19,175
$23,600
65
80
$20,475
$25,200
390
480
$76,700
$94,400
% Fcst
4%
5%
11%
13%
15%
18%
19%
23%
25%
31%
27%
33%
123%
UNITS Forecast
UNITS Actual
$ Forecast
$ Actual
February
65
80
$2,925
$3,600
65
% Fcst
4%
5%
-
March
55
80
$2,475
$3,600
55
80
$6,875
$10,000
55
80
$9,625
$14,000
55
80
$12,375
$18,000
55
80
$16,225
$23,600
55
80
$17,325
$25,200
330
480
$64,900
$94,400
1050
1415
$211,050
$277,575
March
55
80
$2,475
$3,600
55
% Fcst
4%
6%
11%
15%
15%
22%
19%
28%
25%
36%
27%
39%
145%
132%
% Fcst
4%
6%
-
April
% Fcst
60
75
$2,700
$3,375
60
75
$7,500
$9,375
60
75
$10,500
$13,125
60
75
$13,500
$16,875
60
75
$17,700
$22,125
60
75
$18,900
$23,625
360
450
$70,800
$88,500
4%
5%
11%
13%
15%
19%
19%
24%
25%
31%
27%
33%
125%
Q2 Totals
April
% Fcst
60
75
$2,700
$3,375
60
4%
5%
-
May
60
50
$2,700
$2,250
60
80
$7,500
$10,000
35
50
$6,125
$8,750
75
80
$16,875
$18,000
60
80
$17,700
$23,600
60
80
$18,900
$25,200
350
420
$69,800
$87,800
UNITS Forecast
UNITS Actual
$ Forecast
May
60
50
$2,700
$2,250
60
80
$8,125
$10,000
65
80
$11,375
$14,000
65
80
$14,625
$18,000
65
80
$19,175
$23,600
65
80
$20,475
$25,200
390
480
$76,700
$94,400
11%
13%
15%
18%
19%
23%
25%
31%
27%
33%
123%
UNITS Forecast
UNITS Actual
$ Forecast
$ Actual
February
65
80
$2,925
$3,600
65
80
$8,125
$10,000
65
80
$11,375
$14,000
65
80
$14,625
% Fcst
4%
5%
11%
13%
15%
18%
19%
80
$6,875
$10,000
55
80
$9,625
$14,000
55
80
$12,375
$18,000
55
80
$16,225
$23,600
55
80
$17,325
$25,200
330
480
$64,900
$94,400
1050
1415
$211,050
$277,575
March
55
80
$2,475
$3,600
55
80
$6,875
$10,000
55
80
$9,625
$14,000
55
80
$12,375
11%
15%
15%
22%
19%
28%
25%
36%
27%
39%
145%
132%
% Fcst
4%
6%
11%
15%
15%
22%
19%
75
$7,500
$9,375
60
75
$10,500
$13,125
60
75
$13,500
$16,875
60
75
$17,700
$22,125
60
75
$18,900
$23,625
360
450
$70,800
$88,500
11%
13%
15%
19%
19%
24%
25%
31%
27%
33%
125%
Q2 Totals
April
% Fcst
60
75
$2,700
$3,375
60
75
$7,500
$9,375
60
75
$10,500
$13,125
60
75
$13,500
4%
5%
11%
13%
15%
19%
19%
80
$7,500
$10,000
35
50
$6,125
$8,750
75
80
$16,875
$18,000
60
80
$17,700
$23,600
60
80
$18,900
$25,200
350
420
$69,800
$87,800
UNITS Forecast
UNITS Actual
$ Forecast
May
60
50
$2,700
$2,250
60
80
$7,500
$10,000
35
50
$6,125
$8,750
75
80
$16,875
$18,000
65
80
$19,175
$23,600
65
80
$20,475
$25,200
390
480
$76,700
$94,400
23%
25%
31%
27%
33%
123%
UNITS Forecast
UNITS Actual
$ Forecast
$ Actual
$18,000
55
80
$16,225
$23,600
55
80
$17,325
$25,200
330
480
$64,900
$94,400
1050
1415
$211,050
$277,575
28%
25%
36%
27%
39%
145%
132%
$16,875
60
75
$17,700
$22,125
60
75
$18,900
$23,625
360
450
$70,800
$88,500
24%
25%
31%
27%
33%
125%
Q2 Totals
$18,000
60
80
$17,700
$23,600
60
80
$18,900
$25,200
350
420
$69,800
$87,800
UNITS Forecast
UNITS Actual
$ Forecast
February
65
80
$2,925
$3,600
65
80
$8,125
$10,000
65
80
$11,375
$14,000
65
80
$14,625
$18,000
65
80
$19,175
$23,600
65
80
$20,475
$25,200
390
480
$76,700
$94,400
% Fcst
4%
5%
11%
13%
15%
18%
19%
23%
25%
31%
27%
33%
123%
UNITS Forecast
UNITS Actual
$ Forecast
$ Actual
February
65
80
$2,925
$3,600
65
80
$8,125
$10,000
% Fcst
4%
5%
11%
13%
March
55
80
$2,475
$3,600
55
80
$6,875
$10,000
55
80
$9,625
$14,000
55
80
$12,375
$18,000
55
80
$16,225
$23,600
55
80
$17,325
$25,200
330
480
$64,900
$94,400
1050
1415
$211,050
$277,575
March
55
80
$2,475
$3,600
55
80
$6,875
$10,000
% Fcst
4%
6%
11%
15%
15%
22%
19%
28%
25%
36%
27%
39%
145%
132%
% Fcst
4%
6%
11%
15%
April
% Fcst
60
75
$2,700
$3,375
60
75
$7,500
$9,375
60
75
$10,500
$13,125
60
75
$13,500
$16,875
60
75
$17,700
$22,125
60
75
$18,900
$23,625
360
450
$70,800
$88,500
4%
5%
11%
13%
15%
19%
19%
24%
25%
31%
27%
33%
125%
Q2 Totals
April
% Fcst
60
75
$2,700
$3,375
60
75
$7,500
$9,375
4%
5%
11%
13%
May
60
50
$2,700
$2,250
60
80
$7,500
$10,000
35
50
$6,125
$8,750
75
80
$16,875
$18,000
60
80
$17,700
$23,600
60
80
$18,900
$25,200
350
420
$69,800
$87,800
UNITS Forecast
UNITS Actual
$ Forecast
May
60
50
$2,700
$2,250
60
80
$7,500
$10,000
65
80
$11,375
$14,000
65
80
$14,625
$18,000
65
80
$19,175
$23,600
65
80
$20,475
$25,200
390
480
$76,700
$94,400
15%
18%
19%
23%
25%
31%
27%
33%
123%
UNITS Forecast
UNITS Actual
$ Forecast
$ Actual
February
325
400
$14,625
$18,000
325
400
$40,625
$50,000
325
400
$56,875
$70,000
325
400
$73,125
$90,000
325
400
% Fcst
3%
4%
9%
11%
13%
16%
17%
20%
-
55
80
$9,625
$14,000
55
80
$12,375
$18,000
55
80
$16,225
$23,600
55
80
$17,325
$25,200
330
480
$64,900
$94,400
1050
1415
$211,050
$277,575
March
275
400
$12,375
$18,000
275
400
$34,375
$50,000
275
400
$48,125
$70,000
275
400
$61,875
$90,000
275
400
15%
22%
19%
28%
25%
36%
27%
39%
145%
132%
% Fcst
4%
6%
11%
15%
15%
22%
19%
28%
-
60
75
$10,500
$13,125
60
75
$13,500
$16,875
60
75
$17,700
$22,125
60
75
$18,900
$23,625
360
450
$70,800
$88,500
15%
19%
19%
24%
25%
31%
27%
33%
125%
Q2 Totals
April
% Fcst
300
375
$13,500
$16,875
300
375
$37,500
$46,875
300
375
$52,500
$65,625
300
375
$67,500
$84,375
300
375
4%
5%
11%
13%
15%
19%
19%
24%
-
35
50
$6,125
$8,750
75
80
$16,875
$18,000
60
80
$17,700
$23,600
60
80
$18,900
$25,200
350
420
$69,800
$87,800
UNITS Forecast
UNITS Actual
$ Forecast
May
300
250
$13,500
$11,250
300
400
$37,500
$50,000
175
250
$30,625
$43,750
375
400
$84,375
$90,000
300
400
$95,875
$118,000
325
400
$158,600
$126,000
22%
27%
36%
29%
UNITS Forecast
UNITS Actual
$ Forecast
$ Actual
$81,125
$118,000
275
400
$85,525
$126,000
900
1200
$338,625
$378,000
25%
36%
26%
39%
112%
$88,500
$110,625
300
375
$94,500
$118,125
25%
31%
27%
33%
Q2 Totals
$88,500
$118,000
300
400
$94,500
$126,000
UNITS Forecast
UNITS Actual
$ Forecast
February
March
April
May
1,950
2,400
$439,725
$472,000
107%
1,650
2,400
$323,400
$472,000
146%
5250
7075
$1,110,375
$1,387,875
125%
1,800
2,250
$354,000
$442,500
125%
1,750
2,100
$349,000
$439,000
126%
UNITS Forecast
UNITS Actual
$ Forecast
$ Actual
Q2 Totals
UNITS Forecast
UNITS Actual
$ Forecast
% Fcst
4%
3%
11%
14%
9%
13%
24%
26%
25%
34%
27%
36%
126%
UNITS Forecast
UNITS Actual
$ Forecast
$ Actual
% Fcst
4%
3%
-
June
60
75
$2,700
$3,375
60
80
$7,500
$10,000
60
65
$10,500
$11,375
60
80
$13,500
$18,000
60
80
$17,700
$23,600
60
80
$18,900
$25,200
360
460
$70,800
$91,550
1070
1330
$211,400
$267,850
June
60
75
$2,700
$3,375
60
% Fcst
4%
5%
11%
14%
15%
16%
19%
25%
25%
33%
27%
36%
129%
127%
% Fcst
4%
5%
-
Detailed Product Sales Forecast - 1995

July
% Fcst
August
60
80
$2,700
$3,600
60
80
$7,500
$10,000
60
80
$10,500
$14,000
45
80
$10,125
$18,000
35
25
$10,325
$7,375
60
80
$18,900
$25,200
320
425
$60,050
$78,175
4%
6%
12%
17%
17%
23%
17%
30%
17%
12%
31%
42%
130%
Q3 Totals
60
90
$2,700
$4,050
40
80
$5,000
$10,000
60
100
$10,500
$17,500
60
80
$13,500
$18,000
45
80
$13,275
$23,600
60
80
$18,900
$25,200
325
510
$63,875
$98,350
4%
6%
-
4%
6%
8%
16%
16%
27%
21%
28%
21%
37%
30%
39%
154%
UNITS Forecast
UNITS Actual
$ Forecast
$ Actual

July
% Fcst
August
60
80
$2,700
$3,600
60
% Fcst
60
90
$2,700
$4,050
40
% Fcst
4%
6%
-
11%
14%
9%
13%
24%
26%
25%
34%
27%
36%
126%
UNITS Forecast
UNITS Actual
$ Forecast
$ Actual
% Fcst
4%
3%
11%
14%
9%
13%
24%
80
$7,500
$10,000
60
65
$10,500
$11,375
60
80
$13,500
$18,000
60
80
$17,700
$23,600
60
80
$18,900
$25,200
360
460
$70,800
$91,550
1070
1330
$211,400
$267,850
June
60
75
$2,700
$3,375
60
80
$7,500
$10,000
60
65
$10,500
$11,375
60
80
$13,500
11%
14%
15%
16%
19%
25%
25%
33%
27%
36%
129%
127%
% Fcst
4%
5%
11%
14%
15%
16%
19%
80
$7,500
$10,000
60
80
$10,500
$14,000
45
80
$10,125
$18,000
35
25
$10,325
$7,375
60
80
$18,900
$25,200
320
425
$60,050
$78,175
12%
17%
17%
23%
17%
30%
17%
12%
31%
42%
130%
Q3 Totals
80
$5,000
$10,000
60
100
$10,500
$17,500
60
80
$13,500
$18,000
45
80
$13,275
$23,600
60
80
$18,900
$25,200
325
510
$63,875
$98,350
UNITS Forecast
UNITS Actual
$ Forecast
$ Actual

July
% Fcst
August
60
80
$2,700
$3,600
60
80
$7,500
$10,000
60
80
$10,500
$14,000
45
80
$10,125
4%
6%
12%
17%
17%
23%
17%
8%
16%
16%
27%
21%
28%
21%
37%
30%
39%
154%
60
90
$2,700
$4,050
40
80
$5,000
$10,000
60
100
$10,500
$17,500
60
80
$13,500
% Fcst
4%
6%
8%
16%
16%
27%
21%
26%
25%
34%
27%
36%
126%
UNITS Forecast
UNITS Actual
$ Forecast
$ Actual
$18,000
60
80
$17,700
$23,600
60
80
$18,900
$25,200
360
460
$70,800
$91,550
1070
1330
$211,400
$267,850
25%
25%
33%
27%
36%
129%
127%
$18,000
35
25
$10,325
$7,375
60
80
$18,900
$25,200
320
425
$60,050
$78,175
30%
17%
12%
31%
42%
130%
Q3 Totals
$18,000
45
80
$13,275
$23,600
60
80
$18,900
$25,200
325
510
$63,875
$98,350
28%
21%
37%
30%
39%
154%
UNITS Forecast
UNITS Actual
$ Forecast
$ Actual
% Fcst
4%
3%
11%
14%
9%
13%
24%
26%
25%
34%
27%
36%
126%
UNITS Forecast
UNITS Actual
$ Forecast
$ Actual
% Fcst
4%
3%
11%
14%
June
60
75
$2,700
$3,375
60
80
$7,500
$10,000
60
65
$10,500
$11,375
60
80
$13,500
$18,000
60
80
$17,700
$23,600
60
80
$18,900
$25,200
360
460
$70,800
$91,550
1070
1330
$211,400
$267,850
June
60
75
$2,700
$3,375
60
80
$7,500
$10,000
% Fcst
4%
5%
11%
14%
15%
16%
19%
25%
25%
33%
27%
36%
129%
127%

July
% Fcst
August
60
80
$2,700
$3,600
60
80
$7,500
$10,000
60
80
$10,500
$14,000
45
80
$10,125
$18,000
35
25
$10,325
$7,375
60
80
$18,900
$25,200
320
425
$60,050
$78,175
4%
6%
12%
17%
17%
23%
17%
30%
17%
12%
31%
42%
130%
Q3 Totals
60
90
$2,700
$4,050
40
80
$5,000
$10,000
60
100
$10,500
$17,500
60
80
$13,500
$18,000
45
80
$13,275
$23,600
60
80
$18,900
$25,200
325
510
$63,875
$98,350
60
80
$2,700
$3,600
60
80
$7,500
$10,000
4%
6%
12%
17%
4%
6%
8%
16%
16%
27%
21%
28%
21%
37%
30%
39%
154%
UNITS Forecast
UNITS Actual
$ Forecast
$ Actual

% Fcst
July
% Fcst
August
4%
5%
11%
14%
% Fcst
60
90
$2,700
$4,050
40
80
$5,000
$10,000
% Fcst
4%
6%
8%
16%
9%
13%
24%
26%
25%
34%
27%
36%
126%
UNITS Forecast
UNITS Actual
$ Forecast
$ Actual
% Fcst
4%
3%
11%
14%
9%
13%
24%
26%
-
60
65
$10,500
$11,375
60
80
$13,500
$18,000
60
80
$17,700
$23,600
60
80
$18,900
$25,200
360
460
$70,800
$91,550
1070
1330
$211,400
$267,850
15%
16%
19%
25%
25%
33%
27%
36%
129%
127%
60
80
$10,500
$14,000
45
80
$10,125
$18,000
35
25
$10,325
$7,375
60
80
$18,900
$25,200
320
425
$60,050
$78,175
Q3 Totals
Product Sales Forecast Summary -1995

June
% Fcst
July
300
375
$13,500
$16,875
300
400
$37,500
$50,000
300
325
$52,500
$56,875
300
400
$67,500
$90,000
300
400
4%
5%
11%
14%
15%
16%
19%
25%
-
17%
23%
17%
30%
17%
12%
31%
42%
130%
300
400
$13,500
$18,000
300
400
$37,500
$50,000
300
400
$52,500
$70,000
225
400
$50,625
$90,000
175
125
% Fcst
4%
6%
12%
17%
17%
23%
17%
30%
-
60
100
$10,500
$17,500
60
80
$13,500
$18,000
45
80
$13,275
$23,600
60
80
$18,900
$25,200
325
510
$63,875
$98,350
16%
27%
21%
28%
21%
37%
30%
39%
154%
UNITS Forecast
UNITS Actual
$ Forecast
$ Actual
August
300
450
$13,500
$20,250
200
400
$25,000
$50,000
300
500
$52,500
$87,500
300
400
$67,500
$90,000
225
400
% Fcst
4%
6%
8%
16%
16%
27%
21%
28%
-
25%
34%
27%
36%
UNITS Forecast
UNITS Actual
$ Forecast
$ Actual
$88,500
$118,000
300
400
$94,500
$126,000
900
1175
$283,500
$370,125
25%
33%
27%
36%
131%
June
July
August
1,600
2,125
$300,250
$390,875
130%
1,625
2,550
$319,375
$491,750
154%
UNITS Forecast
UNITS Actual
$ Forecast
$ Actual
ales as % of Forecast
1,800
2,300
$354,000
$457,750
129%
5350
6650
$1,057,000
$1,339,250
127%
$51,625
$36,875
300
400
$94,500
$126,000
17%
12%
31%
42%
Q3 Totals
$66,375
$118,000
300
400
$94,500
$126,000
21%
37%
30%
39%
UNITS Forecast
UNITS Actual
$ Forecast
$ Actual
Q3 Totals
UNITS Forecast
UNITS Actual
$ Forecast
$ Actual
September
60
100
$2,700
$4,500
60
95
$7,500
$11,875
50
80
$8,750
$14,000
15
50
$3,375
$11,250
60
100
$17,700
$29,500
60
80
$18,900
$25,200
305
505
$58,925
$96,325
950
1440
$182,850
$272,850
September
60
100
$2,700
$4,500
60
% Fcst
5%
8%
13%
20%
15%
24%
6%
19%
30%
50%
32%
43%
163%
149%
% Fcst
5%
8%
-
October
60
65
$2,700
$2,925
75
80
$9,375
$10,000
60
50
$10,500
$8,750
60
80
$13,500
$18,000
60
20
$17,700
$5,900
60
80
$18,900
$25,200
375
375
$72,675
$70,775
% Fcst
4%
4%
13%
14%
14%
12%
19%
25%
24%
8%
26%
35%
97%
Q4 Totals
October
60
65
$2,700
$2,925
75
% Fcst
4%
4%
-
November
% Fcst
60
60
$2,700
$2,700
60
100
$7,500
$12,500
60
95
$10,500
$16,625
25
30
$5,625
$6,750
40
55
$11,800
$16,225
60
80
$18,900
$25,200
305
420
$57,025
$80,000
5%
5%
13%
22%
18%
29%
10%
12%
21%
28%
33%
44%
140%
UNITS Forecast
UNITS Actual
$ Forecast
$ Actual
November
% Fcst
60
60
$2,700
$2,700
60
5%
5%
-
December
60
95
$2,700
$4,275
90
120
$11,250
$15,000
60
80
$10,500
$14,000
75
80
$16,875
$18,000
60
80
$17,700
$23,600
60
80
$18,900
$25,200
405
535
$77,925
$100,075
1085
1330
$207,625
$250,850
December
60
95
$2,700
$4,275
90
95
$7,500
$11,875
50
80
$8,750
$14,000
15
50
$3,375
$11,250
60
100
$17,700
$29,500
60
80
$18,900
$25,200
305
505
$58,925
$96,325
950
1440
$182,850
$272,850
September
60
100
$2,700
$4,500
60
95
$7,500
$11,875
50
80
$8,750
$14,000
15
50
$3,375
13%
20%
15%
24%
6%
19%
30%
50%
32%
43%
163%
149%
% Fcst
5%
8%
13%
20%
15%
24%
6%
80
$9,375
$10,000
60
50
$10,500
$8,750
60
80
$13,500
$18,000
60
20
$17,700
$5,900
60
80
$18,900
$25,200
375
375
$72,675
$70,775
13%
14%
14%
12%
19%
25%
24%
8%
26%
35%
97%
Q4 Totals
October
60
65
$2,700
$2,925
75
80
$9,375
$10,000
60
50
$10,500
$8,750
60
80
$13,500
% Fcst
4%
4%
13%
14%
14%
12%
19%
100
$7,500
$12,500
60
95
$10,500
$16,625
25
30
$5,625
$6,750
40
55
$11,800
$16,225
60
80
$18,900
$25,200
305
420
$57,025
$80,000
13%
22%
18%
29%
10%
12%
21%
28%
33%
44%
140%
UNITS Forecast
UNITS Actual
$ Forecast
$ Actual
November
% Fcst
60
60
$2,700
$2,700
60
100
$7,500
$12,500
60
95
$10,500
$16,625
25
30
$5,625
5%
5%
13%
22%
18%
29%
10%
120
$11,250
$15,000
60
80
$10,500
$14,000
75
80
$16,875
$18,000
60
80
$17,700
$23,600
60
80
$18,900
$25,200
405
535
$77,925
$100,075
1085
1330
$207,625
$250,850
December
60
95
$2,700
$4,275
90
120
$11,250
$15,000
60
80
$10,500
$14,000
75
80
$16,875
$11,250
60
100
$17,700
$29,500
60
80
$18,900
$25,200
305
505
$58,925
$96,325
950
1440
$182,850
$272,850
19%
30%
50%
32%
43%
163%
149%
$18,000
60
20
$17,700
$5,900
60
80
$18,900
$25,200
375
375
$72,675
$70,775
25%
24%
8%
26%
35%
97%
Q4 Totals
$6,750
40
55
$11,800
$16,225
60
80
$18,900
$25,200
305
420
$57,025
$80,000
12%
21%
28%
33%
44%
140%
UNITS Forecast
UNITS Actual
$ Forecast
$ Actual
$18,000
60
80
$17,700
$23,600
60
80
$18,900
$25,200
405
535
$77,925
$100,075
1085
1330
$207,625
$250,850
September
60
100
$2,700
$4,500
60
95
$7,500
$11,875
50
80
$8,750
$14,000
15
50
$3,375
$11,250
60
100
$17,700
$29,500
60
80
$18,900
$25,200
305
505
$58,925
$96,325
950
1440
$182,850
$272,850
September
60
100
$2,700
$4,500
60
95
$7,500
$11,875
% Fcst
5%
8%
13%
20%
15%
24%
6%
19%
30%
50%
32%
43%
163%
149%
% Fcst
5%
8%
13%
20%
October
60
65
$2,700
$2,925
75
80
$9,375
$10,000
60
50
$10,500
$8,750
60
80
$13,500
$18,000
60
20
$17,700
$5,900
60
80
$18,900
$25,200
375
375
$72,675
$70,775
% Fcst
4%
4%
13%
14%
14%
12%
19%
25%
24%
8%
26%
35%
97%
Q4 Totals
October
60
65
$2,700
$2,925
75
80
$9,375
$10,000
% Fcst
4%
4%
13%
14%
November
% Fcst
60
60
$2,700
$2,700
60
100
$7,500
$12,500
60
95
$10,500
$16,625
25
30
$5,625
$6,750
40
55
$11,800
$16,225
60
80
$18,900
$25,200
305
420
$57,025
$80,000
5%
5%
13%
22%
18%
29%
10%
12%
21%
28%
33%
44%
140%
UNITS Forecast
UNITS Actual
$ Forecast
$ Actual
November
% Fcst
60
60
$2,700
$2,700
60
100
$7,500
$12,500
5%
5%
13%
22%
December
60
95
$2,700
$4,275
90
120
$11,250
$15,000
60
80
$10,500
$14,000
75
80
$16,875
$18,000
60
80
$17,700
$23,600
60
80
$18,900
$25,200
405
535
$77,925
$100,075
1085
1330
$207,625
$250,850
December
60
95
$2,700
$4,275
90
120
$11,250
$15,000
50
80
$8,750
$14,000
15
50
$3,375
$11,250
60
100
$17,700
$29,500
60
80
$18,900
$25,200
305
505
$58,925
$96,325
950
1440
$182,850
$272,850
September
300
500
$13,500
$22,500
300
475
$37,500
$59,375
250
400
$43,750
$70,000
75
250
$16,875
$56,250
300
500
15%
24%
6%
19%
30%
50%
32%
43%
163%
149%
% Fcst
5%
8%
13%
20%
15%
24%
6%
19%
-
60
50
$10,500
$8,750
60
80
$13,500
$18,000
60
20
$17,700
$5,900
60
80
$18,900
$25,200
375
375
$72,675
$70,775
14%
12%
19%
25%
24%
8%
26%
35%
97%
Q4 Totals
October
300
325
$13,500
$14,625
375
400
$46,875
$50,000
300
250
$52,500
$43,750
300
400
$67,500
$90,000
300
100
% Fcst
4%
4%
13%
14%
14%
12%
19%
25%
-
60
95
$10,500
$16,625
25
30
$5,625
$6,750
40
55
$11,800
$16,225
60
80
$18,900
$25,200
305
420
$57,025
$80,000
18%
29%
10%
12%
21%
28%
33%
44%
140%
UNITS Forecast
UNITS Actual
$ Forecast
$ Actual
November
% Fcst
300
300
$13,500
$13,500
300
500
$37,500
$62,500
300
475
$52,500
$83,125
125
150
$28,125
$33,750
200
275
5%
5%
13%
22%
18%
29%
10%
12%
-
60
80
$10,500
$14,000
75
80
$16,875
$18,000
60
80
$17,700
$23,600
60
80
$18,900
$25,200
405
535
$77,925
$100,075
1085
1330
$207,625
$250,850
December
300
475
$13,500
$21,375
450
600
$56,250
$75,000
300
400
$52,500
$70,000
375
400
$84,375
$90,000
300
400
$88,500
$147,500
300
400
$94,500
$126,000
900
1200
$283,500
$378,000
30%
50%
32%
43%
133%
$88,500
$29,500
300
400
$94,500
$126,000
24%
8%
26%
35%
Q4 Totals
$59,000
$81,125
300
400
$94,500
$126,000
21%
28%
33%
44%
UNITS Forecast
UNITS Actual
$ Forecast
$ Actual
$88,500
$118,000
300
400
$94,500
$126,000
900
1200
$283,500
$378,000
September
October
November
December
1,525
2,525
$294,625
$481,625
163%
4750
7200
$914,250
$1,364,250
149%
1,875
1,875
$363,375
$353,875
97%
1,525
2,100
$285,125
$400,000
140%
2,025
2,675
$389,625
$500,375
128%
5425
6650
$1,038,125
$1,254,250
121%
Q4 Totals
UNITS Forecast
UNITS Actual
$ Forecast
$ Actual
% Fcst
3%
5%
14%
19%
13%
18%
22%
23%
23%
30%
24%
32%
128%
121%
% Fcst
3%
5%
-
Year Total
690
930
$31,050
$41,850
745
1,030
$93,125
$128,750
685
915
$119,875
$160,125
655
850
$147,375
$191,250
660
835
$194,700
$246,325
720
955
$226,800
$300,825
4,155
5,515
$812,925
$1,069,125
Year Total
690
930
$31,050
$41,850
745
% Fcst
4%
5%
11%
16%
15%
20%
18%
24%
24%
30%
28%
37%
132%
% Fcst
4%
5%
-
14%
19%
13%
18%
22%
23%
23%
30%
24%
32%
128%
121%
% Fcst
3%
5%
14%
19%
13%
18%
22%
1,030
$93,125
$128,750
685
915
$119,875
$160,125
655
850
$147,375
$191,250
660
835
$194,700
$246,325
720
955
$226,800
$300,825
4,155
5,515
$812,925
$1,069,125
Year Total
690
930
$31,050
$41,850
745
1,030
$93,125
$128,750
685
915
$119,875
$160,125
655
850
$147,375
11%
16%
15%
20%
18%
24%
24%
30%
28%
37%
132%
% Fcst
4%
5%
11%
16%
15%
20%
18%
23%
23%
30%
24%
32%
128%
121%
$191,250
660
835
$194,700
$246,325
720
955
$226,800
$300,825
4,155
5,515
$812,925
$1,069,125
24%
24%
30%
28%
37%
132%
% Fcst
3%
5%
14%
19%
13%
18%
22%
23%
23%
30%
24%
32%
128%
121%
% Fcst
3%
5%
14%
19%
Year Total
690
930
$31,050
$41,850
745
1,030
$93,125
$128,750
685
915
$119,875
$160,125
655
850
$147,375
$191,250
660
835
$194,700
$246,325
720
955
$226,800
$300,825
4,155
5,515
$812,925
$1,069,125
Year Total
690
930
$31,050
$41,850
745
1,030
$93,125
$128,750
% Fcst
4%
5%
11%
16%
15%
20%
18%
24%
24%
30%
28%
37%
132%
% Fcst
4%
5%
11%
16%
13%
18%
22%
23%
23%
30%
24%
32%
128%
121%
% Fcst
3%
5%
14%
19%
13%
18%
22%
23%
-
685
915
$119,875
$160,125
655
850
$147,375
$191,250
660
835
$194,700
$246,325
720
955
$226,800
$300,825
4,155
5,515
$812,925
$1,069,125
Year Total
3,450
4,650
$155,250
$209,250
3,725
5,150
$465,625
$643,750
3,425
4,575
$599,375
$800,625
3,275
4,250
$736,875
$956,250
3,300
4,175
15%
20%
18%
24%
24%
30%
28%
37%
132%
% Fcst
4%
5%
11%
16%
15%
19%
18%
23%
-
23%
30%
24%
32%
133%
$973,500
$1,231,625
3,600
4,775
$1,189,125
$1,504,125
24%
30%
29%
37%
Year Total
20,775
27,575
$4,119,750
$5,345,625
130%
-
Sales of Leading Competitors (in either dollars or units)
Brand or product
Product 1
Product 2
Product 3
Product 4
Product 5
Product 6
Product 7
Product 8
Product 9
Product 10
Subtotal
All Others
TOTAL
Company
Company Name
Company Name
Company Name
Company Name
Company Name
Company Name
Company Name
Company Name
Company Name
Company Name
200x
Rank
1
2
3
4
5
6
7
8
9
10
200x - 1
0
0
0
0
0
0
0
0
0
0
0
0
0
200x - 2
0
0
0
0
0
0
0
0
0
0
0
0
0
200x - 3
0
0
0
0
0
0
0
0
0
0
0
0
0
Sales of Leading Competitors (in percent of market share)

200x
Brand or product
Company
Rank
200x
200x - 1
Product 1
Company Name
1
0.0%
0.0%
Product 2
Company Name
2
0.0%
0.0%
Product 3
Company Name
3
0.0%
0.0%
Product 4
Company Name
4
0.0%
0.0%
Product 5
Company Name
5
0.0%
0.0%
Product 6
Company Name
6
0.0%
0.0%
Product 7
Company Name
7
0.0%
0.0%
Product 8
Company Name
8
0.0%
0.0%
Product 9
Company Name
9
0.0%
0.0%
Product 10
Company Name
10
0.0%
0.0%
Subtotal
0.0%
0.0%
All Others
Company Name
0.0%
0.0%
TOTAL
100.0%
100.0%
200x - 2
0.0%
0.0%
0.0%
0.0%
0.0%
0.0%
0.0%
0.0%
0.0%
0.0%
0.0%
0.0%
100.0%
200x - 3
0.0%
0.0%
0.0%
0.0%
0.0%
0.0%
0.0%
0.0%
0.0%
0.0%
0.0%
0.0%
100.0%
Company Name
200x
0
0
0
0
0
0
0
0
0
0
0
0
0
Development of a Measure of Sales Performance (by region)
Regions
Northeastern
Southern
Midwestern
Western
Total
Expected
Population Distribution
as Percent of Sales
of United
Based on
Performance
States
Population Actual Sales
Index
0
$0
$0
#DIV/0!
0
0
0
#DIV/0!
0
0
0
#DIV/0!
0
0
0
#DIV/0!
0
$0
$0
SALES PROMOTION PLAN AND BUDGET, 200X
Stocking allowance
January February
March
April
May
June
(enter date and brief description; use column O to enter costs)
Trade allowance
Sampling
Couponing
Mail
Magazine
Special pack
Price pack
Bonus pack
Trial size
Refund
Print
Point of sale
Direct mail
In/on-pack self
Other
Premium
On/in-pack
Near-pack
Free-in-mail
Self-liquidator
Partial liquidator
Group promotion
Other
Total Costs
July
August
September October November December
Cost
$0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
$0.00
Comparative Cost of Sales Reps
Annual
Total
Sales
Compen- Expense
Sales
Area
sation Payments Rep Cost
A
$0
$0
$0
B
0
0
$0
C
0
0
$0
D
0
0
$0
E
0
0
$0
Total
$0
$0
$0
Sales
Cost-Sales
Produced
Ratio
$0
#DIV/0!
0
#DIV/0!
0
#DIV/0!
0
#DIV/0!
0
#DIV/0!
$0
#DIV/0!
Vehicle
Month
Code
Jan
Feb
Advertising
Publication #1
Dec-90
1078
$372
$400
Feb-91
1098
$0
$0
May-91
1065
$0
$0
$372
$400
$3,750
$0
($3,378)
$400
$0
$0
$0
$0
$0
$0
$0
$0
$0
$129
$0
$129
$1,000
$0
($1,000)
$129
$0
$1,250
$0
$1,250
$2,625
$0
($2,625)
$1,250
$0
$4,300
$0
$4,300
$10,000
$0
($10,000)
$4,300
Total Revenue
Expenses
Net Income
Publication #2
May-91
1120
Total Revenue
Expenses
Net Income
Publication #3
Feb-91
1106
Total Revenue
Expenses
Net Income
Radio Spot #1
Jan-91
1111
Total Revenue
Expenses
Net Income
TV Spot #1
May-91
Total Revenue
Expenses
Net Income
1175
Total Advertising Revenue

Total Advertising Expense
Total Advertising Net Income
$372
$6,079
$17,375
$0
($17,003)
$6,079
$0
$0
$8,969
$0
Alliances
Company 1
Jan-91
Feb-91
N/A
N/A
Total Revenue
Expenses
Net Income
Company 2
Feb-91
Mar-91
N/A
N/A
Total Revenue
Expense (Product Trade)
Net Income
Total Alliances Revenue
Total Alliances Expense
Total Alliances Net Income
$0
$8,969
$0
$8,340
$0
$629
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$8,969
$0
$8,340
$0
$629
$720
$4,346
$720
$4,346
$4,000
$4,000
($3,280)
$346
Editorial
100
Total Revenue
Expenses
Net Income
Direct Mail
Intro. Mailing
Intro Mailer #1 Name
Intro Mailer #2 Name
Aug-91
3018
$0
$0
Aug-91
3019
$0
$0
$0
$0
$0
$0
$0
$0
Total Revenue
Expenses
Net Income
Upsell Mailing
Ups Mailer #1 Name
Ups Mailer #2 Name
Total Revenue
Expenses
Net Income
Nov-91
3021
$0
$0
Nov-91
3022
$0
$0
$0
$0
$0
$0
$0
$0
Trade Shows
Trade Show #1
Trade Show #2
Jan-91
5005
$0
$448
Feb-91
5006
$0
$0
$0
$448
$0
$2,000
$0
($1,552)
$927
$1,294
Total Revenue
Expenses
Net Income
Product Box
Bounce Back #1
Dec-90
6000
Total Revenue
Expenses
Net Income
Bounce Back #2
Feb-90
$927
$1,294
$2,200
$0
($1,273)
$1,294
$0
$0
$0
$0
$0
$0
$0
$0
200
$1,358
$79
7002
$0
$0
$1,358
$79
$1,000
$358
$0
$79
300
$4,254
$4,683
301
$1,321
$1,093
$5,575
$5,776
$0
$0
$5,575
$5,776
$1,100
$966
$10,052
$27,957
$24,575
$14,340
($14,523)
$13,617
6002
Total Revenue
Expenses
Net Income
(Co.) Catalogs
Tabloid Catalog
Mini Catalog
May-91
Total Revenue
Expenses
Net Income
Referrals
Source #1
Source #2
Total Revenue
Expenses
Net Income
Unknown Source
Total Revenue
900
Grand Total
Total Revenue
Total Expenses
Net Income
Mar
Apr

Jun
Jul
May
Aug
Sep
$244
$288
$0
$0
$0
$0
$306
$8,272
$1,584
$369
$0
$0
$0
$977
$0
$0
$0
$0
$0
$0
$8,234
$8,516
$1,872
$369
$0
$0
$0
$9,517
$0
$3,750
$0
$0
$3,750
$0
$0
$8,516
($1,878)
$369
$0
($3,750)
$0
$9,517
$0
$0
$0
$0
$0
$0
$2,673
$0
$0
$0
$0
$0
$0
$2,673
$0
$0
$0
$0
$0
$0
$3,375
$0
$0
$0
$0
$0
$0
($702)
$1,012
$0
$0
$0
$0
$0
$362
$1,012
$0
$0
$0
$0
$0
$362
$0
$0
$0
$0
$0
$1,000
$0
$1,012
$0
$0
$0
$0
($1,000)
$362
$1,025
$0
$0
$0
$0
$0
$0
$1,025
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$1,025
$0
$0
$0
$0
$0
$0
$5,600
$0
$0
$0
$0
$0
$0
$5,600
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$5,600
$0
$0
$0
$0
$0
$0
$16,153
$1,872
$369
$0
$0
$0
$12,552
$0
$3,750
$0
$0
$3,750
$1,000
$3,375
$16,153
($1,878)
$369
$0
($3,750)
($1,000)
$9,177
$2,315
$13,913
$0
$158
$0
$198
$0
$653
$653
$0
$0
$0
$198
$0
$16,228
$158
$198
$653
$653
$0
$198
$8,340
$0
$0
$0
$0
$0
$0
$7,888
$158
$198
$653
$653
$0
$198
$2,315
$0
$2,315
$1,158
$8,969
$198
$0
$653
$653
$13,913
$0
$0
$198
$0
$2,315
$5,000
$3,473
$10,000
$9,167
$0
$653
$0
$14,566
$0
$0
$0
$198
$0
($2,685)
($6,527)
$9,167
$653
$14,566
$0
$198
$18,543
$3,631
$9,365
$1,306
$15,219
$0
$396
$13,340
$10,000
$0
$0
$0
$0
$0
$5,203
($6,369)
$9,365
$1,306
$15,219
$0
$396
$4,065
$3,898
$567
$668
$129
$1,129
$8,332
$4,065
$3,898
$567
$668
$129
$1,129
$8,332
$4,000
$4,000
$4,000
$4,000
$4,000
$4,000
$4,000
$65
($102)
($3,433)
($3,332)
($3,871)
($2,871)
$4,332
$0
$0
$0
$0
$0
$0
$2,235
$0
$0
$0
$0
$0
$0
$4,430
$0
$0
$0
$0
$0
$0
$6,665
$0
$0
$0
$0
$0
$0
$11,131
$0
$0
$0
$0
$0
$0
($4,466)
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$226
$0
$0
$0
$0
$0
$0
$306
$247
$0
$0
$0
$0
$79
$532
$247
$0
$0
$0
$0
$79
$0
$0
$0
$0
$0
$0
$1,000
$532
$247
$0
$0
$0
$0
($921)
$1,535
$1,695
$2,383
$292
$0
$0
$0
$1,535
$1,695
$2,383
$292
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$1,535
$1,695
$2,383
$292
$0
$0
$0
$1,459
$842
$842
$848
$1,842
$338
$1,017
$1,459
$842
$842
$848
$1,842
$338
$1,017
$2,200
$0
$0
$0
$0
$0
$0
($741)
$842
$842
$848
$1,842
$338
$1,017
$466
$988
$0
$0
$0
$0
$25
$0
$0
$0
$0
$0
$0
$675
$466
$988
$0
$0
$0
$0
$700
$0
$466
$1,000
($12)
$0
$0
$0
$0
$0
$0
$2,500
($2,500)
$0
$700
$6,089
$2,766
$0
$0
$0
$0
$17,446
$2,489
$1,285
$0
$0
$0
$0
$765
$8,578
$4,051
$0
$0
$0
$0
$18,211
$0
$0
$0
$0
$0
$0
$0
$8,578
$4,051
$0
$0
$0
$0
$18,211
$11,088
$1,078
$1,233
$2,233
$1,290
$3,569
$8,921
$62,419
$18,302
$14,759
$5,347
$18,480
$5,036
$56,873
$19,540
$18,750
$4,000
$4,000
$7,750
$7,500
$19,506
$42,879
($448)
$10,759
$1,347
$10,730
($2,464)
$37,367
Oct
Nov
1995
Total
Dec
% of Gross
Revenue
$0
$0
$0
$1,610
0.44%
$0
$0
$49
$11,251
3.05%
$99
$0
$0
$8,333
2.26%
$99
$0
$49
$21,194
5.75%
$3,750
$0
$0
$15,000
($3,651)
$0
$49
$6,194
$350
$350
$350
$3,723
1.01%
$350
$350
$350
$3,723
1.01%
$0
$0
$0
$3,375
$350
$350
$350
$348
$0
$0
$0
$1,503
0.41%
$0
$0
$0
$1,503
0.41%
$0
$0
$0
$2,000
$0
$0
$0
($497)
$0
$0
$0
$2,275
0.62%
$0
$0
$0
$2,275
0.62%
$0
$0
$0
$2,625
$0
$0
$0
($350)
$0
$0
$0
$9,900
2.69%
$0
$0
$0
$9,900
2.69%
$0
$0
$0
$10,000
$0
$0
$0
($100)
$449
$350
$399
$38,595
$3,750
$0
$0
$33,000
($3,301)
$350
$399
$5,595
$0
$0
$0
$0
$99
$198
$12,234
$15,120
3.32%
4.10%
$0
$0
$297
$27,354
$0
$0
7.42%
$0
$0
$16,680
$0
$297
$10,674
$0
$0
$0
$0
$99
$198
$14,549
$16,120
3.95%
4.37%
$0
$0
$0
$0
$297
$0
$30,669
$15,000
8.32%
$0
$0
$297
$15,669
$0
$0
$594
$58,023
$0
$8,340
$0
$40,020
$0
($8,340)
$594
$18,003
$1,118
$139
$339
$25,450
6.91%
$1,118
$139
$339
$25,450
6.91%
$4,000
$4,000
$4,000
$48,000
($2,882)
($3,861)
($3,661)
($22,550)
$448
$0
$0
$2,683
0.73%
$923
$0
$0
$5,353
1.45%
$1,371
$0
$0
$8,036
2.18%
$0
$0
$0
$11,131
$1,371
$0
$0
($3,095)
$0
$35,097
$64,046
$99,143
26.91%
$0
$6,738
$12,774
$19,512
5.30%
$0
$41,835
$76,820
$118,655
32.20%
$0
$85,640
$0
$85,640
$0
($43,805)
$76,820
$33,015
$0
$0
$0
$674
0.18%
$0
$0
$0
$632
0.17%
$0
$0
$0
$1,306
0.35%
$0
$0
$0
$3,000
$0
$0
$0
($1,694)
$0
$0
$0
$8,126
2.21%
$0
$0
$0
$8,126
2.21%
$0
$0
$0
$2,200
$0
$0
$0
$5,926
$139
$0
$0
$7,327
1.99%
$139
$0
$0
$7,327
1.99%
$0
$0
$0
$2,200
$139
$0
$0
$5,127
$268
$1,203
$0
$4,387
1.19%
$407
$311
$972
$2,365
0.64%
$675
$1,514
$972
$6,752
1.83%
$0
$675
$0
$1,514
$0
$972
$4,500
$2,252
$4,722
$251
$0
$40,211
10.91%
$403
$756
$250
$8,362
2.27%
$5,125
$1,007
$250
$48,573
13.18%
$0
$0
$0
$0
$5,125
$1,007
$250
$48,573
$6,946
$1,124
$8,089
$47,637
$15,823
$45,969
$87,463
$368,480
$7,750
$97,980
$4,000
$229,691
$8,073
($52,011)
$83,463
$138,789
12.93%

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JaxWorks Small Business Spreadsheet Factory

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ADVERTISING & PROMOTION BUDGET

Total Advertising and Promotion

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Advertising Costs Planning Worksheet

C. TV ads: Cost per ratings point

D. Milline rate comparison - Newspapers

Cost per spot ad

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B. Cost per thousand estimates refined: Magazines

Scenario 2: With pass-along rate

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Advertising, Promotion and Sales Staff Budget

Sales training meetings

Outside services (e. g.,

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Monthly Advertising Spending Plan

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Agency Selection Matrix

Advertising & Promotion

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Agency Selection Matrix

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B. Calculation of Actual Profit if Only

Calculation of profit (or loss):

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Break-Even Analysis (Year 1 by month)

Total Fixed Costs

Total Variable Costs

Income from Operations

Interest Income (Expense) - "Fixed"

Net Income After Taxes

Income from Operations Analysis

Net Income After Taxes Analysis

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Source Code Master List

Editorial (all media)

Reader Response Leads

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Source Code Master List

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Collateral Planning Matrix

Collateral Matrix of [Compa

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Collateral Matrix of [Company] Promotional Vehicles

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Commission Sales Forecast & Tracking

Cumulative Total Sales

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