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FIRM 1: ??????????????????????????????????????????????????
INDUSTRY CX5
PERFORMANCE EVALUATION REPORT, MONTH 3
PAGE 1
*****************************************************************************
Month 1 Month 2 Month 3
Firm 1
Firm 1
Firm 1
----------- ----------- ----------FINANCIAL KPIs
Net Income to Revenue %
Change In NetInc:Revenue %
Return on Assets %
Net Asset Turns
7.69
0
22.47
2.89
7.73
0.04
22.2
2.86
7.99
0.27
24.64
3.05
OPERATIONAL KPIs
Inventory Turnover
Fill Rate %
Unplanned Production %
Failure Rate %
Controllable Proc&Mfg:Rev %
Transportation Expense/Unit
Forecasting Accuracy %
(Mktg+Service):Revenues %
10.74
100
8.49
7.08
1.6
32.43
100
9.06
8.15
100
7.52
7.1
1.46
30.56
93.77
9.02
6.37
99.99
12.23
6.74
2.02
30.97
88.29
8.49
CUSTOMER KPIs
Change in Market Share %
Customer Satisfaction %
0
24.79
-0.01
25.27
0.17
25.89
Change In NetInc:Revenue %
Return on Assets %
OPERATIONAL KPIs
Inventory Turnover
Fill Rate %
7.69
7.69
7.69
0
0
0
22.47
22.47
22.47
2.89
2.89
2.89
7.83
7.42
7
0.14
-0.27
-0.69
23.75
21.29
18.57
3.02
2.86
2.65
8.09
7.59
7.02
1.1
0.17
-0.75
25.54
23.31
21.09
3.14
3.04
2.95
10.74
10.74
10.74
100
100
9.15
8.03
6.55
100
98.92
6.37
6.1
5.68
100
99.51
Unplanned Production %
Failure Rate %
Controllable Proc&Mfg:Rev %
Transportation Expense/Unit
Forecasting Accuracy %
(Mktg+Service):Revenues %
CUSTOMER KPIs
Change in Market Share %
Customer Satisfaction %
100
8.49
8.49
8.49
7.08
7.08
7.08
1.6
1.6
1.6
32.43
32.43
32.43
100
100
100
9.06
9.06
9.06
94.61
3.37
8.01
13.23
6.83
7.13
7.62
1.19
1.54
2.01
30.56
30.99
31.84
93.77
89.85
86.78
8.64
9.07
9.57
98.87
11.36
12.46
13.7
6.39
6.76
6.98
1.96
2.04
2.15
30.97
31.18
31.35
90.97
88.33
85.47
8.31
8.53
8.79
0
0
0
24.79
24.79
24.79
1.12
0
-1.37
26.43
25.57
25.08
1.78
0
-1.49
26.39
25.48
24.05
*****************************************************************************
FIRM 1: ??????????????????????????????????????????????????
INDUSTRY CX5
CORPORATE P&L STATEMENT, MONTH 3
PAGE 2
*****************************************************************************
All
ProductsProduct 1- Product 1----------- ----------- ----------Sales Volume
Unfilled Orders
Price
Revenues
Product Costs
Order Processing
Replacement Parts
RFID Costs
Transportation Costs
Transportation Rebates
Volume Discounts
Duties & Tariffs
61,203
38,785
22,418
432
400
486
###
###
845,252
108,783
342,991
###
33,607
85,890
###
###
###
547,240
43,095
210,980
###
###
298,012
65,688
132,011
###
750,991
Gross Margin
Fixed & Other Costs:
Administrative O/H
Consulting Fees
Corporate O/H
Cross-Docking
Disposal Sales
Distribution FC
Emergency Procurement
Emergency Production
Forecast Inaccuracy
Information Technology
Introductions
Inventory Charges
Marketing
Plant Capacity FC
Price Changes
Procurement FC
Production FC
Reconfiguration
Research Studies
Service Outsourcing
Unfilled Handling
Total Fixed & Other
Non-Operating Income
Patent Royalties
Taxes
Net Income
2,114,917
Operating Income
*****************************************************************************
FIRM 1: ??????????????????????????????????????????????????
INDUSTRY CX5
HISTORICAL CORPORATE P&L STATEMENT, MONTH 3
PAGE 3
*****************************************************************************
Previous Previous Current Current
Month
Month
Month
Month
(M# 2)
(M# 2)
(M# 3)
(M# 3)
----------- ----------- ----------- ----------Sales Volume
Unfilled Orders
Price
56,789
61,203
431
432
Revenues
Product Costs
Order Processing
Replacement Parts
RFID Costs
Transportation Costs
Transportation Rebates
Volume Discounts
Duties & Tariffs
Gross Margin
Fixed & Other Costs:
Administrative O/H
Consulting Fees
Corporate O/H
Cross-Docking
Disposal Sales
Distribution FC
Emergency Procurement
Emergency Production
Forecast Inaccuracy
Information Technology
Introductions
Inventory Charges
Marketing
Plant Capacity FC
Price Changes
Procurement FC
Production FC
Reconfiguration
Research Studies
Service Outsourcing
Unfilled Handling
Total Fixed & Other
Operating Income
Non-Operating Income
Patent Royalties
Taxes
Net Income
### 100.00%
### 100.00%
### 47.00%
### 46.90%
767,656
3.10% 845,252
3.20%
103,347
0.40% 108,783
0.40%
327,404
1.30% 342,991
1.30%
###
7.20%
###
7.30%
32,000
0.10%
33,607
0.10%
55,349
0.20%
85,890
0.30%
###
6.80%
###
6.70%
----------------- ----------------### 34.40%
### 34.60%
###
0
500,000
0
0
75,000
87,042
139,741
73,960
17,000
0
64,873
###
200,000
0
20,000
47,000
0
0
768,287
0
###
----------###
-----------9,695
0
###
###
4.90%
###
0.00%
0
2.00% 500,000
0.00%
0
0.00%
0
0.30%
75,000
0.40% 157,031
0.60% 219,342
0.30% 141,018
0.10%
18,000
0.00%
0
0.30%
90,794
5.90%
###
0.80% 200,000
0.00%
0
0.10%
20,000
0.20%
47,000
0.00%
0
0.00%
0
3.10% 806,079
0.00%
125
18.90%
###
------- ----------15.50%
###
------- ----------0.00%
-3,496
0.00%
0
-7.70%
###
=======
7.70% 2,114,917
=======
4.50%
0.00%
1.90%
0.00%
0.00%
0.30%
0.60%
0.80%
0.50%
0.10%
0.00%
0.30%
5.40%
0.80%
0.00%
0.10%
0.20%
0.00%
0.00%
3.00%
0.00%
18.60%
------16.00%
------0.00%
0.00%
-8.00%
======
8.00%
======
*****************************************************************************
FIRM 1: ??????????????????????????????????????????????????
INDUSTRY CX5
PRODUCT 1-1 P&L STATEMENT, MONTH 3
PAGE 4
*****************************************************************************
All Region Region
Region
Region
(TOTAL ( U.S.A.) ( Europe) ( Pacific)
-----------
-----------
-----------
-----------
Yes
Yes
Yes
Yes
Yes
Yes
19,180
19,605
7,659
6,567
2,857
6,375
8,664
6,663
330
470
330
470
330
470
330
470
Active? Ch#1
Active? Ch#2
Sales Volume, Ch#1
Sales Volume, Ch#2
Unfilled Orders
Price, Ch#1
Price, Ch#2
Revenues
Product Costs
Order Processing
Replacement Parts
RFID Costs
Duties & Tariffs
Gross Margin
Fixed Costs:
Administrative O/H
Forecast Inaccuracy
Marketing, Ch#1
Marketing, Ch#2
Price Changes
Service Outsourcing
Total Fixed Costs
Operating Income
###
###
###
###
###
###
###
###
547,240 188,244 164,428 194,568
43,095
15,724
10,854
16,517
210,980
84,249
31,427
95,304
###
0 315,123 718,887
----------- ----------- ----------- ----------###
###
###
###
Distribution Center?
RFID Outsource/Insource?
Emergency Carrier
2 Owne 1 3rd-Part
0 None
0 Outsour 0 Outsour 0 Outsour
N
N
7,518
5,433
3,452
5,345
7,894
6,322
*****************************************************************************
FIRM 1: ??????????????????????????????????????????????????
INDUSTRY CX5
PRODUCT 1-2 P&L STATEMENT, MONTH 3
PAGE 5
*****************************************************************************
All Region
Region
Region
Region
(TOTAL
-----------
Active? Ch#1
Active? Ch#2
Sales Volume, Ch#1
Sales Volume, Ch#2
Yes
Yes
Yes
Yes
Yes
Yes
12,001
10,417
2,772
4,538
3,568
2,183
5,661
3,696
410
575
410
575
410
575
410
575
Unfilled Orders
Price, Ch#1
Price, Ch#2
Revenues
Product Costs
Order Processing
Replacement Parts
RFID Costs
Duties & Tariffs
Gross Margin
Fixed Costs:
Administrative O/H
Forecast Inaccuracy
Marketing, Ch#1
Marketing, Ch#2
Price Changes
Service Outsourcing
Total Fixed Costs
Operating Income
###
###
###
###
###
###
###
###
298,012 120,000
66,664 111,348
65,688
21,883
13,290
30,515
132,011
30,492
39,248
62,271
750,991
0 217,447 533,544
----------- ----------- ----------- ----------###
### 874,227
###
Distribution Center?
RFID Outsource/Insource?
Emergency Carrier
2 Owne 1 3rd-Part
0 None
0 Outsour 0 Outsour 0 Outsour
N
N
2,611
4,182
2,493
1,791
5,582
3,964
*****************************************************************************
FIRM 1: ??????????????????????????????????????????????????
BALANCE SHEET, MONTH 3
PAGE 6
*****************************************************************************
INDUSTRY CX5
ASSETS
-----Cash
Marketable Securities
Finished Goods and Postponed:
Plant & DC1: Product 1-0
Product 1-1
Product 1-2
DC2:
Product 1-0
Product 1-1
Product 1-2
Plant Investment
Procurement Inventory:
Plant & DC1: Alpha
Beta
Gamma
Delta
Epsilon
DC2:
Gamma
Delta
Epsilon
Total Assets
###
0
units
0
0
0
0
3,956
3,704
@ $/unit
0
0
0
0
168.2
262.08
0
0
4,219
1,385
7,946
1,751
1,193
2,457
0
0
22.89
24.92
29.11
22.38
24.44
29
0
0
0
0
665,382
970,749
###
0
0
96,559
34,512
231,269
39,195
29,160
71,253
###
###
-634,475
###
0
2,114,917
###
###
*****************************************************************************
FIRM 1: ??????????????????????????????????????????????????
INDUSTRY CX5
FINISHED GOODS INVENTORY REPORT, MONTH 3
PAGE 7
*****************************************************************************
Product 1- Product 1- Product 1----------- ----------- ----------PLANT/DC1 FG INVENTORY
---------------------Beginning Inventory
+ Regular Production
+ Emergency Production
- Postponed Production
= Available Inventory
- Shipments To DCs:
DC2, Surface
DC2, Air
DC2, Emergency
0
0
0
0
0
0
35,000
5,000
0
40,000
0
20,000
2,667
0
22,667
0
0
0
-9,999
0
-447
-6,000
0
0
- Sales, Region 1
- Sales, Other Regions
= Ending Inventory
DC2 FG INVENTORY
---------------Beginning Inventory
+ Plant Shipments Surface
+ Plant Shipments Air
+ Plant Shipments Emergency
- Postponed Production
= Available Inventory
- Sales, Region 2
+ Plant Shipments Delayed
= Ending Inventory
0
0
0
0
0
0
0
0
-14,226
-15,327
0
-7,310
-9,357
0
2,742
6,043
0
447
0
9,232
-9,232
3,956
3,956
3,455
4,581
0
0
0
8,036
-5,751
1,419
3,704
*****************************************************************************
FIRM 1: ??????????????????????????????????????????????????
INDUSTRY CX5
PROCUREMENT INVENTORY REPORT, MONTH 3
PAGE 8
*****************************************************************************
Alpha
Beta
---------- ---------PLANT & DC1
----------Beginning Inventory
+ Purchases, Surface
+ Purchases, Air
+ Purchases, Emergency
= Available Inventory
- Production:
Product 1-0
Product 1-1
Product 1-2
- Emergency Production:
Product 1-0
Product 1-1
Product 1-2
- Postponed Production
- Replacement Parts
+ Purchases, Delayed
= Ending Inventory
DC2
--Beginning Inventory
+ Purchases, Surface
+ Purchases, Air
+ Purchases, Emergency
= Available Inventory
- Postponed Production
0
260,000
0
260,000
53,335
313,335
Gamm
Delta
---------- ----------
Epsilon
----------
53,335
313,335
4,850
17,963
20,000
0
42,813
1,941
8,615
10,000
3,327
23,883
5,228
22,054
30,000
6,730
64,012
0
0
-175,000 -175,000
-100,000 -100,000
-35,000
0
0
-20,000
-35,000
-20,000
-5,000
0
0
-631
2,037
4,219
0
-2,667
0
-1,216
1,385
1,385
-5,000
-2,667
0
-1,345
7,946
7,946
1,182
339
400
0
1,921
0
803
289
350
0
1,442
0
1,650
493
600
0
2,743
0
0
-25,000
-13,335
0
-25,000
-13,335
- Replacement Parts
+ Purchases, Delayed
= Ending Inventory
-231
61
1,751
-310
61
1,193
*****************************************************************************
FIRM 1: ??????????????????????????????????????????????????
INDUSTRY CX5
SERVICE CENTER OPRATIONS REPORT, MONTH 3
PAGE 9
*****************************************************************************
All Region Region
Region
Region
----------- ----------- ----------- -----------
ACTIVITY REPORT
--------------PRODUCT 1-1
Calls
CSR Cost/Call $
43,731
11.64
16,178
10
10,924
12
16,629
13
PRODUCT 1-2
Calls
CSR Cost/Call $
25,208
11.78
8,337
10
5,659
12
11,212
13
*****************************************************************************
FIRM 1: ??????????????????????????????????????????????????
INDUSTRY CX5
FORECASTING ACCURACY REPORT, MONTH 3
PAGE 10
*****************************************************************************
Region Forecast Actual Accuracy
---------- ---------- ---------- ---------Product 1-1, Channel #1
Product 1-1, Channel #2
Product 1-1, Channel #1
Product 1-1, Channel #2
Product 1-1, Channel #1
Product 1-1, Channel #2
Product 1-2, Channel #1
Product 1-2, Channel #2
Product 1-2, Channel #1
Product 1-2, Channel #2
Product 1-2, Channel #1
Product 1-2, Channel #2
SALES HISTORY
------------REGION 1
1
1
2
2
3
3
1
1
2
2
3
3
7,518
5,433
3,452
5,345
7,894
6,322
2,611
4,182
2,493
1,791
5,582
3,964
7,659
6,567
2,857
6,375
8,664
6,663
2,772
4,538
3,568
2,183
5,661
3,696
98.2
82.7
79.2
83.8
91.1
94.9
94.2
92.2
69.9
82
98.6
92.7
-393
107
2,457
7,518
5,433
2,611
4,182
7,919
5,414
2,592
4,259
7,659
6,567
2,772
4,538
REGION 2
Product 1-1H, Ch#1
Product 1-1H, Ch#2
Product 1-2M, Ch#1
Product 1-2M, Ch#2
3,452
5,345
2,493
1,791
4,035
5,023
2,652
1,609
2,857
6,375
3,568
2,183
REGION 3
Product 1-1H, Ch#1
Product 1-1H, Ch#2
Product 1-2M, Ch#1
Product 1-2M, Ch#2
7,894
6,322
5,582
3,964
6,980
6,166
5,586
4,554
8,664
6,663
5,661
3,696
26
25.5
Firm
Industry Average
Firm
25
Industry Average
24.5
24
M1
M2
M3
M1
M2
Forecasting Accuracy %
105
100
95
Firm
90
Industry Average
85
80
M1
M2
M1
M3
M2
M3
Sales Volume
Unfilled Orders
Price
Revenues
Product Costs
Gross Margin
Net Income
M3
Month 2
56,789
0
$431
$24,484,580 100.0%
$11,509,835 47.0%
$8,426,754 34.4%
$1,892,078
7.7%
Net Incom
Forecastin
Customer S
7.69
7.69
100
100
24.79
24.79
7.73
7.42
93.77
89.85
25.27
25.57
7.99
7.59
88.29
88.33
25.89
25.48
Month 3
Satisfaction %
Firm
Industry Average
Month 3
61,203
5
$432
$26,453,935 100.0%
$12,414,812 46.9%
$9,147,718 34.6%
$2,114,917
8.0%
Month 3
Sales Volume
Revenues
Product 2
Product 1
Gross Margin
Operating Income
0%
10%
20%
30%
40%
50%
60%
70%
80%
90%
100%
*****************************************************************************
FIRM 1: ??????????????????????????????????????????????????
INDUSTRY CX5
DECISION HISTORY: MONTHS 1 TO 3
*****************************************************************************
PROCUREMENT DECISIONS
Region 1
Raw Material Alpha
Raw Material Beta
Gamma Surface:
Supplier
Gamma Air:
Supplier
Gamma Surface:
Supplier
Gamma Air:
Supplier
Gamma Surface:
Supplier
Gamma Air:
Supplier
Gamma Surface:
Supplier
Gamma Air:
Supplier
Delta Surface:
Supplier
Delta Air:
Supplier
Delta Surface:
Supplier
Delta Air:
Supplier
Delta Surface:
Supplier
Delta Air:
Supplier
Delta Surface:
Supplier
Delta Air:
Supplier
Delta Surface:
Supplier
Delta Air:
Supplier
Epsilon Surface: Supplier
Epsilon Air:
Supplier
Epsilon Surface: Supplier
Epsilon Air:
Supplier
Epsilon Surface: Supplier
Epsilon Air:
Supplier
Epsilon Surface: Supplier
Epsilon Air:
Supplier
Region 2
Gamma Surface:
Supplier
Gamma Air:
Supplier
Gamma Surface:
Supplier
Gamma Air:
Supplier
Gamma Surface:
Supplier
Gamma Air:
Supplier
Gamma Surface:
Supplier
Month
Month
Month
--------------------------H551
H551
H551
M555
M555
M555
Month
Month
Month
---------------------------
A
A
B
B
C
C
D
D
B
B
C
C
D
D
E
E
F
F
D
D
E
E
F
F
G
G
260,000
260,000
0
0
0
0
0
0
20,000
20,000
0
0
0
0
10,000
10,000
0
0
0
0
30,000
30,000
0
0
0
0
0
0
260,000
260,000
0
0
0
0
0
0
20,000
20,000
0
0
0
0
10,000
10,000
0
0
0
0
30,000
30,000
0
0
0
0
0
0
260,000
260,000
0
0
0
0
0
0
20,000
20,000
0
0
0
0
10,000
10,000
0
0
0
0
30,000
30,000
0
0
0
0
0
0
A
A
B
B
C
C
D
0
0
0
0
0
0
400
0
0
0
0
0
0
400
0
0
0
0
0
0
400
Gamma Air:
Delta Surface:
Delta Air:
Delta Surface:
Delta Air:
Delta Surface:
Delta Air:
Delta Surface:
Delta Air:
Delta Surface:
Delta Air:
Epsilon Surface:
Epsilon Air:
Epsilon Surface:
Epsilon Air:
Epsilon Surface:
Epsilon Air:
Epsilon Surface:
Epsilon Air:
Region 3
Gamma Surface:
Gamma Air:
Gamma Surface:
Gamma Air:
Gamma Surface:
Gamma Air:
Gamma Surface:
Gamma Air:
Delta Surface:
Delta Air:
Delta Surface:
Delta Air:
Delta Surface:
Delta Air:
Delta Surface:
Delta Air:
Delta Surface:
Delta Air:
Epsilon Surface:
Epsilon Air:
Epsilon Surface:
Epsilon Air:
Epsilon Surface:
Epsilon Air:
Epsilon Surface:
Epsilon Air:
Supplier
Supplier
Supplier
Supplier
Supplier
Supplier
Supplier
Supplier
Supplier
Supplier
Supplier
Supplier
Supplier
Supplier
Supplier
Supplier
Supplier
Supplier
Supplier
D
B
B
C
C
D
D
E
E
F
F
D
D
E
E
F
F
G
G
400
0
0
0
0
350
350
0
0
0
0
600
600
0
0
0
0
0
0
400
0
0
0
0
350
350
0
0
0
0
600
600
0
0
0
0
0
0
400
0
0
0
0
350
350
0
0
0
0
600
600
0
0
0
0
0
0
Supplier
Supplier
Supplier
Supplier
Supplier
Supplier
Supplier
Supplier
Supplier
Supplier
Supplier
Supplier
Supplier
Supplier
Supplier
Supplier
Supplier
Supplier
Supplier
Supplier
Supplier
Supplier
Supplier
Supplier
Supplier
Supplier
A
A
B
B
C
C
D
D
B
B
C
C
D
D
E
E
F
F
D
D
E
E
F
F
G
G
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
MANUFACTURING DECISIONS
Product 1-0
Month
Month
Month
---------------------------
Production
Production Flexibility
Product 1-1
Production
Emergency Production Limit
Production Flexibility
Product 1-2
Production
Emergency Production Limit
Production Flexibility
DISTRIBUTION DECISIONS
Region 1
DC (0=None,1=OutS,2=Owned)
RFID (0=OutS,1=Insourced)
Emergency Carrier
SAC Surface Shipping
Region 2
DC (0=None,1=OutS,2=Owned)
RFID (0=OutS,1=Insourced)
Emergency Carrier
Cross-Docking, Carrier K
Cross-Docking, Carrier L
Cross-Docking, Carrier M
Cross-Docking, Carrier N
FGI Surface Shipping
SAC Surface Shipping
Region 3
DC (0=None,1=OutS,2=Owned)
RFID (0=OutS,1=Insourced)
Emergency Carrier
Cross-Docking, Carrier K
Cross-Docking, Carrier L
Cross-Docking, Carrier M
Cross-Docking, Carrier N
FGI Surface Shipping
SAC Surface Shipping
TRANSPORTATION DECISIONS
Shipments To DC2
Product 1-0 Surface
Carrier I
Carrier J
Carrier K
Carrier L
Carrier M
Carrier N
0
0
0
0
0
0
35,000
5,000
0
35,000
5,000
0
35,000
5,000
0
20,000
5,000
0
20,000
5,000
0
20,000
5,000
0
Month
Month
Month
--------------------------2
0
2
0
2
0
1
0
1
0
1
0
0
0
0
0
2
2
0
0
0
0
2
2
0
0
0
0
2
2
0
0
0
0
0
0
0
0
0
0
2
2
0
0
0
0
2
2
0
0
0
0
2
2
Month
Month
Month
---------------------------
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
10,000
0
0
0
0
0
10,000
0
0
0
0
0
9,999
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
6,000
0
0
0
0
0
6,000
0
0
0
0
0
6,000
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
Carrier I
Carrier J
Carrier K
Carrier L
Carrier M
Carrier N
Product 1-1 Air
Carrier I
Carrier J
Carrier K
Carrier L
Carrier M
Carrier N
Product 1-2 Surface
Carrier I
Carrier J
Carrier K
Carrier L
Carrier M
Carrier N
Product 1-2 Air
Carrier I
Carrier J
Carrier K
Carrier L
Carrier M
Carrier N
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
Month
Month
Month
---------------------------
Y
Y
Y
330
330
330
120,000 120,000 120,000
Y
Y
Y
470
470
470
120,000 120,000 120,000
Y
Y
Y
330
330
330
120,000 120,000 120,000
Y
Y
Y
470
470
470
120,000 120,000 120,000
Y
330
Y
330
Y
330
Marketing Spending
Region 3, Channel 2
Active Product?
Price
Marketing Spending
Product 1-2
Region 1, Channel 1
Active Product?
Price
Marketing Spending
Region 1, Channel 2
Active Product?
Price
Marketing Spending
Region 2, Channel 1
Active Product?
Price
Marketing Spending
Region 2, Channel 2
Active Product?
Price
Marketing Spending
Region 3, Channel 1
Active Product?
Price
Marketing Spending
Region 3, Channel 2
Active Product?
Price
Marketing Spending
120,000
120,000
120,000
Y
Y
Y
470
470
470
120,000 120,000 120,000
Y
Y
Y
410
410
410
120,000 120,000 120,000
Y
Y
Y
575
575
575
120,000 120,000 120,000
Y
Y
Y
410
410
410
120,000 120,000 120,000
Y
Y
Y
575
575
575
120,000 120,000 120,000
Y
Y
Y
410
410
410
120,000 120,000 120,000
Y
Y
Y
575
575
575
120,000 120,000 120,000
FORECASTING DECISIONS
Product 1-1: R#1, Ch#1
Product 1-1: R#1, Ch#2
Product 1-1: R#2, Ch#1
Product 1-1: R#2, Ch#2
Product 1-1: R#3, Ch#1
Product 1-1: R#3, Ch#2
Product 1-2: R#1, Ch#1
Product 1-2: R#1, Ch#2
Product 1-2: R#2, Ch#1
Product 1-2: R#2, Ch#2
Product 1-2: R#3, Ch#1
Product 1-2: R#3, Ch#2
Month
Month
Month
--------------------------7,518
7,518
7,518
5,433
5,433
5,433
3,452
3,452
3,452
5,345
5,345
5,345
7,894
7,894
7,894
6,322
6,322
6,322
2,611
2,611
2,611
4,182
4,182
4,182
2,493
2,493
2,493
1,791
1,791
1,791
5,582
5,582
5,582
3,964
3,964
3,964
Month
Month
Month
--------------------------NNNN
NNNN
NNNN
IT Synchronization Supplier
Procurement Transactions
Product Cost Report
Replacement Parts Report
Retail Pipeline Report
Transportation Cost Report
Transportation Report
RESEARCH STUDIES
Research Study
Research Study
Research Study
Research Study
Research Study
Research Study
Research Study
Research Study
Research Study
Research Study
Research Study
Research Study
Research Study
DECISIONS
# 1
# 2
# 4
# 5
# 6
# 7
# 9
#10
#11
#12
#14
#20
#24
NNNNN
0
0
0
0
0
0
NNNNN
0
0
0
0
0
0
NNNNN
0
0
0
0
0
0
Month
Month
Month
---------------------------
Region 1
6,000
M1
M2
M3
7,518
5,433
7,919
5,414
7,659
6,567
Forecast #1:
Average
(Last 3)
Forecast #2:
Average
Growth
Rate
7,699
5,805
7,738
7,255
5,000
4,000
3,000
2,000
1,000
0
M1
M2
M3
Channel #1
C hannel #2
Region 2
5,000
M1
M2
M3
3,452
5,345
4,035
5,023
2,857
6,375
Forecast #1:
Average
(Last 3)
Forecast #2:
Average
Growth
Rate
3,448
5,581
2,681
7,041
4,000
3,000
2,000
1,000
0
M1
M2
M3
Channel #1
C hannel #2
Region 3
7,000
6,000
M1
M2
M3
7,894
6,322
6,980
6,166
8,664
6,663
Forecast #1:
Average
(Last 3)
Forecast #2:
Average
Growth
Rate
7,846
6,384
9,208
6,849
5,000
4,000
3,000
2,000
1,000
0
M1
M2
M3
C hannel #1
C hannel #2
Forecast #1:
Average
(Last 3)
12
10
Forecast #2:
Average
Growth
Rate
0
Channel #1
Channel #2
Forecast #1:
Average
(Last 3)
12
10
Forecast #2:
Average
Growth
Rate
0
Channel #1
Channel #2
Forecast #1:
Average
(Last 3)
12
10
Forecast #2:
Average
Growth
Rate
0
Channel #1
Channel #2
ecast #2:
ecast #2:
ecast #2:
ecast #2:
ecast #2:
ecast #2:
0.053339 -0.03283
-0.0035 0.212966
0.168888 -0.29195
-0.06024 0.269162
-0.11578 0.241261
-0.02468 0.080603
Region 1
3,500
3,000
M1
M2
M3
2,611
4,182
2,592
4,259
2,772
4,538
Forecast #1:
Average
(Last 3)
Forecast #2:
Average
Growth
Rate
2,658
4,326
2,858
4,728
2,500
2,000
1,500
1,000
500
0
M1
M2
M3
Channel #1
C hannel #2
Region 2
3,000
2,500
M1
M2
M3
2,493
1,791
2,652
1,609
3,568
2,183
Forecast #1:
Average
(Last 3)
Forecast #2:
Average
Growth
Rate
2,904
1,861
4,298
2,461
2,000
1,500
1,000
500
0
M1
M2
M3
Channel #1
C hannel #2
Region 3
Product 1-2M, Ch#1
Product 1-2M, Ch#2
4,000
M1
M2
M3
5,582
3,964
5,586
4,554
5,661
3,696
Forecast #1:
Average
(Last 3)
Forecast #2:
Average
Growth
Rate
5,610
4,071
5,701
3,623
3,000
2,000
1,000
0
M1
M2
M3
Channel #1
C hannel #2
Forecast #1:
Average
(Last 3)
12
10
Forecast #2:
Average
Growth
Rate
0
Channel #1
Channel #2
Forecast #1:
Average
(Last 3)
12
10
Forecast #2:
Average
Growth
Rate
0
Channel #1
Channel #2
Forecast #1:
Average
(Last 3)
12
10
Forecast #2:
Average
Growth
Rate
0
Channel #1
Channel #2
ecast #2:
ecast #2:
ecast #2:
ecast #2:
ecast #2:
ecast #2:
-0.00728 0.069444
0.018412 0.065508
0.063779
0.3454
-0.10162 0.356743
0.000717 0.013426
0.14884 -0.18841
Firm
Industry Best
Industry Average
Industry Worst
Month 2
Month 3
Change In NetInc:Revenue %
1.5
1
Firm
0.5
Industry Best
Industry Average
0
Month 1
Month 2
Month 3
Industry Worst
-0.5
-1
Return on Assets %
30
25
20
Firm
15
Industry Best
Industry Average
10
Industry Worst
5
0
Month 1
Month 2
Month 3
Industry Average
10
Industry Worst
5
0
Month 1
Month 2
Month 3
Firm
Industry Best
Industry Average
Industry Worst
Month 2
Month 3
Inventory Turnover
12
10
Firm
Industry Best
Industry Average
Industry Worst
2
0
Month 1
Month 2
Month 3
Fill Rate %
101
100
99
98
97
96
95
94
93
92
91
Month 1
Firm
Industry Best
Industry Average
Industry Worst
Month 2
Month 3
Industry Average
95
94
93
92
91
Month 1
Industry Worst
Month 2
Month 3
Unplanned Production %
16
14
12
10
8
6
4
2
0
Month 1
Firm
Industry Best
Industry Average
Industry Worst
Month 2
Month 3
Failure Rate %
8
7.5
Firm
Industry Best
Industry Average
6.5
Industry Worst
6
5.5
Month 1
Month 2
Month 3
Controllable Proc&Mfg:Rev %
2.5
2
Firm
1.5
Industry Best
Industry Average
Industry Worst
0.5
0
Month 1
Month 2
Month 3
Transportation Expense/Unit
33
32.5
32
Firm
31.5
Industry Best
31
Industry Average
30.5
Industry Worst
30
29.5
Month 1
Month 2
Month 3
Forecasting Accuracy %
105
100
Firm
95
Industry Best
90
Industry Average
85
Industry Worst
80
75
Month 1
Month 2
Month 3
(Mktg+Service):Revenues %
10
9.5
Firm
Industry Best
Industry Average
8.5
Industry Worst
8
7.5
Month 1
Month 2
Month 3
Firm
0.5
Industry Best
0
Month 1
-0.5
Month 2
Month 3
Industry Average
Industry Worst
-1
-1.5
-2
Customer Satisfaction %
27
26.5
26
25.5
25
24.5
24
23.5
23
22.5
Firm
Industry Best
Industry Average
Industry Worst
Month 1
Month 2
Month 3
7.73
0.04
22.2
2.86
7.99
0.27
24.64
3.05
OPERATIONA
Inventory
10.74
Fill Rate %
100
Unplanne
8.49
Failure Ra
7.08
Controll
1.6
Transpor
32.43
Forecasti
100
(Mktg+Se
9.06
8.15
100
7.52
7.1
1.46
30.56
93.77
9.02
6.37
99.99
12.23
6.74
2.02
30.97
88.29
8.49
CUSTOMER KP
Change i
0
Customer
24.79
-0.01
25.27
0.17
25.89
7.69
7.69
7.69
0
0
0
22.47
22.47
22.47
2.89
2.89
2.89
7.83
7.42
7
0.14
-0.27
-0.69
23.75
21.29
18.57
3.02
2.86
2.65
8.09
7.59
7.02
1.1
0.17
-0.75
25.54
23.31
21.09
3.14
3.04
2.95
OPERATIONA
Inventory
10.74
10.74
10.74
Fill Rate %
100
100
100
Unplanne
8.49
8.49
8.49
Failure Ra
7.08
7.08
7.08
Controll
1.6
1.6
1.6
9.15
8.03
6.55
100
98.92
94.61
3.37
8.01
13.23
6.83
7.13
7.62
1.19
1.54
2.01
6.37
6.1
5.68
100
99.51
98.87
11.36
12.46
13.7
6.39
6.76
6.98
1.96
2.04
2.15
Change I
Return on
Net Assets
Transpor
Forecasti
(Mktg+Se
32.43
32.43
32.43
100
100
100
9.06
9.06
9.06
CUSTOMER KP
Change i
Customer
0
0
0
24.79
24.79
24.79
30.56
30.99
31.84
93.77
89.85
86.78
8.64
9.07
9.57
30.97
31.18
31.35
90.97
88.33
85.47
8.31
8.53
8.79
1.12
0
-1.37
26.43
25.57
25.08
1.78
0
-1.49
26.39
25.48
24.05
Best
Average
Worst
Best
Average
Worst
Best
Average
Worst
Best
Average
Worst
Best
Average
Worst
Average
Worst
Best
Average
Worst
Best
Average
Worst
Best
Average
Worst
Best
Average
Worst
Best
Average
Worst
Best
Average
Worst
Best
Average
Worst
Best
Average
Worst