Product Sales Analysis Tool by demandmetric

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Use this tool to compare actual sales vs. planned sales for each product.

More Info
									                                                                                                                                        Product Sales Analysis Tool


Use this tool to compare actual sales vs. planned sales for each product.


Action Steps
   1. Enter actual and planned sales revenue, % margin, sales volume, new orders, and for each product using the "Product" tabs below
   2. Analyze variance between planned & actuals by using the charts provided
   3. Use the "Product Reports" tab to further examine sales revenue, sales volume and orders by product
                                                                                                                                                                                                            Product Sales Analysis Tool


Product #1 Name

                                   Historical Month - June 2007                         Current Month - June 2008                                    Historical YTD - 2007                                       YTD - 2008

                             Actual         Plan        Variance        %         Actual        Plan        Variance        %          Actual          Plan       Variance         %          Actual          Plan        Variance      %

Sales Revenue                 $439,002      $500,000      -$60,998          88%   $428,934      $450,000     -$21,066           95%   $5,000,000     $5,200,000   -$200,000            96%   $5,500,000     $6,000,000     -$500,000        92%
% Margin                          8.0%         10.0%           -2%          80%       9.0%        10.0%           -1%           90%           8.0%       10.0%         -2%             80%          8.0%         10.0%           -2%        80%
Sales Volume                      1384          1500           -116         92%       1247          1200           47        104%         16987          20000        -3013            85%         18000         17500            500   103%
New Orders                        1290          1400           -110         92%       1160          1150           10        101%         14567          17500        -2933            83%          9000          8500            500   106%
Renewals                             94           100              -6       94%            87          50          37        174%             2420        2500          -80            97%          9000          8000           1000   113%
Average Order ($)              $317.20       $333.33       -$16.14          95%    $343.97       $375.00      -$31.03           92%     $294.34         $260.00      $34.34          113%        $305.56       $342.86        -$37.30       89%


       Actual Sales Revenue (Historical Month vs. Current Month)                                Goal Variance (Current Month & Current YTD)                                   Actual Sales Revenue (Historical YTD vs. Current YTD)

   $440,000
   $438,000                                                                                $0                                                                      $5,600,000

   $436,000                                                                                                                                                        $5,500,000
                                                                                  -$100,000
                                                                                                                                                                   $5,400,000
   $434,000
                                                                                  -$200,000                                                                        $5,300,000
   $432,000
                                                                                                                                                                   $5,200,000
   $430,000                                                                       -$300,000
                                                                                                                                                                   $5,100,000
   $428,000
                                                                                  -$400,000                                                                        $5,000,000
   $426,000
                                                                                                                                                                   $4,900,000
   $424,000                                                                       -$500,000
                                                                                                                                                                   $4,800,000
   $422,000                                                                       -$600,000                                                                        $4,700,000
                                                                                                                                                                                                            Product Sales Analysis Tool


Product #2 Name

                                     Historical Month - June 2007                     Current Month - June 2008                                      Historical YTD - 2007                                       YTD - 2008

                               Actual         Plan       Variance      %         Actual          Plan       Variance        %          Actual          Plan       Variance         %          Actual          Plan        Variance      %

Sales Revenue                $1,000,000      $975,000       $25,000    103%      $900,000      $1,000,000   -$100,000           90%   $5,500,000     $5,000,000    $500,000          110%    $5,000,000     $5,750,000     -$750,000        87%
% Margin                          15.0%         15.0%            0%    100%        16.0%           17.0%          -1%           94%       15.0%          15.0%          0%           100%         16.5%          17.0%           -1%        97%
Sales Volume                        2750          2600           150   106%          3000           2900          100        103%         17000          16500         500           103%          18000         17500            500   103%
New Orders                          1750          1700            50   103%          2000           1900          100        105%             8500        8500           0           100%           9000          8500            500   106%
Renewals                            1000           900           100   111%          1000           1100         -100           91%           8500        8000         500           106%           9000          8000           1000   113%
Average Order Size               $363.64      $375.00        -$11.36       97%    $300.00        $344.83      -$44.83           87%     $323.53         $303.03      $20.50          107%        $277.78       $328.57        -$50.79       85%


           Actual Sales Revenue (Historical Month vs. Current Month)                            Goal Variance (Current Month & Current YTD)                                   Actual Sales Revenue (Historical YTD vs. Current YTD)

   $1,020,000
   $1,000,000                                                                             $0                                                                       $5,600,000

     $980,000                                                                    -$100,000                                                                         $5,500,000

                                                                                 -$200,000                                                                         $5,400,000
     $960,000
                                                                                                                                                                   $5,300,000
     $940,000                                                                    -$300,000
                                                                                                                                                                   $5,200,000
     $920,000                                                                    -$400,000
                                                                                                                                                                   $5,100,000
     $900,000                                                                    -$500,000
                                                                                                                                                                   $5,000,000
     $880,000                                                                    -$600,000                                                                         $4,900,000
     $860,000                                                                    -$700,000                                                                         $4,800,000
     $840,000                                                                    -$800,000                                                                         $4,700,000
                                                                                                                                                                                                            Product Sales Analysis Tool


Product #3 Name

                                     Historical Month - June 2007                      Current Month - June 2008                                     Historical YTD - 2007                                       YTD - 2008

                               Actual         Plan       Variance      %         Actual        Plan       Variance         %          Actual           Plan       Variance         %          Actual          Plan        Variance        %

Sales Revenue                  $300,000      $400,000     -$100,000        75%   $350,000      $450,000    -$100,000           78%   $1,500,000      $2,000,000   -$500,000            75%   $2,500,000     $3,000,000     -$500,000          83%
% Margin                          20.0%         20.0%            0%    100%         29.0%        30.0%           -1%           97%       21.0%           22.0%         -1%             95%        30.0%          33.0%           -3%          91%
Sales Volume                     100000        110000        -10000        91%     120000       130000        -10000           92%      700000          800000      -100000            88%      1000000       1100000        -100000          91%
New Orders                         50000        60000        -10000        83%      60000        70000        -10000           86%      400000           50000      350000           800%        500000         600000       -100000          83%
Renewals                           50000        50000              0   100%         60000        60000              0       100%        300000           30000      270000         1000%         500000         500000                0   100%
Average Order Size                 $3.00         $3.64        -$0.64       83%      $2.92         $3.46       -$0.54           84%           $2.14        $2.50      -$0.36            86%         $2.50          $2.73        -$0.23         92%


           Actual Sales Revenue (Historical Month vs. Current Month)                           Goal Variance (Current Month & Current YTD)                                    Actual Sales Revenue (Historical YTD vs. Current YTD)


     $360,000                                                                             $0                                                                       $3,000,000
     $350,000
                                                                                 -$100,000                                                                         $2,500,000
     $340,000
     $330,000                                                                    -$200,000                                                                         $2,000,000
     $320,000
                                                                                 -$300,000                                                                         $1,500,000
     $310,000
     $300,000                                                                    -$400,000                                                                         $1,000,000
     $290,000
                                                                                 -$500,000                                                                           $500,000
     $280,000
     $270,000                                                                    -$600,000                                                                                   $0
                                                                                                                                                                                                         Product Sales Analysis Tool


Product #4 Name

                                     Historical Month - June 2007                     Current Month - June 2008                                   Historical YTD - 2007                                       YTD - 2008

                               Actual         Plan       Variance      %         Actual      Plan       Variance         %          Actual          Plan       Variance         %          Actual          Plan        Variance      %

Sales Revenue                    $50,000     $100,000      -$50,000        50%    $30,000    $100,000     -$70,000           30%    $150,000        $300,000   -$150,000            50%     $120,000       $300,000     -$180,000        40%
% Margin                           5.0%          6.0%           -1%        83%      4.0%        5.0%           -1%           80%           5.0%        7.0%         -2%             71%          4.0%          8.0%           -4%        50%
Sales Volume                        2567          3000          -433       86%       2000        3000        -1000           67%       10000          15000        -5000            67%          9000         15000          -6000       60%
New Orders                          1567          1500            67   104%          1000        1500         -500           67%           5000        7500        -2500            67%          6000          7500          -1500       80%
Renewals                            1000          1500          -500       67%       1000        1500         -500           67%           5000        7500        -2500            67%          3000          7500          -4500       40%
Average Order Size                $19.48        $33.33       -$13.86       58%     $15.00      $33.33      -$18.33           45%      $15.00          $20.00      -$5.00            75%        $13.33        $20.00         -$6.67       67%


           Actual Sales Revenue (Historical Month vs. Current Month)                         Goal Variance (Current Month & Current YTD)                                   Actual Sales Revenue (Historical YTD vs. Current YTD)


       $60,000                                                                          $0                                                                        $160,000
                                                                                  -$20,000                                                                        $140,000
       $50,000
                                                                                  -$40,000
                                                                                                                                                                  $120,000
       $40,000                                                                    -$60,000
                                                                                  -$80,000                                                                        $100,000
       $30,000                                                                   -$100,000                                                                         $80,000
                                                                                 -$120,000                                                                         $60,000
       $20,000
                                                                                 -$140,000
                                                                                                                                                                   $40,000
       $10,000                                                                   -$160,000
                                                                                 -$180,000                                                                         $20,000
             $0                                                                  -$200,000                                                                                $0
                                                                                                                                                                                                           Product Sales Analysis Tool


Product #5 Name

                                     Historical Month - June 2007                      Current Month - June 2008                                    Historical YTD - 2007                                       YTD - 2008

                               Actual         Plan       Variance      %         Actual         Plan       Variance        %          Actual          Plan       Variance         %          Actual          Plan        Variance      %

Sales Revenue                  $800,000      $900,000     -$100,000        89%   $900,000      $950,000     -$50,000           95%   $4,000,000     $4,500,000   -$500,000            89%   $4,700,000     $5,000,000     -$300,000        94%
% Margin                          25.0%         30.0%           -5%        83%      29.0%         30.0%          -1%           97%       24.0%          30.0%         -6%             80%        29.5%          30.0%           -1%        98%
Sales Volume                         400           500          -100       80%        500           600         -100           83%           2000        2500         -500            80%          2500          3000           -500       83%
New Orders                           200           250           -50       80%        250           300          -50           83%           1000        1250         -250            80%          1250          1500           -250       83%
Renewals                             200           250           -50       80%        250           300          -50           83%           1000        1250         -250            80%          1250          1500           -250       83%
Average Order Size            $2,000.00     $1,800.00       $200.00    111%      $1,800.00     $1,583.33     $216.67        114%      $2,000.00      $1,800.00     $200.00          111%      $1,880.00     $1,666.67       $213.33    113%


           Actual Sales Revenue (Historical Month vs. Current Month)                           Goal Variance (Current Month & Current YTD)                                   Actual Sales Revenue (Historical YTD vs. Current YTD)


     $920,000                                                                             $0                                                                      $4,800,000
     $900,000
                                                                                  -$50,000                                                                        $4,600,000
     $880,000
     $860,000                                                                    -$100,000
                                                                                                                                                                  $4,400,000
     $840,000                                                                    -$150,000
                                                                                                                                                                  $4,200,000
     $820,000                                                                    -$200,000
     $800,000                                                                                                                                                     $4,000,000
                                                                                 -$250,000
     $780,000
                                                                                 -$300,000                                                                        $3,800,000
     $760,000
     $740,000                                                                    -$350,000                                                                        $3,600,000
                                                                                                                      Product Sales Analysis Tool


DO NOT ENTER VALUES INTO THIS SPREADSHEET.

Month - Sales Revenue Actual                     YTD - Sales Revenue Actual                 New Orders YTD - Actual
Product #1 Name                      $428,934    Product #1 Name               $5,500,000   Product #1 Name                                  9000
Product #2 Name                      $900,000    Product #2 Name               $5,000,000   Product #2 Name                                  9000
Product #3 Name                      $350,000    Product #3 Name               $2,500,000   Product #3 Name                                500000
Product #4 Name                       $30,000    Product #4 Name                $120,000    Product #4 Name                                  6000
Product #5 Name                      $900,000    Product #5 Name               $4,700,000   Product #5 Name                                  1250
Total                               $2,608,934   Total                        $17,820,000   Total                                          525250




Month - Sales Volume Actual                      YTD - Sales Volume Actual                  Renewals YTD - Actual
Product #1 Name                          1247    Product #1 Name                   18000    Product #1 Name                                  9000
Product #2 Name                          3000    Product #2 Name                   18000    Product #2 Name                                  9000
Product #3 Name                        120000    Product #3 Name                 1000000    Product #3 Name                                500000
Product #4 Name                          2000    Product #4 Name                    9000    Product #4 Name                                  3000
Product #5 Name                           500    Product #5 Name                    2500    Product #5 Name                                  1250
Total                                  126747    Total                           1047500    Total                                          522250
                                                                                                                                                    Product Sales Analysis Tool


DO NOT ENTER VALUES INTO THIS SPREADSHEET.

            Sales Revenue - Actual Current Month/Product                                            Actual YTD Sales Revenue by Product




                                              $428,934                                $120,000
              $900,000                                                                             $4,700,000                          $5,500,000
                                                                    Product #1 Name                                                                       Product #1 Name
                                                                    Product #2 Name                                                                       Product #2 Name
                                                         $900,000   Product #3 Name
                                                                                                 $2,500,000
                                                                                                                                                          Product #3 Name
                         $350,000                                                                                         $5,000,000
                                                                    Product #4 Name
                                                                                                                                                          Product #4 Name
                                                                    Product #5 Name
                                                                                                                                                          Product #5 Name

        $30,000




             Sales Volume - Actual Current Month/Product                                            Actual YTD Sales Volume by Product



                                       500 3000
                                    20001247                                                                         18000
                                                                                                                   9000
                                                                                                                    2500 18000



                                                                    Product #1 Name                                                                         Product #1 Name
                                                                    Product #2 Name                                                                         Product #2 Name

                                                                    Product #3 Name                                                                         Product #3 Name
                                    120000                                                                      1000000
                                                                    Product #4 Name                                                                         Product #4 Name

                                                                    Product #5 Name                                                                         Product #5 Name




                  New Orders YTD - Actual by Product                                                  Renewals YTD - Actual by Product


                                      1250 9000
                                        9000
                                     6000                                                                           1250 9000
                                                                                                                      9000
                                                                                                                   3000



                                                                    Product #1 Name                                                                         Product #1 Name

                                                                    Product #2 Name                                                                         Product #2 Name

                                                                    Product #3 Name                                                                         Product #3 Name
                                500000                                                                          500000
                                                                    Product #4 Name                                                                         Product #4 Name

                                                                    Product #5 Name                                                                         Product #5 Name

								
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