MKT571 MATC Strategies on Marketing to Better Revenue Earnings Memo Assignment Content Purpose of Assignment This assignment is designed to help students a
MKT571 MATC Strategies on Marketing to Better Revenue Earnings Memo Assignment Content
Purpose of Assignment
This assignment is designed to help students analyze and interpret primary and/or secondary data and research. First, students will be provided with a marketing report that allows for preparing basic executive level data insights. Second, they will be allowed to pick a company and product or service. This assignment will help prepare students for the development of their marketing plan. Students will be creating a marketing plan ( Marketing Plan and Outline (attached) so they may want to choose a company and product or service that has data readily available or where they can use demographic/psychographic data to provide insights.
Assignment StepsPart 1:Analyze the Week 1 Business Growth Overview dataset (attached). This is a marketing report generated by an analyst for the Senior Vice President (SVP) of Marketing at a large corporation. The analyst is new and has provided summary data but no insights or commentary for the SVP.
Construct a minimum 525-word memorandum for the SVP providing insights and commentary. The memorandum should include your analysis of the following:
Major areas of increase and decrease in revenue or type and/or category of business
Trends that are evident in terms of revenue or type and/or category of business
Insights that would help formulate marketing strategies to either continue growth or reverse decline
Additional analysis you (if you were SVP) would like to build a marketing goal and strategy or strategies (and why)
Part 2: Select a global or multi-regional (does business in more than one country) company and one of its products or services that will serve as the basis for your marketing plan. You should obtain two years of annual reports as well as two years of 10K reports (provides a comprehensive overview of the company’s business and financial condition and includes audited financial statements) for your data source. Once you have selected your product or service, you must define the size and type of your selected company that provides the product or service (available from annual reports). This need not be elaborate but must include total number of employees, production volume, distribution methods, and so forth. Record this information in a summary document as outlined below.
Company and product selection is a critical part of this project. You must ensure your proposed company can implement the marketing methods discussed in Marketing Management.
Prepare a minimum 175-word summary document and send it to your instructor as a record of your selection. The summary document should include the following:
Name of Company
Location of Company Headquarters
Name of Product or Service selected
General description of company (number of employees, revenue, type of ownership, web page, etc.)
General description of product or service
Format your assignment according to APA guidelines. YTD (Jan-June 2016 vs. Jan-June 2015)
129
125
YTD Days
Global Breakout
Revenue
$ 13,644,073
2016
Revenue/Day
$
105,768
Domestic
INTL
$ 12,085,137
$ 1,558,936
$
$
Customer Rank
Acquire
Expand
Retain
Serve
Non-Coded
Revenue
$ 1,312,868
$ 7,634,424
$ 3,026,592
$ 1,666,355
$
3,834
2016
Revenue/Day
$
10,177
$
59,182
$
23,462
$
12,917
$
30
PY2015
Revenue/Day % Total
$
6,427
10%
$
57,566
56%
$
21,759
22%
$
11,225
12%
$
(0)
0%
Customer Class
Commercial
INTL
Municipal
Reseller – Other
Industrial Labs
Government
Resell – Industrial Hygiene
Education
Other
Revenue
$ 7,195,592
$ 1,535,905
$ 1,634,643
$ 1,386,876
$
900,409
$
425,018
$
336,569
$
154,662
$
74,399
2016
Revenue/Day
$
55,780
$
11,906
$
12,672
$
10,751
$
6,980
$
3,295
$
2,609
$
1,199
$
577
PY2015
Revenue/Day
$
50,772
$
11,700
$
12,034
$
9,785
$
6,373
$
2,669
$
2,419
$
1,031
$
194
% Total
53%
11%
12%
10%
7%
3%
2%
1%
1%
Revenue
$
601,368
$
480,717
$
424,678
$
398,347
$
269,038
$
208,819
$
207,066
$
201,704
$
186,532
$
177,660
$ 2,759,521
2016
Revenue/Day
$
4,662
$
3,726
$
3,292
$
3,088
$
2,086
$
1,619
$
1,605
$
1,564
$
1,446
$
1,377
$
21,392
PY2015
Revenue/Day
$
4,208
$
2,889
$
3,478
$
2,877
$
1,568
$
1,362
$
1,561
$
1,023
$
960
$
1,215
$
20,029
% Total
4%
4%
3%
3%
2%
2%
2%
1%
1%
1%
20%
Top Customers
ABC Corp
Fish Limited
Delta Appliance
ALPS Company
Here4U
XYZ Inc
Expert Engineers
Check Gmbh
Francios and Sons
Euro Ltd
Marketing Accounts
93,683
12,085
PY2015
Revenue/Day
$
96,976
$
$
85,181
11,795
% Total
100%
89%
11%
n-June 2015)
QTD (Apr, May, Jun 2016 vs Apr
GPSales – Avg/Day Avg/Day
9.1%
8.3%
PM
59%
V$
V%
60%
50%
$ 8,501.78
$ 290.10
10.0%
2.5%
PM
58%
58%
58%
61%
GPSales – Avg/Day Avg/Day
V$
V%
$ 3,750.74
58.4%
58.4%
50.1%
$ 1,615.50
2.8%
2.8%
2.0%
$ 1,703.45
7.8%
7.8%
7.5%
$ 1,692.46
15.1%
15.1%
16.3%
$
29.73 -371611.6%
PM
61%
50%
62%
62%
59%
60%
32%
59%
PM
64%
66%
53%
61%
59%
29%
52%
49%
49%
54%
63%
V$
$ 5,008.13
$ 206.30
$ 638.02
$ 965.93
$ 607.13
$ 625.70
$ 190.52
$ 167.51
$ 382.63
V$
$ 453.49
$ 837.05
$ (185.91)
$ 210.65
$ 517.81
$ 256.85
$
44.19
$ 540.96
$ 485.84
$ 162.40
$ 1,362.33
10.0%
2.5%
8.9%
3.1%
Global Breakout
Domestic
INTL
Customer Rank
Acquire
Expand
Retain
Serve
Non-Coded
V%
9.9%
1.8%
5.3%
9.9%
9.5%
23.4%
7.9%
16.2%
197.1%
GPSales – Avg/Day Avg/Day
9.9%
9.2%
1.8%
2.3%
5.3%
3.9%
9.9%
5.8%
9.5%
9.2%
23.4%
23.1%
7.9%
6.9%
16.2%
5.1%
197.1%
Customer Class
Commercial
INTL
Municipal
Reseller
Industrial Labs
Government
Resell – Industrial Hygiene
Education
Other
V%
10.8%
29.0%
-5.3%
7.3%
33.0%
18.9%
2.8%
52.9%
50.6%
13.4%
6.8%
GPSales – Avg/Day Avg/Day
10.8%
11.1%
29.0%
25.2%
-5.3%
1.8%
7.3%
12.4%
33.0%
37.6%
18.9%
5.6%
2.8%
-3.6%
52.9%
32.8%
50.6%
72.1%
13.4%
3.0%
6.8%
6.0%
Top Customers
ABC Corp
Fish Limited
Delta Appliance
ALPS Company
Here4U
XYZ Inc
Expert Engineers
Check Gmbh
Francios and Sons
Euro Ltd
Marketing Accounts
QTD (Apr, May, Jun 2016 vs Apr, May, Jun 2015)
Revenue
$
7,024,096
MTD (June 2016 vs. J
% Total
100%
PM
58%
Sales
8.3%
GP
6.5%
Global Breakout
87%
13%
60%
48%
8.0%
11.1%
6.6%
5.7%
Domestic
INTL
Revenue
$
654,170
$
4,017,070
$
1,505,103
$
843,966
$
3,787
% Total
9%
57%
21%
12%
0%
PM
58%
58%
59%
60%
Sales
50.8%
3.0%
10.4%
7.4%
GP
42.7%
0.6%
10.3%
8.0%
Customer Rank
Acquire
Expand
Retain
Serve
Non-Coded
Revenue
$
3,719,525
$
868,634
$
814,624
$
721,253
$
464,827
$
183,030
$
140,804
$
84,981
$
26,418
% Total
53%
12%
12%
10%
7%
3%
2%
1%
0%
PM
61%
48%
63%
61%
58%
58%
32%
61%
Sales
8.5%
10.9%
1.7%
10.9%
14.2%
14.2%
-8.4%
2.1%
GP
6.8%
5.2%
1.7%
6.8%
12.8%
12.8%
-14.2%
-3.8%
Customer Class
Commercial
INTL
Municipal
Reseller – Other
Industrial Labs
Government
Resell – Industrial Hygiene
Education
Other
Revenue
$
332,350
$
239,460
$
230,032
$
226,766
$
119,433
$
117,490
$
104,936
$
100,171
$
96,755
$
75,156
$
1,381,927
% Total
5%
3%
3%
3%
2%
2%
1%
1%
1%
1%
20%
PM
63%
67%
53%
61%
59%
11%
52%
48%
50%
55%
63%
Sales
7.2%
18.1%
-21.0%
8.8%
31.9%
213.1%
22.1%
2835.2%
-7.0%
19.1%
8.9%
GP
4.2%
16.3%
14.7%
12.3%
28.0%
16.8%
8.6%
3186.6%
-16.9%
19.1%
6.3%
$
$
6,145,978
878,119
Top Customers
ABC Corp
Fish Limited
Delta Appliance
ALPS Company
Here4U
XYZ Inc
Expert Engineers
Check Gmbh
Francios and Sons
Euro Ltd
Marketing Accounts
MTD (June 2016 vs. June 2015)
Revenue
$
2,257,102
% Total
100%
PM
56%
Sales
11.2%
GP
6.1%
86%
14%
58%
42%
4.2%
83.4%
2.3%
52.4%
Net Sales
$
219,791
$
1,282,340
$
477,879
$
273,533
$
3,559
% Total
10%
57%
21%
12%
0%
PM
56%
55%
57%
57%
Sales
54.3%
8.1%
18.0%
18.0%
GP
40.2%
0.5%
17.3%
17.3%
Net Sales
$
1,130,973
$
323,990
$
263,030
$
266,066
$
135,694
$
50,261
$
43,642
$
35,846
$
7,600
% Total
50%
14%
12%
12%
6%
2%
2%
2%
0%
PM
60%
51%
60%
57%
59%
61%
29%
60%
Sales
1.0%
83.2%
12.3%
26.4%
-7.4%
30.9%
-39.7%
25.6%
GP
-1.0%
50.8%
3.4%
14.9%
2.6%
33.8%
-50.1%
14.4%
Net Sales
$
87,955
$
76,813
$
75,000
$
60,179
$
56,444
$
51,610
$
35,156
$
31,740
$
29,154
$
28,452
$
447,025
% Total
4%
3%
3%
3%
3%
2%
2%
1%
1%
1%
20%
PM
62%
66%
-1%
59%
52%
56%
57%
45%
54%
58%
56%
Sales
-2.6%
6.4%
5258.2%
-10.7%
100.0%
-23.0%
-8.2%
-7.1%
3.7%
126.6%
6.4%
GP
-10.9%
1.3%
-164.1%
-10.4%
$
$
1,930,466
326,636
-0.5%
-11.3%
-27.9%
5.0%
119.5%
6.8%
YTD
QTD
MTD
Year to Date
Quarter to Date
Month to Date
YTD Days
number of selling days in the current year (or comparable year, depending on location in header)
Days Adj
Domestic
INTL
PM
V$
V%
GP
Customer
Rank
Customer
Class
Days Adjusted—in finance, each month may have a different number of reporting/selling days based on ho
Some companies use a 5 week, 4 week, 4 week quarter to standardize the reporting/selling days. Days adju
comparing different years you are comparing the same number of days.
United States
International or ROW (Rest of World)
Prior Month
Growth in dollars
Growth percent
Gross Profit
Classification schema for determining selling activities. Acquire-gain new customers, Expand-grow within cu
customer, Serve-get service business in addition to product sales, non-coded–not coded
Classification schema by industry or area. Commercial-US/domestic. Used when not classifed by industry t
customers. Municipal-self-explanatory. Reseller-other–resellers of your products to other end users exce
cation in header)
ng/selling days based on how a quarter is measured.
ting/selling days. Days adjusted means that when
mers, Expand-grow within customer, Retain-keep
ot coded
n not classifed by industry type. INTL-international
cts to other end users except where classifed ( i.e.
Researching Marketing Questions
Grading Guide
MKT/571 Version 10
Marketing
Copyright
Copyright © 2017, 2016 by University of Phoenix. All rights reserved.
University of Phoenix® is a registered trademark of Apollo Group, Inc. in the United States and/or other countries.
Microsoft®, Windows®, and Windows NT® are registered trademarks of Microsoft Corporation in the United States and/or other countries. All
other company and product names are trademarks or registered trademarks of their respective companies. Use of these marks is not intended
to imply endorsement, sponsorship, or affiliation.
Researching Marketing Questions
Grading Guide
MKT/571 Version 10
Edited in accordance with University of Phoenix® editorial standards and practices.
2
Researching Marketing Questions
Grading Guide
MKT/571 Version 10
Individual Assignment: Researching Marketing Questions
Purpose of Assignment
This assignment is designed to help students analyze and interpret primary and/or secondary data and
research. First, students will be provided with a marketing report that allows for preparing basic executive level
data insights. Second, they will be allowed to pick a company and product or service. This assignment will help
prepare students for the development of their marketing plan. Students will be creating a marketing plan (refer
to Marketing Plan and Outline document) so they may want to choose a company and product or service that
has data readily available or where they can use demographic/psychographic data to provide insights.
Resources Required
Week 1 Business Growth Overview
Grading Guide
Content
Student analyzes the dataset and provides insight
and commentary in the form of a memorandum.
Student’s analysis includes major areas of increase
and decrease in revenue or type and/or category of
business.
Student’s analysis includes trends that are evident in
terms of revenue or type and/or category of
business.
Student’s analysis includes insights that would help
formulate marketing strategies to either continue
growth or reverse decline.
Student’s analysis includes additional analysis you
(as SVP) would like (and why) to build a marketing
goal and strategy or strategies.
The memorandum is a minimum of 525 words in
length.
Student selects a global or multi-regional (does
business in more than one country) company and
one of its products or services that will serve as the
basis for your marketing plan.
Students prepares a summary document and sends
it to the instructor that includes but is not limited to:
• Name of Company
Met
Partially
Met
Not Met
Comments:
3
Researching Marketing Questions
Grading Guide
MKT/571 Version 10
Content
•
•
•
•
Met
Partially
Met
Not Met
Total
Available
Total
Earned
70
#/70
Comments:
Location of Company Headquarters
Name of Product or Service selected
General description of company (number of
employees, revenue, type of ownership, web
page, etc.)
General description of product or service.
The summary document is a minimum 175 words in
length.
Writing Guidelines
Met
Partially
Met
Not Met
Total
Available
Total
Earned
30
#/30
100
#/100
The paper—including tables and graphs,
headings, title page, and reference page—is
consistent with APA formatting guidelines and
meets course-level requirements.
Intellectual property is recognized with in-text
citations and a reference page.
Paragraph and sentence transitions are
present, logical, and maintain the flow
throughout the paper.
Sentences are complete, clear, and concise.
Rules of grammar and usage are followed
including spelling and punctuation.
Assignment Total
Additional comments:
#
Comments:
4
Researching Marketing Questions
Grading Guide
MKT/571 Version 10
Marketing
Copyright
Copyright © 2017, 2016 by University of Phoenix. All rights reserved.
University of Phoenix® is a registered trademark of Apollo Group, Inc. in the United States and/or other countries.
Microsoft®, Windows®, and Windows NT® are registered trademarks of Microsoft Corporation in the United States and/or other countries. All
other company and product names are trademarks or registered trademarks of their respective companies. Use of these marks is not intended
to imply endorsement, sponsorship, or affiliation.
Researching Marketing Questions
Grading Guide
MKT/571 Version 10
Edited in accordance with University of Phoenix® editorial standards and practices.
2
Researching Marketing Questions
Grading Guide
MKT/571 Version 10
Individual Assignment: Researching Marketing Questions
Purpose of Assignment
This assignment is designed to help students analyze and interpret primary and/or secondary data and
research. First, students will be provided with a marketing report that allows for preparing basic executive level
data insights. Second, they will be allowed to pick a company and product or service. This assignment will help
prepare students for the development of their marketing plan. Students will be creating a marketing plan (refer
to Marketing Plan and Outline document) so they may want to choose a company and product or service that
has data readily available or where they can use demographic/psychographic data to provide insights.
Resources Required
Week 1 Business Growth Overview
Grading Guide
Content
Student analyzes the dataset and provides insight
and commentary in the form of a memorandum.
Student’s analysis includes major areas of increase
and decrease in revenue or type and/or category of
business.
Student’s analysis includes trends that are evident in
terms of revenue or type and/or category of
business.
Student’s analysis includes insights that would help
formulate marketing strategies to either continue
growth or reverse decline.
Student’s analysis includes additional analysis you
(as SVP) would like (and why) to build a marketing
goal and strategy or strategies.
The memorandum is a minimum of 525 words in
length.
Student selects a global or multi-regional (does
business in more than one country) company and
one of its products or services that will serve as the
basis for your marketing plan.
Students prepares a summary document and sends
it to the instructor that includes but is not limited to:
• Name of Company
Met
Partially
Met
Not Met
Comments:
3
Researching Marketing Questions
Grading Guide
MKT/571 Version 10
Content
•
•
•
•
Met
Partially
Met
Not Met
Total
Available
Total
Earned
70
#/70
Comments:
Location of Company Headquarters
Name of Product or Service selected
General description of company (number of
employees, revenue, type of ownership, web
page, etc.)
General description of product or service.
The summary document is a minimum 175 words in
length.
Writing Guidelines
Met
Partially
Met
Not Met
Total
Available
Total
Earned
30
#/30
100
#/100
The paper—including tables and graphs,
headings, title page, and reference page—is
consistent with APA formatting guidelines and
meets course-level requirements.
Intellectual property is recognized with in-text
citations and a reference page.
Paragraph and sentence transitions are
present, logical, and maintain the flow
throughout the paper.
Sentences are complete, clear, and concise.
Rules of grammar and usage are followed
including spelling and punctuation.
Assignment Total
Additional comments:
#
Comments:
4
YTD (Jan-June 2016 vs. Jan-June 2015)
129
125
YTD Days
Global Breakout
Revenue
$ 13,644,073
2016
Revenue/Day
$
105,768
Domestic
INTL
$ 12,085,137
$ 1,558,936
$
$
Customer Rank
Acquire
Expand
Retain
Serve
Non-Coded
Revenue
$ 1,312,868
$ 7,634,424
$ 3,026,592
$ 1,666,355
$
3,834
2016
Revenue/Day
$
10,177
$
59,182
$
23,462
$
12,917
$
30
PY2015
Revenue/Day % Total
$
6,427
10%
$
57,566
56%
$
21,759
22%
$
11,225
12%
$
(0)
0%
Customer Class
Commercial
INTL
Municipal
Reseller – Other
Industrial Labs
Government
Resell – Industrial Hygiene
Education
Other
Revenue
$ 7,195,592
$ 1,535,905
$ 1,634,643
$ 1,386,876
$
900,409
$
425,018
$
336,569
$
154,662
$
74,399
2016
Revenue/Day
$
55,780
$
11,906
$
12,672
$
10,751
$
6,980
$
3,295
$
2,609
$
1,199
$
577
PY2015
Revenue/Day
$
50,772
$
11,700
$
12,034
$
9,785
$
6,373
$
2,669
$
2,419
$
1,031
$
194
% Total
53%
11%
12%
10%
7%
3%
2%
1%
1%
Revenue
$
601,368
$
480,717
$
424,678
$
398,347
$
269,038
$
208,819
$
207,066
$
201,704
$
186,532
$
177,660
$ 2,759,521
2016
Revenue/Day
$
4,662
$
3,726
$
3,292
$
3,088
$
2,086
$
1,619
$
1,605
$
1,564
$
1,446
$
1,377
$
21,392
PY2015
Revenue/Day
$
4,208
$
2,889
$
3,478
$
2,877
$
1,568
$
1,362
$
1,561
$
1,023
$
960
$
1,215
$
20,029
% Total
4%
4%
3%
3%
2%
2%
2%
1%
1%
1%
20%
Top Customers
ABC Corp
Fish Limited
Delta Appliance
ALPS Company
Here4U
XYZ Inc
Expert Engineers
Check Gmbh
Francios and Sons
Euro Ltd
Marketing Accounts
93,683
12,085
PY2015
Revenue/Day
$
96,976
$
$
85,181
11,795
% Total
100%
89%
11%
n-June 2015)
QTD (Apr, May, Jun 2016 vs Apr
GPSales – Avg/Day Avg/Day
9.1%
8.3%
PM
59%
V$
V%
60%
50%
$ 8,501.78
$ 290.10
10.0%
2.5%
PM
58%
58%
58%
61%
GPSales – Avg/Day Avg/Day
V$
V%
$ 3,750.74
58.4%
58.4%
50.1%
$ 1,615.50
2.8%
2.8%
2.0%
$ 1,703.45
7.8%
7.8%
7.5%
$ 1,692.46
15.1%
15.1%
16.3%
$
29.73 -371611.6%
PM
61%
50%
62%
62%
59%
60%
32%
59%
PM
64%
66%
53%
61%
59%
29%
52%
49%
49%
54%
63%
V$
$ 5,008.13
$ 206.30
$ 638.02
$ 965.93
$ 607.13
$ 625.70
$ 190.52
$ 167.51
$ 382.63
V$
$ 453.49
$ 837.05
$ (185.91)
$ 210.65
$ 517.81
$ 256.85
$
44.19
$ 540.96
$ 485.84
$ 162.40
$ 1,362.33
10.0%
2.5%
8.9%
3.1%
Global Breakout
Domestic
INTL
Customer Rank
Acquire
Expand
Retain
Serve
Non-Coded
V%
9.9%
1.8%
5.3%
9.9%
9.5%
23.4%
7.9%
16.2%
197.1%
GPSales – Avg/Day Avg/Day
9.9%
9.2%
1.8%
2.3%
5.3%
3.9%
9.9%
5.8%
9.5%
9.2%
23.4%
23.1%
7.9%
6.9%
16.2%
5.1%
197.1%
Customer Class
Commercial
INTL
Municipal
Reseller
Industrial Labs
Government
Resell – Industrial Hygiene
Education
Other
V%
10.8%
29.0%
-5.3%
7.3%
33.0%
18.9%
2.8%
52.9%
50.6%
13.4%
6.8%
GPSales – Avg/Day Avg/Day
10.8%
11.1%
29.0%
25.2%
-5.3%
1.8%
7.3%
12.4%
33.0%
37.6%
18.9%
5.6%
2.8%
-3.6%
52.9%
32.8%
50.6%
72.1%
13.4%
3.0%
6.8%
6.0%
Top Customers
ABC Corp
Fish Limited
Delta Appliance
ALPS Company
Here4U
XYZ Inc
Expert Engineers
Check Gmbh
Francios and Sons
Euro Ltd
Marketing Accounts
QTD (Apr, May, Jun 2016 vs Apr, May, Jun 2015)
Revenue
$
7,024,096
MTD (June 2016 vs. J
% Total
100%
PM
58%
Sales
8.3%
GP
6.5%
Global Breakout
87%
13%
60%
48%
8.0%
11.1%
6.6%
5.7%
Domestic
INTL
Revenue
$
654,170
$
4,017,070
$
1,505,103
$
843,966
$
3,787
% Total
9%
57%
21%
12%
0%
PM
58%
58%
59%
60%
Sales
50.8%
3.0%
10.4%
7.4%
GP
42.7%
0.6%
10.3%
8.0%
Customer Rank
Acquire
Expand
Retain
Serve
Non-Coded
Revenue
$
3,719,525
$
868,634
$
814,624
$
721,253
$
464,827
$
183,030
$
140,804
$
84,981
$
26,418
% Total
53%
12%
12%
10%
7%
3%
2%
1%
0%
PM
61%
48%
63%
61%
58%
58%
32%
61%
Sales
8.5%
10.9%
1.7%
10.9%
14.2%
14.2%
-8.4%
2.1%
GP
6.8%
5.2%
1.7%
6.8%
12.8%
12.8%
-14.2%
-3.8%
Customer Class
Commercial
INTL
Municipal
Reseller – Other
Industrial Labs
Government
Resell – Industrial Hygiene
Education
Other
Revenue
$
332,350
$
239,460
$
230,032
$
226,766
$
119,433
$
117,490
$
104,936
$
100,171
$
96,755
$
75,156
$
1,381,927
% Total
5%
3%
3%
3%
2%
2%
1%
1%
1%
1%
20%
PM
63%
67%
53%
61%
59%
11%
52%
48%
50%
55%
63%
Sales
7.2%
18.1%
-21.0%
8.8%
31.9%
213.1%
22.1%
2835.2%
-7.0%
19.1%
8.9%
GP
4.2%
16.3%
14.7%
12.3%
28.0%
16.8%
8.6%
3186.6%
-16.9%
19.1%
6.3%
$
$
6,145,978
878,119
Top Customers
ABC Corp
Fish Limited
Delta Appliance
ALPS Company
Here4U
XYZ Inc
Expert Engineers
Check Gmbh
Francios and Sons
Euro Ltd
Marketing Accounts
MTD (June 2016 vs. June 2015)
Revenue
$
2,257,102
% Total
100%
PM
56%
Sales
11.2%
GP
6.1%
86%
14%
58%
42%
4.2%
83.4%
2.3%
52.4%
Net Sales
$
219,791
$
1,282,340
$
477,879
$
273,533
$
3,559
% Total
10%
57%
21%
12%
0%
PM
56%
55%
57%
57%
Sales
54.3%
8.1%
18.0%
18.0%
GP
40.2%
0.5%
17.3%
17.3%
Net Sales
$
1,130,973
$
323,990
$
263,030
$
266,066
$
135,694
$
50,261
$
43,642
$
35,846
$
7,600
% Total
50%
14%
12%
12%
6%
2%
2%
2%
0%
PM
60%
51%
60%
57%
59%
61%
29%
60%
Sales
1.0%
83.2%
12.3%
26.4%
-7.4%
30.9%
-39.7%
25.6%
GP
-1.0%
50.8%
3.4%
14.9%
2.6%
33.8%
-50.1%
14.4%
Net Sales
$
87,955
$
76,813
$
75,000
$
60,179
$
56,444
$
51,610
$
35,156
$
31,740
$
29,154
$
28,452
$
447,025
% Total
4%
3%
3%
3%
3%
2%
2%
1%
1%
1%
20%
PM
62%
66%
-1%
59%
52%
56%
57%
45%
54%
58%
56%
Sales
-2.6%
6.4%
5258.2%
-10.7%
100.0%
-23.0%
-8.2%
-7.1%
3.7%
126.6%
6.4%
GP
-10.9%
1.3%
-164.1%
-10.4%
$
$
1,930,466
326,636
-0.5%
-11.3%
-27.9%
5.0%
119.5%
6.8%
YTD
QTD
MTD
Year to Date
Quarter to Date
Month to Date
YTD Days
number of selling days in the current year (or comparable year, depending on location in header)
Days Adj
Domestic
INTL
PM
V$
V%
GP
Customer
Rank
Customer
Class
Days Adjusted—in finance, each month may have a different number of reporting/selling days based on ho
Some companies use a 5 week, 4 week, 4 week quarter to standardize the reporting/selling days. Days adju
comparing different years you are comparing the same number of days.
United States
International or ROW (Rest of World)
Prior Month
Growth in dollars
Growth percent
Gross Profit
Classification schema for determining selling activities. Acquire-gain new customers, Expand-grow within cu
customer, Serve-get service business in addition to product sales, non-coded–not coded
Classification schema by industry or area. Commercial-US/domestic. Used when not classifed b…
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