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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

Month 1 Month 2 Month 3
Industry Industry Industry
BestAveL BestAveL BestAveL
----------- ----------- ----------FINANCIAL KPIs
Net Income to Revenue %

Change In NetInc:Revenue %

Return on Assets %

Net Assets Turns

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

5

5

0

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

### 600,000 600,000
0
500,000
0
0
75,000
157,031
219,342
141,018
71,491
69,527
18,000
0
90,794
### 720,000 720,000
200,000
0
0
0
20,000
47,000
0
0
806,079 509,045 297,034
125
###
###
###
----------- ----------- ----------###
###
###
----------- ----------- -----------3,496
0
###

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

0

5

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

5

2

1

2

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
----------- ----------- ----------- ----------###
###
###
###

600,000 200,000 200,000 200,000
71,491
22,193
36,048
13,250
360,000 120,000 120,000 120,000
360,000 120,000 120,000 120,000
0
0
0
0
509,045 161,780 131,088 216,177
### 623,973 607,136 669,427
----------- ----------- ----------- ----------###
###
###
###

Distribution Center?
RFID Outsource/Insource?
Emergency Carrier

2 Owne 1 3rd-Part
0 None
0 Outsour 0 Outsour 0 Outsour
N
N

Sales Volume Forecast, Ch#1
Sales Volume Forecast, Ch#2

7,518
5,433

CSR Service Outsourcing
Product 1-1 Configuration

3,452
5,345

7,894
6,322

2 Standar 2 Standar 2 Standar
H55111

*****************************************************************************
FIRM 1: ??????????????????????????????????????????????????
INDUSTRY CX5
PRODUCT 1-2 P&L STATEMENT, MONTH 3
PAGE 5
*****************************************************************************
All Region

Region

Region

Region

(TOTAL
-----------

( U.S.A.) ( Europe) ( Pacific)
----------- ----------- -----------

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

0

0

0

0

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
###

600,000 200,000 200,000 200,000
69,527
14,059
45,651
9,817
360,000 120,000 120,000 120,000
360,000 120,000 120,000 120,000
0
0
0
0
297,034
83,370
67,908 145,756
### 537,429 553,559 595,573
----------- ----------- ----------- ----------### 1,117,046 320,668 656,561

Distribution Center?
RFID Outsource/Insource?
Emergency Carrier

2 Owne 1 3rd-Part
0 None
0 Outsour 0 Outsour 0 Outsour
N
N

Sales Volume Forecast, Ch#1
Sales Volume Forecast, Ch#2

2,611
4,182

CSR Service Outsourcing
Product 1-2 Configuration

2,493
1,791

5,582
3,964

2 Standar 2 Standar 2 Standar
M55532

*****************************************************************************
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
###

LIABILITIES AND EQUITIES
------------------------Corporate Capitalization
Dividends, Current
Dividends, Cumulative
Loans
Retained Earnings, Current
Retained Earnings, Cumulative
Total Liabilities & Equities

###
-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
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

0

0

- 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

Month 1 Month 2 Month 3
---------- ---------- ----------

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

Product 1-1H, Ch#1
Product 1-1H, Ch#2
Product 1-2M, Ch#1
Product 1-2M, Ch#2

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

Firm CX51: ????????????????????????????????????????
LINKS Dashboard
Customer Satisfaction %

Net Income To Revenue %
8.2
8
7.8
7.6
7.4
7.2
7

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%

Firm CX51: ????????????????????????????????????????
Portfolio Performance of Firm CX51's 2 Products

Month 3

Sales Volume

Revenues
Product 2
Product 1

Gross Margin

Operating Income

0%

10%

20%

30%

40%

50%

60%

70%

80%

90%

100%

Operating 4233329 5275724 2094275
Gross Mar 9147718 7176260 3780836
Revenues 26453935 15543750 10910185
Sales Vol
61203
38785
22418

*****************************************************************************
FIRM 1: ??????????????????????????????????????????????????
INDUSTRY CX5
DECISION HISTORY: MONTHS 1 TO 3
*****************************************************************************

PRODUCT DEVELOPMENT DECISIONS
Product 1-1 Configuration
Product 1-2 Configuration

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

2

2

2

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

Product 1-0 Air
Carrier I
Carrier J
Carrier K
Carrier L
Carrier M
Carrier N
Product 1-1 Surface
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
Shipments To DC3
Product 1-0 Surface
Carrier I
Carrier J
Carrier K
Carrier L
Carrier M
Carrier N
Product 1-0 Air
Carrier I
Carrier J
Carrier K
Carrier L
Carrier M
Carrier N
Product 1-1 Surface

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

GENERATE DEMAND DECISIONS
Product 1-1
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

0
0
0
0
0
0

0
0
0
0
0
0

0
0
0
0
0
0

0
0
0
0
0
0

0
0
0
0
0
0

0
0
0
0
0
0

0
0
0
0
0
0

0
0
0
0
0
0

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

INFORMATION TECH DECISIONS
IT Synchronization Carriers

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
---------------------------

Firm CX51: ????????????????????????????????????????
Quantitative|Extrapolative Forecasts of Month 4 Sales Volume

Product 1-1, Region 1: Sales History, Months 1-3
9,000
8,000
7,000

Region 1

6,000

Product 1-1H, Ch#1
Product 1-1H, Ch#2

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

Details: These unconditional extrapolative forecasts presume that competitive
market environments from the recent past continue during the forecast period.
→ "Forecast #1" is based on the average of the last three historical values.
→ "Forecast #2" is based on the average growth rate for all available historical
values. However, only historical values of at least 1,000 are used to avoid the
potential for extreme historical variability in calculating average growth rate.

Firm CX51: ????????????????????????????????????????
Quantitative|Extrapolative Forecasts of Month 4 Sales Volume

Product 1-1, Region 2: Sales History, Months 1-3
7,000
6,000

Region 2
5,000

Product 1-1H, Ch#1
Product 1-1H, Ch#2

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

Details: These unconditional extrapolative forecasts presume that competitive
market environments from the recent past continue during the forecast period.
→ "Forecast #1" is based on the average of the last three historical values.
→ "Forecast #2" is based on the average growth rate for all available historical
values. However, only historical values of at least 1,000 are used to avoid the
potential for extreme historical variability in calculating average growth rate.

Firm CX51: ????????????????????????????????????????
Quantitative|Extrapolative Forecasts of Month 4 Sales Volume

Product 1-1, Region 3: Sales History, Months 1-3
10,000
9,000
8,000

Region 3

7,000

Product 1-1H, Ch#1
Product 1-1H, Ch#2

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

Details: These unconditional extrapolative forecasts presume that competitive
market environments from the recent past continue during the forecast period.
→ "Forecast #1" is based on the average of the last three historical values.
→ "Forecast #2" is based on the average growth rate for all available historical
values. However, only historical values of at least 1,000 are used to avoid the
potential for extreme historical variability in calculating average growth rate.

Forecast #1:
Average
(Last 3)

12

10

Forecast #2:
Average
Growth
Rate

8

6

4

2

0
Channel #1

Channel #2

Details: These unconditional extrapolative forecasts presume that competitive
market environments from the recent past continue during the forecast period.
→ "Forecast #1" is based on the average of the last three historical values.
→ "Forecast #2" is based on the average growth rate for all available historical
values. However, only historical values of at least 1,000 are used to avoid the
potential for extreme historical variability in calculating average growth rate.

Forecast #1:
Average
(Last 3)

12

10

Forecast #2:
Average
Growth
Rate

8

6

4

2

0
Channel #1

Channel #2

Details: These unconditional extrapolative forecasts presume that competitive
market environments from the recent past continue during the forecast period.
→ "Forecast #1" is based on the average of the last three historical values.
→ "Forecast #2" is based on the average growth rate for all available historical
values. However, only historical values of at least 1,000 are used to avoid the
potential for extreme historical variability in calculating average growth rate.

Forecast #1:
Average
(Last 3)

12

10

Forecast #2:
Average
Growth
Rate

8

6

4

2

0
Channel #1

Channel #2

Details: These unconditional extrapolative forecasts presume that competitive
market environments from the recent past continue during the forecast period.
→ "Forecast #1" is based on the average of the last three historical values.
→ "Forecast #2" is based on the average growth rate for all available historical
values. However, only historical values of at least 1,000 are used to avoid the
potential for extreme historical variability in calculating average growth rate.

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

Firm CX51: ????????????????????????????????????????
Quantitative|Extrapolative Forecasts of Month 4 Sales Volume

Product 1-2, Region 1: Sales History, Months 1-3
5,000
4,500
4,000

Region 1

3,500

Product 1-2M, Ch#1
Product 1-2M, Ch#2

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

Details: These unconditional extrapolative forecasts presume that competitive
market environments from the recent past continue during the forecast period.
→ "Forecast #1" is based on the average of the last three historical values.
→ "Forecast #2" is based on the average growth rate for all available historical
values. However, only historical values of at least 1,000 are used to avoid the
potential for extreme historical variability in calculating average growth rate.

Firm CX51: ????????????????????????????????????????
Quantitative|Extrapolative Forecasts of Month 4 Sales Volume

Product 1-2, Region 2: Sales History, Months 1-3
4,000
3,500

Region 2

3,000

Product 1-2M, Ch#1
Product 1-2M, Ch#2

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

Details: These unconditional extrapolative forecasts presume that competitive
market environments from the recent past continue during the forecast period.
→ "Forecast #1" is based on the average of the last three historical values.
→ "Forecast #2" is based on the average growth rate for all available historical
values. However, only historical values of at least 1,000 are used to avoid the
potential for extreme historical variability in calculating average growth rate.

Firm CX51: ????????????????????????????????????????
Quantitative|Extrapolative Forecasts of Month 4 Sales Volume

Product 1-2, Region 3: Sales History, Months 1-3
6,000
5,000

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

Details: These unconditional extrapolative forecasts presume that competitive
market environments from the recent past continue during the forecast period.
→ "Forecast #1" is based on the average of the last three historical values.
→ "Forecast #2" is based on the average growth rate for all available historical
values. However, only historical values of at least 1,000 are used to avoid the
potential for extreme historical variability in calculating average growth rate.

Forecast #1:
Average
(Last 3)

12

10

Forecast #2:
Average
Growth
Rate

8

6

4

2

0
Channel #1

Channel #2

Details: These unconditional extrapolative forecasts presume that competitive
market environments from the recent past continue during the forecast period.
→ "Forecast #1" is based on the average of the last three historical values.
→ "Forecast #2" is based on the average growth rate for all available historical
values. However, only historical values of at least 1,000 are used to avoid the
potential for extreme historical variability in calculating average growth rate.

Forecast #1:
Average
(Last 3)

12

10

Forecast #2:
Average
Growth
Rate

8

6

4

2

0
Channel #1

Channel #2

Details: These unconditional extrapolative forecasts presume that competitive
market environments from the recent past continue during the forecast period.
→ "Forecast #1" is based on the average of the last three historical values.
→ "Forecast #2" is based on the average growth rate for all available historical
values. However, only historical values of at least 1,000 are used to avoid the
potential for extreme historical variability in calculating average growth rate.

Forecast #1:
Average
(Last 3)

12

10

Forecast #2:
Average
Growth
Rate

8

6

4

2

0
Channel #1

Channel #2

Details: These unconditional extrapolative forecasts presume that competitive
market environments from the recent past continue during the forecast period.
→ "Forecast #1" is based on the average of the last three historical values.
→ "Forecast #2" is based on the average growth rate for all available historical
values. However, only historical values of at least 1,000 are used to avoid the
potential for extreme historical variability in calculating average growth rate.

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

Net Income To Revenue %
8.2
8
7.8
7.6
7.4
7.2
7
6.8
6.6
6.4
Month 1

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

Net Asset Turns
3.2
3.1
3
2.9
2.8
2.7
2.6
2.5
2.4
Month 1

Firm
Industry Best
Industry Average
Industry Worst

Month 2

Month 3

Inventory Turnover
12
10

Firm

8

Industry Best

6

Industry Average

4

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

7

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

1

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

9

Industry Best
Industry Average

8.5

Industry Worst

8
7.5
Month 1

Month 2

Month 3

Change in Market Share %
2
1.5
1

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

Month 1 Month 2 Month 3
Firm 1
Firm 1
Firm 1
----------- ----------- ----------FINANCIAL K
Net Inco
7.69
Change I
0
Return on
22.47
Net Asset
2.89

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

Month 1 Month 2 Month 3
Industry Industry Industry
BestAveL BestAveL BestAveLow
----------- ----------- ----------FINANCIAL K
Net Inco

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

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