This appendix contains Sales Analysis sample reports.
Date 06/06/1999 Time 07:59:06 XYZ Company Report #0209 Page 0001
S A L E S A N A L Y S I S B Y C U S T O M E R
Customer number range: “First” thru “Last” Sales rep: “All” State: “All”
Includes customers with zero $ sales Sales Territory: “All”
------------------------------------------------------------------------------------------------------------------------------------
Type Customer name/Address Sls-rep
Customer # SIC Terr Period-to-date Year-to-date Last year
------------------------------------------------------------------------------------------------------------------------------------
*401 RET Miscellaneous customer 15A Sales : 0.00 0.00 0.00
____________________________________________________________________
1 WSL Elliot Enterprises 1 Sales : 292.00 292.00 0.00
Glendale, CA 94994 USA
____________________________________________________________________
10 RET Harris, Goldberg & Jones 1 Sales : 276.40 276.40 0.00
San Diego, CA 92100 USA
____________________________________________________________________
30 WSL W.J. Bjornfreg A/G 20 Sales : 163.00 163.00 0.00
Los Angeles, CA 92100
____________________________________________________________________
40 RET Washington, Mrs. Thomas 1 Sales : 955.00 955.00 0.00
Dallas, TX 75201 USA
____________________________________________________________________
50 RET Space Concepts & Design 789 Sales : 235.00 235.00 0.00
New York, NY 10052 USA
____________________________________________________________________
99 RET Anthony Jones, Inc. 1 Sales : 556.00 556.00 0.00
Alberta, CA 12345 USA
____________________________________________________________________
100 WSL Neptune Underwater Supply 23 Sales : 560.25 560.25 0.00
Santa Marina, CA 91100 USA
____________________________________________________________________
200 RET 21st Century Enterprises 10 Sales : 575.70 575.70 0.00
San Francisco, CA 95782 USA
____________________________________________________________________
300 RET Beverly Beauty Supply 23 Sales : 132.95 132.95 0.00
Los Angeles, CA 90005 USA
____________________________________________________________________
600 RET Ariel Enterprises 23 Sales : 525.00 525.00 0.00
Los Angeles, CA 90005 USA
____________________________________________________________________
C123 CASH Peter Cash 1 Sales : 0.00 0.00 0.00
Portland, OR 98765-4321 USA
____________________________________________________________________
Date 06/06/1999 Time 07:59:06 XYZ Company Report #0209 Page 0002
S A L E S A N A L Y S I S B Y C U S T O M E R
Customer number range: “First” thru “Last” Sales rep: “All” State: “All”
Includes customers with zero $ sales Sales Territory: “All”
------------------------------------------------------------------------------------------------------------------------------------
S U M M A R Y
Period-to-date Year-to-date Last year
------------------------------------------------------------------------------------------------------------------------------------
12 customers -- Sales : 4,271.30 4,271.30 0.00
_____________________________________________________________________________________
-- End of report --
Sales Analysis by Customer Sales Volume
Date 06/06/1999 Time 08:24:08 XYZ Company Report #0211 Page 0001
S A L E S A N A L Y S I S B Y C U S T O M E R S A L E S V O L U M E
Customer number range: “First” thru “Last” State: “All” Sales territory: “All”
Sales rep: “All” # of customers: “All” Customer type: “All”
Includes customers with zero $ sales Sort by volume, customer #
------------------------------------------------------------------------------------------------------------------------------------
Sls-rep Customer name/Address SIC Terr
Customer # Contact/phone number Cus-typ Period-to-date Year-to-date Last year
Period-to-date Year-to-date Last year
------------------------------------------------------------------------------------------------------------------------------------
40 001 Washington, Mrs. Thomas Sales : 955.00 955.00 0.00
Dallas, TX 75201 USA RET
Ann Washington
617-444-7780
______________________________________________________________________
200 010 21st Century Enterprises Sales : 575.70 575.70 0.00
San Francisco, CA 95782 USA RET
Lou Mandel
415-555-7844
______________________________________________________________________
100 023 Neptune Underwater Supply Sales : 560.25 560.25 0.00
Santa Marina, CA 91100 USA WSL
Sam Johnson
408-776-1102
______________________________________________________________________
99 001 Anthony Jones, Inc. Sales : 556.00 556.00 0.00
Alberta, CA 12345 USA RET
T.A. Wagner
123-456-7890
______________________________________________________________________
600 023 Ariel Enterprises Sales : 525.00 525.00 0.00
Los Angeles, CA 90005 USA RET
M.J. Thorpe
213-554-4300
______________________________________________________________________
1 001 Elliot Enterprises Sales : 292.00 292.00 0.00
Glendale, CA 94994 USA WSL
Paul Elliot
213-779-6010
______________________________________________________________________
10 001 Harris, Goldberg & Jones Sales : 276.40 276.40 0.00
San Diego, CA 92100 USA RET
Michael Jones
714-221-8500
______________________________________________________________________
50 789 Space Concepts & Design Sales : 235.00 235.00 0.00
New York, NY 10052 USA RET
Mike Mallin
212-220-9981
______________________________________________________________________
Date 06/06/1999 Time 08:24:08 XYZ Company Report #0211 Page 0002
S A L E S A N A L Y S I S B Y C U S T O M E R S A L E S V O L U M E
Customer number range: “First” thru “Last” State: “All” Sales territory: “All”
Sales rep: “All” # of customers: “All” Customer type: “All”
Includes customers with zero $ sales Sort by volume, customer #
------------------------------------------------------------------------------------------------------------------------------------
Sls-rep Customer name/Address SIC Terr
Customer # Contact/phone number Cus-typ Period-to-date Year-to-date Last year
Period-to-date Year-to-date Last year
------------------------------------------------------------------------------------------------------------------------------------
30 020 W.J. Bjornfreg A/G Sales : 163.00 163.00 0.00
Los Angeles, CA 92100 WSL
Mary Kneip
213-886-7722
______________________________________________________________________
300 023 Beverly Beauty Supply Sales : 132.95 132.95 0.00
Los Angeles, CA 90005 USA RET
Angie Peters
213-778-9000
______________________________________________________________________
*401 15A Miscellaneous customer Sales : 0.00 0.00 0.00
RET
Scott Fisher
555-777-9100
______________________________________________________________________
C123 001 Peter Cash Sales : 0.00 0.00 0.00
Portland, OR 98765-4321 USA CASH
Peter Cash
123-456-7890
______________________________________________________________________
Date 06/06/1999 Time 08:24:08 XYZ Company Report #0211 Page 0003
S A L E S A N A L Y S I S B Y C U S T O M E R S A L E S V O L U M E
Customer number range: “First” thru “Last” State: “All” Sales territory: “All”
Sales rep: “All” # of customers: “All” Customer type: “All”
Includes customers with zero $ sales Sort by volume, customer #
------------------------------------------------------------------------------------------------------------------------------------
S U M M A R Y
Period-to-date Year-to-date Last year
------------------------------------------------------------------------------------------------------------------------------------
Grand totals:
12 Customers Sales : 4,271.30 4,271.30 0.00
_____________________________________________________________________________________
-- End of report --
Sales Analysis by Customer Type
Date 06/07/1999 Time 13:51:42 XYZ Company Report #0212 Page 0001
S A L E S A N A L Y S I S B Y C U S T O M E R T Y P E
Customer type: “All” Sales rep: “All” State: “All”
Sort by: customer type, customer # # of Customers: “All” Sales territory: “All”
Includes customers with zero $ sales
------------------------------------------------------------------------------------------------------------------------------------
Type Customer Customer name/Address SIC Sls-rep
Terr Period-to-date Year-to-date Last year
Cus-typ Period-to-date Year-to-date Last year
------------------------------------------------------------------------------------------------------------------------------------
CASH C123 Peter Cash 001 Sales : 0.00 0.00 0.00
----- Portland, OR 98765-4321 USA
___________________________________________________________________
1 Customer for CASH Sales : 0.00 0.00 0.00
___________________________________________________________________
RET *401 Miscellaneous customer 15A Sales : 0.00 0.00 0.00
-----
___________________________________________________________________
10 Harris, Goldberg & Jones 001 Sales : 276.40 276.40 0.00
San Diego, CA 92100 USA
___________________________________________________________________
40 Washington, Mrs. Thomas 001 Sales : 955.00 955.00 0.00
Dallas, TX 75201 USA
___________________________________________________________________
50 Space Concepts & Design 789 Sales : 235.00 235.00 0.00
New York, NY 10052 USA
___________________________________________________________________
99 Anthony Jones, Inc. 001 Sales : 556.00 556.00 0.00
Alberta, CA 12345 USA
___________________________________________________________________
200 21st Century Enterprises 010 Sales : 575.70 575.70 0.00
San Francisco, CA 95782 USA
___________________________________________________________________
300 Beverly Beauty Supply 023 Sales : 132.95 132.95 0.00
Los Angeles, CA 90005 USA
___________________________________________________________________
600 Ariel Enterprises 023 Sales : 525.00 525.00 0.00
Los Angeles, CA 90005 USA
___________________________________________________________________
8 Customers for RET Sales : 3,256.05 3,256.05 0.00
___________________________________________________________________
WSL 1 Elliot Enterprises 001 Sales : 292.00 292.00 0.00
----- Glendale, CA 94994 USA
___________________________________________________________________
30 W.J. Bjornfreg A/G 020 Sales : 163.00 163.00 0.00
Los Angeles, CA 92100
___________________________________________________________________
100 Neptune Underwater Supply 023 Sales : 560.25 560.25 0.00
Santa Marina, CA 91100 USA
___________________________________________________________________
Date 06/07/1999 Time 13:51:42 XYZ Company Report #0212 Page 0002
S A L E S A N A L Y S I S B Y C U S T O M E R T Y P E
Customer type: “All” Sales rep: “All” State: “All”
Sort by: customer type, customer # # of Customers: “All” Sales territory: “All”
Includes customers with zero $ sales
------------------------------------------------------------------------------------------------------------------------------------
Type Customer Customer name/Address SIC Sls-rep
Terr Period-to-date Year-to-date Last year
Cus-typ Period-to-date Year-to-date Last year
------------------------------------------------------------------------------------------------------------------------------------
3 Customers for WSL Sales : 1,015.25 1,015.25 0.00
___________________________________________________________________
Date 06/07/1999 Time 13:51:42 XYZ Company Report #0212 Page 0003
S A L E S A N A L Y S I S B Y C U S T O M E R T Y P E
Customer type: “All” Sales rep: “All” State: “All”
Sort by: customer type, customer # # of Customers: “All” Sales territory: “All”
Includes customers with zero $ sales
------------------------------------------------------------------------------------------------------------------------------------
S U M M A R Y
Cus-typ Period-to-date Year-to-date Last year
------------------------------------------------------------------------------------------------------------------------------------
CASH 1 customer Sales : 0.00 0.00 0.00
8.3% of custs
__________________________________________________________________________________
RET 8 customers Sales : 3,256.05 3,256.05 0.00
66.7% of custs
__________________________________________________________________________________
WSL 3 customers Sales : 1,015.25 1,015.25 0.00
25.0% of custs
__________________________________________________________________________________
Grand totals:
3 customer types 12 customers Sales : 4,271.30 4,271.30 0.00
__________________________________________________________________________________
-- End of report --
Sales Analysis by Customers for an Item
Date 06/07/1999 Time 14:02:20 XYZ Company Report #0213 Page 0001
S A L E S A N A L Y S I S B Y C U S T O M E R S F O R A N I T E M
Items: “First” thru “Last” Sort by item #, customer # Customer type: “All”
Customer range: “First” thru “Last” # of Customers: “All” Sls rep: “All” Sls territory: “All”
Includes customers with zero $ sales State: “All” Sequence by
------------------------------------------------------------------------------------------------------------------------------------
Item number Description Period-1
Customer number 1/01/99
Customer name/address Type to
Rep/Terr 3/31/99
------------------------------------------------------------------------------------------------------------------------------------
1 Drill, 1/4” Power Hand
Unit = EACH
1 Qty sold: 5
Elliot Enterprises WSL Sales : 245.00
Glendale, CA USA 94994
_________________________________________________________________________________________
40 Qty sold: 0
Washington, Mrs. Thomas RET Sales : 0.00
Dallas, TX USA 75201
_________________________________________________________________________________________
99 Qty sold: 4
Anthony Jones, Inc. RET Sales : 220.00
Alberta, CA USA 12345
_________________________________________________________________________________________
200 Qty sold: 10
21st Century Enterprises RET Sales : 550.00
San Francisco, CA USA 95782
_________________________________________________________________________________________
600 Qty sold: 5
Ariel Enterprises RET Sales : 275.00
Los Angeles, CA USA 90005
_________________________________________________________________________________________
5 Customers for 1
Qty sold: 24
Sales : 1,290.00
_________________________________________________________________________________________
2 Hammer, 16 oz. Claw
Unit = EACH
30 Qty sold: 2
W.J. Bjornfreg A/G WSL Sales : 53.00
Los Angeles, CA 92100
_________________________________________________________________________________________
Date 06/07/1999 Time 14:02:20 XYZ Company Report #0213 Page 0002
S A L E S A N A L Y S I S B Y C U S T O M E R S F O R A N I T E M
Items: “First” thru “Last” Sort by item #, customer # Customer type: “All”
Customer range: “First” thru “Last” # of Customers: “All” Sls rep: “All” Sls territory: “All”
Includes customers with zero $ sales State: “All” Sequence by
------------------------------------------------------------------------------------------------------------------------------------
Item number Description Period-1
Customer number 1/01/99
Customer name/address Type to
Rep/Terr 3/31/99
------------------------------------------------------------------------------------------------------------------------------------
2 Hammer, 16 oz. Claw (Cont.)
Unit = EACH
600 Qty sold: 5
Ariel Enterprises RET Sales : 132.50
Los Angeles, CA USA 90005
_________________________________________________________________________________________
2 Customers for 2
Qty sold: 7
Sales : 185.50
_________________________________________________________________________________________
3 Wrench, 3/8” Socket Set
Unit = EACH
1 Qty sold: 2
Elliot Enterprises WSL Sales : 47.00
Glendale, CA USA 94994
_________________________________________________________________________________________
40 Qty sold: 0
Washington, Mrs. Thomas RET Sales : 0.00
Dallas, TX USA 75201
_________________________________________________________________________________________
50 Qty sold: 10
Space Concepts & Design RET Sales : 235.00
New York, NY USA 10052
_________________________________________________________________________________________
600 Qty sold: 5
Ariel Enterprises RET Sales : 117.50
Los Angeles, CA USA 90005
_________________________________________________________________________________________
4 Customers for 3
Qty sold: 17
Sales : 399.50
_________________________________________________________________________________________
Date 06/07/1999 Time 14:02:20 XYZ Company Report #0213 Page 0003
S A L E S A N A L Y S I S B Y C U S T O M E R S F O R A N I T E M
Items: “First” thru “Last” Sort by item #, customer # Customer type: “All”
Customer range: “First” thru “Last” # of Customers: “All” Sls rep: “All” Sls territory: “All”
Includes customers with zero $ sales State: “All” Sequence by
------------------------------------------------------------------------------------------------------------------------------------
Item number Description Period-1
Customer number 1/01/99
Customer name/address Type to
Rep/Terr 3/31/99
------------------------------------------------------------------------------------------------------------------------------------
4 Saw, 2hp 7 1/4” Circular
Unit = EACH
10 Qty sold: 0
Harris, Goldberg & Jones RET Sales : 0.00
San Diego, CA USA 92100
_________________________________________________________________________________________
40 Qty sold: 5
Washington, Mrs. Thomas RET Sales : 280.00
Dallas, TX USA 75201
_________________________________________________________________________________________
99 Qty sold: 6
Anthony Jones, Inc. RET Sales : 336.00
Alberta, CA USA 12345
_________________________________________________________________________________________
200 Qty sold: 1
21st Century Enterprises RET Sales : 56.00
San Francisco, CA USA 95782
_________________________________________________________________________________________
4 Customers for 4
Qty sold: 12
Sales : 672.00
_________________________________________________________________________________________
5 Chisel, 5 pc Set
Unit = EACH
10 Qty sold: 10
Harris, Goldberg & Jones RET Sales : 175.90
San Diego, CA USA 92100
_________________________________________________________________________________________
300 Qty sold: 5
Beverly Beauty Supply RET Sales : 87.95
Los Angeles, CA USA 90005
_________________________________________________________________________________________
2 Customers for 5
Date 06/07/1999 Time 14:02:21 XYZ Company Report #0213 Page 0004
S A L E S A N A L Y S I S B Y C U S T O M E R S F O R A N I T E M
Items: “First” thru “Last” Sort by item #, customer # Customer type: “All”
Customer range: “First” thru “Last” # of Customers: “All” Sls rep: “All” Sls territory: “All”
Includes customers with zero $ sales State: “All” Sequence by
------------------------------------------------------------------------------------------------------------------------------------
Item number Description Period-1
Customer number 1/01/99
Customer name/address Type to
Rep/Terr 3/31/99
------------------------------------------------------------------------------------------------------------------------------------
5 Chisel, 5 pc Set
Unit = EACH
Qty sold: 15
Sales : 263.85
_________________________________________________________________________________________
6 Motor, 2hp Submersible
Unit = EACH
40 Qty sold: 5
Washington, Mrs. Thomas RET Sales : 675.00
Dallas, TX USA 75201
_________________________________________________________________________________________
100 Qty sold: 4
Neptune Underwater Supply WSL Sales : 540.00
Santa Marina, CA USA 91100
_________________________________________________________________________________________
2 Customers for 6
Qty sold: 9
Sales : 1,215.00
_________________________________________________________________________________________
7 Gauge, Hi-pressure
Unit = EACH
10 Qty sold: 4
Harris, Goldberg & Jones RET Sales : 78.00
San Diego, CA USA 92100
_________________________________________________________________________________________
1 Customers for 7
Qty sold: 4
Sales : 78.00
_________________________________________________________________________________________
8 1” Steel Bolts
Unit = CASE
10 Qty sold: 50
Harris, Goldberg & Jones RET Sales : 22.50
San Diego, CA USA 92100
_________________________________________________________________________________________
Date 06/07/1999 Time 14:02:21 XYZ Company Report #0213 Page 0005
S A L E S A N A L Y S I S B Y C U S T O M E R S F O R A N I T E M
Items: “First” thru “Last” Sort by item #, customer # Customer type: “All”
Customer range: “First” thru “Last” # of Customers: “All” Sls rep: “All” Sls territory: “All”
Includes customers with zero $ sales State: “All” Sequence by
------------------------------------------------------------------------------------------------------------------------------------
Item number Description Period-1
Customer number 1/01/99
Customer name/address Type to
Rep/Terr 3/31/99
------------------------------------------------------------------------------------------------------------------------------------
8 1” Steel Bolts (Cont.)
Unit = CASE
100 Qty sold: 45
Neptune Underwater Supply WSL Sales : 20.25
Santa Marina, CA USA 91100
_________________________________________________________________________________________
300 Qty sold: 100
Beverly Beauty Supply RET Sales : 45.00
Los Angeles, CA USA 90005
_________________________________________________________________________________________
3 Customers for 8
Qty sold: 195
Sales : 87.75
_________________________________________________________________________________________
1000 Starter Tool Set Kit Item
Unit = EACH
30 Qty sold: 1
W.J. Bjornfreg A/G WSL Sales : 110.00
Los Angeles, CA 92100
_________________________________________________________________________________________
1 Customers for 1000
Qty sold: 1
Sales : 110.00
_________________________________________________________________________________________
Date 06/07/1999 Time 14:02:21 XYZ Company Report #0213 Page 0006
S A L E S A N A L Y S I S B Y C U S T O M E R S F O R A N I T E M
Items: “First” thru “Last” Sort by item #, customer # Customer type: “All”
Customer range: “First” thru “Last” # of Customers: “All” Sls rep: “All” Sls territory: “All”
Includes customers with zero $ sales State: “All” Sequence by
------------------------------------------------------------------------------------------------------------------------------------
Item number S U M M A R Y Period-1
1/01/99
to
3/31/99
------------------------------------------------------------------------------------------------------------------------------------
1 Drill, 1/4” Power Hand
Unit = EACH Qty sold: 24
5 custs Sales : 1,290.00
_________________________________________________________________________________________
2 Hammer, 16 oz. Claw
Unit = EACH Qty sold: 7
2 custs Sales : 185.50
_________________________________________________________________________________________
3 Wrench, 3/8” Socket Set
Unit = EACH Qty sold: 17
4 custs Sales : 399.50
_________________________________________________________________________________________
4 Saw, 2hp 7 1/4” Circular
Unit = EACH Qty sold: 12
4 custs Sales : 672.00
_________________________________________________________________________________________
5 Chisel, 5 pc Set
Unit = EACH Qty sold: 15
2 custs Sales : 263.85
_________________________________________________________________________________________
6 Motor, 2hp Submersible
Unit = EACH Qty sold: 9
2 custs Sales : 1,215.00
_________________________________________________________________________________________
7 Gauge, Hi-pressure
Unit = EACH Qty sold: 4
1 cust Sales : 78.00
_________________________________________________________________________________________
8 1” Steel Bolts
Unit = CASE Qty sold: 195
3 custs Sales : 87.75
_________________________________________________________________________________________
Date 06/07/1999 Time 14:02:21 XYZ Company Report #0213 Page 0007
S A L E S A N A L Y S I S B Y C U S T O M E R S F O R A N I T E M
Items: “First” thru “Last” Sort by item #, customer # Customer type: “All”
Customer range: “First” thru “Last” # of Customers: “All” Sls rep: “All” Sls territory: “All”
Includes customers with zero $ sales State: “All” Sequence by
------------------------------------------------------------------------------------------------------------------------------------
Item number S U M M A R Y Period-1
1/01/99
to
3/31/99
------------------------------------------------------------------------------------------------------------------------------------
1000 Starter Tool Set Kit Item
Unit = EACH Qty sold: 1
1 cust Sales : 110.00
_________________________________________________________________________________________
Grand totals:
9 items Qty sold: 284
24 customers Sales : 4,301.60
_________________________________________________________________________________________
-- End of report --
Date 06/07/1999 Time 14:14:12 XYZ Company Report #0214 Page 0001
S A L E S A N A L Y S I S B Y S I C C O D E
SIC code: “All” State: “All”
Customer type: “All” Sales rep: “All” Sales territory: “All”
Includes customers with zero $ sales
------------------------------------------------------------------------------------------------------------------------------------
SIC Customer # Customer name/address Terr Type
Rep Period-to-date Year-to-date Last year
SIC code Period-to-date Year-to-date Last year
------------------------------------------------------------------------------------------------------------------------------------
*401 Miscellaneous customer RET Sales : 0.00 0.00 0.00
------ 15A
___________________________________________________________________
1 Elliot Enterprises WSL Sales : 292.00 292.00 0.00
Glendale, CA 94994 USA 1
___________________________________________________________________
10 Harris, Goldberg & Jones RET Sales : 276.40 276.40 0.00
San Diego, CA 92100 USA 1
___________________________________________________________________
30 W.J. Bjornfreg A/G WSL Sales : 163.00 163.00 0.00
Los Angeles, CA 92100 20
___________________________________________________________________
40 Washington, Mrs. Thomas RET Sales : 955.00 955.00 0.00
Dallas, TX 75201 USA 1
___________________________________________________________________
50 Space Concepts & Design RET Sales : 235.00 235.00 0.00
New York, NY 10052 USA 789
___________________________________________________________________
300 Beverly Beauty Supply RET Sales : 132.95 132.95 0.00
Los Angeles, CA 90005 USA 23
___________________________________________________________________
600 Ariel Enterprises RET Sales : 525.00 525.00 0.00
Los Angeles, CA 90005 USA 23
___________________________________________________________________
C123 Peter Cash CASH Sales : 0.00 0.00 0.00
Portland, OR 98765-4321 USA 1
___________________________________________________________________
12 Customers for Sales : 4,271.30 4,271.30 0.00
___________________________________________________________________
Date 06/07/1999 Time 14:14:12 XYZ Company Report #0214 Page 0002
S A L E S A N A L Y S I S B Y S I C C O D E
SIC code: “All” State: “All”
Customer type: “All” Sales rep: “All” Sales territory: “All”
Includes customers with zero $ sales
------------------------------------------------------------------------------------------------------------------------------------
S U M M A R Y
SIC code Period-to-date Year-to-date Last year
------------------------------------------------------------------------------------------------------------------------------------
12 customers Sales : 4,271.30 4,271.30 0.00
100.0% of custs
__________________________________________________________________________________
Grand totals:
1 SIC code 12 customers Sales : 4,271.30 4,271.30 0.00
__________________________________________________________________________________
-- End of report --
Date 06/07/1999 Time 14:58:22 XYZ Company Report #0215 Page 0001
S A L E S A N A L Y S I S B Y I T E M
Item number range: 1 thru 2 Warehouse: “All”
Sort order: Item # Cat/subcat: “All” / “All”
Includes items with zero $ sales ABC code: “All”
------------------------------------------------------------------------------------------------------------------------------------
Item number Description-1 Cat/sub-cat Sales acct # Inventory acct # Price-1 Price-3
Description-2 Whse Vendor Expense acct # ABC-cod Stk-unit Price-2 Replacement cost
Item # Period-to-date Year-to-date Period-to-date Year-to-date
------------------------------------------------------------------------------------------------------------------------------------
1 Drill, 1/4” Power Hand TOOLS/ELEC 4010-100 1200-000 55.00 51.00
Cen 100 5070-000 A EACH 53.50 22.50
Period-to-date Year-to-date Period-to-date Year-to-date
Sales : 3,982.50 3,982.50 Qty sold: 74 74
Qty rtn : 0 0
Prior period -- ** Zero quantity sold and returned for prior periods **
_______________________________________________________________________________________________________
TOOLS/ELEC 4010-100 1200-000 55.00 51.00
1 100 5070-000 A EACH 53.50 22.50
Period-to-date Year-to-date Period-to-date Year-to-date
Sales : 1,361.25 1,361.25 Qty sold: 25 25
Qty rtn : 0 0
Prior period -- ** Zero quantity sold and returned for prior periods **
_______________________________________________________________________________________________________
2 Whses for 1 Period-to-date Year-to-date Period-to-date Year-to-date
Sales : 5,343.75 5,343.75 Qty sold: 99 99
Qty rtn : 0 0
_______________________________________________________________________________________________________
2 Hammer, 16 oz. Claw TOOLS/ 4010-100 1200-000 26.50 24.50
Cen 100 5070-000 A EACH 25.50 9.00
Period-to-date Year-to-date Period-to-date Year-to-date
Sales : 503.50 503.50 Qty sold: 19 19
Qty rtn : 0 0
Prior period -- ** Zero quantity sold and returned for prior periods **
_______________________________________________________________________________________________________
TOOLS/ 4010-100 1200-000 26.50 24.50
1 100 5070-000 A EACH 25.50 9.00
Period-to-date Year-to-date Period-to-date Year-to-date
Sales : 516.75 516.75 Qty sold: 20 20
Qty rtn : 0 0
Prior period -- ** Zero quantity sold and returned for prior periods **
_______________________________________________________________________________________________________
TOOLS/ 4010-100 1200-000 26.50 24.50
2 100 5070-000 A EACH 25.50 9.00
Period-to-date Year-to-date Period-to-date Year-to-date
Sales : 0.00 0.00 Qty sold: 0 0
Qty rtn : 0 0
Prior period -- ** Zero quantity sold and returned for prior periods **
_______________________________________________________________________________________________________
Date 06/07/1999 Time 14:58:22 XYZ Company Report #0215 Page 0002
S A L E S A N A L Y S I S B Y I T E M
Item number range: 1 thru 2 Warehouse: “All”
Sort order: Item # Cat/subcat: “All” / “All”
Includes items with zero $ sales ABC code: “All”
------------------------------------------------------------------------------------------------------------------------------------
Item number Description-1 Cat/sub-cat Sales acct # Inventory acct # Price-1 Price-3
Description-2 Whse Vendor Expense acct # ABC-cod Stk-unit Price-2 Replacement cost
Item # Period-to-date Year-to-date Period-to-date Year-to-date
------------------------------------------------------------------------------------------------------------------------------------
3 Whses for 2 Period-to-date Year-to-date Period-to-date Year-to-date
Sales : 1,020.25 1,020.25 Qty sold: 39 39
Qty rtn : 0 0
_______________________________________________________________________________________________________
Date 06/07/1999 Time 14:58:22 XYZ Company Report #0215 Page 0003
S A L E S A N A L Y S I S B Y I T E M
Item number range: 1 thru 2 Warehouse: “All”
Sort order: Item # Cat/subcat: “All” / “All”
Includes items with zero $ sales ABC code: “All”
------------------------------------------------------------------------------------------------------------------------------------
S U M M A R Y
Item # Period-to-date Year-to-date Period-to-date Year-to-date
------------------------------------------------------------------------------------------------------------------------------------
1 Sales : 5,343.75 5,343.75 Qty sold: 99 99
2 whses Qty rtn : 0 0
_________________________________________________________________________________________________________
2 Sales : 1,020.25 1,020.25 Qty sold: 39 39
3 whses Qty rtn : 0 0
_________________________________________________________________________________________________________
Grand totals:
2 items Sales : 6,364.00 6,364.00 Qty sold: 138 138
Qty rtn : 0 0
_________________________________________________________________________________________________________
-- End of report --
Sales Analysis by Item Sales Volume
Date 06/07/1999 Time 15:18:02 XYZ Company Report #0216 Page 0001
S A L E S A N A L Y S I S B Y I T E M S A L E S V O L U M E
Item number range: 1 thru 1 Sort by sales volume, item # Warehouse: “All”
Inventory acct: “All” Number of items: “All” Vendor no: “All”
Includes items with zero $ sales Cat/subcat: “All” / “All”
------------------------------------------------------------------------------------------------------------------------------------
Item number Whse Description Vendor/ Cat/ Inv acct
Prod-no Sub-cat ABC Code Price-1 Price-2 Price-3
------------------------------------------------------------------------------------------------------------------------------------
1 Drill, 1/4” Power Hand
Cen Central 100 TOOLS 1200-000
1 ELEC A 55.00 53.50 51.00
Period-to-date Year-to-date Period-to-date Year-to-date
Sales : 3,982.50 3,982.50 Qty sold: 74 74
Qty rtn : 0 0
__________________________________________________________________________________________________________
1 Main 100 TOOLS 1200-000
1 ELEC A 55.00 53.50 51.00
Period-to-date Year-to-date Period-to-date Year-to-date
Sales : 1,361.25 1,361.25 Qty sold: 25 25
Qty rtn : 0 0
__________________________________________________________________________________________________________
2 South 100 TOOLS 1200-000
1 ELEC A 55.00 53.50 51.00
Period-to-date Year-to-date Period-to-date Year-to-date
Sales : 0.00 0.00 Qty sold: 0 0
Qty rtn : 0 0
__________________________________________________________________________________________________________
3 1 Sales : 5,343.75 5,343.75 Qty sold: 99 99
Qty rtn : 0 0
__________________________________________________________________________________________________________
Date 06/07/1999 Time 15:18:02 XYZ Company Report #0216 Page 0002
S A L E S A N A L Y S I S B Y I T E M S A L E S V O L U M E
Item number range: 1 thru 1 Sort by sales volume, item # Warehouse: “All”
Inventory acct: “All” Number of items: “All” Vendor no: “All”
Includes items with zero $ sales Cat/subcat: “All” / “All”
------------------------------------------------------------------------------------------------------------------------------------
S U M M A R Y
Item number Period-to-date Year-to-date Period-to-date Year-to-date
------------------------------------------------------------------------------------------------------------------------------------
1 Sales : 5,343.75 5,343.75 Qty sold: 99 99
3 warehouses Qty rtn : 0 0
_________________________________________________________________________________________________________
Grand totals: 1 item
3 warehouses Sales : 5,343.75 5,343.75 Qty sold: 99 99
Qty rtn : 0 0
_________________________________________________________________________________________________________
-- End of report --
Sales Analysis by Item Category
Date 06/07/1999 Time 16:57:28 XYZ Company Report #0218 Page 0001
S A L E S A N A L Y S I S B Y I T E M C A T E G O R Y
Category range: “First” thru “Last” Sub-cat range: “First” thru “Last”
Inventory account: “All” Warehouse: “All” # of items: “All”
Includes items with zero $ sales Sort by category, sub-category, item #
------------------------------------------------------------------------------------------------------------------------------------
Category Inv acct Replacement cost
Sub-cat Whse Item number Description Stk-unit Price-1 Price-2 Price-3
Category Period-to-date Year-to-date Period-to-date Year-to-date
------------------------------------------------------------------------------------------------------------------------------------
Cen *TEMP Temporary Item 1200-000 0.00000
EACH 0.00000 0.00000 0.00000
Period-to-date Year-to-date Period-to-date Year-to-date
Sales : 0.00 0.00 Qty sold: 0 0
Qty rtn : 0 0
________________________________________________________________________________________________________
1 *TEMP Temporary Item 1200-000 0.00000
EACH 0.00000 0.00000 0.00000
Period-to-date Year-to-date Period-to-date Year-to-date
Sales : 0.00 0.00 Qty sold: 0 0
Qty rtn : 0 0
________________________________________________________________________________________________________
2 *TEMP Temporary Item 1200-000 0.00000
EACH 0.00000 0.00000 0.00000
Period-to-date Year-to-date Period-to-date Year-to-date
Sales : 0.00 0.00 Qty sold: 0 0
Qty rtn : 0 0
________________________________________________________________________________________________________
Cen 8 1” Steel Bolts 1200-000 0.20000
CASE 1.90000 1.60000 1.40000
Period-to-date Year-to-date Period-to-date Year-to-date
Sales : 132.75 132.75 Qty sold: 29.50 29.50
Qty rtn : 0 0
________________________________________________________________________________________________________
1 8 1” Steel Bolts 1200-000 0.20000
CASE 1.90000 1.60000 1.40000
Period-to-date Year-to-date Period-to-date Year-to-date
Sales : 0.00 0.00 Qty sold: 0 0
Qty rtn : 0 0
________________________________________________________________________________________________________
Date 06/07/1999 Time 16:57:28 XYZ Company Report #0218 Page 0002
S A L E S A N A L Y S I S B Y I T E M C A T E G O R Y
Category range: “First” thru “Last” Sub-cat range: “First” thru “Last”
Inventory account: “All” Warehouse: “All” # of items: “All”
Includes items with zero $ sales Sort by category, sub-category, item #
------------------------------------------------------------------------------------------------------------------------------------
Category Inv acct Replacement cost
Sub-cat Whse Item number Description Stk-unit Price-1 Price-2 Price-3
Category Period-to-date Year-to-date Period-to-date Year-to-date
------------------------------------------------------------------------------------------------------------------------------------
(Cont.)
2 8 1” Steel Bolts 1200-000 0.20000
CASE 1.90000 1.60000 1.40000
Period-to-date Year-to-date Period-to-date Year-to-date
Sales : 90.00 90.00 Qty sold: 20 20
Qty rtn : 0 0
________________________________________________________________________________________________________
Cen 100 Extended Warranty 1200-000 15.00000
90 Day Warranty EACH 69.95000 65.95000 60.95000
Period-to-date Year-to-date Period-to-date Year-to-date
Sales : 0.00 0.00 Qty sold: 0 0
Qty rtn : 0 0
________________________________________________________________________________________________________
1 100 Extended Warranty 1200-000 15.00000
90 Day Warranty EACH 69.95000 65.95000 60.95000
Period-to-date Year-to-date Period-to-date Year-to-date
Sales : 0.00 0.00 Qty sold: 0 0
Qty rtn : 0 0
________________________________________________________________________________________________________
2 100 Extended Warranty 1200-000 15.00000
90 Day Warranty EACH 69.95000 65.95000 60.95000
Period-to-date Year-to-date Period-to-date Year-to-date
Sales : 0.00 0.00 Qty sold: 0 0
Qty rtn : 0 0
________________________________________________________________________________________________________
Cen 1000 Starter Tool Set 1200-000 34.50000
Kit Item EACH 110.00000 0.00000 0.00000
Period-to-date Year-to-date Period-to-date Year-to-date
Sales : 660.00 660.00 Qty sold: 6 6
Qty rtn : 0 0
________________________________________________________________________________________________________
Date 06/07/1999 Time 16:57:28 XYZ Company Report #0218 Page 0003
S A L E S A N A L Y S I S B Y I T E M C A T E G O R Y
Category range: “First” thru “Last” Sub-cat range: “First” thru “Last”
Inventory account: “All” Warehouse: “All” # of items: “All”
Includes items with zero $ sales Sort by category, sub-category, item #
------------------------------------------------------------------------------------------------------------------------------------
Category Inv acct Replacement cost
Sub-cat Whse Item number Description Stk-unit Price-1 Price-2 Price-3
Category Period-to-date Year-to-date Period-to-date Year-to-date
------------------------------------------------------------------------------------------------------------------------------------
(Cont.)
1 1000 Starter Tool Set 1200-000 34.50000
Kit Item EACH 110.00000 0.00000 0.00000
Period-to-date Year-to-date Period-to-date Year-to-date
Sales : 0.00 0.00 Qty sold: 0 0
Qty rtn : 0 0
________________________________________________________________________________________________________
2 1000 Starter Tool Set 1200-000 34.50000
Kit Item EACH 110.00000 0.00000 0.00000
Period-to-date Year-to-date Period-to-date Year-to-date
Sales : 0.00 0.00 Qty sold: 0 0
Qty rtn : 0 0
________________________________________________________________________________________________________
12 Items for Sales : 882.75 882.75 Qty sold: 55.50 55.50
Qty rtn : 0 0
________________________________________________________________________________________________________
MECH
MTR Cen 6 Motor, 2hp Submersible 1200-000 55.00000
EACH 150.00000 147.50000 144.00000
Period-to-date Year-to-date Period-to-date Year-to-date
Sales : 1,620.00 1,620.00 Qty sold: 12 12
Qty rtn : 0 0
________________________________________________________________________________________________________
MTR 1 6 Motor, 2hp Submersible 1200-000 55.00000
EACH 150.00000 147.50000 144.00000
Period-to-date Year-to-date Period-to-date Year-to-date
Sales : 270.00 270.00 Qty sold: 2 2
Qty rtn : 0 0
________________________________________________________________________________________________________
MTR 2 6 Motor, 2hp Submersible 1200-000 55.00000
EACH 150.00000 147.50000 144.00000
Period-to-date Year-to-date Period-to-date Year-to-date
Sales : 0.00 0.00 Qty sold: 0 0
Qty rtn : 0 0
________________________________________________________________________________________________________
Date 06/07/1999 Time 16:57:28 XYZ Company Report #0218 Page 0004
S A L E S A N A L Y S I S B Y I T E M C A T E G O R Y
Category range: “First” thru “Last” Sub-cat range: “First” thru “Last”
Inventory account: “All” Warehouse: “All” # of items: “All”
Includes items with zero $ sales Sort by category, sub-category, item #
------------------------------------------------------------------------------------------------------------------------------------
Category Inv acct Replacement cost
Sub-cat Whse Item number Description Stk-unit Price-1 Price-2 Price-3
Category Period-to-date Year-to-date Period-to-date Year-to-date
------------------------------------------------------------------------------------------------------------------------------------
MECH (Cont.)
3 Items for MECH Sales : 1,890.00 1,890.00 Qty sold: 14 14
Qty rtn : 0 0
________________________________________________________________________________________________________
MISC
Cen *MISC-PARTS Miscellaneous Parts 1200-000 0.00000
EACH 0.00000 0.00000 0.00000
Period-to-date Year-to-date Period-to-date Year-to-date
Sales : 125.00 125.00 Qty sold: 1 1
Qty rtn : 0 0
________________________________________________________________________________________________________
1 *MISC-PARTS Miscellaneous Parts 1200-000 0.00000
EACH 0.00000 0.00000 0.00000
Period-to-date Year-to-date Period-to-date Year-to-date
Sales : 0.00 0.00 Qty sold: 0 0
Qty rtn : 0 0
________________________________________________________________________________________________________
2 *MISC-PARTS Miscellaneous Parts 1200-000 0.00000
EACH 0.00000 0.00000 0.00000
Period-to-date Year-to-date Period-to-date Year-to-date
Sales : 0.00 0.00 Qty sold: 0 0
Qty rtn : 0 0
________________________________________________________________________________________________________
3 Items for MISC Sales : 125.00 125.00 Qty sold: 1 1
Qty rtn : 0 0
________________________________________________________________________________________________________
TOOLS
Cen 2 Hammer, 16 oz. Claw 1200-000 9.00000
EACH 26.50000 25.50000 24.50000
Period-to-date Year-to-date Period-to-date Year-to-date
Sales : 503.50 503.50 Qty sold: 19 19
Qty rtn : 0 0
________________________________________________________________________________________________________
1 2 Hammer, 16 oz. Claw 1200-000 9.00000
EACH 26.50000 25.50000 24.50000
Period-to-date Year-to-date Period-to-date Year-to-date
Sales : 516.75 516.75 Qty sold: 20 20
Qty rtn : 0 0
________________________________________________________________________________________________________
Date 06/07/1999 Time 16:57:28 XYZ Company Report #0218 Page 0005
S A L E S A N A L Y S I S B Y I T E M C A T E G O R Y
Category range: “First” thru “Last” Sub-cat range: “First” thru “Last”
Inventory account: “All” Warehouse: “All” # of items: “All”
Includes items with zero $ sales Sort by category, sub-category, item #
------------------------------------------------------------------------------------------------------------------------------------
Category Inv acct Replacement cost
Sub-cat Whse Item number Description Stk-unit Price-1 Price-2 Price-3
Category Period-to-date Year-to-date Period-to-date Year-to-date
------------------------------------------------------------------------------------------------------------------------------------
TOOLS (Cont.)
2 2 Hammer, 16 oz. Claw 1200-000 9.00000
EACH 26.50000 25.50000 24.50000
Period-to-date Year-to-date Period-to-date Year-to-date
Sales : 0.00 0.00 Qty sold: 0 0
Qty rtn : 0 0
________________________________________________________________________________________________________
Cen 3 Wrench, 3/8” Socket Set 1200-000 8.50000
EACH 23.50000 23.00000 22.50000
Period-to-date Year-to-date Period-to-date Year-to-date
Sales : 1,480.50 1,480.50 Qty sold: 63 63
Qty rtn : 0 0
________________________________________________________________________________________________________
1 3 Wrench, 3/8” Socket Set 1200-000 8.50000
EACH 23.50000 23.00000 22.50000
Period-to-date Year-to-date Period-to-date Year-to-date
Sales : 0.00 0.00 Qty sold: 0 0
Qty rtn : 0 0
________________________________________________________________________________________________________
2 3 Wrench, 3/8” Socket Set 1200-000 8.50000
EACH 23.50000 23.00000 22.50000
Period-to-date Year-to-date Period-to-date Year-to-date
Sales : 117.50 117.50 Qty sold: 5 5
Qty rtn : 0 0
________________________________________________________________________________________________________
Cen 5 Chisel, 5 pc Set 1200-000 5.00000
EACH 17.59000 17.29000 17.00000
Period-to-date Year-to-date Period-to-date Year-to-date
Sales : 615.65 615.65 Qty sold: 35 35
Qty rtn : 0 0
________________________________________________________________________________________________________
1 5 Chisel, 5 pc Set 1200-000 5.00000
EACH 17.59000 17.29000 17.00000
Period-to-date Year-to-date Period-to-date Year-to-date
Sales : 87.95 87.95 Qty sold: 5 5
Qty rtn : 0 0
________________________________________________________________________________________________________
Date 06/07/1999 Time 16:57:28 XYZ Company Report #0218 Page 0006
S A L E S A N A L Y S I S B Y I T E M C A T E G O R Y
Category range: “First” thru “Last” Sub-cat range: “First” thru “Last”
Inventory account: “All” Warehouse: “All” # of items: “All”
Includes items with zero $ sales Sort by category, sub-category, item #
------------------------------------------------------------------------------------------------------------------------------------
Category Inv acct Replacement cost
Sub-cat Whse Item number Description Stk-unit Price-1 Price-2 Price-3
Category Period-to-date Year-to-date Period-to-date Year-to-date
------------------------------------------------------------------------------------------------------------------------------------
TOOLS (Cont.)
2 5 Chisel, 5 pc Set 1200-000 5.00000
EACH 17.59000 17.29000 17.00000
Period-to-date Year-to-date Period-to-date Year-to-date
Sales : 167.10 167.10 Qty sold: 10 10
Qty rtn : 0 0
________________________________________________________________________________________________________
Cen 7 Gauge, Hi-pressure 1200-000 6.59000
EACH 19.50000 19.00000 18.50000
Period-to-date Year-to-date Period-to-date Year-to-date
Sales : 2,418.00 2,418.00 Qty sold: 124 124
Qty rtn : 0 0
________________________________________________________________________________________________________
1 7 Gauge, Hi-pressure 1200-000 6.59000
EACH 19.50000 19.00000 18.50000
Period-to-date Year-to-date Period-to-date Year-to-date
Sales : 195.00 195.00 Qty sold: 10 10
Qty rtn : 0 0
________________________________________________________________________________________________________
2 7 Gauge, Hi-pressure 1200-000 6.59000
EACH 19.50000 19.00000 18.50000
Period-to-date Year-to-date Period-to-date Year-to-date
Sales : 370.50 370.50 Qty sold: 20 20
Qty rtn : 0 0
________________________________________________________________________________________________________
ELEC Cen 1 Drill, 1/4” Power Hand 1200-000 22.50000
EACH 55.00000 53.50000 51.00000
Period-to-date Year-to-date Period-to-date Year-to-date
Sales : 3,982.50 3,982.50 Qty sold: 74 74
Qty rtn : 0 0
________________________________________________________________________________________________________
ELEC 1 1 Drill, 1/4” Power Hand 1200-000 22.50000
EACH 55.00000 53.50000 51.00000
Period-to-date Year-to-date Period-to-date Year-to-date
Sales : 1,361.25 1,361.25 Qty sold: 25 25
Qty rtn : 0 0
________________________________________________________________________________________________________
Date 06/07/1999 Time 16:57:29 XYZ Company Report #0218 Page 0007
S A L E S A N A L Y S I S B Y I T E M C A T E G O R Y
Category range: “First” thru “Last” Sub-cat range: “First” thru “Last”
Inventory account: “All” Warehouse: “All” # of items: “All”
Includes items with zero $ sales Sort by category, sub-category, item #
------------------------------------------------------------------------------------------------------------------------------------
Category Inv acct Replacement cost
Sub-cat Whse Item number Description Stk-unit Price-1 Price-2 Price-3
Category Period-to-date Year-to-date Period-to-date Year-to-date
------------------------------------------------------------------------------------------------------------------------------------
TOOLS (Cont.)
ELEC 2 1 Drill, 1/4” Power Hand 1200-000 22.50000
EACH 55.00000 53.50000 51.00000
Period-to-date Year-to-date Period-to-date Year-to-date
Sales : 0.00 0.00 Qty sold: 0 0
Qty rtn : 0 0
________________________________________________________________________________________________________
ELEC Cen 4 Saw, 2hp 7 1/4” Circular 1200-000 18.00000
EACH 56.00000 55.00000 54.00000
Period-to-date Year-to-date Period-to-date Year-to-date
Sales : 1,120.00 1,120.00 Qty sold: 20 20
Qty rtn : 0 0
________________________________________________________________________________________________________
ELEC 1 4 Saw, 2hp 7 1/4” Circular 1200-000 18.00000
EACH 56.00000 55.00000 54.00000
Period-to-date Year-to-date Period-to-date Year-to-date
Sales : 0.00 0.00 Qty sold: 0 0
Qty rtn : 0 0
________________________________________________________________________________________________________
ELEC 2 4 Saw, 2hp 7 1/4” Circular 1200-000 18.00000
EACH 56.00000 55.00000 54.00000
Period-to-date Year-to-date Period-to-date Year-to-date
Sales : 53.20 53.20 Qty sold: 1 1
Qty rtn : 0 0
________________________________________________________________________________________________________
18 Items for TOOLS Sales : 12,989.40 12,989.40 Qty sold: 431 431
Qty rtn : 0 0
________________________________________________________________________________________________________
Date 06/07/1999 Time 16:57:29 XYZ Company Report #0218 Page 0008
S A L E S A N A L Y S I S B Y I T E M C A T E G O R Y
Category range: “First” thru “Last” Sub-cat range: “First” thru “Last”
Inventory account: “All” Warehouse: “All” # of items: “All”
Includes items with zero $ sales Sort by category, sub-category, item #
------------------------------------------------------------------------------------------------------------------------------------
S U M M A R Y
Category Period-to-date Year-to-date Period-to-date Year-to-date
------------------------------------------------------------------------------------------------------------------------------------
12 items Sales : 882.75 882.75 Qty sold: 55.50 55.50
33.3% of items Qty rtn : 0 0
_________________________________________________________________________________________________________
MECH 3 items Sales : 1,890.00 1,890.00 Qty sold: 14 14
8.3% of items Qty rtn : 0 0
_________________________________________________________________________________________________________
MISC 3 items Sales : 125.00 125.00 Qty sold: 1 1
8.3% of items Qty rtn : 0 0
_________________________________________________________________________________________________________
TOOLS 18 items Sales : 12,989.40 12,989.40 Qty sold: 431 431
50.0% of items Qty rtn : 0 0
_________________________________________________________________________________________________________
Grand totals: 4 categories
36 items Sales : 15,887.15 15,887.15 Qty sold: 501.50 501.50
Qty rtn : 0 0
_________________________________________________________________________________________________________
-- End of report --
Sales Analysis by Items for a Customer
Date 06/07/1999 Time 19:21:36 XYZ Company Report #0219 Page 0001
S A L E S A N A L Y S I S B Y I T E M S F O R A C U S T O M E R
Customers: “First” thru “Last” # of Items: “All” Inv. acct #: “All” Sequence by
Items: 1 thru 1 Cat/Sub-cat: “All”/”All”
Includes items with zero $ sales Sort by customer #, item #
------------------------------------------------------------------------------------------------------------------------------------
Customer number Period-1
--------------- 1/01/99
Item number / Description to
Cat/Sub-cat Inventory account number 3/31/99
------------------------------------------------------------------------------------------------------------------------------------
1 Elliot Enterprises
1 Qty sold: 5
Drill, 1/4” Power Hand Sales : 245.00
TOOLS/ELEC 1200-000
Unit = EACH
__________________________________________________________________________________________
1 items for 1 Qty sold: 5
Sales : 245.00
__________________________________________________________________________________________
40 Washington, Mrs. Thomas
1 Qty sold: 0
Drill, 1/4” Power Hand Sales : 0.00
TOOLS/ELEC 1200-000
Unit = EACH
__________________________________________________________________________________________
1 items for 40 Qty sold: 0
Sales : 0.00
__________________________________________________________________________________________
99 Anthony Jones, Inc.
1 Qty sold: 10
Drill, 1/4” Power Hand Sales : 550.00
TOOLS/ELEC 1200-000
Unit = EACH
__________________________________________________________________________________________
Date 06/07/1999 Time 19:21:36 XYZ Company Report #0219 Page 0002
S A L E S A N A L Y S I S B Y I T E M S F O R A C U S T O M E R
Customers: “First” thru “Last” # of Items: “All” Inv. acct #: “All” Sequence by
Items: 1 thru 1 Cat/Sub-cat: “All”/”All”
Includes items with zero $ sales Sort by customer #, item #
------------------------------------------------------------------------------------------------------------------------------------
Customer number Period-1
--------------- 1/01/99
Item number / Description to
Cat/Sub-cat Inventory account number 3/31/99
------------------------------------------------------------------------------------------------------------------------------------
200 21st Century Enterprises
1 items for 200 Qty sold: 10
Sales : 550.00
__________________________________________________________________________________________
600 Ariel Enterprises
1 Qty sold: 5
Drill, 1/4” Power Hand Sales : 275.00
TOOLS/ELEC 1200-000
Unit = EACH
__________________________________________________________________________________________
1 items for 600 Qty sold: 5
Sales : 275.00
__________________________________________________________________________________________
Date 06/07/1999 Time 19:21:37 XYZ Company Report #0219 Page 0003
S A L E S A N A L Y S I S B Y I T E M S F O R A C U S T O M E R
Customers: “First” thru “Last” # of Items: “All” Inv. acct #: “All” Sequence by
Items: 1 thru 1 Cat/Sub-cat: “All”/”All”
Includes items with zero $ sales Sort by customer #, item #
------------------------------------------------------------------------------------------------------------------------------------
Customer number S U M M A R Y Period-1
1/01/99
to
3/31/99
------------------------------------------------------------------------------------------------------------------------------------
1 Elliot Enterprises
1 item Qty sold: 5
20.0% of items Sales : 245.00
__________________________________________________________________________________________
40 Washington, Mrs. Thomas
1 item Qty sold: 0
20.0% of items Sales : 0.00
__________________________________________________________________________________________
99 Anthony Jones, Inc.
1 item Qty sold: 4
20.0% of items Sales : 220.00
__________________________________________________________________________________________
200 21st Century Enterprises
1 item Qty sold: 10
20.0% of items Sales : 550.00
__________________________________________________________________________________________
600 Ariel Enterprises
1 item Qty sold: 5
20.0% of items Sales : 275.00
__________________________________________________________________________________________
Grand totals:
5 customers Qty sold: 24
Sales : 1,290.00
__________________________________________________________________________________________
-- End of report --
Sales Analysis by Responsible Sales Rep
Date 06/07/1999 Time 21:39:54 XYZ Company Report #0220 Page 0001
S A L E S A N A L Y S I S B Y R E S P O N S I B L E S A L E S R E P
Sales rep range: “First” thru “Last” State: “All” Sales territory: “All”
Customer number range: “First” thru “Last” # of Customers: “All” Customer type: “All”
Includes customers with zero $ sales
------------------------------------------------------------------------------------------------------------------------------------
Sls-rep Customer name/Address SIC Cus-typ
Customer # Terr Period-to-date Year-to-date Last year
Sls-rep Period-to-date Year-to-date Last year
------------------------------------------------------------------------------------------------------------------------------------
001 Thomas J. Finch
1 Elliot Enterprises WSL Sales : 292.00 292.00 0.00
Glendale, CA 94994 USA
______________________________________________________________________
10 Harris, Goldberg & Jones RET Sales : 276.40 276.40 0.00
San Diego, CA 92100 USA
______________________________________________________________________
40 Washington, Mrs. Thomas RET Sales : 955.00 955.00 0.00
Dallas, TX 75201 USA
______________________________________________________________________
99 Anthony Jones, Inc. RET Sales : 556.00 556.00 0.00
Alberta, CA 12345 USA
______________________________________________________________________
C123 Peter Cash CASH Sales : 0.00 0.00 0.00
Portland, OR 98765-4321 USA
______________________________________________________________________
5 Customers for 001 Sales : 2,079.40 2,079.40 0.00
______________________________________________________________________
010 William B. Wilkenson
200 21st Century Enterprises RET Sales : 575.70 575.70 0.00
San Francisco, CA 95782 USA
______________________________________________________________________
1 Customers for 010 Sales : 575.70 575.70 0.00
______________________________________________________________________
020 Jonathan Harris
30 W.J. Bjornfreg A/G WSL Sales : 163.00 163.00 0.00
Los Angeles, CA 92100
______________________________________________________________________
1 Customers for 020 Sales : 163.00 163.00 0.00
______________________________________________________________________
Date 06/07/1999 Time 21:39:54 XYZ Company Report #0220 Page 0002
S A L E S A N A L Y S I S B Y R E S P O N S I B L E S A L E S R E P
Sales rep range: “First” thru “Last” State: “All” Sales territory: “All”
Customer number range: “First” thru “Last” # of Customers: “All” Customer type: “All”
Includes customers with zero $ sales
------------------------------------------------------------------------------------------------------------------------------------
Sls-rep Customer name/Address SIC Cus-typ
Customer # Terr Period-to-date Year-to-date Last year
Sls-rep Period-to-date Year-to-date Last year
------------------------------------------------------------------------------------------------------------------------------------
023 Margaret Rockwell (Cont.)
600 Ariel Enterprises RET Sales : 525.00 525.00 0.00
Los Angeles, CA 90005 USA
______________________________________________________________________
3 Customers for 023 Sales : 1,218.20 1,218.20 0.00
______________________________________________________________________
15A D.W. Langford
*401 Miscellaneous customer RET Sales : 0.00 0.00 0.00
______________________________________________________________________
1 Customers for 15A Sales : 0.00 0.00 0.00
______________________________________________________________________
789 Avram Goldberger
50 Space Concepts & Design RET Sales : 235.00 235.00 0.00
New York, NY 10052 USA
______________________________________________________________________
1 Customers for 789 Sales : 235.00 235.00 0.00
______________________________________________________________________
Date 06/07/1999 Time 21:39:55 XYZ Company Report #0220 Page 0003
S A L E S A N A L Y S I S B Y R E S P O N S I B L E S A L E S R E P
Sales rep range: “First” thru “Last” State: “All” Sales territory: “All”
Customer number range: “First” thru “Last” # of Customers: “All” Customer type: “All”
Includes customers with zero $ sales
------------------------------------------------------------------------------------------------------------------------------------
S U M M A R Y
Sls-rep Period-to-date Year-to-date Last year
------------------------------------------------------------------------------------------------------------------------------------
001 Thomas J. Finch
5 customers Sales : 2,079.40 2,079.40 0.00
41.7% of custs
__________________________________________________________________________________
010 William B. Wilkenson
1 customers Sales : 575.70 575.70 0.00
8.3% of custs
__________________________________________________________________________________
020 Jonathan Harris
1 customers Sales : 163.00 163.00 0.00
8.3% of custs
__________________________________________________________________________________
023 Margaret Rockwell
3 customers Sales : 1,218.20 1,218.20 0.00
25.0% of custs
__________________________________________________________________________________
15A D.W. Langford
1 customers Sales : 0.00 0.00 0.00
8.3% of custs
__________________________________________________________________________________
789 Avram Goldberger
1 customers Sales : 235.00 235.00 0.00
8.3% of custs
__________________________________________________________________________________
Grand totals:
6 sales reps 12 customers Sales : 4,271.30 4,271.30 0.00
__________________________________________________________________________________
-- End of report --
Sales Analysis by Actual Sales Rep
Date 06/07/1999 Time 21:46:49 XYZ Company Report #0221 Page 0001
S A L E S A N A L Y S I S B Y A C T U A L S A L E S R E P
Sales rep range: “First” thru “Last” Sort by sales rep, customer # Customer type: “All”
Customer number range: “First” thru “Last” # of Customers: “All” Sls territory: “All”
Includes customers with zero $ sales State: “All” Sequence by period-1
------------------------------------------------------------------------------------------------------------------------------------
Actual sales rep Period-1
---------------- 1/01/99
Customer # Customer name/Address SIC to
Sls-rep/Type 1/31/99
------------------------------------------------------------------------------------------------------------------------------------
1 Thomas J. Finch
1 Elliot Enterprises Sales : 292.00
1 Glendale, CA USA 94994
____________________________________________________________________________
10 Harris, Goldberg & Jones Sales : 276.40
1 San Diego, CA USA 92100
____________________________________________________________________________
40 Washington, Mrs. Thomas Sales : 955.00
1 Dallas, TX USA 75201
____________________________________________________________________________
99 Anthony Jones, Inc. Sales : 556.00
1 Alberta, CA USA 12345
____________________________________________________________________________
4 Customers for 001 Sales : 2,079.40
____________________________________________________________________________
10 William B. Wilkenson
200 21st Century Enterprises Sales : 606.00
10 San Francisco, CA USA 95782
____________________________________________________________________________
1 Customers for 010 Sales : 606.00
____________________________________________________________________________
23 Santa Marina, CA USA 91100
____________________________________________________________________________
300 Beverly Beauty Supply Sales : 132.95
23 Los Angeles, CA USA 90005
____________________________________________________________________________
600 Ariel Enterprises Sales : 525.00
23 Los Angeles, CA USA 90005
____________________________________________________________________________
Date 06/07/1999 Time 21:46:50 XYZ Company Report #0221 Page 0002
S A L E S A N A L Y S I S B Y A C T U A L S A L E S R E P
Sales rep range: “First” thru “Last” Sort by sales rep, customer # Customer type: “All”
Customer number range: “First” thru “Last” # of Customers: “All” Sls territory: “All”
Includes customers with zero $ sales State: “All” Sequence by period-1
------------------------------------------------------------------------------------------------------------------------------------
Actual sales rep Period-1
---------------- 1/01/99
Customer # Customer name/Address SIC to
Sls-rep/Type 1/31/99
------------------------------------------------------------------------------------------------------------------------------------
23 Margaret Rockwell
3 Customers for 023 Sales : 1,218.20
____________________________________________________________________________
789 Avram Goldberger
50 Space Concepts & Design Sales : 235.00
789 New York, NY USA 10052
____________________________________________________________________________
1 Customers for 789 Sales : 235.00
____________________________________________________________________________
Date 06/07/1999 Time 21:46:50 XYZ Company Report #0221 Page 0003
S A L E S A N A L Y S I S B Y A C T U A L S A L E S R E P
Sales rep range: “First” thru “Last” Sort by sales rep, customer # Customer type: “All”
Customer number range: “First” thru “Last” # of Customers: “All” Sls territory: “All”
Includes customers with zero $ sales State: “All” Sequence by period-1
------------------------------------------------------------------------------------------------------------------------------------
S U M M A R Y Period-1
Actual sales rep 1/01/99
to
1/31/99
------------------------------------------------------------------------------------------------------------------------------------
001 Thomas J. Finch
4 customers Sales : 2,079.40
40.0% of custs
____________________________________________________________________________
010 William B. Wilkenson
1 customer Sales : 606.00
10.0% of custs
____________________________________________________________________________
020 Jonathan Harris
1 customer Sales : 163.00
10.0% of custs
____________________________________________________________________________
023 Margaret Rockwell
3 customers Sales : 1,218.20
30.0% of custs
____________________________________________________________________________
789 Avram Goldberger
1 customer Sales : 235.00
10.0% of custs
____________________________________________________________________________
Grand totals:
5 sales reps 10 customers Sales : 4,301.60
____________________________________________________________________________
-- End of report --
Sales Analysis by Sales Territory
Date 06/07/1999 Time 21:53:58 XYZ Company Report #0222 Page 0001
S A L E S A N A L Y S I S B Y S A L E S T E R R I T O R Y
Sales territory: “All” State: “All”
Sort by territory, customer # Sales rep: “All” Customer type: “All”
Includes customers with zero $ sales “ “ = Territory not defined
------------------------------------------------------------------------------------------------------------------------------------
Terr Customer # Customer name/Address SIC Sls-rep
Type Period-to-date Year-to-date Last year
------------------------------------------------------------------------------------------------------------------------------------
*401 Miscellaneous customer 15A Sales : 0.00 0.00 0.00
--- RET
___________________________________________________________________
1 Elliot Enterprises 1 Sales : 292.00 292.00 0.00
Glendale, CA 94994 USA WSL
___________________________________________________________________
10 Harris, Goldberg & Jones 1 Sales : 276.40 276.40 0.00
San Diego, CA 92100 USA RET
___________________________________________________________________
30 W.J. Bjornfreg A/G 20 Sales : 163.00 163.00 0.00
Los Angeles, CA 92100 WSL
___________________________________________________________________
40 Washington, Mrs. Thomas 1 Sales : 955.00 955.00 0.00
Dallas, TX 75201 USA RET
___________________________________________________________________
50 Space Concepts & Design 789 Sales : 235.00 235.00 0.00
New York, NY 10052 USA RET
___________________________________________________________________
___________________________________________________________________
600 Ariel Enterprises 23 Sales : 525.00 525.00 0.00
Los Angeles, CA 90005 USA RET
___________________________________________________________________
C123 Peter Cash 1 Sales : 0.00 0.00 0.00
Portland, OR 98765-4321 USA CASH
___________________________________________________________________
12 Customers for *** Sales : 4,271.30 4,271.30 0.00
___________________________________________________________________
Date 06/07/1999 Time 21:53:58 XYZ Company Report #0222 Page 0002
S A L E S A N A L Y S I S B Y S A L E S T E R R I T O R Y
Sales territory: “All” State: “All”
Sort by territory, customer # Sales rep: “All” Customer type: “All”
Includes customers with zero $ sales “ “ = Territory not defined
------------------------------------------------------------------------------------------------------------------------------------
S U M M A R Y
Territory Period-to-date Year-to-date Last year
------------------------------------------------------------------------------------------------------------------------------------
12 customers Sales : 4,271.30 4,271.30 0.00
100.0% of custs
__________________________________________________________________________________
Grand totals:
1 territory 12 customers Sales : 4,271.30 4,271.30 0.00
__________________________________________________________________________________
-- End of report --
Date 06/07/1999 Time 22:18:02 XYZ Company Report #0224 Page 0001
S A L E S A N A L Y S I S B Y Z I P C O D E
Zip code range: “First” thru “Last” Sales territory: “All” State: “All”
Current period ending date: 1/31/99 Customer type: “All” Includes customers with zero $ sales
Sales rep: “All” SIC: “All”
------------------------------------------------------------------------------------------------------------------------------------
S U M M A R Y
Zip Code No-of-custs Pct-of-custs Period-to-date Year-to-date Last Year
------------------------------------------------------------------------------------------------------------------------------------
*401 Miscellaneous customer RET Sales : 0.00 0.00 0.00
15A
---------------------------------------------------------------------
----------------------- 1 Customer for -- Sales : 0.00 0.00 0.00
---------------------------------------------------------------------
10052 50 Space Concepts & Design RET Sales : 235.00 235.00 0.00
New York, NY USA 789
---------------------------------------------------------------------
----------------------- 1 Customer for 100 -- Sales : 235.00 235.00 0.00
---------------------------------------------------------------------
12345 99 Anthony Jones, Inc. RET Sales : 556.00 556.00 0.00
Alberta, CA USA 1
---------------------------------------------------------------------
----------------------- 1 Customer for 123 -- Sales : 556.00 556.00 0.00
---------------------------------------------------------------------
75201 40 Washington, Mrs. Thomas RET Sales : 955.00 955.00 0.00
Dallas, TX USA 1
---------------------------------------------------------------------
----------------------- 1 Customer for 752 -- Sales : 955.00 955.00 0.00
---------------------------------------------------------------------
---------------------------------------------------------------------
30 W.J. Bjornfreg A/G WSL Sales : 163.00 163.00 0.00
Los Angeles, CA 20
---------------------------------------------------------------------
----------------------- 2 Customers for 921 -- Sales : 439.40 439.40 0.00
---------------------------------------------------------------------
94994 1 Elliot Enterprises WSL Sales : 292.00 292.00 0.00
Glendale, CA USA 1
---------------------------------------------------------------------
----------------------- 1 Customer for 949 -- Sales : 292.00 292.00 0.00
---------------------------------------------------------------------
Date 06/07/1999 Time 22:18:02 XYZ Company Report #0224 Page 0002
S A L E S A N A L Y S I S B Y Z I P C O D E
Zip code range: “First” thru “Last” Sales territory: “All” State: “All”
Current period ending date: 1/31/99 Customer type: “All” Includes customers with zero $ sales
Sales rep: “All” SIC: “All”
------------------------------------------------------------------------------------------------------------------------------------
S U M M A R Y
Zip Code No-of-custs Pct-of-custs Period-to-date Year-to-date Last Year
------------------------------------------------------------------------------------------------------------------------------------
95782 200 21st Century Enterprises RET Sales : 575.70 575.70 0.00
San Francisco, CA USA 10
---------------------------------------------------------------------
----------------------- 1 Customer for 957 -- Sales : 575.70 575.70 0.00
---------------------------------------------------------------------
98765-4321 C123 Peter Cash CASH Sales : 0.00 0.00 0.00
Portland, OR USA 1
---------------------------------------------------------------------
----------------------- 1 Customer for 987 -- Sales : 0.00 0.00 0.00
---------------------------------------------------------------------
Date 06/07/1999 Time 22:18:02 XYZ Company Report #0224 Page 0003
S A L E S A N A L Y S I S B Y Z I P C O D E
Zip code range: “First” thru “Last” Sales territory: “All” State: “All”
Current period ending date: 1/31/99 Customer type: “All” Includes customers with zero $ sales
Sales rep: “All” SIC: “All”
------------------------------------------------------------------------------------------------------------------------------------
S U M M A R Y
Zip Code No-of-custs Pct-of-custs Period-to-date Year-to-date Last Year
------------------------------------------------------------------------------------------------------------------------------------
1 8.3 Sales : 0.00 0.00 0.00
------------------------------------------------------------------------------------
100 1 8.3 Sales : 235.00 235.00 0.00
------------------------------------------------------------------------------------
123 1 8.3 Sales : 556.00 556.00 0.00
------------------------------------------------------------------------------------
752 1 8.3 Sales : 955.00 955.00 0.00
------------------------------------------------------------------------------------
900 2 16.7 Sales : 657.95 657.95 0.00
------------------------------------------------------------------------------------
911 1 8.3 Sales : 560.25 560.25 0.00
------------------------------------------------------------------------------------
921 2 16.7 Sales : 439.40 439.40 0.00
------------------------------------------------------------------------------------
949 1 8.3 Sales : 292.00 292.00 0.00
------------------------------------------------------------------------------------
957 1 8.3 Sales : 575.70 575.70 0.00
------------------------------------------------------------------------------------
987 1 8.3 Sales : 0.00 0.00 0.00
------------------------------------------------------------------------------------
Grand totals:
10 Zip codes 12 Customers Sales : 4,271.30 4,271.30 0.00
------------------------------------------------------------------------------------
-- End of report --
Customer Comparative Exception Report
Date 06/08/1999 Time 10:45:38 XYZ Company Report #0225 Page 0001
C U S T O M E R C O M P A R A T I V E E X C E P T I O N R E P O R T
Load year: 1999 Data loaded from: IHSLIN00
------------------------------------------------------------------------------------------------------------------------------------
Customer-# Sales Cost # of invoices
------------------------------------------------------------------------------------------------------------------------------------
All customers from this invoice history file successfully loaded into customer comparative file.
-- End of report --
Date 06/08/1999 Time 11:20:43 XYZ Company Report #0226 Page 0001
M O N T H L Y C U S T O M E R C O M P A R A T I V E S
Customer # range: “First” to “Last” Sales territory: “All” State: “All”
Includes customers with zero $ sales Customer type: “All” Last transfer date: 5/31/9
9Sequenced by Customer # Sales rep: “All” SIC: “All”
*** Grand Totals ***
------------------------------------------------------------------------------------------------------------------------------------
Cust # Rep Customer name City, ST Zip code Contact 1 name Contact 1 phone
January February March April May June
July August September October November December Total
------------------------------------------------------------------------------------------------------------------------------------
1 1 Elliot Enterprises Glendale, CA 94994 Paul Elliot 213-779-6010
------------------------------------------
1999 Sales: 292 0 0 0 96- 0
Cost: 77 0 0 0 29- 0
Margin %: 73.6 0.0 0.0 0.0 69.8 0.0
1999 Sales: 0 0 0 0 0 0 196
Cost: 0 0 0 0 0 0 48
Margin %: 0.0 0.0 0.0 0.0 0.0 0.0 75.5
1998 Sales: 0 0 0 0 0 0
Cost: 0 0 0 0 0 0
Margin %: 0.0 0.0 0.0 0.0 0.0 0.0
1998 Sales: 0 0 0 0 0 0 0
Cost: 0 0 0 0 0 0 0
Margin %: 0.0 0.0 0.0 0.0 0.0 0.0 0.0
1997 Sales: 0 0 0 0 0 0
Cost: 0 0 0 0 0 0
Margin %: 0.0 0.0 0.0 0.0 0.0 0.0
1997 Sales: 0 0 0 0 0 0 0
Cost: 0 0 0 0 0 0 0
Margin %: 0.0 0.0 0.0 0.0 0.0 0.0 0.0
10 1 Harris, Goldberg & Jones San Diego, CA 92100 Michael Jones 714-221-8500
------------------------------------------
1999 Sales: 276 0 0 0 224 0
Cost: 77 0 0 0 72 0
Margin %: 72.0 0.0 0.0 0.0 67.9 0.0
1999 Sales: 0 0 0 0 0 0 500
Cost: 0 0 0 0 0 0 149
Margin %: 0.0 0.0 0.0 0.0 0.0 0.0 70.2
1998 Sales: 0 0 0 0 0 0
Cost: 0 0 0 0 0 0
Margin %: 0.0 0.0 0.0 0.0 0.0 0.0
1998 Sales: 0 0 0 0 0 0 0
Cost: 0 0 0 0 0 0 0
Margin %: 0.0 0.0 0.0 0.0 0.0 0.0 0.0
Date 06/08/1999 Time 11:20:43 XYZ Company Report #0226 Page 0002
M O N T H L Y C U S T O M E R C O M P A R A T I V E S
Customer # range: “First” to “Last” Sales territory: “All” State: “All”
Includes customers with zero $ sales Customer type: “All” Last transfer date: 5/31/9
9Sequenced by Customer # Sales rep: “All” SIC: “All”
*** Grand Totals ***
------------------------------------------------------------------------------------------------------------------------------------
Cust # Rep Customer name City, ST Zip code Contact 1 name Contact 1 phone
January February March April May June
July August September October November December Total
------------------------------------------------------------------------------------------------------------------------------------
10 1 Harris, Goldberg & Jones San Diego, CA 92100 Michael Jones 714-221-8500 (Cont.)
------------------------------------------
1997 Sales: 0 0 0 0 0 0
Cost: 0 0 0 0 0 0
Margin %: 0.0 0.0 0.0 0.0 0.0 0.0
1997 Sales: 0 0 0 0 0 0 0
Cost: 0 0 0 0 0 0 0
Margin %: 0.0 0.0 0.0 0.0 0.0 0.0 0.0
30 20 W.J. Bjornfreg A/G Los Angeles, CA 92100 Mary Kneip 213-886-7722
------------------------------------------
1999 Sales: 163 0 0 0 0 0
Cost: 52 0 0 0 0 0
Margin %: 67.8 0.0 0.0 0.0 0.0 0.0
1999 Sales: 0 0 0 0 0 0 163
Cost: 0 0 0 0 0 0 52
Margin %: 0.0 0.0 0.0 0.0 0.0 0.0 68.1
1998 Sales: 0 0 0 0 0 0
Cost: 0 0 0 0 0 0
Margin %: 0.0 0.0 0.0 0.0 0.0 0.0
1998 Sales: 0 0 0 0 0 0 0
Cost: 0 0 0 0 0 0 0
Margin %: 0.0 0.0 0.0 0.0 0.0 0.0 0.0
1997 Sales: 0 0 0 0 0 0
Cost: 0 0 0 0 0 0
Margin %: 0.0 0.0 0.0 0.0 0.0 0.0
1997 Sales: 0 0 0 0 0 0 0
Cost: 0 0 0 0 0 0 0
Margin %: 0.0 0.0 0.0 0.0 0.0 0.0 0.0
40 1 Washington, Mrs. Thomas Dallas, TX 75201 Ann Washington 617-444-7780
------------------------------------------
1999 Sales: 955 0 0 0 78 0
Cost: 365 0 0 0 20 0
Margin %: 61.8 0.0 0.0 0.0 73.9 0.0
1999 Sales: 0 0 0 0 0 0 1,033
Cost: 0 0 0 0 0 0 385
Margin %: 0.0 0.0 0.0 0.0 0.0 0.0 62.7
Date 06/08/1999 Time 11:20:43 XYZ Company Report #0226 Page 0003
M O N T H L Y C U S T O M E R C O M P A R A T I V E S
Customer # range: “First” to “Last” Sales territory: “All” State: “All”
Includes customers with zero $ sales Customer type: “All” Last transfer date: 5/31/9
9Sequenced by Customer # Sales rep: “All” SIC: “All”
*** Grand Totals ***
------------------------------------------------------------------------------------------------------------------------------------
Cust # Rep Customer name City, ST Zip code Contact 1 name Contact 1 phone
January February March April May June
July August September October November December Total
------------------------------------------------------------------------------------------------------------------------------------
40 1 Washington, Mrs. Thomas Dallas, TX 75201 Ann Washington 617-444-7780 (Cont.)
------------------------------------------
1998 Sales: 0 0 0 0 0 0
Cost: 0 0 0 0 0 0
Margin %: 0.0 0.0 0.0 0.0 0.0 0.0
1998 Sales: 0 0 0 0 0 0 0
Cost: 0 0 0 0 0 0 0
Margin %: 0.0 0.0 0.0 0.0 0.0 0.0 0.0
1997 Sales: 0 0 0 0 0 0
Cost: 0 0 0 0 0 0
Margin %: 0.0 0.0 0.0 0.0 0.0 0.0
1997 Sales: 0 0 0 0 0 0 0
Cost: 0 0 0 0 0 0 0
Margin %: 0.0 0.0 0.0 0.0 0.0 0.0 0.0
50 789 Space Concepts & Design New York, NY 10052 Mike Mallin 212-220-9981
------------------------------------------
1999 Sales: 235 0 0 0 0 0
Cost: 85 0 0 0 0 0
Margin %: 63.8 0.0 0.0 0.0 0.0 0.0
1999 Sales: 0 0 0 0 0 0 235
Cost: 0 0 0 0 0 0 85
Margin %: 0.0 0.0 0.0 0.0 0.0 0.0 63.8
1998 Sales: 0 0 0 0 0 0
Cost: 0 0 0 0 0 0
Margin %: 0.0 0.0 0.0 0.0 0.0 0.0
1998 Sales: 0 0 0 0 0 0 0
Cost: 0 0 0 0 0 0 0
Margin %: 0.0 0.0 0.0 0.0 0.0 0.0 0.0
1997 Sales: 0 0 0 0 0 0
Cost: 0 0 0 0 0 0
Margin %: 0.0 0.0 0.0 0.0 0.0 0.0
1997 Sales: 0 0 0 0 0 0 0
Cost: 0 0 0 0 0 0 0
Margin %: 0.0 0.0 0.0 0.0 0.0 0.0 0.0
Date 06/08/1999 Time 11:20:43 XYZ Company Report #0226 Page 0004
M O N T H L Y C U S T O M E R C O M P A R A T I V E S
Customer # range: “First” to “Last” Sales territory: “All” State: “All”
Includes customers with zero $ sales Customer type: “All” Last transfer date: 5/31/9
9Sequenced by Customer # Sales rep: “All” SIC: “All”
*** Grand Totals ***
------------------------------------------------------------------------------------------------------------------------------------
Cust # Rep Customer name City, ST Zip code Contact 1 name Contact 1 phone
January February March April May June
July August September October November December Total
------------------------------------------------------------------------------------------------------------------------------------
99 1 Anthony Jones, Inc. Alberta, CA 12345 T.A. Wagner 123-456-7890
------------------------------------------
1999 Sales: 556 0 0 0 0 0
Cost: 156 0 0 0 0 0
Margin %: 71.9 0.0 0.0 0.0 0.0 0.0
1999 Sales: 0 0 0 0 0 0 556
Cost: 0 0 0 0 0 0 156
Margin %: 0.0 0.0 0.0 0.0 0.0 0.0 71.9
1998 Sales: 0 0 0 0 0 0
Cost: 0 0 0 0 0 0
Margin %: 0.0 0.0 0.0 0.0 0.0 0.0
1998 Sales: 0 0 0 0 0 0 0
Cost: 0 0 0 0 0 0 0
Margin %: 0.0 0.0 0.0 0.0 0.0 0.0 0.0
1997 Sales: 0 0 0 0 0 0
Cost: 0 0 0 0 0 0
Margin %: 0.0 0.0 0.0 0.0 0.0 0.0
1997 Sales: 0 0 0 0 0 0 0
Cost: 0 0 0 0 0 0 0
Margin %: 0.0 0.0 0.0 0.0 0.0 0.0 0.0
100 23 Neptune Underwater Supply Santa Marina, CA 91100 Sam Johnson 408-776-1102
------------------------------------------
1999 Sales: 560 0 0 0 0 0
Cost: 220 0 0 0 0 0
Margin %: 60.6 0.0 0.0 0.0 0.0 0.0
1999 Sales: 0 0 0 0 0 0 560
Cost: 0 0 0 0 0 0 220
Margin %: 0.0 0.0 0.0 0.0 0.0 0.0 60.7
1998 Sales: 0 0 0 0 0 0
Cost: 0 0 0 0 0 0
Margin %: 0.0 0.0 0.0 0.0 0.0 0.0
1998 Sales: 0 0 0 0 0 0 0
Cost: 0 0 0 0 0 0 0
Margin %: 0.0 0.0 0.0 0.0 0.0 0.0 0.0
Date 06/08/1999 Time 11:20:43 XYZ Company Report #0226 Page 0005
M O N T H L Y C U S T O M E R C O M P A R A T I V E S
Customer # range: “First” to “Last” Sales territory: “All” State: “All”
Includes customers with zero $ sales Customer type: “All” Last transfer date: 5/31/9
9Sequenced by Customer # Sales rep: “All” SIC: “All”
*** Grand Totals ***
------------------------------------------------------------------------------------------------------------------------------------
Cust # Rep Customer name City, ST Zip code Contact 1 name Contact 1 phone
January February March April May June
July August September October November December Total
------------------------------------------------------------------------------------------------------------------------------------
100 23 Neptune Underwater Supply Santa Marina, CA 91100 Sam Johnson 408-776-1102 (Cont.)
------------------------------------------
1997 Sales: 0 0 0 0 0 0
Cost: 0 0 0 0 0 0
Margin %: 0.0 0.0 0.0 0.0 0.0 0.0
1997 Sales: 0 0 0 0 0 0 0
Cost: 0 0 0 0 0 0 0
Margin %: 0.0 0.0 0.0 0.0 0.0 0.0 0.0
200 10 21st Century Enterprises San Francisco, CA 95782 Lou Mandel 415-555-7844
------------------------------------------
1999 Sales: 606 0 0 0 0 0
Cost: 138 0 0 0 0 0
Margin %: 77.2 0.0 0.0 0.0 0.0 0.0
1999 Sales: 0 0 0 0 0 0 606
Cost: 0 0 0 0 0 0 138
Margin %: 0.0 0.0 0.0 0.0 0.0 0.0 77.2
1998 Sales: 0 0 0 0 0 0
Cost: 0 0 0 0 0 0
Margin %: 0.0 0.0 0.0 0.0 0.0 0.0
1998 Sales: 0 0 0 0 0 0 0
Cost: 0 0 0 0 0 0 0
Margin %: 0.0 0.0 0.0 0.0 0.0 0.0 0.0
1997 Sales: 0 0 0 0 0 0
Cost: 0 0 0 0 0 0
Margin %: 0.0 0.0 0.0 0.0 0.0 0.0
1997 Sales: 0 0 0 0 0 0 0
Cost: 0 0 0 0 0 0 0
Margin %: 0.0 0.0 0.0 0.0 0.0 0.0 0.0
300 23 Beverly Beauty Supply Los Angeles, CA 90005 Angie Peters 213-778-9000
------------------------------------------
1999 Sales: 132 0 0 0 0 0
Cost: 27 0 0 0 0 0
Margin %: 79.7 0.0 0.0 0.0 0.0 0.0
1999 Sales: 0 0 0 0 0 0 132
Cost: 0 0 0 0 0 0 27
Margin %: 0.0 0.0 0.0 0.0 0.0 0.0 79.5
Date 06/08/1999 Time 11:20:43 XYZ Company Report #0226 Page 0006
M O N T H L Y C U S T O M E R C O M P A R A T I V E S
Customer # range: “First” to “Last” Sales territory: “All” State: “All”
Includes customers with zero $ sales Customer type: “All” Last transfer date: 5/31/9
9Sequenced by Customer # Sales rep: “All” SIC: “All”
*** Grand Totals ***
------------------------------------------------------------------------------------------------------------------------------------
Cust # Rep Customer name City, ST Zip code Contact 1 name Contact 1 phone
January February March April May June
July August September October November December Total
------------------------------------------------------------------------------------------------------------------------------------
300 23 Beverly Beauty Supply Los Angeles, CA 90005 Angie Peters 213-778-9000 (Cont.)
------------------------------------------
1998 Sales: 0 0 0 0 0 0
Cost: 0 0 0 0 0 0
Margin %: 0.0 0.0 0.0 0.0 0.0 0.0
1998 Sales: 0 0 0 0 0 0 0
Cost: 0 0 0 0 0 0 0
Margin %: 0.0 0.0 0.0 0.0 0.0 0.0 0.0
1997 Sales: 0 0 0 0 0 0
Cost: 0 0 0 0 0 0
Margin %: 0.0 0.0 0.0 0.0 0.0 0.0
1997 Sales: 0 0 0 0 0 0 0
Cost: 0 0 0 0 0 0 0
Margin %: 0.0 0.0 0.0 0.0 0.0 0.0 0.0
600 23 Ariel Enterprises Los Angeles, CA 90005 M.J. Thorpe 213-554-4300
------------------------------------------
1999 Sales: 525 0 0 0 0 0
Cost: 147 0 0 0 0 0
Margin %: 71.9 0.0 0.0 0.0 0.0 0.0
1999 Sales: 0 0 0 0 0 0 525
Cost: 0 0 0 0 0 0 147
Margin %: 0.0 0.0 0.0 0.0 0.0 0.0 72.0
1998 Sales: 0 0 0 0 0 0
Cost: 0 0 0 0 0 0
Margin %: 0.0 0.0 0.0 0.0 0.0 0.0
1998 Sales: 0 0 0 0 0 0 0
Cost: 0 0 0 0 0 0 0
Margin %: 0.0 0.0 0.0 0.0 0.0 0.0 0.0
1997 Sales: 0 0 0 0 0 0
Cost: 0 0 0 0 0 0
Margin %: 0.0 0.0 0.0 0.0 0.0 0.0
1997 Sales: 0 0 0 0 0 0 0
Cost: 0 0 0 0 0 0 0
Margin %: 0.0 0.0 0.0 0.0 0.0 0.0 0.0
Date 06/08/1999 Time 11:20:44 XYZ Company Report #0226 Page 0007
M O N T H L Y C U S T O M E R C O M P A R A T I V E S
Customer # range: “First” to “Last” Sales territory: “All” State: “All”
Includes customers with zero $ sales Customer type: “All” Last transfer date: 5/31/9
9Sequenced by Customer # Sales rep: “All” SIC: “All”
*** Grand Totals ***
------------------------------------------------------------------------------------------------------------------------------------
January February March April May June
July August September October November December Total
------------------------------------------------------------------------------------------------------------------------------------
1999 Sales: 4,300 0 0 0 206 0
0 0 0 0 0 0 4,506
Cost: 1,344 0 0 0 63 0
0 0 0 0 0 0 1,407
Margin %: 68.7 0.0 0.0 0.0 69.4 0.0
0.0 0.0 0.0 0.0 0.0 0.0 68.8
1998 Sales:
0
Cost:
0
Margin %:
0.0
1997 Sales:
0
Cost:
0
Margin %:
0.0
Report total: 10 Customers
-- End of report --
Quarterly Customer Comparatives
Date 06/08/1999 Time 11:57:34 XYZ Company Report #0229 Page 0001
Q U A R T E R L Y C U S T O M E R C O M P A R A T I V E S
Customer # range: 1 to 30 Sales territory: “All” State: “All”
Includes customers with zero $ sales Customer type: “All” Last transfer date: 6/30/99
Sequenced by Sales Rep, Customer Sales rep: “All” SIC: “All”
------------------------------------------------------------------------------------------------------------------------------------
Rep Cust # Customer name City, ST Zip code Contact 1 name Contact 1 phone
Quarter-1 Quarter-2 Quarter-3 Quarter-4 Total
(Jan - Mar) (Apr - Jun) (Jul - Sep) (Oct - Dec)
------------------------------------------------------------------------------------------------------------------------------------
1 1 Elliot Enterprises Glendale, CA 94994 Paul Elliot 213-779-6010
------------------------------------------
1999 Sales: 292 196 0 0 488
Cost: 77 48 0 0 125
Margin: 73.6 75.5 0.0 0.0 74.4
1998 Sales: 0 0 0 0 0
Cost: 0 0 0 0 0
Margin: 0.0 0.0 0.0 0.0 0.0
1997 Sales: 0 0 0 0 0
Cost: 0 0 0 0 0
Margin: 0.0 0.0 0.0 0.0 0.0
1 10 Harris, Goldberg & Jones San Diego, CA 92100 Michael Jones 714-221-8500
------------------------------------------
1999 Sales: 276 500 0 0 776
Cost: 77 149 0 0 226
Margin: 72.0 70.2 0.0 0.0 70.9
1998 Sales: 0 0 0 0 0
Cost: 0 0 0 0 0
Margin: 0.0 0.0 0.0 0.0 0.0
1997 Sales: 0 0 0 0 0
Cost: 0 0 0 0 0
Margin: 0.0 0.0 0.0 0.0 0.0
Sales rep: Thomas J. Finch
1999 Sales: 568 696 0 0 1,264
Cost: 154 197 0 0 351
Margin: 72.8 71.7 0.0 0.0 72.2
1998 Sales: 0 0 0 0 0
Cost: 0 0 0 0 0
Margin: 0.0 0.0 0.0 0.0 0.0
1997 Sales: 0 0 0 0 0
Cost: 0 0 0 0 0
Margin: 0.0 0.0 0.0 0.0 0.0
2 Customers for Thomas J. Finch
Date 06/08/1999 Time 11:57:34 XYZ Company Report #0229 Page 0002
Q U A R T E R L Y C U S T O M E R C O M P A R A T I V E S
Customer # range: 1 to 30 Sales territory: “All” State: “All”
Includes customers with zero $ sales Customer type: “All” Last transfer date: 6/30/99
Sequenced by Sales Rep, Customer Sales rep: “All” SIC: “All”
------------------------------------------------------------------------------------------------------------------------------------
Rep Cust # Customer name City, ST Zip code Contact 1 name Contact 1 phone
Quarter-1 Quarter-2 Quarter-3 Quarter-4 Total
(Jan - Mar) (Apr - Jun) (Jul - Sep) (Oct - Dec)
------------------------------------------------------------------------------------------------------------------------------------
20 30 W.J. Bjornfreg A/G Los Angeles, CA 92100 Mary Kneip 213-886-7722
------------------------------------------
1999 Sales: 163 163 0 0 326
Cost: 52 52 0 0 104
Margin: 67.8 67.8 0.0 0.0 68.1
1998 Sales: 0 0 0 0 0
Cost: 0 0 0 0 0
Margin: 0.0 0.0 0.0 0.0 0.0
1997 Sales: 0 0 0 0 0
Cost: 0 0 0 0 0
Margin: 0.0 0.0 0.0 0.0 0.0
Sales rep: Jonathan Harris
1999 Sales: 163 163 0 0 326
Cost: 52 52 0 0 104
Margin: 67.8 67.8 0.0 0.0 68.1
1998 Sales: 0 0 0 0 0
Cost: 0 0 0 0 0
Margin: 0.0 0.0 0.0 0.0 0.0
1997 Sales: 0 0 0 0 0
Cost: 0 0 0 0 0
Margin: 0.0 0.0 0.0 0.0 0.0
1 Customer for Jonathan Harris
Date 06/08/1999 Time 11:57:34 XYZ Company Report #0229 Page 0003
Q U A R T E R L Y C U S T O M E R C O M P A R A T I V E S
Customer # range: 1 to 30 Sales territory: “All” State: “All”
Includes customers with zero $ sales Customer type: “All” Last transfer date: 6/30/99
Sequenced by Sales Rep, Customer Sales rep: “All” SIC: “All”
*** Sales Rep Totals ***
------------------------------------------------------------------------------------------------------------------------------------
Rep Cust # Customer name City, ST Zip code Contact 1 name Contact 1 phone
Quarter-1 Quarter-2 Quarter-3 Quarter-4 Total
(Jan - Mar) (Apr - Jun) (Jul - Sep) (Oct - Dec)
------------------------------------------------------------------------------------------------------------------------------------
Sales rep: Thomas J. Finch
1999 Sales: 568 696 0 0 1,264
Cost: 154 197 0 0 351
Margin: 72.8 71.7 0.0 0.0 72.2
1998 Sales: 0 0 0 0 0
Cost: 0 0 0 0 0
Margin: 0.0 0.0 0.0 0.0 0.0
1997 Sales: 0 0 0 0 0
Cost: 0 0 0 0 0
Margin: 0.0 0.0 0.0 0.0 0.0
2 Customers for Thomas J. Finch
Sales rep: Jonathan Harris
1999 Sales: 163 163 0 0 326
Cost: 52 52 0 0 104
Margin: 67.8 67.8 0.0 0.0 68.1
1998 Sales: 0 0 0 0 0
Cost: 0 0 0 0 0
Margin: 0.0 0.0 0.0 0.0 0.0
1997 Sales: 0 0 0 0 0
Cost: 0 0 0 0 0
Margin: 0.0 0.0 0.0 0.0 0.0
1 Customer for Jonathan Harris
Date 06/08/1999 Time 11:57:34 XYZ Company Report #0229 Page 0004
Q U A R T E R L Y C U S T O M E R C O M P A R A T I V E S
Customer # range: 1 to 30 Sales territory: “All” State: “All”
Includes customers with zero $ sales Customer type: “All” Last transfer date: 6/30/99
Sequenced by Sales Rep, Customer Sales rep: “All” SIC: “All”
*** Grand Totals ***
------------------------------------------------------------------------------------------------------------------------------------
Quarter-1 Quarter-2 Quarter-3 Quarter-4 Total
(Jan - Mar) (Apr - Jun) (Jul - Sep) (Oct - Dec)
------------------------------------------------------------------------------------------------------------------------------------
1999 Sales: 731 859 0 0 1,590
Cost: 206 249 0 0 455
Margin: 71.7 70.9 0.0 0.0 71.4
1998 Sales: 0 0 0 0 0
Cost: 0 0 0 0 0
Margin: 0.0 0.0 0.0 0.0 0.0
1997 Sales: 0 0 0 0 0
Cost: 0 0 0 0 0
Margin: 0.0 0.0 0.0 0.0 0.0
Report total: 3 Customers
-- End of report --
Date 06/08/1999 Time 12:02:40 XYZ Company Report #0230 Page 0001
Y E A R L Y C U S T O M E R C O M P A R A T I V E S
Customer # range: “First” to “Last” Sales territory: “All” State: “All”
Includes customers with zero $ sales Customer type: “All” Last transfer date: 6/30/99
Sequenced by: Sales amount SIC: “All” Sort year: 1999
Spaces in a column indicate no customer activity Sales rep: “All”
------------------------------------------------------------------------------------------------------------------------------------
---FY 1999--- ---FY 1998--- ---FY 1997---
Customer-# Customer name Rep Ter Sales Sales Sales
Customer address Costs Costs Costs
Contact/Phone number Type/SIC Margin % Margin % Margin %
------------------------------------------------------------------------------------------------------------------------------------
40 Washington, Mrs. Thomas 1 1,988
Dallas, TX 75201 USA 750
Ann Washington RET 62.3
617-444-7780
200 21st Century Enterprises 10 1,181
San Francisco, CA 95782 USA 276
Lou Mandel RET 76.6
415-555-7844
100 Neptune Underwater Supply 23 1,120
Santa Marina, CA 91100 USA 441
Sam Johnson WSL 60.6
408-776-1102
10 Harris, Goldberg & Jones 1 776
San Diego, CA 92100 USA 226
Michael Jones RET 70.8
714-221-8500
1 Elliot Enterprises 1 488
Glendale, CA 94994 USA 125
Paul Elliot WSL 74.4
213-779-6010
50 Space Concepts & Design 789 470
New York, NY 10052 USA 170
Mike Mallin RET 63.8
212-220-9981
30 W.J. Bjornfreg A/G 20 326
Los Angeles, CA 92100 105
Mary Kneip WSL 67.8
213-886-7722
300 Beverly Beauty Supply 23 265
Los Angeles, CA 90005 USA 54
Angie Peters RET 79.7
213-778-9000
Date 06/08/1999 Time 12:02:40 XYZ Company Report #0230 Page 0002
Y E A R L Y C U S T O M E R C O M P A R A T I V E S
Customer # range: “First” to “Last” Sales territory: “All” State: “All”
Includes customers with zero $ sales Customer type: “All” Last transfer date: 6/30/99
Sequenced by: Sales amount SIC: “All” Sort year: 1999
Spaces in a column indicate no customer activity Sales rep: “All”
------------------------------------------------------------------------------------------------------------------------------------
------ FY 1999 ------ ------ FY 1998 ------ ------ FY 1997 ------
# of Custs Sales # of Custs Sales # of Custs Sales
Costs Costs Costs
Margin Margin Margin
------------------------------------------------------------------------------------------------------------------------------------
Superlative 0 0 0 0 0 0
0 0 0
0.0 0.0 0.0
Above average 0 0 0 0 0 0
0 0 0
0.0 0.0 0.0
Normal 0 0 0 0 0 0
0 0 0
0.0 0.0 0.0
Mediocre 5 6,452 0 0 0 0
2,075 0 0
67.8 0.0 0.0
Poor 5 2,326 0 0 0 0
680 0 0
70.7 0.0 0.0
------------------------------------------------------------------------------------------------------------------------------------
Totals: 10 8,779 0 0 0 0
2,756 0 0
68.6 0.0 0.0
-- End of report --
Item Comparative Exception Report
Date 06/08/1999 Time 12:18:50 XYZ Company Report #0231 Page 0001
I T E M C O M P A R A T I V E E X C E P T I O N R E P O R T
All items from this invoice history file successfully loaded into item comparative file.
-- End of report --
Date 06/08/1999 Time 13:34:35 XYZ Company Report #0234 Page 0001
M O N T H L Y I T E M C O M P A R A T I V E S
Item # range: 1 to 2 Category: “All” Vendor: “All”
Includes items with zero $ sales Sub-category: “All” Last transfer date: 6/30/99
Sequenced by: Sales amount in 1999 Inventory account: “All” ABC code: “All”
------------------------------------------------------------------------------------------------------------------------------------
Item-# Description Jan/Feb/Mar Apr/May/Jun Jul/Aug/Sep Oct/Nov/Dec Total
Cat /Sub-Cat Vendor
Inventory account ABC
------------------------------------------------------------------------------------------------------------------------------------
1 Drill, 1/4” Power Hand 1999 Sales : 1,290.00 0.00 0.00 0.00
Qty-Sld: 24.00 0.00 0.00 0.00
TOOLS ELEC 100
1200-000 A
Sales : 0.00 6.00 0.00 0.00
Qty-Sld: 0.00 2.00 0.00 0.00
Sales : 0.00 5,343.75 0.00 0.00 6,639.75
Qty-Sld: 0.00 99.00 0.00 0.00
125.00
1998 Sales : 0.00 0.00 0.00 0.00
Qty-Sld: 0.00 0.00 0.00 0.00
Sales : 0.00 0.0 0.00 0.00
Qty-Sld: 0.00 0.00 0.00 0.00
Sales : 0.00 0.00 0.00 0.00 0.00
Qty-Sld: 0.00 0.00 0.00 0.00
0.00
1997 Sales : 0.00 0.00 0.00 0.00
Qty-Sld: 0.00 0.00 0.00 0.00
Sales : 0.00 0.0 0.00 0.00
Qty-Sld: 0.00 0.00 0.00 0.00
Sales : 0.00 0.00 0.00 0.00 0.00
Qty-Sld: 0.00 0.00 0.00 0.00
0.00
Date 06/08/1999 Time 13:34:36 XYZ Company Report #0234 Page 0002
M O N T H L Y I T E M C O M P A R A T I V E S
Item # range: 1 to 2 Category: “All” Vendor: “All”
Includes items with zero $ sales Sub-category: “All” Last transfer date: 6/30/99
Sequenced by: Sales amount in 1999 Inventory account: “All” ABC code: “All”
------------------------------------------------------------------------------------------------------------------------------------
Item-# Description Jan/Feb/Mar Apr/May/Jun Jul/Aug/Sep Oct/Nov/Dec Total
Cat /Sub-Cat Vendor
Inventory account ABC
------------------------------------------------------------------------------------------------------------------------------------
2 Hammer, 16 oz. Claw 1999 Sales : 185.50 0.00 0.00 0.00
Qty-Sld: 7.00 0.00 0.00 0.00
TOOLS 100
1200-000 A
Sales : 0.00 0.00 0.00 0.00
Qty-Sld: 0.00 0.00 0.00 0.00
Sales : 0.00 1,020.25 0.00 0.00 1,205.75
Qty-Sld: 0.00 39.00 0.00 0.00
46.00
1998 Sales : 0.00 0.00 0.00 0.00
Qty-Sld: 0.00 0.00 0.00 0.00
Sales : 0.00 0.0 0.00 0.00
Qty-Sld: 0.00 0.00 0.00 0.00
Sales : 0.00 0.00 0.00 0.00 0.00
Qty-Sld: 0.00 0.00 0.00 0.00
0.00
1997 Sales : 0.00 0.00 0.00 0.00
Qty-Sld: 0.00 0.00 0.00 0.00
Sales : 0.00 0.0 0.00 0.00
Qty-Sld: 0.00 0.00 0.00 0.00
Sales : 0.00 0.00 0.00 0.00 0.00
Qty-Sld: 0.00 0.00 0.00 0.00
0.00
Date 06/08/1999 Time 13:34:36 XYZ Company Report #0234 Page 0003
M O N T H L Y I T E M C O M P A R A T I V E S
Item # range: 1 to 2 Category: “All” Vendor: “All”
Includes items with zero $ sales Sub-category: “All” Last transfer date: 6/30/99
Sequenced by: Sales amount in 1999 Inventory account: “All” ABC code: “All”
------------------------------------------------------------------------------------------------------------------------------------
-----FY 1999----- -----FY 1998----- -----FY 1997-----
------------------------------------------------------------------------------------------------------------------------------------
Totals: Sales : 7,845.50 0.00 0.00
Qty-Sld: 171.00 0.00 0.00
#-Items: 2 2 2
-- End of report --
Fast Analysis by Customer Sales Volume
Date 06/08/1999 Time 21:11:39 XYZ Company Report #0241 Page 0001
F A S T A N A L Y S I S B Y C U S T O M E R S A L E S V O L U M E
In order by sales volume Year-to-date
Current period ending date: 06/30/99
Sales volume cut-off-level: “None” “All” Customers requested
------------------------------------------------------------------------------------------------------------------------------------
Cust-# Name Type Sales Pct-of Cost-of Profit Pct-of Margin
City,State Sls-rep amount sales sales profit pct
------------------------------------------------------------------------------------------------------------------------------------
40 Washington, Mrs. Thomas RET PTD: 955.00 22.4 365.00 590.00 20.2 61.8
Dallas, TX 1 YTD: 955.00 22.4 365.00 590.00 20.2 61.8
Last-yr: .00 .0 .00 .00 .0 .0
200 21st Century Enterprises RET PTD: 575.70 13.5 138.00 437.70 15.0 76.0
San Francisco, CA 10 YTD: 575.70 13.5 138.00 437.70 15.0 76.0
Last-yr: .00 .0 .00 .00 .0 .0
100 Neptune Underwater Supply WSL PTD: 560.25 13.1 220.90 339.35 11.6 60.6
Santa Marina, CA 23 YTD: 560.25 13.1 220.90 339.35 11.6 60.6
Last-yr: .00 .0 .00 .00 .0 .0
99 Anthony Jones, Inc. RET PTD: 556.00 13.0 156.00 400.00 13.7 71.9
Alberta, CA 1 YTD: 556.00 13.0 156.00 400.00 13.7 71.9
Last-yr: .00 .0 .00 .00 .0 .0
600 Ariel Enterprises RET PTD: 525.00 12.3 147.50 377.50 12.9 71.9
Los Angeles, CA 23 YTD: 525.00 12.3 147.50 377.50 12.9 71.9
Last-yr: .00 .0 .00 .00 .0 .0
30 W.J. Bjornfreg A/G WSL PTD: 163.00 3.8 52.50 110.50 3.8 67.8
Los Angeles, CA 20 YTD: 163.00 3.8 52.50 110.50 3.8 67.8
Last-yr: .00 .0 .00 .00 .0 .0
300 Beverly Beauty Supply RET PTD: 132.95 3.1 27.00 105.95 3.6 79.7
Los Angeles, CA 23 YTD: 132.95 3.1 27.00 105.95 3.6 79.7
Last-yr: .00 .0 .00 .00 .0 .0
*401 Miscellaneous customer RET PTD: .00 .0 .00 .00 .0 .0
15A YTD: .00 .0 .00 .00 .0 .0
Last-yr: .00 .0 .00 .00 .0 .0
C123 Peter Cash CASH PTD: .00 .0 .00 .00 .0 .0
Portland, OR 1 YTD: .00 .0 .00 .00 .0 .0
Last-yr: .00 .0 .00 .00 .0 .0
Date 06/08/1999 Time 21:11:39 XYZ Company Report #0241 Page 0002
F A S T A N A L Y S I S B Y C U S T O M E R S A L E S V O L U M E
------------------------------------------------------------------------------------------------------------------------------------
Cust-# Name Type Sales Pct-of Cost-of Profit Pct-of Margin
City,State Sls-rep amount sales sales profit pct
------------------------------------------------------------------------------------------------------------------------------------
12 Customers Grand totals PTD: 4,271.30 100.0 1,346.26 2,925.04 100.1 * 68.5
YTD: 4,271.30 100.0 1,346.26 2,925.04 100.1 * 68.5
Last-yr: .00 .0 .00 .00 .0 .0
* - Variance Occurred Due to Rounding
-- End of report --
Fast Analysis by Customer Type
Date 06/08/1999 Time 21:22:38 XYZ Company Report #0242 Page 0001
F A S T A N A L Y S I S B Y C U S T O M E R T Y P E
Current period ending date: 06/30/99
------------------------------------------------------------------------------------------------------------------------------------
Cust ---------------Customer----------------- Sales Pct-of Cost-of Profit Pct-of Margin
Type No Name/City,State Sls-rep Sales Sales Profit Pct
------------------------------------------------------------------------------------------------------------------------------------
CASH C123 Peter Cash PTD: .00 .0 .00 .00 .0 .0
Portland, OR 1 YTD: .00 .0 .00 .00 .0 .0
Last-yr: .00 .0 .00 .00 .0 .0
Type totals PTD: .00 .0 .00 .00 .0 .0
YTD: .00 .0 .00 .00 .0 .0
Last-yr: .00 .0 .00 .00 .0 .0
RET *401 Miscellaneous customer PTD: .00 .0 .00 .00 .0 .0
15A YTD: .00 .0 .00 .00 .0 .0
Last-yr: .00 .0 .00 .00 .0 .0
10 Harris, Goldberg & Jones PTD: 276.40 8.5 77.36 199.04 8.8 72.0
San Diego, CA 1 YTD: 276.40 8.5 77.36 199.04 8.8 72.0
Last-yr: .00 .0 .00 .00 .0 .0
40 Washington, Mrs. Thomas PTD: 955.00 29.3 365.00 590.00 26.1 61.8
Dallas, TX 1 YTD: 955.00 29.3 365.00 590.00 26.1 61.8
Last-yr: .00 .0 .00 .00 .0 .0
300 Beverly Beauty Supply PTD: 132.95 4.1 27.00 105.95 4.7 79.7
Los Angeles, CA 23 YTD: 132.95 4.1 27.00 105.95 4.7 79.7
Last-yr: .00 .0 .00 .00 .0 .0
600 Ariel Enterprises PTD: 525.00 16.1 147.50 377.50 16.7 71.9
Los Angeles, CA 23 YTD: 525.00 16.1 147.50 377.50 16.7 71.9
Last-yr: .00 .0 .00 .00 .0 .0
Type totals PTD: 3,256.05 100.0 995.86 2,260.19 100.0 69.4
YTD: 3,256.05 100.0 995.86 2,260.19 100.0 69.4
Last-yr: .00 .0 .00 .00 .0 .0
Date 06/08/1999 Time 21:22:38 XYZ Company Report #0242 Page 0002
F A S T A N A L Y S I S B Y C U S T O M E R T Y P E
Current period ending date: 06/30/99
------------------------------------------------------------------------------------------------------------------------------------
Cust ---------------Customer----------------- Sales Pct-of Cost-of Profit Pct-of Margin
Type No Name/City,State Sls-rep Sales Sales Profit Pct
------------------------------------------------------------------------------------------------------------------------------------
WSL 1 Elliot Enterprises PTD: 292.00 28.8 77.00 215.00 32.3 73.6
Glendale, CA 1 YTD: 292.00 28.8 77.00 215.00 32.3 73.6
Last-yr: .00 .0 .00 .00 .0 .0
30 W.J. Bjornfreg A/G PTD: 163.00 16.1 52.50 110.50 16.6 67.8
Los Angeles, CA 20 YTD: 163.00 16.1 52.50 110.50 16.6 67.8
Last-yr: .00 .0 .00 .00 .0 .0
100 Neptune Underwater Supply PTD: 560.25 55.2 220.90 339.35 51.0 60.6
Santa Marina, CA 23 YTD: 560.25 55.2 220.90 339.35 51.0 60.6
Last-yr: .00 .0 .00 .00 .0 .0
Type totals PTD: 1,015.25 100.1 * 350.40 664.85 99.9 * 65.5
YTD: 1,015.25 100.1 * 350.40 664.85 99.9 * 65.5
Last-yr: .00 .0 .00 .00 .0 .0
* - Variance Occurred Due to Rounding
Date 06/08/1999 Time 21:22:38 XYZ Company Report #0242 Page 0003
F A S T A N A L Y S I S B Y C U S T O M E R T Y P E
Current period ending date: 06/30/99
------------------------------------------------------------------------------------------------------------------------------------
S U M M A R Y
Cust No-of Pct-of Sales Pct-of Cost-of Profit Pct-of Margin
Type Custs Custs Sales Sales Profit Pct
------------------------------------------------------------------------------------------------------------------------------------
CASH 1 8.3 PTD: .00 .0 .00 .00 .0 .0
YTD: .00 .0 .00 .00 .0 .0
Last-yr: .00 .0 .00 .00 .0 .0
RET 8 66.7 PTD: 3,256.05 76.2 995.86 2,260.19 77.3 69.4
YTD: 3,256.05 76.2 995.86 2,260.19 77.3 69.4
Last-yr: .00 .0 .00 .00 .0 .0
WSL 3 25.0 PTD: 1,015.25 23.8 350.40 664.85 22.7 65.5
YTD: 1,015.25 23.8 350.40 664.85 22.7 65.5
Last-yr: .00 .0 .00 .00 .0 .0
Grand totals: 100.0 PTD: 4,271.30 100.0 1,346.26 2,925.04 100.0 68.5
YTD: 4,271.30 100.0 1,346.26 2,925.04 100.0 68.5
Last-yr: .00 .0 .00 .00 .0 .0
3 Types 12 Customers
-- End of report --
Fast Analysis - Customers for an Item
Date 06/08/1999 Time 22:05:18 XYZ Company Report #0243 Page 0001
F A S T A N A L Y S I S - C U S T O M E R S F O R A N I T E M
For the period: 01/01/99 to 01/31/99
Sales volume will be in descending order of period 1 sales volume
------------------------------------------------------------------------------------------------------------------------------------
----------------Customer---------------- Quantity Sales Pct-of Cost-of Profit Pct-of Margin
#/Type Name/City,State Sls-rep sold amount sales sales profit pct
------------------------------------------------------------------------------------------------------------------------------------
Item: 1 Drill, 1/4” Power Hand
==========================================================================
1 Elliot Enterprises Prd-1: 5 245.00 100.0 60.00 185.00 100.0 75.5
WSL Glendale CA 1
1 customers Grand totals Prd-1: 5 245.00 100.0 60.00 185.00 100.0 75.5
Date 06/08/1999 Time 22:05:18 XYZ Company Report #0243 Page 0002
F A S T A N A L Y S I S - C U S T O M E R S F O R A N I T E M
For the period: 01/01/99 to 01/31/99
Sales volume will be in descending order of period 1 sales volume
------------------------------------------------------------------------------------------------------------------------------------
----------------Customer---------------- Quantity Sales Pct-of Cost-of Profit Pct-of Margin
#/Type Name/City,State Sls-rep sold amount sales sales profit pct
------------------------------------------------------------------------------------------------------------------------------------
Item: 2 Hammer, 16 oz. Claw
==========================================================================
30 W.J. Bjornfreg A/G Prd-1: 2 53.00 100.0 18.00 35.00 100.0 66.0
WSL Los Angeles CA 20
1 customers Grand totals Prd-1: 2 53.00 100.0 18.00 35.00 100.0 66.0
Date 06/08/1999 Time 22:05:18 XYZ Company Report #0243 Page 0003
F A S T A N A L Y S I S - C U S T O M E R S F O R A N I T E M
For the period: 01/01/99 to 01/31/99
Sales volume will be in descending order of period 1 sales volume
------------------------------------------------------------------------------------------------------------------------------------
----------------Customer---------------- Quantity Sales Pct-of Cost-of Profit Pct-of Margin
#/Type Name/City,State Sls-rep sold amount sales sales profit pct
------------------------------------------------------------------------------------------------------------------------------------
Item: 3 Wrench, 3/8” Socket Set
==========================================================================
1 Elliot Enterprises Prd-1: 2 47.00 100.0 17.00 30.00 100.0 63.8
WSL Glendale CA 1
1 customers Grand totals Prd-1: 2 47.00 100.0 17.00 30.00 100.0 63.8
Date 06/08/1999 Time 22:05:18 XYZ Company Report #0243 Page 0004
F A S T A N A L Y S I S - C U S T O M E R S F O R A N I T E M
For the period: 01/01/99 to 01/31/99
Sales volume will be in descending order of period 1 sales volume
------------------------------------------------------------------------------------------------------------------------------------
----------------Customer---------------- Quantity Sales Pct-of Cost-of Profit Pct-of Margin
#/Type Name/City,State Sls-rep sold amount sales sales profit pct
------------------------------------------------------------------------------------------------------------------------------------
Item: 5 Chisel, 5 pc Set
==========================================================================
10 Harris, Goldberg & Jone Prd-1: 10 175.90 100.0 50.00 125.90 100.0 71.6
RET San Diego CA 1
1 customers Grand totals Prd-1: 10 175.90 100.0 50.00 125.90 100.0 71.6
Date 06/08/1999 Time 22:05:18 XYZ Company Report #0243 Page 0005
F A S T A N A L Y S I S - C U S T O M E R S F O R A N I T E M
For the period: 01/01/99 to 01/31/99
Sales volume will be in descending order of period 1 sales volume
------------------------------------------------------------------------------------------------------------------------------------
----------------Customer---------------- Quantity Sales Pct-of Cost-of Profit Pct-of Margin
#/Type Name/City,State Sls-rep sold amount sales sales profit pct
------------------------------------------------------------------------------------------------------------------------------------
Item: 7 Gauge, Hi-pressure
==========================================================================
10 Harris, Goldberg & Jone Prd-1: 4 78.00 100.0 26.36 51.64 100.0 66.2
RET San Diego CA 1
1 customers Grand totals Prd-1: 4 78.00 100.0 26.36 51.64 100.0 66.2
Date 06/08/1999 Time 22:05:18 XYZ Company Report #0243 Page 0006
F A S T A N A L Y S I S - C U S T O M E R S F O R A N I T E M
For the period: 01/01/99 to 01/31/99
Sales volume will be in descending order of period 1 sales volume
------------------------------------------------------------------------------------------------------------------------------------
----------------Customer---------------- Quantity Sales Pct-of Cost-of Profit Pct-of Margin
#/Type Name/City,State Sls-rep sold amount sales sales profit pct
------------------------------------------------------------------------------------------------------------------------------------
Item: 8 1” Steel Bolts
==========================================================================
10 Harris, Goldberg & Jone Prd-1: 50 22.50 100.0 1.00 21.50 100.0 95.6
RET San Diego CA 1
1 customers Grand totals Prd-1: 50 22.50 100.0 1.00 21.50 100.0 95.6
Date 06/08/1999 Time 22:05:18 XYZ Company Report #0243 Page 0007
F A S T A N A L Y S I S - C U S T O M E R S F O R A N I T E M
For the period: 01/01/99 to 01/31/99
Sales volume will be in descending order of period 1 sales volume
------------------------------------------------------------------------------------------------------------------------------------
----------------Customer---------------- Quantity Sales Pct-of Cost-of Profit Pct-of Margin
#/Type Name/City,State Sls-rep sold amount sales sales profit pct
------------------------------------------------------------------------------------------------------------------------------------
Item: 1000 Starter Tool Set Kit Item
==========================================================================
30 W.J. Bjornfreg A/G Prd-1: 1 110.00 100.0 34.50 75.50 100.0 68.6
WSL Los Angeles CA 20
1 customers Grand totals Prd-1: 1 110.00 100.0 34.50 75.50 100.0 68.6
-- End of report --
Date 06/08/1999 Time 22:09:13 XYZ Company Report #0244 Page 0001
F A S T A N A L Y S I S B Y C U S T O M E R
Current period ending date: 06/30/99
------------------------------------------------------------------------------------------------------------------------------------
Cust-# Name Type Sales Pct-of Cost-of Profit Pct-of Margin
City, State Sls-rep amount sales sales profit pct
------------------------------------------------------------------------------------------------------------------------------------
*401 Miscellaneous customer RET PTD: .00 .0 .00 .00 .0 .0
15A YTD: .00 .0 .00 .00 .0 .0
Last-yr: .00 .0 .00 .00 .0 .0
1 Elliot Enterprises WSL PTD: 292.00 6.8 77.00 215.00 7.4 73.6
Glendale, CA 1 YTD: 292.00 6.8 77.00 215.00 7.4 73.6
Last-yr: .00 .0 .00 .00 .0 .0
10 Harris, Goldberg & Jones RET PTD: 276.40 6.5 77.36 199.04 6.8 72.0
San Diego, CA 1 YTD: 276.40 6.5 77.36 199.04 6.8 72.0
Last-yr: .00 .0 .00 .00 .0 .0
30 W.J. Bjornfreg A/G WSL PTD: 163.00 3.8 52.50 110.50 3.8 67.8
Los Angeles, CA 20 YTD: 163.00 3.8 52.50 110.50 3.8 67.8
Last-yr: .00 .0 .00 .00 .0 .0
100 Neptune Underwater Supply WSL PTD: 560.25 13.1 220.90 339.35 11.6 60.6
Santa Marina, CA 23 YTD: 560.25 13.1 220.90 339.35 11.6 60.6
Last-yr: .00 .0 .00 .00 .0 .0
200 21st Century Enterprises RET PTD: 575.70 13.5 138.00 437.70 15.0 76.0
San Francisco, CA 10 YTD: 575.70 13.5 138.00 437.70 15.0 76.0
Last-yr: .00 .0 .00 .00 .0 .0
300 Beverly Beauty Supply RET PTD: 132.95 3.1 27.00 105.95 3.6 79.7
Los Angeles, CA 23 YTD: 132.95 3.1 27.00 105.95 3.6 79.7
Last-yr: .00 .0 .00 .00 .0 .0
600 Ariel Enterprises RET PTD: 525.00 12.3 147.50 377.50 12.9 71.9
Los Angeles, CA 23 YTD: 525.00 12.3 147.50 377.50 12.9 71.9
Last-yr: .00 .0 .00 .00 .0 .0
C123 Peter Cash CASH PTD: .00 .0 .00 .00 .0 .0
Portland, OR 1 YTD: .00 .0 .00 .00 .0 .0
Last-yr: .00 .0 .00 .00 .0 .0
Date 06/08/1999 Time 22:09:13 XYZ Company Report #0244 Page 0002
F A S T A N A L Y S I S B Y C U S T O M E R
Current period ending date: 06/30/99
------------------------------------------------------------------------------------------------------------------------------------
Cust-# Name Type Sales Pct-of Cost-of Profit Pct-of Margin
City, State Sls-rep amount sales sales profit pct
------------------------------------------------------------------------------------------------------------------------------------
12 Customers Grand totals PTD: 4,271.30 100.0 1,346.26 2,925.04 100.1 * 68.5
YTD: 4,271.30 100.0 1,346.26 2,925.04 100.1 * 68.5
Last-yr: .00 .0 .00 .00 .0 .0
* - Variance Occurred Due to Rounding
-- End of report --
Date 06/08/1999 Time 23:06:20 XYZ Company Report #0245 Page 0001
F A S T A N A L Y S I S B Y I T E M
Current period ending date: 06/30/99
Starting item #: “First” Inventory account #: “All” ABC class: “All”
Ending item #: “Last” Product cat/sub-cat: “All” / “All” Warehouse: “All”
------------------------------------------------------------------------------------------------------------------------------------
Item-# Description Quantity Sales Pct-of Cost-of Profit Pct-of Margin
Categry/Sub-cat sold amount sales sales profit pct
------------------------------------------------------------------------------------------------------------------------------------
*MISC-PARTS Miscellaneous Parts PTD: 1 EACH 125.00 .8 13.50 111.50 1.0 89.2
MISC / YTD: 1 EACH 125.00 .8 13.50 111.50 1.0 89.2
Qty-returned: PTD: 0 YTD: 0
*TEMP Temporary Item PTD: 0 EACH .00 .0 .00 .00 .0 .0
YTD: 0 EACH .00 .0 .00 .00 .0 .0
Qty-returned: PTD: 0 YTD: 0
1 Drill, 1/4” Power Hand PTD: 99 EACH 5,343.75 33.6 1,188.00 4,155.75 37.3 77.8
TOOLS / ELEC YTD: 99 EACH 5,343.75 33.6 1,188.00 4,155.75 37.3 77.8
Qty-returned: PTD: 0 YTD: 0
5 Chisel, 5 pc Set PTD: 50 EACH 870.70 5.5 250.00 620.70 5.6 71.3
TOOLS / YTD: 50 EACH 870.70 5.5 250.00 620.70 5.6 71.3
Qty-returned: PTD: 0 YTD: 0
6 Motor, 2hp Submersible PTD: 14 EACH 1,890.00 11.9 770.00 1,120.00 10.1 59.3
MECH / MTR YTD: 14 EACH 1,890.00 11.9 770.00 1,120.00 10.1 59.3
Qty-returned: PTD: 0 YTD: 0
7 Gauge, Hi-pressure PTD: 154 EACH 2,983.50 18.8 1,014.86 1,968.64 17.7 66.0
TOOLS / YTD: 154 EACH 2,983.50 18.8 1,014.86 1,968.64 17.7 66.0
Qty-returned: PTD: 0 YTD: 0
Date 06/08/1999 Time 23:06:20 XYZ Company Report #0245 Page 0002
F A S T A N A L Y S I S B Y I T E M
Current period ending date: 06/30/99
Starting item #: “First” Inventory account #: “All” ABC class: “All”
Ending item #: “Last” Product cat/sub-cat: “All” / “All” Warehouse: “All”
------------------------------------------------------------------------------------------------------------------------------------
Item-# Description Quantity Sales Pct-of Cost-of Profit Pct-of Margin
Categry/Sub-cat sold amount sales sales profit pct
------------------------------------------------------------------------------------------------------------------------------------
8 1” Steel Bolts PTD: 49.50 CASE 222.75 1.4 9.90 212.85 1.9 95.6
YTD: 49.50 CASE 222.75 1.4 9.90 212.85 1.9 95.6
Qty-returned: PTD: 0 YTD: 0
100 Extended Warranty PTD: 0 EACH .00 .0 .00 .00 .0 .0
90 Day Warranty YTD: 0 EACH .00 .0 .00 .00 .0 .0
Qty-returned: PTD: 0 YTD: 0
1000 Starter Tool Set PTD: 6 EACH 660.00 4.2 207.00 453.00 4.1 68.6
Kit Item YTD: 6 EACH 660.00 4.2 207.00 453.00 4.1 68.6
Qty-returned: PTD: 0 YTD: 0
12 Items Grand totals PTD: 501.50 15,887.15 100.1 * 4,760.26 11,126.89 100.0 70.0
YTD: 501.50 15,887.15 100.1 * 4,760.26 11,126.89 100.0 70.0
* - Variance Occurred Due to Rounding
-- End of report --
Fast Analysis by Item Category
Date 06/08/1999 Time 23:33:32 XYZ Company Report #0246 Page 0001
F A S T A N A L Y S I S B Y I T E M C A T E G O R Y
Current period ending date: 06/30/99 Inventory account #: “All”
Product cat/sub-cat: “All” / “All” Warehouse: “All”
Print order: by product category
------------------------------------------------------------------------------------------------------------------------------------
Item-# Description Quantity Sales Pct-of Cost-of Profit Pct-of Margin
Stk-unit sold amount sales sales profit pct
------------------------------------------------------------------------------------------------------------------------------------
Product category / sub-category: / “All”
==============================================
*TEMP Temporary Item PTD: 0 .00 .0 .00 .00 .0 .0
EACH YTD: 0 .00 .0 .00 .00 .0 .0
8 1” Steel Bolts PTD: 49.50 222.75 25.2 9.90 212.85 32.0 95.6
CASE YTD: 49.50 222.75 25.2 9.90 212.85 32.0 95.6
100 Extended Warranty PTD: 0 .00 .0 .00 .00 .0 .0
EACH 90 Day Warranty YTD: 0 .00 .0 .00 .00 .0 .0
1000 Starter Tool Set PTD: 6 660.00 74.8 207.00 453.00 68.0 68.6
EACH Kit Item YTD: 6 660.00 74.8 207.00 453.00 68.0 68.6
Category totals PTD: 55.50 882.75 100.0 216.90 665.85 100.0 75.4
YTD: 55.50 882.75 100.0 216.90 665.85 100.0 75.4
*MISC-PARTS Miscellaneous Parts PTD: 1 125.00 100.0 13.50 111.50 100.0 89.2
EACH YTD: 1 125.00 100.0 13.50 111.50 100.0 89.2
Category totals PTD: 1 125.00 100.0 13.50 111.50 100.0 89.2
YTD: 1 125.00 100.0 13.50 111.50 100.0 89.2
Product category / sub-category: TOOLS / “All”
==============================================
1 Drill, 1/4” Power Hand PTD: 99 5,343.75 41.1 1,188.00 4,155.75 45.0 77.8
Date 06/08/1999 Time 23:33:32 XYZ Company Report #0246 Page 0002
F A S T A N A L Y S I S B Y I T E M C A T E G O R Y
Current period ending date: 06/30/99 Inventory account #: “All”
Product cat/sub-cat: “All” / “All” Warehouse: “All”
Print order: by product category
------------------------------------------------------------------------------------------------------------------------------------
Item-# Description Quantity Sales Pct-of Cost-of Profit Pct-of Margin
Stk-unit sold amount sales sales profit pct
------------------------------------------------------------------------------------------------------------------------------------
Product category / sub-category: TOOLS / “All”
==============================================
EACH YTD: 99 5,343.75 41.1 1,188.00 4,155.75 45.0 77.8
2 Hammer, 16 oz. Claw PTD: 39 1,020.25 7.9 351.00 669.25 7.3 65.6
EACH YTD: 39 1,020.25 7.9 351.00 669.25 7.3 65.6
3 Wrench, 3/8” Socket Set PTD: 68 1,598.00 12.3 578.00 1,020.00 11.1 63.8
EACH YTD: 68 1,598.00 12.3 578.00 1,020.00 11.1 63.8
4 Saw, 2hp 7 1/4” Circular PTD: 21 1,173.20 9.0 378.00 795.20 8.6 67.8
EACH YTD: 21 1,173.20 9.0 378.00 795.20 8.6 67.8
5 Chisel, 5 pc Set PTD: 50 870.70 6.7 250.00 620.70 6.7 71.3
EACH YTD: 50 870.70 6.7 250.00 620.70 6.7 71.3
7 Gauge, Hi-pressure PTD: 154 2,983.50 23.0 1,014.86 1,968.64 21.3 66.0
EACH YTD: 154 2,983.50 23.0 1,014.86 1,968.64 21.3 66.0
Category totals PTD: 431 12,989.40 100.0 3,759.86 9,229.54 100.0 71.1
YTD: 431 12,989.40 100.0 3,759.86 9,229.54 100.0 71.1
Date 06/08/1999 Time 23:33:32 XYZ Company Report #0246 Page 0003
F A S T A N A L Y S I S B Y I T E M C A T E G O R Y
Current period ending date: 06/30/99 Inventory account #: “All”
Product cat/sub-cat: “All” / “All” Warehouse: “All”
Print order: by product category
------------------------------------------------------------------------------------------------------------------------------------
S U M M A R Y
Category #-of Pct-of Quantity Sales Pct-of Cost-of Profit Pct-of Margin
items items sold amount sales sales profit pct
------------------------------------------------------------------------------------------------------------------------------------
4 33.3 PTD: 55.50 882.75 5.6 216.90 665.85 6.0 75.4
YTD: 55.50 882.75 5.6 216.90 665.85 6.0 75.4
MECH 1 8.3 PTD: 14 1,890.00 11.9 770.00 1,120.00 10.1 59.3
YTD: 14 1,890.00 11.9 770.00 1,120.00 10.1 59.3
MISC 1 8.3 PTD: 1 125.00 .8 13.50 111.50 1.0 89.2
YTD: 1 125.00 .8 13.50 111.50 1.0 89.2
TOOLS 6 50.0 PTD: 431 12,989.40 81.8 3,759.86 9,229.54 82.9 71.1
YTD: 431 12,989.40 81.8 3,759.86 9,229.54 82.9 71.1
Grand totals: 99.9 PTD: 501.50 15,887.15 100.1 * 4,760.26 11,126.89 100.0 70.0
4 Categories YTD: 501.50 15,887.15 100.1 * 4,760.26 11,126.89 100.0 70.0
12 Items
* - Variance Occurred Due to Rounding
-- End of report --
Fast Analysis by Item Sales Volume
Date 06/09/1999 Time 10:29:43 XYZ Company Report #0247 Page 0001
F A S T A N A L Y S I S B Y I T E M S A L E S V O L U M E
Current period ending date: 06/30/99
In order by sales volume Period-to-date
Sales volume cut-off-level: “None”
Inventory account #: “All”
Product cat/sub-cat: “All” / “All” “All” Items requested
Warehouse: “All”
------------------------------------------------------------------------------------------------------------------------------------
Categry/Sub-cat Description Quantity Sales Pct-of Cost-of Profit Pct-of Margin
Item-# sold amount sales sales profit pct
------------------------------------------------------------------------------------------------------------------------------------
TOOLS / ELEC Drill, 1/4” Power Hand PTD: 99 EACH 5,343.75 33.6 1,188.00 4,155.75 37.3 77.8
1 YTD: 99 EACH 5,343.75 33.6 1,188.00 4,155.75 37.3 77.8
Qty-returned: PTD: 0 YTD: 0
TOOLS / Gauge, Hi-pressure PTD: 154 EACH 2,983.50 18.8 1,014.86 1,968.64 17.7 66.0
7 YTD: 154 EACH 2,983.50 18.8 1,014.86 1,968.64 17.7 66.0
Qty-returned: PTD: 0 YTD: 0
MECH / MTR Motor, 2hp Submersible PTD: 14 EACH 1,890.00 11.9 770.00 1,120.00 10.1 59.3
6 YTD: 14 EACH 1,890.00 11.9 770.00 1,120.00 10.1 59.3
Qty-returned: PTD: 0 YTD: 0
Starter Tool Set PTD: 6 EACH 660.00 4.2 207.00 453.00 4.1 68.6
1000 Kit Item YTD: 6 EACH 660.00 4.2 207.00 453.00 4.1 68.6
Qty-returned: PTD: 0 YTD: 0
1” Steel Bolts PTD: 49.50 CASE 222.75 1.4 9.90 212.85 1.9 95.6
8 YTD: 49.50 CASE 222.75 1.4 9.90 212.85 1.9 95.6
Qty-returned: PTD: 0 YTD: 0
Date 06/09/1999 Time 10:29:43 XYZ Company Report #0247 Page 0002
F A S T A N A L Y S I S B Y I T E M S A L E S V O L U M E
------------------------------------------------------------------------------------------------------------------------------------
Categry/Sub-cat Description Quantity Sales Pct-of Cost-of Profit Pct-of Margin
Item-# sold amount sales sales profit pct
------------------------------------------------------------------------------------------------------------------------------------
MISC / Miscellaneous Parts PTD: 1 EACH 125.00 .8 13.50 111.50 1.0 89.2
*MISC-PARTS YTD: 1 EACH 125.00 .8 13.50 111.50 1.0 89.2
Qty-returned: PTD: 0 YTD: 0
Temporary Item PTD: 0 EACH .00 .0 .00 .00 .0 .0
*TEMP YTD: 0 EACH .00 .0 .00 .00 .0 .0
Qty-returned: PTD: 0 YTD: 0
Extended Warranty PTD: 0 EACH .00 .0 .00 .00 .0 .0
100 90 Day Warranty YTD: 0 EACH .00 .0 .00 .00 .0 .0
Qty-returned: PTD: 0 YTD: 0
12 Items Grand totals PTD: 501.50 15,887.15 100.1 * 4,760.26 11,126.89 100.0 70.0
YTD: 501.50 15,887.15 100.1 * 4,760.26 11,126.89 100.0 70.0
* - Variance Occurred Due to Rounding
-- End of report --
Fast Analysis - Items for a Customer
Date 06/09/1999 Time 10:53:20 XYZ Company Report #0248 Page 0001
F A S T A N A L Y S I S - I T E M S F O R A C U S T O M E R
For the period: 01/01/99 to 03/31/99
Sales volume will be in descending order of period 1 sales volume
------------------------------------------------------------------------------------------------------------------------------------
Item-# Description Quantity Sales Pct-of Cost-of Profit Pct-of Margin
Unit sold amount sales sales profit pct
------------------------------------------------------------------------------------------------------------------------------------
Customer: 1 Elliot Enterprises
=================================================
1
Drill, 1/4” Power Hand Prd-1: 5 245.00 83.9 60.00 185.00 86.0 75.5
EACH
3
Wrench, 3/8” Socket Set Prd-1: 2 47.00 16.1 17.00 30.00 14.0 63.8
EACH
2 items Grand totalPrd-1: 7 292.00 100.0 77.00 215.00 100.0 73.6
Date 06/09/1999 Time 10:53:20 XYZ Company Report #0248 Page 0002
F A S T A N A L Y S I S - I T E M S F O R A C U S T O M E R
For the period: 01/01/99 to 03/31/99
Sales volume will be in descending order of period 1 sales volume
------------------------------------------------------------------------------------------------------------------------------------
Item-# Description Quantity Sales Pct-of Cost-of Profit Pct-of Margin
Unit sold amount sales sales profit pct
------------------------------------------------------------------------------------------------------------------------------------
Customer: 10 Harris, Goldberg & Jones
=================================================
5
Chisel, 5 pc Set Prd-1: 10 175.90 63.6 50.00 125.90 63.3 71.6
EACH
7
Gauge, Hi-pressure Prd-1: 4 78.00 28.2 26.36 51.64 25.9 66.2
EACH
8
1” Steel Bolts Prd-1: 50 22.50 8.1 1.00 21.50 10.8 95.6
CASE
3 items Grand totalPrd-1: 64 276.40 100.0 77.36 199.04 100.0 72.0
Date 06/09/1999 Time 10:53:20 XYZ Company Report #0248 Page 0003
F A S T A N A L Y S I S - I T E M S F O R A C U S T O M E R
For the period: 01/01/99 to 03/31/99
Sales volume will be in descending order of period 1 sales volume
------------------------------------------------------------------------------------------------------------------------------------
Item-# Description Quantity Sales Pct-of Cost-of Profit Pct-of Margin
Unit sold amount sales sales profit pct
------------------------------------------------------------------------------------------------------------------------------------
Customer: 30 W.J. Bjornfreg A/G
=================================================
1000
Starter Tool Set Prd-1: 1 110.00 67.5 34.50 75.50 68.3 68.6
EACH Kit Item
2
Hammer, 16 oz. Claw Prd-1: 2 53.00 32.5 18.00 35.00 31.7 66.0
EACH
2 items Grand totalPrd-1: 3 163.00 100.0 52.50 110.50 100.0 67.8
Date 06/09/1999 Time 10:53:20 XYZ Company Report #0248 Page 0004
F A S T A N A L Y S I S - I T E M S F O R A C U S T O M E R
For the period: 01/01/99 to 03/31/99
Sales volume will be in descending order of period 1 sales volume
------------------------------------------------------------------------------------------------------------------------------------
Item-# Description Quantity Sales Pct-of Cost-of Profit Pct-of Margin
Unit sold amount sales sales profit pct
------------------------------------------------------------------------------------------------------------------------------------
Customer: 40 Washington, Mrs. Thomas
=================================================
6
Motor, 2hp Submersible Prd-1: 5 675.00 70.7 275.00 400.00 67.8 59.3
EACH
4
Saw, 2hp 7 1/4” Circula Prd-1: 5 280.00 29.3 90.00 190.00 32.2 67.9
EACH
2 items Grand totalPrd-1: 10 955.00 100.0 365.00 590.00 100.0 61.8
Date 06/09/1999 Time 10:53:20 XYZ Company Report #0248 Page 0005
F A S T A N A L Y S I S - I T E M S F O R A C U S T O M E R
For the period: 01/01/99 to 03/31/99
Sales volume will be in descending order of period 1 sales volume
------------------------------------------------------------------------------------------------------------------------------------
Item-# Description Quantity Sales Pct-of Cost-of Profit Pct-of Margin
Unit sold amount sales sales profit pct
------------------------------------------------------------------------------------------------------------------------------------
Customer: 50 Space Concepts & Design
=================================================
3
Wrench, 3/8” Socket Set Prd-1: 10 235.00 100.0 85.00 150.00 100.0 63.8
EACH
1 items Grand totalPrd-1: 10 235.00 100.0 85.00 150.00 100.0 63.8
Date 06/09/1999 Time 10:53:20 XYZ Company Report #0248 Page 0006
F A S T A N A L Y S I S - I T E M S F O R A C U S T O M E R
For the period: 01/01/99 to 03/31/99
Sales volume will be in descending order of period 1 sales volume
------------------------------------------------------------------------------------------------------------------------------------
Item-# Description Quantity Sales Pct-of Cost-of Profit Pct-of Margin
Unit sold amount sales sales profit pct
------------------------------------------------------------------------------------------------------------------------------------
Customer: 99 Anthony Jones, Inc.
=================================================
4
Saw, 2hp 7 1/4” Circula Prd-1: 6 336.00 60.4 108.00 228.00 57.0 67.9
EACH
1
Drill, 1/4” Power Hand Prd-1: 4 220.00 39.6 48.00 172.00 43.0 78.2
EACH
2 items Grand totalPrd-1: 10 556.00 100.0 156.00 400.00 100.0 71.9
Date 06/09/1999 Time 10:53:20 XYZ Company Report #0248 Page 0007
F A S T A N A L Y S I S - I T E M S F O R A C U S T O M E R
For the period: 01/01/99 to 03/31/99
Sales volume will be in descending order of period 1 sales volume
------------------------------------------------------------------------------------------------------------------------------------
Item-# Description Quantity Sales Pct-of Cost-of Profit Pct-of Margin
Unit sold amount sales sales profit pct
------------------------------------------------------------------------------------------------------------------------------------
Customer: 100 Neptune Underwater Supply
=================================================
6
Motor, 2hp Submersible Prd-1: 4 540.00 96.4 220.00 320.00 94.3 59.3
EACH
8
1” Steel Bolts Prd-1: 45 20.25 3.6 .90 19.35 5.7 95.6
CASE
2 items Grand totalPrd-1: 49 560.25 100.0 220.90 339.35 100.0 60.6
Date 06/09/1999 Time 10:53:20 XYZ Company Report #0248 Page 0008
F A S T A N A L Y S I S - I T E M S F O R A C U S T O M E R
For the period: 01/01/99 to 03/31/99
Sales volume will be in descending order of period 1 sales volume
------------------------------------------------------------------------------------------------------------------------------------
Item-# Description Quantity Sales Pct-of Cost-of Profit Pct-of Margin
Unit sold amount sales sales profit pct
------------------------------------------------------------------------------------------------------------------------------------
Customer: 200 21st Century Enterprises
=================================================
1
Drill, 1/4” Power Hand Prd-1: 10 550.00 90.8 120.00 430.00 91.9 78.2
EACH
4
Saw, 2hp 7 1/4” Circula Prd-1: 1 56.00 9.2 18.00 38.00 8.1 67.9
EACH
2 items Grand totalPrd-1: 11 606.00 100.0 138.00 468.00 100.0 77.2
Date 06/09/1999 Time 10:53:20 XYZ Company Report #0248 Page 0009
F A S T A N A L Y S I S - I T E M S F O R A C U S T O M E R
For the period: 01/01/99 to 03/31/99
Sales volume will be in descending order of period 1 sales volume
------------------------------------------------------------------------------------------------------------------------------------
Item-# Description Quantity Sales Pct-of Cost-of Profit Pct-of Margin
Unit sold amount sales sales profit pct
------------------------------------------------------------------------------------------------------------------------------------
Customer: 300 Beverly Beauty Supply
=================================================
5
Chisel, 5 pc Set Prd-1: 5 87.95 66.2 25.00 62.95 59.4 71.6
EACH
8
1” Steel Bolts Prd-1: 100 45.00 33.8 2.00 43.00 40.6 95.6
CASE
2 items Grand totalPrd-1: 105 132.95 100.0 27.00 105.95 100.0 79.7
Date 06/09/1999 Time 10:53:20 XYZ Company Report #0248 Page 0010
F A S T A N A L Y S I S - I T E M S F O R A C U S T O M E R
For the period: 01/01/99 to 03/31/99
Sales volume will be in descending order of period 1 sales volume
------------------------------------------------------------------------------------------------------------------------------------
Item-# Description Quantity Sales Pct-of Cost-of Profit Pct-of Margin
Unit sold amount sales sales profit pct
------------------------------------------------------------------------------------------------------------------------------------
Customer: 600 Ariel Enterprises
=================================================
1
Drill, 1/4” Power Hand Prd-1: 5 275.00 52.4 60.00 215.00 57.0 78.2
EACH
2
Hammer, 16 oz. Claw Prd-1: 5 132.50 25.2 45.00 87.50 23.2 66.0
EACH
3
Wrench, 3/8” Socket Set Prd-1: 5 117.50 22.4 42.50 75.00 19.9 63.8
EACH
3 items Grand totalPrd-1: 15 525.00 100.0 147.50 377.50 100.0 71.9
-- End of report --
Fast Analysis by Actual Sales Rep
Date 06/09/1999 Time 11:07:34 XYZ Company Report #0249 Page 0001
F A S T A N A L Y S I S B Y A C T U A L S A L E S R E P
Current period ending date: 06/30/99
------------------------------------------------------------------------------------------------------------------------------------
Sales Pct-of Cost-of Profit Pct-of Margin Commission Comm-%
amount sales sales profit pct of-sales
------------------------------------------------------------------------------------------------------------------------------------
Sales Rep #: 1 Name: Thomas J. Finch
PTD: 2,079.40 48.7 675.36 1,404.04 48.0 67.5 117.00 5.6
YTD: 2,079.40 48.7 675.36 1,404.04 48.0 67.5 117.00 5.6
Sales Rep #: 10 Name: William B. Wilkenson
PTD: 575.70 13.5 138.00 437.70 15.0 76.0 22.93 4.0
YTD: 575.70 13.5 138.00 437.70 15.0 76.0 22.93 4.0
Sales Rep #: 20 Name: Jonathan Harris
PTD: 163.00 3.8 52.50 110.50 3.8 67.8 9.78 6.0
YTD: 163.00 3.8 52.50 110.50 3.8 67.8 9.78 6.0
Sales Rep #: 15A Name: D.W. Langford
PTD: .00 .0 .00 .00 .0 .0 .00 .0
YTD: .00 .0 .00 .00 .0 .0 .00 .0
Sales Rep #: 789 Name: Avram Goldberger
PTD: 235.00 5.5 85.00 150.00 5.1 63.8 14.10 6.0
YTD: 235.00 5.5 85.00 150.00 5.1 63.8 14.10 6.0
Sales Rep #: JAK Name: Jack Smithson
PTD: .00 .0 .00 .00 .0 .0 .00 .0
YTD: .00 .0 .00 .00 .0 .0 .00 .0
8 sls-reps Grand totals:
Date 06/09/1999 Time 11:07:34 XYZ Company Report #0249 Page 0002
F A S T A N A L Y S I S B Y A C T U A L S A L E S R E P
Current period ending date: 06/30/99
------------------------------------------------------------------------------------------------------------------------------------
Sales Pct-of Cost-of Profit Pct-of Margin Commission Comm-%
amount sales sales profit pct of-sales
------------------------------------------------------------------------------------------------------------------------------------
PTD: 4,271.30 100.0 1,346.26 2,925.04 100.0 68.5 202.87 4.7
YTD: 4,271.30 100.0 1,346.26 2,925.04 100.0 68.5 202.87 4.7
-- End of report --
Fast Analysis by Actual Sales Rep
Date 06/09/1999 Time 11:22:54 XYZ Company Report #0250 Page 0001
F A S T A N A L Y S I S B Y A C T U A L S A L E S R E P
For periods: (1) - 01/01/99 to 01/31/99
In order by sales volume
Sales Rep range: “First” thru “Last”
------------------------------------------------------------------------------------------------------------------------------------
-----------------Customer------------------ Sales Pct-of Cost-of Profit Pct-of Margin
No Name/City,State Type amount sales sales profit pct
------------------------------------------------------------------------------------------------------------------------------------
Sales Rep: 1 Thomas J. Finch
40 Washington, Mrs. Thomas RET Prd-1: 955.00 38.1 365.00 590.00 38.1 .0
Dallas TX
10 Harris, Goldberg & Jones RET Prd-1: 703.90 28.1 77.36 626.54 28.1 .0
San Diego CA
99 Anthony Jones, Inc. RET Prd-1: 556.00 22.2 156.00 400.00 22.2 .0
Alberta CA
1 Elliot Enterprises WSL Prd-1: 292.00 11.6 77.00 215.00 11.6 .0
Glendale CA
4 customers Grand totals Prd-1: 2,506.90 100.0 675.36 1,831.54 100.0 73.1
Sales Rep: 20 Jonathan Harris
30 W.J. Bjornfreg A/G WSL Prd-1: 163.00 100.0 52.50 110.50 100.0 .0
Los Angeles CA
Date 06/09/1999 Time 11:22:54 XYZ Company Report #0250 Page 0002
F A S T A N A L Y S I S B Y A C T U A L S A L E S R E P
For periods: (1) - 01/01/99 to 01/31/99
In order by sales volume
Sales Rep range: “First” thru “Last”
------------------------------------------------------------------------------------------------------------------------------------
-----------------Customer------------------ Sales Pct-of Cost-of Profit Pct-of Margin
No Name/City,State Type amount sales sales profit pct
------------------------------------------------------------------------------------------------------------------------------------
Sales Rep: 20 Jonathan Harris (Continued)
1 customers Grand totals Prd-1: 163.00 100.0 52.50 110.50 100.0 67.8
Sales Rep: 23 Margaret Rockwell
300 Beverly Beauty Supply RET Prd-1: 987.95 40.2 27.00 960.95 40.2 .0
Los Angeles CA
100 Neptune Underwater Supply WSL Prd-1: 945.00 38.4 220.90 724.10 38.4 .0
Santa Marina CA
600 Ariel Enterprises RET Prd-1: 525.00 21.4 147.50 377.50 21.4 .0
Los Angeles CA
3 customers Grand totals Prd-1: 2,457.95 100.0 395.40 2,062.55 100.0 83.9
Sales Rep: 789 Avram Goldberger
50 Space Concepts & Design RET Prd-1: 235.00 100.0 85.00 150.00 100.0 .0
New York NY
1 customers Grand totals Prd-1: 235.00 100.0 85.00 150.00 100.0 63.8
-- End of report --
Fast Analysis by Responsible Sales Rep
Date 06/09/1999 Time 11:28:20 XYZ Company Report #0251 Page 0001
F A S T A N A L Y S I S B Y R E S P O N S I B L E S A L E S R E P
Current period ending date: 06/30/99
------------------------------------------------------------------------------------------------------------------------------------
--------------Customer----------------- Sales Pct-of Cost-of Profit Pct-of Margin
No/type Name/City,State Sales Sales Profit Pct
------------------------------------------------------------------------------------------------------------------------------------
Sales Rep #: 1 Name: Thomas J. Finch
1 Elliot Enterprises PTD: 292.00 14.0 77.00 215.00 15.3 73.6
WSL Glendale, CA YTD: 292.00 14.0 77.00 215.00 15.3 73.6
Last-yr: .00 .0 .00 .00 .0 .0
10 Harris, Goldberg & Jones PTD: 276.40 13.3 77.36 199.04 14.2 72.0
RET San Diego, CA YTD: 276.40 13.3 77.36 199.04 14.2 72.0
Last-yr: .00 .0 .00 .00 .0 .0
40 Washington, Mrs. Thomas PTD: 955.00 45.9 365.00 590.00 42.0 61.8
RET Dallas, TX YTD: 955.00 45.9 365.00 590.00 42.0 61.8
Last-yr: .00 .0 .00 .00 .0 .0
99 Anthony Jones, Inc. PTD: 556.00 26.7 156.00 400.00 28.5 71.9
RET Alberta, CA YTD: 556.00 26.7 156.00 400.00 28.5 71.9
Last-yr: .00 .0 .00 .00 .0 .0
C123 Peter Cash PTD: .00 .0 .00 .00 .0 .0
CASH Portland, OR YTD: .00 .0 .00 .00 .0 .0
Last-yr: .00 .0 .00 .00 .0 .0
Sales Rep totals PTD: 2,079.40 99.9 * 675.36 1,404.04 100.0 67.5
YTD: 2,079.40 99.9 * 675.36 1,404.04 100.0 67.5
Last-yr: .00 .0 .00 .00 .0 .0
* - Variance Occurred Due to Rounding
Date 06/09/1999 Time 11:28:20 XYZ Company Report #0251 Page 0002
F A S T A N A L Y S I S B Y R E S P O N S I B L E S A L E S R E P
Current period ending date: 06/30/99
------------------------------------------------------------------------------------------------------------------------------------
--------------Customer----------------- Sales Pct-of Cost-of Profit Pct-of Margin
No/type Name/City,State Sales Sales Profit Pct
------------------------------------------------------------------------------------------------------------------------------------
Sales Rep #: 20 Name: Jonathan Harris
30 W.J. Bjornfreg A/G PTD: 163.00 100.0 52.50 110.50 100.0 67.8
WSL Los Angeles, CA YTD: 163.00 100.0 52.50 110.50 100.0 67.8
Last-yr: .00 .0 .00 .00 .0 .0
Sales Rep totals PTD: 163.00 100.0 52.50 110.50 100.0 67.8
YTD: 163.00 100.0 52.50 110.50 100.0 67.8
Last-yr: .00 .0 .00 .00 .0 .0
Sales Rep #: 23 Name: Margaret Rockwell
100 Neptune Underwater Supply PTD: 560.25 46.0 220.90 339.35 41.2 60.6
WSL Santa Marina, CA YTD: 560.25 46.0 220.90 339.35 41.2 60.6
Last-yr: .00 .0 .00 .00 .0 .0
300 Beverly Beauty Supply PTD: 132.95 10.9 27.00 105.95 12.9 79.7
RET Los Angeles, CA YTD: 132.95 10.9 27.00 105.95 12.9 79.7
Last-yr: .00 .0 .00 .00 .0 .0
600 Ariel Enterprises PTD: 525.00 43.1 147.50 377.50 45.9 71.9
RET Los Angeles, CA YTD: 525.00 43.1 147.50 377.50 45.9 71.9
Last-yr: .00 .0 .00 .00 .0 .0
Sales Rep totals PTD: 1,218.20 100.0 395.40 822.80 100.0 67.5
YTD: 1,218.20 100.0 395.40 822.80 100.0 67.5
Last-yr: .00 .0 .00 .00 .0 .0
Sales Rep #: 15A Name: D.W. Langford
*401 Miscellaneous customer PTD: .00 .0 .00 .00 .0 .0
RET YTD: .00 .0 .00 .00 .0 .0
Last-yr: .00 .0 .00 .00 .0 .0
Sales Rep totals PTD: .00 .0 .00 .00 .0 .0
YTD: .00 .0 .00 .00 .0 .0
Last-yr: .00 .0 .00 .00 .0 .0
Date 06/09/1999 Time 11:28:20 XYZ Company Report #0251 Page 0003
F A S T A N A L Y S I S B Y R E S P O N S I B L E S A L E S R E P
Current period ending date: 06/30/99
------------------------------------------------------------------------------------------------------------------------------------
--------------Customer----------------- Sales Pct-of Cost-of Profit Pct-of Margin
No/type Name/City,State Sales Sales Profit Pct
------------------------------------------------------------------------------------------------------------------------------------
Sales Rep #: 789 Name: Avram Goldberger
50 Space Concepts & Design PTD: 235.00 100.0 85.00 150.00 100.0 63.8
RET New York, NY YTD: 235.00 100.0 85.00 150.00 100.0 63.8
Last-yr: .00 .0 .00 .00 .0 .0
Sales Rep totals PTD: 235.00 100.0 85.00 150.00 100.0 63.8
YTD: 235.00 100.0 85.00 150.00 100.0 63.8
Last-yr: .00 .0 .00 .00 .0 .0
Date 06/09/1999 Time 11:28:20 XYZ Company Report #0251 Page 0004
F A S T A N A L Y S I S B Y R E S P O N S I B L E S A L E S R E P
Current period ending date: 06/30/99
------------------------------------------------------------------------------------------------------------------------------------
S U M M A R Y
Sales Rep Name No-of Pct-of Sales Pct-of Cost-of Profit Pct-of Margin
Sales Rep # Custs Custs Sales Sales Profit Pct
------------------------------------------------------------------------------------------------------------------------------------
Thomas J. Finch 5 41.7 PTD: 2,079.40 48.7 675.36 1,404.04 48.0 67.5
1 YTD: 2,079.40 48.7 675.36 1,404.04 48.0 67.5
Last-yr: .00 .0 .00 .00 .0 .0
William B. Wilkenson 1 8.3 PTD: 575.70 13.5 138.00 437.70 15.0 76.0
10 YTD: 575.70 13.5 138.00 437.70 15.0 76.0
Last-yr: .00 .0 .00 .00 .0 .0
Jonathan Harris 1 8.3 PTD: 163.00 3.8 52.50 110.50 3.8 67.8
20 YTD: 163.00 3.8 52.50 110.50 3.8 67.8
Last-yr: .00 .0 .00 .00 .0 .0
Margaret Rockwell 3 25.0 PTD: 1,218.20 28.5 395.40 822.80 28.1 67.5
23 YTD: 1,218.20 28.5 395.40 822.80 28.1 67.5
Last-yr: .00 .0 .00 .00 .0 .0
D.W. Langford 1 8.3 PTD: .00 .0 .00 .00 .0 .0
15A YTD: .00 .0 .00 .00 .0 .0
Last-yr: .00 .0 .00 .00 .0 .0
Avram Goldberger 1 8.3 PTD: 235.00 5.5 85.00 150.00 5.1 63.8
789 YTD: 235.00 5.5 85.00 150.00 5.1 63.8
Last-yr: .00 .0 .00 .00 .0 .0
Grand totals: 6 Sls-reps 12 99.9 PTD: 4,271.30 100.0 1,346.26 2,925.04 100.0 68.5
YTD: 4,271.30 100.0 1,346.26 2,925.04 100.0 68.5
Last-yr: .00 .0 .00 .00 .0 .0
-- End of report --
Date 06/09/1999 Time 11:53:25 XYZ Company Report #0252 Page 0001
F A S T A N A L Y S I S B Y S T A T E
Current period ending date: 06/30/99
------------------------------------------------------------------------------------------------------------------------------------
State ---------------Customer------------------ Sales Pct-of Cost-of Profit Pct-of Margin
# Name/City Sls-rep Type sales sales profit pct
------------------------------------------------------------------------------------------------------------------------------------
*401
Miscellaneous customer RET PTD: .00 .0 .00 .00 .0 .0
15A YTD: .00 .0 .00 .00 .0 .0
Last-yr: .00 .0 .00 .00 .0 .0
State totals PTD: .00 .0 .00 .00 .0 .0
YTD: .00 .0 .00 .00 .0 .0
Last-yr: .00 .0 .00 .00 .0 .0
CA 1
Elliot Enterprises WSL PTD: 292.00 9.5 77.00 215.00 9.8 73.6
Glendale 1 YTD: 292.00 9.5 77.00 215.00 9.8 73.6
Last-yr: .00 .0 .00 .00 .0 .0
10
Harris, Goldberg & Jones RET PTD: 276.40 9.0 77.36 199.04 9.1 72.0
San Diego 1 YTD: 276.40 9.0 77.36 199.04 9.1 72.0
Last-yr: .00 .0 .00 .00 .0 .0
30
W.J. Bjornfreg A/G WSL PTD: 163.00 5.3 52.50 110.50 5.1 67.8
Los Angeles 20 YTD: 163.00 5.3 52.50 110.50 5.1 67.8
Last-yr: .00 .0 .00 .00 .0 .0
Date 06/09/1999 Time 11:53:26 XYZ Company Report #0252 Page 0002
F A S T A N A L Y S I S B Y S T A T E
Current period ending date: 06/30/99
------------------------------------------------------------------------------------------------------------------------------------
State ---------------Customer------------------ Sales Pct-of Cost-of Profit Pct-of Margin
# Name/City Sls-rep Type sales sales profit pct
------------------------------------------------------------------------------------------------------------------------------------
300
Beverly Beauty Supply RET PTD: 132.95 4.3 27.00 105.95 4.8 79.7
Los Angeles 23 YTD: 132.95 4.3 27.00 105.95 4.8 79.7
Last-yr: .00 .0 .00 .00 .0 .0
600
Ariel Enterprises RET PTD: 525.00 17.0 147.50 377.50 17.3 71.9
Los Angeles 23 YTD: 525.00 17.0 147.50 377.50 17.3 71.9
Last-yr: .00 .0 .00 .00 .0 .0
State totals PTD: 3,081.30 100.0 896.26 2,185.04 99.9 70.9
YTD: 3,081.30 100.0 896.26 2,185.04 99.9 70.9
Last-yr: .00 .0 .00 .00 .0 .0
NY 50
Space Concepts & Design RET PTD: 235.00 100.0 85.00 150.00 100.0 63.8
New York 789 YTD: 235.00 100.0 85.00 150.00 100.0 63.8
Last-yr: .00 .0 .00 .00 .0 .0
State totals PTD: 235.00 100.0 85.00 150.00 100.0 63.8
YTD: 235.00 100.0 85.00 150.00 100.0 63.8
Last-yr: .00 .0 .00 .00 .0 .0
TX 40
Washington, Mrs. Thomas RET PTD: 955.00 100.0 365.00 590.00 100.0 61.8
Dallas 1 YTD: 955.00 100.0 365.00 590.00 100.0 61.8
Last-yr: .00 .0 .00 .00 .0 .0
State totals PTD: 955.00 100.0 365.00 590.00 100.0 61.8
YTD: 955.00 100.0 365.00 590.00 100.0 61.8
Last-yr: .00 .0 .00 .00 .0 .0
Date 06/09/1999 Time 11:53:26 XYZ Company Report #0252 Page 0003
F A S T A N A L Y S I S B Y S T A T E
Current period ending date: 06/30/99
------------------------------------------------------------------------------------------------------------------------------------
S U M M A R Y
State No-of Pct-of Sales Pct-of Cost-of Profit Pct-of Margin
Custs Custs Sales Sales Profit Pct
------------------------------------------------------------------------------------------------------------------------------------
1 8.3 PTD: .00 .0 .00 .00 .0 .0
YTD: .00 .0 .00 .00 .0 .0
Last-yr: .00 .0 .00 .00 .0 .0
CA 8 66.7 PTD: 3,081.30 72.1 896.26 2,185.04 74.7 70.9
YTD: 3,081.30 72.1 896.26 2,185.04 74.7 70.9
Last-yr: .00 .0 .00 .00 .0 .0
NY 1 8.3 PTD: 235.00 5.5 85.00 150.00 5.1 63.8
YTD: 235.00 5.5 85.00 150.00 5.1 63.8
Last-yr: .00 .0 .00 .00 .0 .0
OR 1 8.3 PTD: .00 .0 .00 .00 .0 .0
YTD: .00 .0 .00 .00 .0 .0
Last-yr: .00 .0 .00 .00 .0 .0
TX 1 8.3 PTD: 955.00 22.4 365.00 590.00 20.2 61.8
YTD: 955.00 22.4 365.00 590.00 20.2 61.8
Last-yr: .00 .0 .00 .00 .0 .0
Grand totals: 99.9 * PTD: 4,271.30 100.0 1,346.26 2,925.04 100.0 68.5
YTD: 4,271.30 100.0 1,346.26 2,925.04 100.0 68.5
Last-yr: .00 .0 .00 .00 .0 .0
5 States 12 Customers
* - Variance Occurred Due to Rounding
-- End of report --
Date 06/09/1999 Time 12:01:21 XYZ Company Report #0253 Page 0001
F A S T A N A L Y S I S B Y Z I P C O D E
------------------------------------------------------------------------------------------------------------------------------------
--------------------Customer------------------ Sales Pct-of Cost-of Profit Pct-of Margin
No Name/City Sls-rep Type sales sales profit pct
------------------------------------------------------------------------------------------------------------------------------------
Zip code:
*401 Miscellaneous customer RET PTD: .00 .0 .00 .00 .0 .0
15A YTD: .00 .0 .00 .00 .0 .0
Last-yr: .00 .0 .00 .00 .0 .0
Zip code totals PTD: .00 .0 .00 .00 .0 .0
YTD: .00 .0 .00 .00 .0 .0
Last-yr: .00 .0 .00 .00 .0 .0
Zip code: 10052
50 Space Concepts & Design RET PTD: 235.00 100.0 85.00 150.00 100.0 63.8
New York 789 YTD: 235.00 100.0 85.00 150.00 100.0 63.8
Last-yr: .00 .0 .00 .00 .0 .0
Zip code totals PTD: 235.00 100.0 85.00 150.00 100.0 63.8
YTD: 235.00 100.0 85.00 150.00 100.0 63.8
Last-yr: .00 .0 .00 .00 .0 .0
Zip code totals PTD: 560.25 100.0 220.90 339.35 100.0 60.6
YTD: 560.25 100.0 220.90 339.35 100.0 60.6
Last-yr: .00 .0 .00 .00 .0 .0
Zip code: 92100
10 Harris, Goldberg & Jones RET PTD: 276.40 62.9 77.36 199.04 64.3 72.0
San Diego 1 YTD: 276.40 62.9 77.36 199.04 64.3 72.0
Last-yr: .00 .0 .00 .00 .0 .0
30 W.J. Bjornfreg A/G WSL PTD: 163.00 37.1 52.50 110.50 35.7 67.8
Los Angeles 20 YTD: 163.00 37.1 52.50 110.50 35.7 67.8
Last-yr: .00 .0 .00 .00 .0 .0
Date 06/09/1999 Time 12:01:21 XYZ Company Report #0253 Page 0003
F A S T A N A L Y S I S B Y Z I P C O D E
------------------------------------------------------------------------------------------------------------------------------------
--------------------Customer------------------ Sales Pct-of Cost-of Profit Pct-of Margin
No Name/City Sls-rep Type sales sales profit pct
------------------------------------------------------------------------------------------------------------------------------------
Zip code: 94994
1 Elliot Enterprises WSL PTD: 292.00 100.0 77.00 215.00 100.0 73.6
Glendale 1 YTD: 292.00 100.0 77.00 215.00 100.0 73.6
Last-yr: .00 .0 .00 .00 .0 .0
Zip code totals PTD: 292.00 100.0 77.00 215.00 100.0 73.6
YTD: 292.00 100.0 77.00 215.00 100.0 73.6
Last-yr: .00 .0 .00 .00 .0 .0
Zip code: 95782
200 21st Century Enterprises RET PTD: 575.70 100.0 138.00 437.70 100.0 76.0
San Francisco 10 YTD: 575.70 100.0 138.00 437.70 100.0 76.0
Last-yr: .00 .0 .00 .00 .0 .0
Zip code totals PTD: 575.70 100.0 138.00 437.70 100.0 76.0
YTD: 575.70 100.0 138.00 437.70 100.0 76.0
Last-yr: .00 .0 .00 .00 .0 .0
Zip code: 98765
C123 Peter Cash CASH PTD: .00 .0 .00 .00 .0 .0
Portland 1 YTD: .00 .0 .00 .00 .0 .0
Last-yr: .00 .0 .00 .00 .0 .0
Zip code totals PTD: .00 .0 .00 .00 .0 .0
YTD: .00 .0 .00 .00 .0 .0
Last-yr: .00 .0 .00 .00 .0 .0
Date 06/09/1999 Time 12:01:21 XYZ Company Report #0253 Page 0004
F A S T A N A L Y S I S B Y Z I P C O D E
------------------------------------------------------------------------------------------------------------------------------------
S U M M A R Y
Zip No-of Pct-of Sales Pct-of Cost-of Profit Pct-of Margin
code Custs Custs Sales Sales Profit Pct
------------------------------------------------------------------------------------------------------------------------------------
1 8.3 PTD: .00 .0 .00 .00 .0 .0
YTD: .00 .0 .00 .00 .0 .0
Last-yr: .00 .0 .00 .00 .0 .0
10052 1 8.3 PTD: 235.00 5.5 85.00 150.00 5.1 63.8
YTD: 235.00 5.5 85.00 150.00 5.1 63.8
Last-yr: .00 .0 .00 .00 .0 .0
12345 1 8.3 PTD: 556.00 13.0 156.00 400.00 13.7 71.9
YTD: 556.00 13.0 156.00 400.00 13.7 71.9
Last-yr: .00 .0 .00 .00 .0 .0
75201 1 8.3 PTD: 955.00 22.4 365.00 590.00 20.2 61.8
YTD: 955.00 22.4 365.00 590.00 20.2 61.8
Last-yr: .00 .0 .00 .00 .0 .0
94994 1 8.3 PTD: 292.00 6.8 77.00 215.00 7.4 73.6
YTD: 292.00 6.8 77.00 215.00 7.4 73.6
Last-yr: .00 .0 .00 .00 .0 .0
95782 1 8.3 PTD: 575.70 13.5 138.00 437.70 15.0 76.0
YTD: 575.70 13.5 138.00 437.70 15.0 76.0
Last-yr: .00 .0 .00 .00 .0 .0
98765 1 8.3 PTD: .00 .0 .00 .00 .0 .0
YTD: .00 .0 .00 .00 .0 .0
Last-yr: .00 .0 .00 .00 .0 .0
Date 06/09/1999 Time 12:01:21 XYZ Company Report #0253 Page 0005
F A S T A N A L Y S I S B Y Z I P C O D E
------------------------------------------------------------------------------------------------------------------------------------
S U M M A R Y
Zip No-of Pct-of Sales Pct-of Cost-of Profit Pct-of Margin
code Custs Custs Sales Sales Profit Pct
------------------------------------------------------------------------------------------------------------------------------------
Grand totals: 99.8 * PTD: 4,271.30 100.0 1,346.26 2,925.04 100.1 * 68.5
YTD: 4,271.30 100.0 1,346.26 2,925.04 100.1 * 68.5
Last-yr: .00 .0 .00 .00 .0 .0
10 Zip codes 12 Customers
* - Variance Occurred Due to Rounding
-- End of report --
Sales Analysis by Customers for a Service
Date 06/08/1999 Time 10:05:45 XYZ Company Report #0214 Page 0001
S A L E S A N A L Y S I S B Y C U S T O M E R S F O R A S E R V I C E
Service: “First” thru “Last” Sort by service #, customer # Sls rep: “All” Sls territory: “All”
Customer: “First” thru “Last” # of customers: “All” Cust type: “All”
Includes customers with zero $ sales State: “All” Sequence by
------------------------------------------------------------------------------------------------------------------------------------
Service number Description Period-1
Customer number 1/01/99
Customer name/address Type to
Contact/phone Rep/Terr 3/31/99
------------------------------------------------------------------------------------------------------------------------------------
1 Primary installation
10 Qty sold: 1
Harris, Goldberg & Jones RET Sales : 50.00
San Diego, CA 92100 USA
Harris, Goldberg & Jones 1
________________________________________________________________________________________
1 Customers for 001 Qty sold: 1
Sales : 50.00
________________________________________________________________________________________
2 1 year service and mainte
40 Qty sold: 1
Washington, Mrs. Thomas RET Sales : 400.00
Dallas, TX 75201 USA
Washington, Mrs. Thomas 1
________________________________________________________________________________________
1 Customers for 002 Qty sold: 1
Sales : 400.00
________________________________________________________________________________________
Date 06/08/1999 Time 10:05:45 XYZ Company Report #0214 Page 0002
S A L E S A N A L Y S I S B Y C U S T O M E R S F O R A S E R V I C E
Service: “First” thru “Last” Sort by service #, customer # Sls rep: “All” Sls territory: “All”
Customer: “First” thru “Last” # of customers: “All” Cust type: “All”
Includes customers with zero $ sales State: “All” Sequence by
------------------------------------------------------------------------------------------------------------------------------------
Service number S U M M A R Y Period-1
1/01/99
to
3/31/99
------------------------------------------------------------------------------------------------------------------------------------
1 Primary installation
1 customer Qty sold: 1
Sales : 50.00
________________________________________________________________________________________
2 1 year service and mainte
1 customer Qty sold: 1
Sales : 400.00
________________________________________________________________________________________
Grand totals: Qty sold: 2
2 services Sales : 450.00
________________________________________________________________________________________
-- End of report --
Sales Analysis by Services for a Customer
Date 06/08/1999 Time 10:09:41 XYZ Company Report #0215 Page 0001
S A L E S A N A L Y S I S B Y S E R V I C E S F O R A C U S T O M E R
Customer: “First” thru “Last” Sort by customer #, service #
Service: “First” thru “Last” # of services: “All”
Includes services with zero $ sales Sequence by
------------------------------------------------------------------------------------------------------------------------------------
Customer number Period-1
Type Sls-rep Sls-terr 1/01/99
Service number to
Description 3/31/99
------------------------------------------------------------------------------------------------------------------------------------
10 Harris, Goldberg & Jones
RET 1
1 Qty sold: 1
Primary installation Sales : 50.00
_________________________________________________________________________________________
1 Svcs for 10 Qty sold: 1
Sales : 50.00
_________________________________________________________________________________________
40 Washington, Mrs. Thomas
RET 1
2 Qty sold: 1
1 year service and mainte Sales : 400.00
nance
_________________________________________________________________________________________
1 Svcs for 40 Qty sold: 1
Sales : 400.00
_________________________________________________________________________________________
Date 06/08/1999 Time 10:09:41 XYZ Company Report #0215 Page 0002
S A L E S A N A L Y S I S B Y S E R V I C E S F O R A C U S T O M E R
Customer: “First” thru “Last” Sort by customer #, service #
Service: “First” thru “Last” # of services: “All”
Includes services with zero $ sales Sequence by
------------------------------------------------------------------------------------------------------------------------------------
Customer number S U M M A R Y Period-1
1/01/99
to
3/31/99
------------------------------------------------------------------------------------------------------------------------------------
10 Harris, Goldberg & Jones
1 svc Qty sold: 1
50.0% of svcs Sales : 50.00
_________________________________________________________________________________________
40 Washington, Mrs. Thomas
1 svc Qty sold: 1
50.0% of svcs Sales : 400.00
_________________________________________________________________________________________
Grand totals:
2 customers Qty sold: 2
Sales : 450.00
_________________________________________________________________________________________
-- End of report --
Fast Analysis - Customers for a Service
Date 06/09/1999 Time 09:15:17 XYZ Company Report #0218 Page 0001
F A S T A N A L Y S I S - C U S T O M E R S F O R A S E R V I C E
For the period: 01/01/99 to 06/30/99
Sales volume will be in descending order of period 1 sales volume
------------------------------------------------------------------------------------------------------------------------------------
----------------Customer---------------- Quantity Sales Pct-of Cost-of Profit Pct-of Margin
#/Type Name/City,State Sls-rep sold amount sales sales profit pct
------------------------------------------------------------------------------------------------------------------------------------
Service: 001 Primary installation Unit: HOUR
============================================================================
10 Harris, Goldberg & Jones Prd-1 1 50.00 100.0 25.00 25.00 100.0 50.0
RET San Diego CA 1
1 customers Grand totals Prd-1 1 50.00 100.0 25.00 25.00 100.0 50.0
Date 06/09/1999 Time 09:15:17 XYZ Company Report #0218 Page 0002
F A S T A N A L Y S I S - C U S T O M E R S F O R A S E R V I C E
For the period: 01/01/99 to 06/30/99
Sales volume will be in descending order of period 1 sales volume
------------------------------------------------------------------------------------------------------------------------------------
----------------Customer---------------- Quantity Sales Pct-of Cost-of Profit Pct-of Margin
#/Type Name/City,State Sls-rep sold amount sales sales profit pct
------------------------------------------------------------------------------------------------------------------------------------
Service: 002 1 year service and mainte nance Unit:
============================================================================
40 Washington, Mrs. Thomas Prd-1 1 400.00 100.0 150.00 250.00 100.0 62.5
RET Dallas TX 1
1 customers Grand totals Prd-1 1 400.00 100.0 150.00 250.00 100.0 62.5
-- End of report --
Fast Analysis - Services for a Customer
Date 06/09/1999 Time 09:24:54 XYZ Company Report #0219 Page 0001
F A S T A N A L Y S I S - S E R V I C E S F O R A C U S T O M E R
For the period: 01/01/99 to 06/30/99
Sales volume will be in descending order of period 1 sales volume
------------------------------------------------------------------------------------------------------------------------------------
Service-# Description Quantity Sales Pct-of Cost-of Profit Pct-of Margin
Unit sold amount sales sales profit pct
------------------------------------------------------------------------------------------------------------------------------------
Customer: 10 Harris, Goldberg & Jones
=================================================
001 Primary installation Prd-1: 1 50.00 100.0 25.00 25.00 100.0 50.0
HOUR
1 services Grand totals Prd-1: 1 50.00 100.0 25.00 25.00 100.0 50.0
Date 06/09/1999 Time 09:24:54 XYZ Company Report #0219 Page 0002
F A S T A N A L Y S I S - S E R V I C E S F O R A C U S T O M E R
For the period: 01/01/99 to 06/30/99
Sales volume will be in descending order of period 1 sales volume
------------------------------------------------------------------------------------------------------------------------------------
Service-# Description Quantity Sales Pct-of Cost-of Profit Pct-of Margin
Unit sold amount sales sales profit pct
------------------------------------------------------------------------------------------------------------------------------------
Customer: 40 Washington, Mrs. Thomas
=================================================
002 1 year service and mainte Prd-1: 1 400.00 100.0 150.00 250.00 100.0 62.5
nance
1 services Grand totals Prd-1: 1 400.00 100.0 150.00 250.00 100.0 62.5
-- End of report --