Margin Max / Reporting & financial control
Sales, margin & receivables
Revenue against budget. Job margins by salesperson. Commissions and receivables in the same financial review.
Company performance
Source-period management report. Profit margin is reported profit divided by net sales. Company profit, commissions and receivables tie to the salesperson schedule below.
| Measure | Actual | Budget | Variance |
|---|---|---|---|
| Jobs sold | 59 | 70 | −11 |
| Gross sales | $1,370,859 | $1,400,000 | −$29,141 |
| Net sales | $1,343,377 | $1,260,000 | +$83,377 |
| Net profit | $520,814 | $415,800 | +$105,014 |
| Profit margin | 38.8% | 33.0% | +5.8 pts |
| Commission earned | $208,321 | $166,320 | +$42,001 |
| Commission paid | $46,446 | $0 | $46,446 |
| Commission due | $161,875 | $166,320 | −$4,445 |
| A/R balance | $63,363 | $0 | $63,363 |
Salesperson detail
| Owner | Jobs | Job budget | Net sales | Sales budget | Net profit | Profit budget | Commission | Comm. budget | A/R | Margin | Status |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Salesperson 1 | 3 | 10 | $75,891 | $180,000 | $28,994 | $59,400 | $11,597 | $23,760 | $0 | 38.2% | At risk |
| Salesperson 2 | 6 | 10 | $132,188 | $180,000 | $45,842 | $59,400 | $18,335 | $23,760 | $0 | 34.7% | At risk |
| Salesperson 3 | 14 | 10 | $330,357 | $180,000 | $121,037 | $59,400 | $48,415 | $23,760 | $35,613 | 36.6% | On track |
| Salesperson 4 | 8 | 10 | $184,698 | $180,000 | $74,361 | $59,400 | $29,744 | $23,760 | $0 | 40.3% | Behind |
| Salesperson 5 | 24 | 10 | $559,338 | $180,000 | $244,460 | $59,400 | $97,782 | $23,760 | $27,750 | 43.7% | On track |
| Salesperson 6 | 4 | 10 | $60,905 | $180,000 | $6,120 | $59,400 | $2,448 | $23,760 | $0 | 10.0% | At risk |
| Satellite 1 | 0 | 5 | $0 | $90,000 | $0 | $29,700 | $0 | $11,880 | $0 | 0.0% | At risk |
| Satellite 2 | 0 | 5 | $0 | $90,000 | $0 | $29,700 | $0 | $11,880 | $0 | 0.0% | At risk |
| Satellite 3 | 0 | 0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | 0.0% | On track |