Professional Documents
Culture Documents
Budget Summary Report
Budget Summary Report
Budget Summary Report
Monthly
Profit and Loss Summary May Actuals May Targets Variance YTD Actuals YTD Targets YTD Variance Notes
Sales from new products $200,000 $350,000 ($150,000) $900,000 $750,000 $150,000
Regional Sales Breakdown:
Pretax operating profit (loss) $50,000 $60,000 ($10,000) $360,000 $350,000 $10,000
Monthly
Balance Sheet Summary May Actuals May Targets Variance YTD Actuals YTD Targets YTD Variance Notes
Period end cash flow $35,000 $50,000 ($15,000) $35,000 $50,000 ($15,000)
Property, plant, and equipment $80,000 $78,000 $2,000 $80,000 $78,000 $2,000
Monthly
Operating Metrics Summary May Actuals May Targets Variance YTD Actuals YTD Targets YTD Variance Notes
Number of defects per 3,000 widgets produced 2.30 3.00 0.70 3.66 3.00 0.66
Production capacity—units per month 200,000 220,000 (20,000) 3,300,000 3,350,000 (50,000)