Shelly Cashman Excel 2019 | Module 1: SAM Project 1b

Diaz Marketing
COMPLETE A BUDGET SUMMARY WORKSHEET

Author: Jashanpreet singh Sarkaria

Note: Do not edit this sheet. If your name does not appear in cell B6, please download a new copy of the file from the SAM
website.
e from the SAM
Diaz Marketing
Budget Summary for New England
Profit and Loss Summary Jan Feb Mar Apr May Jun
Revenue 334,500 335,730 358,150 341,915 355,565 369,410
Gross profit 41,500 43,500 44,000 43,250 43,025 44,500
Gross margin 12.4% 13.0% 12.3% 12.6% 12.1% 12.0%

Sales by State Jan Feb Mar Apr May Jun

Connecticut 95,225 94,330 95,137 90,665 97,030 109,045
Massachusetts 106,517 114,525 128,550 119,775 120,065 125,750
New Hampshire 68,605 63,755 65,228 66,025 68,245 68,030
Rhode Island 64,153 63,120 69,235 65,450 70,225 66,585
Total 334,500 335,730 358,150 341,915 355,565 369,410
Revenue per consultant 37,167 37,303 39,794 37,991 39,507 41,046

Expenses Jan Feb Mar Apr May Jun

General expenses 27,363 28,200 29,012 26,954 27,275 29,138
Operating profit/loss 6,805 6,876 7,045 6,539 6,801 7,122
Operating margin 2.0% 2.0% 2.0% 1.9% 1.9% 1.9%
Number of consultants 9
Year to Date Goal Difference
2,095,270 4,200,000 (2,104,730) Total Year to Date Sales by State
259,775 525,000 (265,225)
12.4% 12.5% -0.1%
19%
Year to Date Goal Difference 28%
Connecticut
581,432 1,165,000 (583,568)
Massachusetts
715,182 1,430,000 (714,818)
New Hampshire
399,888 825,000 (425,112)
Rhode Island
398,768 800,000 (401,232)
19%
2,095,270 4,220,000 (2,124,730)
232,808 470,000 (237,192)

Year to Date Goal Difference 34%

167,942 330,000 (162,058)
41,188 103,000 (61,812)
2.0% 2.5% -0.5%
State

necticut
achusetts
Hampshire
de Island