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 Period
$103M $9.5M 40.9
20XX Total Net Sales Total Supply Chain Costs Average Cash-to-Cash Cycle

SUPPLY CHAIN COSTS INVENTORY TO SALES RATIO

SUPPLY CHAIN BY CATEGORY By Quarters Days of inventory

64.3
Warehousing

Transport Days of Receivables

48.8
Carrying Cost of Inventory $2.4M $2.2M $1.9M $1.1M $1M
Days of Payables
Customer Service
Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 72.2
Inventory Management

SUPPLY CHAIN BY COSTS VS. SALES

CARRYING COST OF INVENTORY
VS. PREVIOUS PERIOD (2021) VS. PREVIOUS PERIOD (2021)

36.7% Risk
Supply chain costs vs. sales Industry Average Best in class
29.2% Freight
20%

16.4% Service
8.3% 7.1% 10%
11.9% Storage
 1.2

0% 5.8% Admin
Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4
Y1 Y2 Y3 Y4 Y5 Y6 Y7
 ORDERS (BACKORDER) VOLUME 106 20 198 12
Orders to Ship Overdue Shipment Open POs Late Vendor Shipment
TODAY
CUSTOMER ORDER STATUS ORDER DATE

Customer A Backordered Apr 11, 20XX

Customer B Backordered Apr 11, 20XX INVENTORY

Customer C Backordered Apr 11, 20XX
CATEGOR
Customer D Backordered Apr 11, 20XX PRODUCT SKU IN STOCK 189
Y

Customer E Backordered Apr 11, 20XX Electronics Product A 789451 108 515 136

Customer F Backordered Apr 11, 20XX Electronics Product A 789451 108

Customer G Backordered Apr 11, 20XX Electronics Product A 789451 108 401

Electronics Product A 789451 108

Electronics Product A 789451 108 Appliances Automotive

Computers Electronics

GLOBAL FINANCIAL PERFORMANCE

18

15
KPIS - MONTHLY

12
METRICS THIS MONTH PAST MONTH CHANGE
9
 Inventory $620,220 $620,220 10%
6
 Shipping Costs $23,000 $23,000 -10%
3
Perfect Order 94.5% 94.5% 7%
0
NA EUR Asia SA Back Order 12.1% 12.1% 0%
Cash-to-Cash Cycle Time Account Rec. Days Inventory Days Accounts Payable Days
Warehouse Cost 98.0% 98.0% 1%
 FINANCIAL PERFORMANCE

Net Sales: Gross Margin: Gross Margin in %: Operating Profit: Operating Profit in %:

$12.500,00 $6,054.21 48% $1136.87 9.1%

SALES PROFITABILITY LIQUIDITY LEVERAGE

Accounts Receivable Balance $110,000 ROA 14% Capital $1,000,000 Debt 0:3

Accounts Payable Balance $48.000 ROE 32% Current Ratio 2:1 Debt to equity ratio 2:0

Cash Collection Cycle 120 Net Income 4% Quick Ration 1:0 Long-term Debt to Equity 0:4

$48,000

0%
Sales Discount
0%
Purchase Discount
0,00 € $110.000 0,00 € $110.000

$110,000 $48,000
Accounts Receivable Accounts Payable
 QUARTERLY SUMMARY

COST VS. REVENUES BY YEAR TOP 5 CONTRACTS

QUARTERL
20
Y TITLE BUSINESS PARTNER CONTRACT COST
COSTS
10
$8.927 Lorem Ipsum Lorem Ipsum
0
Lorem Ipsum Lorem Ipsum
REVENUES
-10
$13.950 Lorem Ipsum Lorem Ipsum
-20
Lorem Ipsum Lorem Ipsum
FY1-Q3

FY1-Q4

FY2-Q1

FY2-Q2

FY2-Q3

FY2-Q4

FY3-Q1

FY3-Q2

FY3-Q3

FY3-Q4

FY4-Q1

FY4-Q2
CASH FLOW
$22.858 Lorem Ipsum Lorem Ipsum
Cost Revenue Cash Flow

SUM OF COSTS AND REVENUES

TITLE BUSINESS PARTN. CATEGORY CONTACT NO. START DATE END DATE LIFECYCLE FILES STATUS

Lorem Ipsum Lorem Ipsum Lorem Ipsum Lorem Ipsum Oct 5, 2015 Oct 5, 2015 Lorem Ipsum 1 Files Draft

Lorem Ipsum Lorem Ipsum Lorem Ipsum Lorem Ipsum Oct 5, 2015 Oct 5, 2015 Lorem Ipsum 1 Files Active

Lorem Ipsum Lorem Ipsum Lorem Ipsum Lorem Ipsum Oct 5, 2015 Oct 5, 2015 Lorem Ipsum 1 Files Pending

Lorem Ipsum Lorem Ipsum Lorem Ipsum Lorem Ipsum Oct 5, 2015 Oct 5, 2015 Lorem Ipsum 1 Files Terminated

Lorem Ipsum Lorem Ipsum Lorem Ipsum Lorem Ipsum Oct 5, 2015 Oct 5, 2015 Lorem Ipsum 1 Files Archived
 TASKS DASHBOARD

Project Status Completed 33% OUTSTANDING ISSUES 3 6 4

ONGOING ACTIVITIES: 5 PROJECT PLAN

Activity % done # Activities Status 1 2 3 4 5 6 7 8 9 10 11 12 13
System Build 23% 1 Act-15 1

Interface Build 32% 2 Act-15 1

3 Act-23 4
Quality Standards Prep 64%
4 Act-23 4
Interface Testing 12%
5 Act-23 4
TOP 3 ISSUES 6 Act-25 5
Find test manager 12% 7 Act-25 5
Descope Risky Items 23% 8 Act-25 5

Find more money 32% 9 Act-25 9

BURNDOWN CHART # OF TASKS AND TOTAL HOURS ALLOCATED

6 6

5 5
4 4
3 3
2 2
1 1
0 0
Category 1 Category 2 Category 3 Category 4 Category 1 Category 2 Category 3 Category 4
Completed Planned Actual Series 1 Series 2 Series 3
 PROJECT DASHBOARD

ON TRACK ON TRACK ON TRACK ON TRACK

PROJECT A PROJECT B PROJECT C PROJECT D

Efficiently Unleash general information without Efficiently Unleash general information without Efficiently Unleash general information without Efficiently Unleash general information without
compromise its value transaction compromise its value transaction compromise its value transaction compromise its value transaction

83% 58% 72% 83%

Open Issues 2 1 3 Open Issues 2 1 3 Open Issues 2 1 3 Open Issues 2 1 3

31 Tasks 19 Months 45 Member 31 Tasks 19 Months 45 Member 31 Tasks 19 Months 45 Member 31 Tasks 19 Months 45 Member
 PROJECT DASHBOARD

PROJECT DASHBOARD PROJECT DASHBOARD

Planned Actual Remain

Leverage agile Frame works to provide a robust synopsis for Hight level overviews strategy foster collaborative thinking to
2.5
further the overall value Position
2

1.5
14
1

0.5
12
0
Project 1 Project 2 Project 3 Project 4
10

78%
8

PROJECT DASHBOARD
6

12% 4
Project 1
45%
Project 2 2
38%
32%
Project 3
0
Project 4
Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec
30%
 PROJECT DASHBOARD

Projects Budget Teem Members Tasks Risks Open issues

4 $6.5M 125 180 27 25

TEAM A 86% 2,250,000 of 3,000,000 19 Months

Schedule
2,250,000 USD
budget
45 Members
Resources
4
Open issues
On Track

TEAM B 86% 2,250,000 of 3,000,000 19 Months

Schedule
2,250,000 USD
budget
45 Members
Resources
4
Open issues
On Track

TEAM C 86% 2,250,000 of 3,000,000 19 Months

Schedule
2,250,000 USD
budget
45 Members
Resources
4
Open issues
On Track

TEAM D 86% 2,250,000 of 3,000,000 19 Months

Schedule
2,250,000 USD
budget
45 Members
Resources
4
Open issues
On Track
 SOCIAL MEDIA MARKETING
FOR THE PERIOD XX – XX

3,025 63 3,025 63 3,025 63 3,025 63

Likes Engagement Likes Engagement Likes Engagement Likes Engagement

ADVERTISING EXPENDITURE ADVERTISING APPROPRIATIONS

50
28th Jun
3,025K 350 2,361K
40 Ads Budget Advertorial Buying Process

30

2,756K 460 4,456K

20
Ads Expenditure Banner revenue

10

0 62% 30 50%
Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Click Through Rate –
ROI Media Ads
CTR
Ad 1 Ad 2 Ad 3
 EMPLOYEE PERFORMANCE SCORE

AVERAGE RESULT AREA SCORES

1 2 1 160 AVG.
RESULT REVIEW
ROCKSTAR ADEQUATE NEEDS HELP SCOR
AREAS
E
140
5.8 Quality of Work Adequate

120

7.5 Net Promoter Score Adequate

100

4 CRM Data Management Needs Help

7.5 4 80

Jonathan S Carolyn J 6.3 Quantity of work Adequate

60

Improve the sales funnel

4 Needs Help
40 volume

Improve the lead

8.7 Rockstar
20 conversion ratio

8.7 7.5
8.1 Work Efficiency Rockstar
0
Timothy G Priyanka K Jan Feb Mar Apr May

Reduce the sales cycle

8.1 Rockstar
period
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