JaxWorks Small Business Spreadsheet Factory™

Since 1996, JaxWorks has offered a suite of Free Excel workbooks and spreadsheets, and associated MS Word, PDF and
HTML documents, that cover a number of financial, accounting and sales functions. These are invaluable small business
tools.

Also included Free are:

- Business plan tools, including spreadsheets and excellent instructions
- Excel functions glossary and guide;
- Free training courses for most Microsoft Office applications. These guides are in PDF format and rival
commercial books.
- Comprehensive list of acronyms, ratios and formulas in customer financial analysis, and financial terms;
- Suite of online calculators, including, breakeven analysis, productivity analysis, business evaluation;
- Altman Z-Score (covering publicly and privately held firms, and small businesses);
- and payroll analysis.

If you are involved in financial analysis at any level, or want to learn more about MS Excel and other applications in the
Office suite this site is invaluable.

© Copyright, 2014, Jaxworks, All Rights Reserved.

 Sales Activity Report
For December 2013

Salesperson
Territory Date

FORECAST ACTUAL
Gross Sales $100,000 $180,000
Gross Profit 25,000 50,000
% Gross Profit to Gross Sales 25.0% 27.8%
Net Profit 15,000 24,000
% Net Profit to Gross Sales 15.0% 13.3%
Salary 7,000 7,000
Commission 3,500 4,000
Expense: Auto 1,000 1,100
Travel 500 600
Entertainment 1,000 1,200
Other 100 500
Total Days Worked 22.00 21.00
Number of Calls Made 100 110
Average Calls Per Day 4.5 5.2
Number of New Accounts 10 12
Number of Accounts Lost 3 4
Number of Accounts at Period End 96 97
Number of Potential Accounts 43 1,500

© Copyright, 2014, Jaxworks, All Rights Reserved.

© Copyright, 2006, Jaxworks, All Rights Reserved.