Diaz Marketing

Budget Summary for New England

Profit and Loss Summary Jan Feb Mar Apr
Revenue 334500 335730 358150 341915
Gross profit 41500 43500 44000 43250
Gross margin =B5/B4 =C5/C4 =D5/D4 =E5/E4

Sales by State Jan Feb Mar Apr

Connecticut 95225 94330 95137 90665
Massachusetts 106517 114525 128550 119775
New Hampshire 68605 63755 65228 66025
Rhode Island 64153 63120 69235 65450
Total =SUM(B9:B12) =SUM(C9:C12) =SUM(D9:D12) =SUM(E9:E12)
Revenue per consultant =B13/$J$2 =C13/$J$2 =D13/$J$2 =E13/$J$2

Expenses Jan Feb Mar Apr

General expenses 27363 28200 29012 26954
Operating profit/loss 6805 6876 7045 6539
Operating margin =B18/B4 =C18/C4 =D18/D4 =E18/E4
 Number of consultants 9
May Jun Year to Date Goal Difference
355565 369410 =SUM(B4:G4) 4200000 =H4-I4
43025 44500 =SUM(B5:G5) 525000 =H5-I5
=F5/F4 =G5/G4 =H5/H4 0.125 =H6-I6

May Jun Year to Date Goal Difference

97030 109045 =SUM(B9:G9) 1165000 =H9-I9
120065 125750 =SUM(B10:G10) 1430000 =H10-I10
68245 68030 =SUM(B11:G11) 825000 =H11-I11
70225 66585 =SUM(B12:G12) 800000 =H12-I12
=SUM(F9:F12) =SUM(G9:G12) =SUM(H9:H12) =SUM(I9:I12) =H13-I13
=F13/$J$2 =G13/$J$2 =H13/$J$2 470000 =H14-I14

May Jun Year to Date Goal Difference

27275 29138 =SUM(B17:G17) 330000 =H17-I17
6801 7122 =SUM(B18:G18) 103000 =H18-I18
=F18/F4 =G18/G4 =H18/H4 0.025 =H19-I19
Total Year to Date Sales by State

19%
28%

19%

34%

Connecticut Massachusetts New Hampshire Rhode Island