Cost-Volume-Profit Analysis Report

Cost-Volume-Profit Analysis

The cost-volume-profit-analysis from Hudson Business Analytics is a powerful tool designed to help you make smart decisions in complex, dynamic environments.

The Cost Volume Analysis Report from Hudson Business Analytics page 1

COST VOLUME PROFIT ANALYSIS

The Cost-Volume-Profit Analysis is designed to show you the impact that changes in revenue levels will have on your gross margins and earnings. It is an invaluable analysis for running what-if analysis while contemplating changes in revenue, cost structures, investments, etc.

The report shows the analysis results in tabular form first. Then, the analysis results are shown in a series of graphs. The first shows all aspects of the cost-volume-profit relationship; the next two chart gross margin versus revenue and net income versus revenue.

Like all Hudson analytics products, the exact content of the report would be customized for the requirements of your business.

Contact Us

To find how we can begin working together on meeting your business analytics and reporting needs,
please contact our managing partner, John Bohrman, today at:

(845) 825-0886

john.bohrman@hudsonbusinessanalytics.com

Stay Informed

Sign up to receive the latest from hudson business analytics

The Weekly Flash Report

The Weekly Flash Report

The main purpose of the Weekly Flash Report is to simply and quickly highlight the key performance metrics for your business on a weekly basis.

The Weekly Flash Report from Hudson Business Analytics Page 1

WEEKLY FLASH PAGE 1

Page 1 of the Weekly Flash Report is generally an Executive Summary type of page. We usually show the summary data for each of the organization’s most important performance indicators; things like sales, new orders, backlog, production, supply chain and liquidity. We distill the performance in each of these areas down to a single box (each) to provide a quick snapshot of how things are going.

Finally, we typically add a few boxes for some commentary in text form, usually a month-to-date and year-to-date summary. Text boxes are also good for announcing noteworthy events or achievements.

Note: All of the content in the Weekly Flash Report is 100% flexible and customizable. We provide you our typical setups to help with the speed and ease of your implementation.

The Weekly Flash Report from Hudson Business Analytics Page 2

WEEKLY FLASH PAGE 2

Page 2 of the Weekly Flash Report is usually dedicated to information about sales and new orders. We use graphs to show recent trends as well as comparisons against yearly averages. We use spotlight boxes to show summary data for various sales and order categories.

Finally, we use statistical analysis to arrive at key metrics like quote conversion and book-to-bill ratio to provide even more insight into the current status of sales and order performance.

The Weekly Flash Report from Hudson Business Analytics Page 3

WEEKLY FLASH PAGE 3

This page usually provides a more detailed breakdown of sales and/or order information. In this area, we usually show performance for the year against major product categories.

In the sample shown, shipments for the year are broken down into two major product categories, and then further broken down into specific product lines.

Note: Intelligent product categorization is one of the most important business analytics elements. If your company needs to develop or improve its product categorization schemes, Hudson can help with that.

The Weekly Flash Report from Hudson Business Analytics Page 4

WEEKLY FLASH PAGE 4

Page 4 and onward are somewhat dependent on the type of business the company operates. The sample shown is for a manufacturing company. It shows a summary of units produced by product categories for the year. It also shows performance trends via spotlight graphs. Outliers like ‘Computer Production’ in the week of 4/18 are easily identifiable for investigation.

This sample also shows a ‘Production Index’. This is a statistical metric that was developed by Hudson in order to measure trends in production when the production environment is characterized by a high degree of variability.

The other metrics were chosen and/or developed based on the production issues present at the company.

The Weekly Flash Report from Hudson Business Analytics Page 5

WEEKLY FLASH PAGE 5

Page 5 shows purchasing and inventory metrics. It shows the inventory mix by product category as well the trend in total inventory on hand. The report also shows purchasing data, including the top purchases by category and purchasing trends over time.

Finally, the report shows some key performance indicators that reflect on the purchasing and inventory processes.

The Weekly Flash Report from Hudson Business Analytics Page 6

WEEKLY FLASH PAGE 6

This page shows a collection of other metrics. In this case, the metrics relate to Scheduling, Engineering, and Logistics.

Our experience has shown us that the business processes in these areas are often undervalued in terms of their importance to the organization. This happens because the operations themselves do not generate “scoreboard numbers” as easily as some of the other functional areas.

We have developed a number of metrics for these areas to provide insight into how the business processes are being performed. We have found that maintaining performance levels in these areas is a critical part of a company’s overall success.

The Weekly Flash Report from Hudson Business Analytics Page 7

WEEKLY FLASH PAGE 7

Page 7 shows On Time Performance. Hudson considers this one of the most importance measurements of a company’s overall performance. For a company to achieve strong on time performance numbers for an extended period most or all parts of the operation must be working well and in concert. Breakdowns anywhere along the line can pull performance levels down. For this reason on time performance is the most comprehensive measure of the performance of the organization as a team.

This page also shows the reasons for late shipments. It is critical that these are understood so that corrective actions can be put in place. It is often a challenge for organizations to understand these reasons.

Hudson has developed easy to use methods to help collect reasons for late shipments and other critical (but perhaps atypical) pieces of business information. If your company needs to develop or improve methods to collect critical business information like late shipment reasons, Hudson can help with that

The Weekly Flash Report from Hudson Business Analytics Page 8

WEEKLY FLASH PAGE 8

This page breaks down on time performance by company-specific order types. In our experience, certain types of orders (i.e. spare parts orders or other special categories) have different fulfillment processes that can skew company wide on time performance. Hudson has developed methods to help clients identity these situations and report on them correctly.

Contact Us

To find how we can begin working together on meeting your business analytics and reporting needs,
please contact our managing partner, John Bohrman, today at:

(845) 825-0886

john.bohrman@hudsonbusinessanalytics.com

Stay Informed

Sign up to receive the latest from hudson business analytics

Summary of Sales Prospects Report

Summary of Sales Prospects

The Summary of Sales Prospects Report is designed to provide key information and details on the current sales prospects pipeline.

The Summary of Sales Prospects Report from Hudson Business Analytics page 1

SUMMARY OF SALES PROSPECTS

The Summary of Sales Prospects Report is designed to show information on the current sales prospect pipeline. The report shows sales prospects in several categories starting with backlog (orders received and unfulfilled). The report then shows the new order pipeline, which would be defined as prospective orders that have been quoted, but not received.

This company has two categories of pipeline, funded and unfunded. These terms have to do with the company’s specific line of business, but they indicated different levels of probability in the quotes being converted to orders.

Each of the sales prospect pipeline categories are then shown broken down by customer type, Department of Defense, Commercial, International, etc. This business intelligence is all shown in a graphical dashboard format that makes it easy to see from what segments prospective sales dollars are coming.

The final section of the report takes the most significant customer segment (DoD), and breaks it out to a further level of detail. In this view, the DoD segment is further broken out into the specific bases to which the quotes were submitted.

Contact Us

To find how we can begin working together on meeting your business analytics and reporting needs,
please contact our managing partner, John Bohrman, today at:

(845) 825-0886

john.bohrman@hudsonbusinessanalytics.com

Stay Informed

Sign up to receive the latest from hudson business analytics

Inventory Analysis Report

Inventory Analysis Report

Hudson’s Inventory Analysis Report provides critical inventory related business intelligence and analysis to senior executives, material and manufacturing managers, and the accounting and finance team.

The Inventory Analysis Report from Hudson Business Analytics page 1

INVENTORY ANALYSIS PAGE 1

Page 1 of the report starts with the most basic inventory information. Easy to read and understand charts and graphs are displayed in dashboard style and show data such as inventory by product line, by location, purchased vs manufactured, and so on.

It also shows your largest holdings in several categories. The report then looks at excess and slow moving category as well as days in inventory. The purpose here is to indicate those areas where there is inventory risk.

Each of the charts is supported by a brief narrative to ensure the main message of the analysis is clearly understood.

Note: Everything in all the pages of the report is 100% flexible and customizable. We provide you our typical setups to help with the speed and ease of your implementation.

The Inventory Analysis Report from Hudson Business Analytics page 2

INVENTORY ANALYSIS PAGE 2

Page 2 of the report begins with additional information on no usage and excess inventory. It continues with some usage categories that were developed for this specific company. The textbook accounting definitions of no usage and excess were not telling the full story regarding this inventory so new categories with new definitions were developed to tell the “true story”. This kind of customized metrics development is a big part of what Hudson does for its clients.

This page also looks at projected inventory growth; one of the most important types of inventory analytics. The page also looks at some specific products that have a big impact on inventory and need to be called out for the company’s management team to get the full picture on what is happening with its inventory.

Again, all companies have different reporting needs and requirements. Hudson will help you define and develop the right kind of reports that put your management team in the best position to make the right decisions.

Contact Us

To find how we can begin working together on meeting your business analytics and reporting needs,
please contact our managing partner, John Bohrman, today at:

(845) 825-0886

john.bohrman@hudsonbusinessanalytics.com

Stay Informed

Sign up to receive the latest from hudson business analytics