*****************************************************************************

FIRM 5: ?????????????????????????????????????????????????? INDUSTRY MSA

PERFORMANCE EVALUATION REPORT, MONTH 10 PAGE 1
*****************************************************************************

Month 5 Month 6 Month 7 Month 8 Month 9

Firm 5 Firm 5 Firm 5 Firm 5 Firm 5
----------- ----------- ----------- ----------- -----------

FINANCIAL KPIs
Net Income to Revenue % 9.18 8.88 3.61 5.94 7.71
Change In NetInc:Revenue % 2.33 -0.3 -5.26 2.33 1.77
Return on Assets % 29.35 29.15 8.94 16.15 23.12
Net Asset Turns 3.17 3.23 2.46 2.69 2.96

OPERATIONAL KPIs
Inventory Turnover 3.24 4.9 2.27 1.95 2.31
Fill Rate % 100 100 100 100 100
Unplanned Production % 5.15 5.89 0 0 0
Failure Rate % 7.58 7.21 10.07 7.33 6.71
Controllable Proc&Mfg:Rev % 1.29 1.31 1.11 1.46 1.51
Transportation Expense/Unit 19.86 21.63 27.27 21.89 23.39
Forecasting Accuracy % 89.56 80.56 48.37 61.36 81.09
(Mktg+Service):Revenues % 8.04 9.15 10.98 9.91 9.21

CUSTOMER KPIs
Change in Market Share % -0.66 -0.17 -4.61 0.54 0.69
Customer Satisfaction % 23.28 25.29 24.26 25.29 24.45

Month 5 Month 6 Month 7 Month 8 Month 9

Industry Industry Industry Industry Industry
BestAveLow BestAveLow BestAveLow BestAveL BestAveL
----------- ----------- ----------- ----------- -----------

FINANCIAL KPIs
Net Income to Revenue % 9.68 9.14 9.91 10.4 13.36
8.64 7.92 8.23 8.65 9.09
6.87 5.74 3.61 5.94 5.93
Change In NetInc:Revenue % 3.16 1.04 3.53 2.33 6.21
1.51 -0.72 0.31 0.42 0.44
-0.49 -3.94 -5.26 -2.12 -3.78
Return on Assets % 37.79 35.49 42.28 38.22 64.06
30.4 28.47 30.68 31.47 35.34
23.85 19.92 8.94 16.15 23.12
Net Assets Turns 3.99 3.89 4.16 3.9 4.62
3.47 3.53 3.51 3.52 3.71
3.17 3.23 2.46 2.69 2.96

OPERATIONAL KPIs
Inventory Turnover 4.43 4.9 3.79 4.65 5.18
 3.15 3.21 2.81 2.99 3.49
2.19 1.61 1.7 1.95 2.04
Fill Rate % 100 100 100 100 100
100 96.55 99.74 97.47 99.99
100 82.76 98.72 87.33 99.97
Unplanned Production % 0 0 0 0 0
4.15 5.22 2.04 4.54 4.45
8.1 18.69 10.18 14.49 12.52
Failure Rate % 5.69 5.29 6.05 5.19 4.65
7.06 7.12 7.57 7.23 6.81
8.25 8.89 10.07 8.45 7.71
Controllable Proc&Mfg:Rev % 1.18 0.94 0.78 0.63 0.9
1.57 1.49 1.16 1.19 1.38
2.66 2.63 1.8 1.51 1.94
Transportation Expense/Unit 19.86 21.18 19.92 19.44 17.16
26.4 24.16 22.9 21.7 22.36
31.33 29.47 27.27 23.51 26.79
Forecasting Accuracy % 89.56 85.36 89.88 87.49 85.39
84.88 80.25 72.46 78.33 81.3
78.91 74.59 48.37 61.36 75.79
(Mktg+Service):Revenues % 7.06 7.22 6.97 7.95 7.31
7.93 9.47 9.15 8.97 8.52
9.16 13.7 10.98 10.06 9.21

CUSTOMER KPIs
Change in Market Share % 1.89 1.12 2.7 0.54 2.8
0 0 0 0 0
-1.12 -0.86 -4.61 -0.99 -1.7
Customer Satisfaction % 33.29 37.68 32.35 34.45 33.08
26.02 28.14 27.19 28.14 27.88
23.28 24.12 24.26 24.4 24.45

*****************************************************************************
FIRM 5: ?????????????????????????????????????????????????? INDUSTRY MSA
CORPORATE P&L STATEMENT, MONTH 10 PAGE 2
*****************************************************************************

All
Products Product 5-1 Product 5-2
----------- ----------- -----------

Sales Volume 49,338 27,543 21,795

Unfilled Orders 0 0 0

Price 502 449 569

Revenues 24,811,245 12,389,760 12,421,485

 Product Costs 10,868,787 5,172,585 5,696,202
Order Processing 751,712 400,552 351,160
Recycling/Recovery 87,237 38,207 49,030
Replacement Parts 91,523 28,420 63,103
RFID Costs 155,590 82,614 72,976
Transportation Costs 1,435,031
Transportation Rebates 76,933
Volume Discounts 588
Duties & Tariffs 1,744,686 829,441 915,245
----------- ----------- -----------
Gross Margin 9,754,200 5,837,941 5,273,769

Fixed & Other Costs:

Administrative O/H 1,200,000 600,000 600,000
Consulting Fees -300,000
Corporate O/H 500,000
Cross-Docking 0
Disposal Sales 0
Distribution FC 100,000
Emergency Procurement 193,431
Emergency Production 149,852
Forecast Inaccuracy 410,801 168,742 242,059
Information Technology 42,000
Introductions 0
Inventory Charges 177,012
Marketing 1,440,000 720,000 720,000
Plant Capacity FC 100,000
Price Changes 0 0 0
Procurement FC 27,500
Production FC 58,000
Reconfiguration 0
R&D 200,000
Research Studies 0
Returns 1,915,533
Service Outsourcing 1,071,912 572,256 499,656
Unfilled Handling 0
Total Fixed & Other 7,286,041 2,060,998 2,061,715
----------- ----------- -----------
Operating Income 2,468,159 3,776,943 3,212,054
----------- ----------- -----------
Non-Operating Income 22,773
Patent Royalties 0
Taxes -1,245,466

Net Income 1,245,466

*****************************************************************************
FIRM 5: ?????????????????????????????????????????????????? INDUSTRY MSA
HISTORICAL CORPORATE P&L STATEMENT, MONTH 10 PAGE 3
*****************************************************************************

Previous Previous Current Current

Month Month Month Month
(M# 9) (M# 9) (M#10) (M#10)
----------- ----------- ----------- -----------

Sales Volume 54,971 49,338

Unfilled Orders 0 0

Price 502 502

Revenues 27,633,565 100.00% 24,811,245 100.00%

Product Costs 12,118,936 43.90% 10,868,787 43.80%
Order Processing 781,704 2.80% 751,712 3.00%
Recycling/Recovery 89,960 0.30% 87,237 0.40%
Replacement Parts 86,082 0.30% 91,523 0.40%
RFID Costs 205,240 0.70% 155,590 0.60%
Transportation Costs 1,364,332 4.90% 1,435,031 5.80%
Transportation Rebates 78,748 0.30% 76,933 0.30%
Volume Discounts 0 0.00% 588 0.00%
Duties & Tariffs 1,887,312 6.80% 1,744,686 7.00%
----------- ------- ----------- -------
Gross Margin 11,178,747 40.50% 9,754,200 39.30%

Fixed & Other Costs:

Administrative O/H 1,200,000 4.30% 1,200,000 4.80%
Consulting Fees -300,000 -1.10% -300,000 -1.20%
Corporate O/H 500,000 1.80% 500,000 2.00%
Cross-Docking 0 0.00% 0 0.00%
Disposal Sales 0 0.00% 0 0.00%
Distribution FC 100,000 0.40% 100,000 0.40%
Emergency Procurement 101,229 0.40% 193,431 0.80%
Emergency Production 25,000 0.10% 149,852 0.60%
Forecast Inaccuracy 175,308 0.60% 410,801 1.70%
Information Technology 42,000 0.20% 42,000 0.20%
Introductions 0 0.00% 0 0.00%
Inventory Charges 199,908 0.70% 177,012 0.70%
Marketing 1,440,000 5.20% 1,440,000 5.80%
Plant Capacity FC 100,000 0.40% 100,000 0.40%
Price Changes 0 0.00% 0 0.00%
Procurement FC 32,500 0.10% 27,500 0.10%
Production FC 58,000 0.20% 58,000 0.20%
Reconfiguration 0 0.00% 0 0.00%
R&D 200,000 0.70% 200,000 0.80%
Research Studies 2,500 0.00% 0 0.00%
Returns 2,073,186 7.50% 1,915,533 7.70%
 Service Outsourcing 1,104,831 4.00% 1,071,912 4.30%
Unfilled Handling 0 0.00% 0 0.00%
Total Fixed & Other 7,054,462 25.50% 7,286,041 29.40%
----------- ------- ----------- -------
Operating Income 4,124,285 14.90% 2,468,159 9.90%
----------- ------- ----------- -------
Non-Operating Income 11,720 0.00% 22,773 0.10%
Patent Royalties 125,000 0.50% 0 0.00%
Taxes -2,130,502 -7.70% -1,245,466 -5.00%
======= ======
Net Income 2,130,503 7.70% 1,245,466 5.00%
======= ======

*****************************************************************************
FIRM 5: ?????????????????????????????????????????????????? INDUSTRY MSA
PRODUCT 5-1 P&L STATEMENT, MONTH 10 PAGE 4
*****************************************************************************

All Regions Region 1 Region 2 Region

(TOTAL ) ( U.S.A.) ( Europe) ( Pacific)
----------- ----------- ----------- -----------

Active? Ch#1 Yes Yes Yes

Active? Ch#2 Yes Yes Yes

Sales Volume, Ch#1 13,024 6,065 585 6,374

Sales Volume, Ch#2 14,519 5,070 2,354 7,095

Unfilled Orders 0 0 0 0

Price, Ch#1 360 370 370 350

Price, Ch#2 530 540 540 520

Revenues 12,389,760 4,981,850 1,487,610 ###

Product Costs 5,172,585 2,170,306 527,725 ###
Order Processing 400,552 145,940 58,836 195,776
Recycling/Recovery 38,207 0 38,207 0
Replacement Parts 28,420 13,153 3,819 11,448
RFID Costs 82,614 6,065 6,435 70,114
Duties & Tariffs 829,441 0 119,007 710,434
----------- ----------- ----------- -----------
Gross Margin 5,837,941 2,646,386 733,581 ###

Fixed Costs:
Administrative O/H 600,000 200,000 200,000 200,000
Forecast Inaccuracy 168,742 54,042 83,415 31,285
Marketing, Ch#1 360,000 120,000 120,000 120,000
Marketing, Ch#2 360,000 120,000 120,000 120,000
 Price Changes 0 0 0 0
Service Outsourcing 572,256 211,776 48,336 312,144
Total Fixed Costs 2,060,998 705,818 571,751 783,429
----------- ----------- ----------- -----------
Operating Income 3,776,943 1,940,568 161,830 ###

Distribution Center? 2 Owned 1 3rd-Party 2 Owne

RFID Outsource/Insource? 1 Insource 0 Outsource 0 Outsour
Emergency Carrier I I

Sales Volume Forecast, Ch#1 6,629 1,421 6,125

Sales Volume Forecast, Ch#2 7,039 2,421 5,430

CSR Service Outsourcing 3 Enhanced 2 Standard 3 Enhanc

Product 5-1 Long-Term Forecast, 2-Months Hen 29,065

Product 5-1 Long-Term Forecast, 3-Months Hen 29,065

Product 5-1 Configuration H77211

Product 5-1 R&D Spending 100,000

*****************************************************************************
FIRM 5: ?????????????????????????????????????????????????? INDUSTRY MSA
PRODUCT 5-2 P&L STATEMENT, MONTH 10 PAGE 5
*****************************************************************************

All Regions Region 1 Region 2 Region

(TOTAL ) ( U.S.A.) ( Europe) ( Pacific)
----------- ----------- ----------- -----------

Active? Ch#1 Yes Yes Yes

Active? Ch#2 Yes Yes Yes

Sales Volume, Ch#1 8,596 2,158 2,024 4,414

Sales Volume, Ch#2 13,199 4,494 2,879 5,826

Unfilled Orders 0 0 0 0

Price, Ch#1 470 470 470 470

Price, Ch#2 635 635 635 635

Revenues 12,421,485 3,867,950 2,779,445 ###

Product Costs 5,696,202 1,767,873 1,271,188 ###
Order Processing 351,160 116,488 77,192 157,480
Recycling/Recovery 49,030 0 49,030 0
Replacement Parts 63,103 21,018 14,790 27,295
 RFID Costs 72,976 2,158 22,264 48,554
Duties & Tariffs 915,245 0 222,355 692,890
----------- ----------- ----------- -----------
Gross Margin 5,273,769 1,960,413 1,122,626 ###

Fixed Costs:
Administrative O/H 600,000 200,000 200,000 200,000
Forecast Inaccuracy 242,059 68,818 51,882 121,359
Marketing, Ch#1 360,000 120,000 120,000 120,000
Marketing, Ch#2 360,000 120,000 120,000 120,000
Price Changes 0 0 0 0
Service Outsourcing 499,656 138,000 72,696 288,960
Total Fixed Costs 2,061,715 646,818 564,578 850,319
----------- ----------- ----------- -----------
Operating Income 3,212,054 1,313,595 558,048 1,340,411

Distribution Center? 2 Owned 1 3rd-Party 2 Owne

RFID Outsource/Insource? 1 Insource 0 Outsource 0 Outsour
Emergency Carrier I I

Sales Volume Forecast, Ch#1 2,854 2,435 10,652

Sales Volume Forecast, Ch#2 6,105 2,024 7,834

CSR Service Outsourcing 3 Enhanced 2 Standard 3 Enhanc

Product 5-2 Long-Term Forecast, 2-Months Hen 31,904

Product 5-2 Long-Term Forecast, 3-Months Hen 31,904

Product 5-2 Configuration M55532

Product 5-2 R&D Spending 100,000

*****************************************************************************
FIRM 5: ?????????????????????????????????????????????????? INDUSTRY MSA
BALANCE SHEET, MONTH 10 PAGE 6
*****************************************************************************

ASSETS
------
Cash ###
Marketable Securities ###
Finished Goods and Postponed: units @ $/unit
Plant & DC1: Product 5-0 0 0 0
Product 5-1 0 0 0
Product 5-2 0 0 0
DC2: Product 5-0 0 0 0
Product 5-1 4,884 179.56 876,969
 Product 5-2 120 259.27 31,112
DC3: Product 5-0 0 0 0
Product 5-1 1,827 183.72 335,660
Product 5-2 8,970 259.49 ###
Plant Investment ###
Procurement Inventory:
Plant & DC1: Alpha 30,390 3 91,170
Beta 30,390 4 121,560
Gamma 951 22.45 21,346
Delta 3,472 23.14 80,341
Epsilon 5,402 28.21 152,381
DC2: Gamma 2,102 23.13 48,615
Delta 111 25.21 2,798
Epsilon 3,330 29.96 99,760
DC3: Gamma 4,645 19.06 88,539
Delta 4,098 20.32 83,254
Epsilon 31,250 24.88 777,491
Total Assets ###

LIABILITIES AND EQUITIES

-------------------------
Corporate Capitalization ###
Dividends, Current -373,639
Dividends, Cumulative ###
Loans 0
Retained Earnings, Current ###
Retained Earnings, Cumulative ###
Total Liabilities & Equities ###

*****************************************************************************
FIRM 5: ?????????????????????????????????????????????????? INDUSTRY MSA
FINISHED GOODS INVENTORY REPORT, MONTH 10 PAGE 7
*****************************************************************************

Product 5-0 Product 5-1 Product 5-2

----------- ----------- -----------

PLANT/DC1 FG INVENTORY
----------------------
Beginning Inventory 4,706 0 0
+ Returns, Region 1 711 432
+ Returns, Other Regions 0 0
+ Regular Production 10,000 11,980 16,830
+ Emergency Production 0 0 4,802
- Postponed Production -14,706 10,218 4,488
= Available Inventory 0 22,909 26,552
- Shipments To DCs:
DC2, Surface 0 0 -3,500
 DC2, Air 0 0 0
DC2, Emergency 0 0 -146
DC3, Surface 0 -8,100 -15,804
DC3, Air 0 -785 -450
DC3, Emergency 0 -2,889 0
- Sales, Region 1 -11,135 -6,652
- Sales, Other Regions 0 0
= Ending Inventory 0 0 0

DC2 FG INVENTORY
----------------
Beginning Inventory 0 7,623 1,063
+ Returns, Region 2 200 314
+ Plant Shipments Surface 0 0 3,380
+ Plant Shipments Air 0 0 0
+ Plant Shipments Emergency 0 0 146
- Postponed Production 0 0 0
= Available Inventory 0 7,823 4,903
- Sales, Region 2 -2,939 -4,903
+ Plant Shipments Delayed 0 0 120
= Ending Inventory 0 4,884 120

DC3 FG INVENTORY
----------------
Beginning Inventory 0 2,716 2,232
+ Returns, Region 3 806 724
+ Plant Shipments Surface 0 6,273 12,631
+ Plant Shipments Air 0 785 450
+ Plant Shipments Emergency 0 2,889 0
- Postponed Production 0 0 0
= Available Inventory 0 13,469 16,037
- Sales, Region 3 -13,469 -10,240
+ Plant Shipments Delayed 0 1,827 3,173
= Ending Inventory 0 1,827 8,970

*****************************************************************************
FIRM 5: ?????????????????????????????????????????????????? INDUSTRY MSA
RETURNS REPORT, MONTH 10 PAGE 8
*****************************************************************************

All Regions Region 1 Region 2 Region

----------- ----------- ----------- -----------

"LIKE-NEW"
----------
Product 5-1:
Channel #1 797 384 54 359
 Channel #2 920 327 146 447
Total 1,717 711 200 806
Product 5-2:
Channel #1 627 155 131 341
Channel #2 843 277 183 383
Total 1,470 432 314 724
All Products:
Channel #1 1,424 539 185 700
Channel #2 1,763 604 329 830
Total 3,187 1,143 514 1,530

"DAMAGED"
---------
Product 5-1:
Channel #1 90 42 5 43
Channel #2 99 34 16 49
Total 189 76 21 92
Product 5-2:
Channel #1 131 30 27 74
Channel #2 167 54 36 77
Total 298 84 63 151
All Products:
Channel #1 221 72 32 117
Channel #2 266 88 52 126
Total 487 160 84 243

*****************************************************************************
FIRM 5: ?????????????????????????????????????????????????? INDUSTRY MSA
PROCUREMENT INVENTORY REPORT, MONTH 10 PAGE 9
*****************************************************************************

Alpha Beta Gamma Delta Epsilon

---------- ---------- ---------- ---------- ----------

PLANT & DC1

-----------
Beginning Inventory 61,302 61,302 2,409 4,176 5,251
+ Purchases, Surface 251,108 251,108 9,508 14,181 20,798
+ Purchases, Air 0 0 0
+ Purchases, Emergency 0 0 10,578 8,313 22,793
= Available Inventory 312,410 312,410 22,495 26,670 48,842
- Production:
Product 5-0 -90,000 -90,000
Product 5-1 -83,860 -83,860 -11,980 0 -11,980
Product 5-2 -84,150 -84,150 0 -16,830 -16,830
- Emergency Production:
Product 5-0 0 0
Product 5-1 0 0 0 0 0
 Product 5-2 -24,010 -24,010 0 -4,802 -4,802
- Postponed Production -10,218 -4,488 -14,706
- Replacement Parts -297 -550 -524
+ Purchases, Delayed 951 3,472 5,402
= Ending Inventory 30,390 30,390 951 3,472 5,402

DC2
---
Beginning Inventory 2,183 466 3,590
+ Purchases, Surface 0 0 0
+ Purchases, Air 0 0 0
+ Purchases, Emergency 0 0 0
= Available Inventory 2,183 466 3,590
- Postponed Production 0 0 0
- Replacement Parts -81 -355 -260
+ Purchases, Delayed 0 0 0
= Ending Inventory 2,102 111 3,330

DC3
---
Beginning Inventory 4,935 4,904 21,011
+ Purchases, Surface 0 0 8,583
+ Purchases, Air 0 0 0
+ Purchases, Emergency 0 0 0
= Available Inventory 4,935 4,904 29,594
- Postponed Production 0 0 0
- Replacement Parts -290 -806 -677
+ Purchases, Delayed 0 0 2,333
= Ending Inventory 4,645 4,098 31,250

*****************************************************************************
FIRM 5: ?????????????????????????????????????????????????? INDUSTRY MSA
SERVICE CENTER OPRATIONS REPORT, MONTH 10 PAGE 10
*****************************************************************************

All Regions Region 1 Region 2 Region

----------- ----------- ----------- -----------

ACTIVITY REPORT
---------------

PRODUCT 5-1
Calls 32,128 13,236 4,028 14,864
CSR Cost/Call $ 17.81 16 12 21

PRODUCT 5-2
Calls 28,443 8,625 6,058 13,760
 CSR Cost/Call $ 17.57 16 12 21

*****************************************************************************
FIRM 5: ?????????????????????????????????????????????????? INDUSTRY MSA
FORECASTING ACCURACY REPORT, MONTH 10 PAGE 11
*****************************************************************************

Region Forecast Actual Accuracy

---------- ---------- ---------- ----------

SALES VOLUME
------------
Product 5-1, Channel #1 1 6,629 6,065 90.7
Product 5-1, Channel #2 1 7,039 5,070 61.2
Product 5-1, Channel #1 2 1,421 585 0
Product 5-1, Channel #2 2 2,421 2,354 97.2
Product 5-1, Channel #1 3 6,125 6,374 96.1
Product 5-1, Channel #2 3 5,430 7,095 76.5
Product 5-2, Channel #1 1 2,854 2,158 67.7
Product 5-2, Channel #2 1 6,105 4,494 64.2
Product 5-2, Channel #1 2 2,435 2,024 79.7
Product 5-2, Channel #2 2 2,024 2,879 70.3
Product 5-2, Channel #1 3 10,652 4,414 0
Product 5-2, Channel #2 3 7,834 5,826 65.5

SALES VOLUME [LONG-TERM]

------------------------
Product 5-1, 2-Months Hence 28,087 27,543 98
Product 5-1, 3-Months Hence 48,056 27,543 25.5
Product 5-2, 2-Months Hence 24,470 21,795 87.7
Product 5-2, 3-Months Hence 28,494 21,795 69.3

SALES HISTORY Month 5 Month 6 Month 7 Month 8 Month 9

------------- ---------- ---------- ---------- ---------- ----------

REGION 1
Product 5-1H, Ch#1 6,423 5,999 4,383 6,037 6,326
Product 5-1H, Ch#2 4,505 4,928 3,298 5,428 6,399
Product 5-2M, Ch#1 2,121 2,636 2,590 2,681 2,718
Product 5-2M, Ch#2 3,721 4,482 4,317 4,912 5,451

REGION 2
Product 5-1H, Ch#1 4,429 3,197 642 248 1,184
Product 5-1H, Ch#2 6,432 6,946 4,091 2,222 2,306
Product 5-2M, Ch#1 2,809 2,812 2,662 2,661 2,435
Product 5-2M, Ch#2 2,216 2,076 2,412 2,427 2,024
REGION 3
Product 5-1H, Ch#1 10,594 6,235 2,317 5,835 5,340
Product 5-1H, Ch#2 6,652 8,804 6,257 6,449 5,383
Product 5-2M, Ch#1 4,776 6,097 3,506 5,972 8,877
Product 5-2M, Ch#2 5,184 5,630 3,760 4,692 6,528
 Month 1
Firm 5
-----------

5.02
-2.69
13.34
2.64

2.2
100
11.01
7.78
2.44
27.53
65.6
10.12

-1.63
24.18

Month 1
Industry
BestAveL
-----------

11.17
8.67
5.02
1.71
-0.42
-2.69
48.84
34.11
13.34
5.09
3.77
2.64

6.23
 3.71
1.41
100
100
100
0
5.6
11.01
4.28
7.11
8.8
1.08
1.5
2.44
19.27
22.64
27.53
86.58
76.1
65.6
6.15
8.85
10.57

3.86
0
-1.63
35.1
27.83
23.21
 Month 1
----------

6,065
5,070
2,158
4,494

585
2,354
2,024
2,879
6,374
7,095
4,414
5,826
Firm MSA5: ????????????????????????????????????????
LINKS Dashboard

Net Income To Revenue % Customer Satisfaction %

10 30
8 25
20
6 Firm Firm
15
4 Industry Average Industry Average
10
2 5
0 0
M5 M6 M7 M8 M9 M10 M5 M6 M7 M8 M9 M10

Forecasting Accuracy %
Month 9
100 Sales Volume 54,971
80 Unfilled Orders 0
60 Firm Price $502
40 Industry Average Revenues $27,633,565 100.0%
20 Product Costs $12,118,936 43.9%
0 Gross Margin $11,178,747 40.5%
M5 M6 M7 M8 M9 M10 Net Income $2,130,503 7.7%

M5 M6 M7 M8 M9 M10
Net Incom 9.18 8.88 3.61 5.94 7.71 5.02
8.64 7.92 8.23 8.65 9.09 8.67
Forecastin 89.56 80.56 48.37 61.36 81.09 65.6
84.88 80.25 72.46 78.33 81.3 76.1
Customer S 23.28 25.29 24.26 25.29 24.45 24.18
26.02 28.14 27.19 28.14 27.88 27.83
 Month 10

Satisfaction %

Firm
Industry Average

M9 M10

Month 10
49,338
0
$502
$24,811,245 100.0%
$10,868,787 43.8%
$9,754,200 39.3%
$1,245,466 5.0%
Firm MSA5: ???????????????????????????????????????? Month 10
Portfolio Performance of Firm MSA5's 2 Products

Sales Volume

Revenues

Product 2
Product 1
Gross Margin

Operating Income

0.00% 20.00% 40.00% 60.00% 80.00% 100.00%

Operating 2468159 3776943 3212054
Gross Mar 9754200 5837941 5273769
Revenues 24811245 12389760 12421485
Sales Vol 49338 27543 21795
*****************************************************************************
FIRM 5: ?????????????????????????????????????????????????? INDUSTRY MSA
DECISION HISTORY: MONTHS 5 TO 10
*****************************************************************************

Month Month Month Month Month

PRODUCT DEVELOPMENT DECISIONS ---------------------------------------------
Product 5-1 Configuration H551 H551 H772 H772 H772
Product 5-1 R&D Spending 0 0 100,000 100,000 100,000
Product 5-2 Configuration M555 M555 M555 M555 M555
Product 5-2 R&D Spending 0 0 100,000 100,000 100,000

Month Month Month Month Month

PROCUREMENT DECISIONS ---------------------------------------------
Region 1
Raw Material Alpha 213,593 271,195 409,317 403,455 234,506
Raw Material Beta 213,593 271,195 409,317 403,455 234,506
Gamma Surface: Supplier A 0 0 0 0 0
Gamma Air: Supplier A 0 0 0 0 0
Gamma Surface: Supplier B 3,951 10,977 12,529 7,374 9,803
Gamma Air: Supplier B 0 0 0 0 0
Gamma Surface: Supplier C 0 0 0 0 0
Gamma Air: Supplier C 0 0 0 0 0
Gamma Surface: Supplier D 9,218 25,612 18,794 11,060 11,654
Gamma Air: Supplier D 0 0 0 0 0
Delta Surface: Supplier B 0 0 0 0 0
Delta Air: Supplier B 0 0 0 0 0
Delta Surface: Supplier C 3,765 5,295 8,005 3,453 9,453
Delta Air: Supplier C 0 0 0 0 0
Delta Surface: Supplier D 8,785 12,355 12,007 5,179 11,500
Delta Air: Supplier D 0 0 0 0 0
Delta Surface: Supplier E 0 0 0 0 0
Delta Air: Supplier E 0 0 0 0 0
Delta Surface: Supplier F 0 0 0 0 0
Delta Air: Supplier F 0 0 0 0 0
Epsilon Surface: Supplier D 17,560 28,000 26,437 12,866 13,100
Epsilon Air: Supplier D 0 0 0 0 0
Epsilon Surface: Supplier E 0 0 0 0 0
Epsilon Air: Supplier E 0 0 0 0 0
Epsilon Surface: Supplier F 0 0 0 0 0
Epsilon Air: Supplier F 0 0 0 0 0
Epsilon Surface: Supplier G 17,560 28,000 26,437 12,866 13,100
Epsilon Air: Supplier G 0 0 0 0 0
Region 2
Gamma Surface: Supplier A 0 0 0 0 0
Gamma Air: Supplier A 0 0 0 0 0
 Gamma Surface: Supplier B 0 0 0 0 0
Gamma Air: Supplier B 0 0 0 0 0
Gamma Surface: Supplier C 0 0 0 0 0
Gamma Air: Supplier C 0 0 0 0 0
Gamma Surface: Supplier D 800 0 0 0 0
Gamma Air: Supplier D 0 0 0 0 0
Delta Surface: Supplier B 0 0 0 0 0
Delta Air: Supplier B 0 0 0 0 0
Delta Surface: Supplier C 0 0 0 0 0
Delta Air: Supplier C 0 0 0 0 0
Delta Surface: Supplier D 700 0 0 0 0
Delta Air: Supplier D 0 0 0 0 0
Delta Surface: Supplier E 0 0 0 0 0
Delta Air: Supplier E 0 0 0 0 0
Delta Surface: Supplier F 0 0 0 0 0
Delta Air: Supplier F 0 0 0 0 0
Epsilon Surface: Supplier D 1,200 0 0 0 0
Epsilon Air: Supplier D 0 0 0 0 0
Epsilon Surface: Supplier E 0 0 0 0 0
Epsilon Air: Supplier E 0 0 0 0 0
Epsilon Surface: Supplier F 0 0 0 0 0
Epsilon Air: Supplier F 0 0 0 0 0
Epsilon Surface: Supplier G 0 0 0 0 0
Epsilon Air: Supplier G 0 0 0 0 0
Region 3
Gamma Surface: Supplier A 0 0 0 0 0
Gamma Air: Supplier A 0 0 0 0 0
Gamma Surface: Supplier B 0 0 2,153 50 50
Gamma Air: Supplier B 0 0 0 0 0
Gamma Surface: Supplier C 0 0 0 0 0
Gamma Air: Supplier C 0 0 0 0 0
Gamma Surface: Supplier D 374 600 3,230 0 0
Gamma Air: Supplier D 0 0 0 0 0
Delta Surface: Supplier B 0 0 0 0 0
Delta Air: Supplier B 0 0 0 0 0
Delta Surface: Supplier C 0 0 2,300 600 600
Delta Air: Supplier C 0 0 0 0 0
Delta Surface: Supplier D 678 800 3,450 0 0
Delta Air: Supplier D 0 0 0 0 0
Delta Surface: Supplier E 0 0 0 0 0
Delta Air: Supplier E 0 0 0 0 0
Delta Surface: Supplier F 0 0 0 0 0
Delta Air: Supplier F 0 0 0 0 0
Epsilon Surface: Supplier D 759 900 5,585 5,458 5,458
Epsilon Air: Supplier D 0 0 0 0 0
Epsilon Surface: Supplier E 0 0 0 0 0
Epsilon Air: Supplier E 0 0 0 0 0
Epsilon Surface: Supplier F 0 0 0 0 0
 Epsilon Air: Supplier F 0 0 0 0 0
Epsilon Surface: Supplier G 0 0 5,585 5,458 5,458
Epsilon Air: Supplier G 0 0 0 0 0

Month Month Month Month Month

MANUFACTURING DECISIONS ---------------------------------------------
Product 5-0
Production 0 0 10,000 10,000 0
Production Flexibility 0 0 0 0 0
Product 5-1
Production 27,169 36,589 31,323 22,222 21,980
Emergency Production Limit 5,000 5,000 5,000 5,000 5,000
Production Flexibility 0 0 0 0 0
Product 5-2
Production 15,550 17,650 20,012 13,249 22,200
Emergency Production Limit 5,000 5,000 5,000 5,000 5,000
Production Flexibility 0 0 0 0 0

Month Month Month Month Month

DISTRIBUTION DECISIONS ---------------------------------------------
Region 1
DC (0=None,1=OutS,2=Owned) 2 2 2 2 2
RFID (0=OutS,1=Insourced) 1 1 1 1 1
Emergency Carrier
SAC Surface Shipping 2 2 2 2 2
Region 2
DC (0=None,1=OutS,2=Owned) 1 1 1 1 1
RFID (0=OutS,1=Insourced) 0 0 0 0 0
Emergency Carrier
Cross-Docking, Carrier K 0 0 0 0 0
Cross-Docking, Carrier L 0 0 0 0 0
Cross-Docking, Carrier M 0 0 0 0 0
Cross-Docking, Carrier N 0 0 0 0 0
FGI Surface Shipping 2 2 2 2 2
SAC Surface Shipping 2 2 2 2 2
Region 3
DC (0=None,1=OutS,2=Owned) 1 1 2 2 2
RFID (0=OutS,1=Insourced) 0 0 0 0 0
Emergency Carrier
Cross-Docking, Carrier K 0 0 0 0 0
Cross-Docking, Carrier L 0 0 0 0 0
Cross-Docking, Carrier M 0 0 0 0 0
Cross-Docking, Carrier N 0 0 0 0 0
FGI Surface Shipping 2 2 2 2 2
SAC Surface Shipping 2 2 2 2 2
 Month Month Month Month Month
TRANSPORTATION DECISIONS ---------------------------------------------
Shipments To DC2
Product 5-0 Surface
Carrier I 0 0 0 0 0
Carrier J 0 0 0 0 0
Carrier K 0 0 0 0 0
Carrier L 0 0 0 0 0
Carrier M 0 0 0 0 0
Carrier N 0 0 0 0 0
Product 5-0 Air
Carrier I 0 0 0 0 0
Carrier J 0 0 0 0 0
Carrier K 0 0 0 0 0
Carrier L 0 0 0 0 0
Carrier M 0 0 0 0 0
Carrier N 0 0 0 0 0
Product 5-1 Surface
Carrier I 0 9,000 10,000 5,500 0
Carrier J 0 0 0 0 0
Carrier K 0 0 0 0 0
Carrier L 0 0 0 0 0
Carrier M 7,000 0 0 0 0
Carrier N 0 0 0 0 0
Product 5-1 Air
Carrier I 0 600 1,075 900 0
Carrier J 0 0 0 0 0
Carrier K 0 0 0 0 0
Carrier L 0 0 0 0 0
Carrier M 804 0 0 0 0
Carrier N 0 0 0 0 0
Product 5-2 Surface
Carrier I 0 5,000 4,500 3,900 3,900
Carrier J 0 0 0 0 0
Carrier K 0 0 0 0 0
Carrier L 0 0 0 0 0
Carrier M 0 0 0 0 0
Carrier N 0 0 0 0 0
Product 5-2 Air
Carrier I 0 200 700 400 221
Carrier J 0 0 0 0 0
Carrier K 0 0 0 0 0
Carrier L 0 0 0 0 0
Carrier M 0 0 0 0 0
Carrier N 0 0 0 0 0
Shipments To DC3
Product 5-0 Surface
 Carrier I 0 0 0 0 0
Carrier J 0 0 0 0 0
Carrier K 0 0 0 0 0
Carrier L 0 0 0 0 0
Carrier M 0 0 0 0 0
Carrier N 0 0 0 0 0
Product 5-0 Air
Carrier I 0 0 0 0 0
Carrier J 0 0 0 0 0
Carrier K 0 0 0 0 0
Carrier L 0 0 0 0 0
Carrier M 0 0 0 0 0
Carrier N 0 0 0 0 0
Product 5-1 Surface
Carrier I 0 15,500 15,500 5,300 9,500
Carrier J 0 0 0 0 0
Carrier K 0 0 0 0 0
Carrier L 0 0 0 0 0
Carrier M 7,100 0 0 0 0
Carrier N 0 0 0 0 0
Product 5-1 Air
Carrier I 0 500 500 600 785
Carrier J 0 0 0 0 0
Carrier K 0 0 0 0 0
Carrier L 0 0 0 0 0
Carrier M 682 0 0 0 0
Carrier N 0 0 0 0 0
Product 5-2 Surface
Carrier I 0 7,900 7,900 5,000 9,733
Carrier J 0 0 0 0 0
Carrier K 0 0 0 0 0
Carrier L 0 0 0 0 0
Carrier M 8,000 0 0 0 0
Carrier N 0 0 0 0 0
Product 5-2 Air
Carrier I 0 250 250 450 450
Carrier J 0 0 0 0 0
Carrier K 0 0 0 0 0
Carrier L 0 0 0 0 0
Carrier M 597 0 0 0 0
Carrier N 0 0 0 0 0

Month Month Month Month Month

SERVICE DECISIONS ---------------------------------------------
Region 1
Service Outsourcing 2 Standa 3 Enhanc 3 Enhanc 3 Enhanc 3 Enhanc
Region 2
 Service Outsourcing 2 Standa 2 Standa 2 Standa 2 Standa 2 Standa
Region 3
Service Outsourcing 2 Standa 3 Enhanc 3 Enhanc 3 Enhanc 3 Enhanc

Month Month Month Month Month

GENERATE DEMAND DECISIONS ---------------------------------------------
Product 5-1
Region 1, Channel 1
Active Product? Y Y Y Y Y
Price 350 350 413 370 370
Marketing Spending 120,000 120,000 120,000 120,000 120,000
Recycling/Recovery 0 0 0 0 0
Region 1, Channel 2
Active Product? Y Y Y Y Y
Price 520 520 614 540 540
Marketing Spending 120,000 120,000 120,000 120,000 120,000
Recycling/Recovery 0 0 0 0 0
Region 2, Channel 1
Active Product? Y Y Y Y Y
Price 350 350 413 370 370
Marketing Spending 120,000 120,000 120,000 120,000 120,000
Recycling/Recovery 2 2 2 2 2
Region 2, Channel 2
Active Product? Y Y Y Y Y
Price 520 520 614 540 540
Marketing Spending 120,000 120,000 120,000 120,000 120,000
Recycling/Recovery 2 2 2 2 2
Region 3, Channel 1
Active Product? Y Y Y Y Y
Price 350 350 385 350 350
Marketing Spending 120,000 120,000 120,000 120,000 120,000
Recycling/Recovery 0 0 0 0 0
Region 3, Channel 2
Active Product? Y Y Y Y Y
Price 520 520 572 520 520
Marketing Spending 120,000 120,000 120,000 120,000 120,000
Recycling/Recovery 0 0 0 0 0
Product 5-2
Region 1, Channel 1
Active Product? Y Y Y Y Y
Price 470 470 470 470 470
Marketing Spending 120,000 120,000 120,000 120,000 120,000
Recycling/Recovery 0 0 0 0 0
Region 1, Channel 2
Active Product? Y Y Y Y Y
Price 635 635 635 635 635
Marketing Spending 120,000 120,000 120,000 120,000 120,000
 Recycling/Recovery 0 0 0 0 0
Region 2, Channel 1
Active Product? Y Y Y Y Y
Price 470 470 470 470 470
Marketing Spending 120,000 120,000 120,000 120,000 120,000
Recycling/Recovery 2 2 2 2 2
Region 2, Channel 2
Active Product? Y Y Y Y Y
Price 635 635 635 635 635
Marketing Spending 120,000 120,000 120,000 120,000 120,000
Recycling/Recovery 2 2 2 2 2
Region 3, Channel 1
Active Product? Y Y Y Y Y
Price 470 470 541 470 470
Marketing Spending 120,000 120,000 120,000 120,000 120,000
Recycling/Recovery 0 0 0 0 0
Region 3, Channel 2
Active Product? Y Y Y Y Y
Price 635 635 730 635 635
Marketing Spending 120,000 120,000 120,000 120,000 120,000
Recycling/Recovery 0 0 0 0 0

Month Month Month Month Month

FORECASTING DECISIONS ---------------------------------------------
Sales Volume Forecasts
Product 5-1: R#1, Ch#1 6,200 6,650 6,119 7,999 6,158
Product 5-1: R#1, Ch#2 4,850 4,600 5,027 6,928 5,537
Product 5-1: R#2, Ch#1 5,100 4,550 4,129 4,697 1,000
Product 5-1: R#2, Ch#2 7,050 6,600 6,946 8,446 2,333
Product 5-1: R#3, Ch#1 8,200 10,700 8,000 8,235 6,010
Product 5-1: R#3, Ch#2 6,050 6,800 8,500 10,804 6,771
Product 5-2: R#1, Ch#1 2,000 2,200 2,900 3,436 2,788
Product 5-2: R#1, Ch#2 4,550 3,800 4,975 5,282 5,108
Product 5-2: R#2, Ch#1 3,050 2,900 2,896 3,312 2,741
Product 5-2: R#2, Ch#2 2,100 2,300 2,138 2,576 2,500
Product 5-2: R#3, Ch#1 5,500 4,850 6,768 6,897 6,211
Product 5-2: R#3, Ch#2 5,600 5,300 6,249 6,430 4,880
Long-Term Volume Forecasts
Product 5-1, 2-Ms Hence 45,000 41,097 39,883 47,580 28,087
Product 5-1, 3-Ms Hence 47,000 41,990 40,680 48,056 28,368
Product 5-2, 2-Ms Hence 20,000 21,991 26,704 28,212 24,470
Product 5-2, 3-Ms Hence 21,500 22,430 27,238 28,494 24,715

Month Month Month Month Month

INFORMATION TECH DECISIONS ---------------------------------------------
IT Synchronization Carriers NNNN YNNN YNNN YNNN YNNN
 IT Synchronization Supplier NNNNN NNNYN NNNYN NNNYN NNNYN
Procurement Transactions 0 0 0 0 0
Product Cost Report 0 0 0 0 0
Replacement Parts Report 0 0 0 0 0
Retail Pipeline Report 0 0 0 0 0
Transportation Cost Report 0 1 0 0 0
Transportation Report 0 0 0 0 0

Month Month Month Month Month

RESEARCH STUDIES DECISIONS ---------------------------------------------
Research Study # 1
Research Study # 2
Research Study # 3 Y
Research Study # 4
Research Study # 5
Research Study # 6
Research Study # 7
Research Study # 9
Research Study #10
Research Study #11
Research Study #12 Y Y Y
Research Study #14
Research Study #20 Y
Research Study #21
Research Study #22
Research Study #23
Research Study #24 Y
Research Study #39
 Month
---------
H772
100,000
M555
100,000

Month
---------

251,108
251,108
0
0
4,184
0
0
0
6,275
0
0
0
7,061
0
10,592
0
0
0
0
0
13,293
0
0
0
0
0
13,293
0

0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0

0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
 0
0
0

Month
---------

10,000
0

11,980
5,000
0

16,830
5,000
0

Month
---------

2
1

1
0

0
0
0
0
2
2

2
0

0
0
0
0
2
2
 Month
---------

0
0
0
0
0
0

0
0
0
0
0
0

0
0
0
0
0
0

0
0
0
0
0
0

3,500
0
0
0
0
0

0
0
0
0
0
0
 0
0
0
0
0
0

0
0
0
0
0
0

8,100
0
0
0
0
0

785
0
0
0
0
0

15,804
0
0
0
0
0

450
0
0
0
0
0

Month
---------

3 Enhanc
 2 Standa

3 Enhanc

Month
---------

Y
370
120,000
0

Y
540
120,000
0

Y
370
120,000
2

Y
540
120,000
2

Y
350
120,000
0

Y
520
120,000
0

Y
470
120,000
0

Y
635
120,000
 0

Y
470
120,000
2

Y
635
120,000
2

Y
470
120,000
0

Y
635
120,000
0

Month
---------

6,629
7,039
1,421
2,421
6,125
5,430
2,854
6,105
2,435
2,024
10,652
7,834

29,065
29,065
31,904
31,904

Month
---------
YNNN
 NNNYN
0
0
0
0
0
0

Month
---------
Firm MSA5: ????????????????????????????????????????
Quantitative|Extrapolative Forecasts of Month 11 Sales Volume

Product 5-1, Region 1: Sales History, Months 5-10

Forecast #2:
7,000 Forecast #1: Average
Average Growth
6,000 (Last 3) Rate
Region 1 M5 M6 M7 M8 M9 M10 M11
5,000 Product 5-1H, Ch#1 6,423 5,999 4,383 6,037 6,326 6,065 6,065 6,143 6,124
Product 5-1H, Ch#2 4,505 4,928 3,298 5,428 6,399 5,070 5,759 5,632 5,455
4,000

3,000

2,000

Details: These unconditional extrapolative forecasts presume that competitive

1,000
market environments from the recent past continue during the forecast period.
"Forecast #1" is based on the average of the last three historical values.
0
"Forecast #2" is based on the average growth rate for all available historical
M5 M6 M7 M8 M9 M10
Channel #1 Channel #2 values. However, only historical values of at least 1,000 are used to avoid the
potential for extreme historical variability in calculating average growth rate.
Firm MSA5: ????????????????????????????????????????
Quantitative|Extrapolative Forecasts of Month 11 Sales Volume

Product 5-1, Region 2: Sales History, Months 5-10

Forecast #2:
8,000 Forecast #1: Average
Average Growth
7,000 (Last 3) Rate
Region 2 M5 M6 M7 M8 M9 M10
6,000
Product 5-1H, Ch#1 4,429 3,197 642 248 1,184 585 1,184 672 813
5,000 Product 5-1H, Ch#2 6,432 6,946 4,091 2,222 2,306 2,354 2,306 2,294 2,011

4,000

3,000

2,000
Details: These unconditional extrapolative forecasts presume that competitive
1,000 market environments from the recent past continue during the forecast period.
"Forecast #1" is based on the average of the last three historical values.
0
"Forecast #2" is based on the average growth rate for all available historical
M5 M6 M7 M8 M9 M10
Channel #1 Channel #2 values. However, only historical values of at least 1,000 are used to avoid the
potential for extreme historical variability in calculating average growth rate.
Firm MSA5: ????????????????????????????????????????
Quantitative|Extrapolative Forecasts of Month 11 Sales Volume

Product 5-1, Region 3: Sales History, Months 5-10

Forecast #2:
12,000 Forecast #1: Average
Average Growth
10,000
(Last 3) Rate
Region 3 M5 M6 M7 M8 M9 M10
Product 5-1H, Ch#1 10,594 6,235 2,317 5,835 5,340 6,374 7,330 5,850 7,123
8,000
Product 5-1H, Ch#2 6,652 8,804 6,257 6,449 5,383 7,095 8,514 6,309 7,404

6,000

4,000

2,000 Details: These unconditional extrapolative forecasts presume that competitive

market environments from the recent past continue during the forecast period.
"Forecast #1" is based on the average of the last three historical values.
0
"Forecast #2" is based on the average growth rate for all available historical
M5 M6 M7 M8 M9 M10
C hannel #1 C hannel #2 values. However, only historical values of at least 1,000 are used to avoid the
potential for extreme historical variability in calculating average growth rate.
 Forecast #2:
12 Forecast #1: Average
Average Growth
(Last 3) Rate
10

Details: These unconditional extrapolative forecasts presume that competitive

2 market environments from the recent past continue during the forecast period.
"Forecast #1" is based on the average of the last three historical values.
"Forecast #2" is based on the average growth rate for all available historical
0
Channel #1 Channel #2
values. However, only historical values of at least 1,000 are used to avoid the
potential for extreme historical variability in calculating average growth rate.
 Forecast #2:
12 Forecast #1: Average
Average Growth
(Last 3) Rate
10

Details: These unconditional extrapolative forecasts presume that competitive

2 market environments from the recent past continue during the forecast period.
"Forecast #1" is based on the average of the last three historical values.
"Forecast #2" is based on the average growth rate for all available historical
0
Channel #1 Channel #2
values. However, only historical values of at least 1,000 are used to avoid the
potential for extreme historical variability in calculating average growth rate.
 Forecast #2:
12 Forecast #1: Average
Average Growth
(Last 3) Rate
10

Details: These unconditional extrapolative forecasts presume that competitive

2 market environments from the recent past continue during the forecast period.
"Forecast #1" is based on the average of the last three historical values.
"Forecast #2" is based on the average growth rate for all available historical
0
Channel #1 Channel #2
values. However, only historical values of at least 1,000 are used to avoid the
potential for extreme historical variability in calculating average growth rate.
ecast #2:

-4%
-21%
ecast #2:

-51%
2%
ecast #2:

19%
32%
ecast #2:
ecast #2:
ecast #2:
-0.06601 -0.26938 0.377367 0.047871 -0.04126
0.093896 -0.33076 0.645846 0.178887 -0.20769
-0.27817 -0.68721 0 0.184 -0.15541
0.079913 -0.41103 -0.45686 0.037804 0.020815
 -0.41146 -0.62839 1.518343 -0.08483 0.193633
0.323512 -0.2893 0.030686 -0.1653 0.318038
Firm MSA5: ????????????????????????????????????????
Quantitative|Extrapolative Forecasts of Month 11 Sales Volume

Product 5-2, Region 1: Sales History, Months 5-10

Forecast #2:
6,000 Forecast #1: Average
Average Growth
5,000
(Last 3) Rate
Region 1 M5 M6 M7 M8 M9 M10
Product 5-2M, Ch#1 2,121 2,636 2,590 2,681 2,718 2,158 2,718 2,519 2,187
4,000
Product 5-2M, Ch#2 3,721 4,482 4,317 4,912 5,451 4,494 5,451 4,952 4,709

3,000

2,000

1,000 Details: These unconditional extrapolative forecasts presume that competitive

market environments from the recent past continue during the forecast period.
"Forecast #1" is based on the average of the last three historical values.
0
"Forecast #2" is based on the average growth rate for all available historical
M5 M6 M7 M8 M9 M10
Channel #1 Channel #2 values. However, only historical values of at least 1,000 are used to avoid the
potential for extreme historical variability in calculating average growth rate.
Firm MSA5: ????????????????????????????????????????
Quantitative|Extrapolative Forecasts of Month 11 Sales Volume

Product 5-2, Region 2: Sales History, Months 5-10

Forecast #2:
3,500 Forecast #1: Average
Average Growth
3,000 (Last 3) Rate
Region 2 M5 M6 M7 M8 M9 M10
2,500 Product 5-2M, Ch#1 2,809 2,812 2,662 2,661 2,435 2,024 2,435 2,373 1,900
Product 5-2M, Ch#2 2,216 2,076 2,412 2,427 2,024 2,879 3,455 2,443 3,087
2,000

1,500

1,000

Details: These unconditional extrapolative forecasts presume that competitive

500
market environments from the recent past continue during the forecast period.
"Forecast #1" is based on the average of the last three historical values.
0
"Forecast #2" is based on the average growth rate for all available historical
M5 M6 M7 M8 M9 M10
Channel #1 Channel #2 values. However, only historical values of at least 1,000 are used to avoid the
potential for extreme historical variability in calculating average growth rate.
Firm MSA5: ????????????????????????????????????????
Quantitative|Extrapolative Forecasts of Month 11 Sales Volume

Product 5-2, Region 3: Sales History, Months 5-10

Forecast #2:
10,000 Forecast #1: Average
Average Growth
9,000
(Last 3) Rate
8,000 Region 3 M5 M6 M7 M8 M9 M10
7,000 Product 5-2M, Ch#1 4,776 6,097 3,506 5,972 8,877 4,414 5,297 6,421 4,890
Product 5-2M, Ch#2 5,184 5,630 3,760 4,692 6,528 5,826 5,826 5,682 6,159
6,000

5,000

4,000

3,000

2,000 Details: These unconditional extrapolative forecasts presume that competitive

1,000 market environments from the recent past continue during the forecast period.
"Forecast #1" is based on the average of the last three historical values.
0
"Forecast #2" is based on the average growth rate for all available historical
M5 M6 M7 M8 M9 M10
C hannel #1 C hannel #2 values. However, only historical values of at least 1,000 are used to avoid the
potential for extreme historical variability in calculating average growth rate.
 Forecast #2:
12 Forecast #1: Average
Average Growth
(Last 3) Rate
10

Details: These unconditional extrapolative forecasts presume that competitive

2 market environments from the recent past continue during the forecast period.
"Forecast #1" is based on the average of the last three historical values.
"Forecast #2" is based on the average growth rate for all available historical
0
Channel #1 Channel #2
values. However, only historical values of at least 1,000 are used to avoid the
potential for extreme historical variability in calculating average growth rate.
 Forecast #2:
12 Forecast #1: Average
Average Growth
(Last 3) Rate
10

Details: These unconditional extrapolative forecasts presume that competitive

2 market environments from the recent past continue during the forecast period.
"Forecast #1" is based on the average of the last three historical values.
"Forecast #2" is based on the average growth rate for all available historical
0
Channel #1 Channel #2
values. However, only historical values of at least 1,000 are used to avoid the
potential for extreme historical variability in calculating average growth rate.
 Forecast #2:
12 Forecast #1: Average
Average Growth
(Last 3) Rate
10

Details: These unconditional extrapolative forecasts presume that competitive

2 market environments from the recent past continue during the forecast period.
"Forecast #1" is based on the average of the last three historical values.
"Forecast #2" is based on the average growth rate for all available historical
0
Channel #1 Channel #2
values. However, only historical values of at least 1,000 are used to avoid the
potential for extreme historical variability in calculating average growth rate.
ecast #2:

-21%
-18%
ecast #2:

-17%
42%
ecast #2:

-50%
-11%
ecast #2:
ecast #2:
ecast #2:
 0.24281 -0.01745 0.035135 0.013801 -0.20603
0.204515 -0.03681 0.137827 0.109731 -0.17556
0.001068 -0.05334 -0.00038 -0.08493 -0.16879
-0.06318 0.16185 0.006219 -0.16605 0.422431
0.276591 -0.42496 0.703366 0.486437 -0.50276
0.086034 -0.33215 0.247872 0.391304 -0.10754
 Net Income To Revenue %
16
14
12
Firm
10
Industry Best
8
6 Industry Average
4 Industry Worst
2
0
Month 5 Month 6 Month 7 Month 8 Month 9 Month 10

Change In NetInc:Revenue %
8
6
4 Firm
2 Industry Best
0 Industry Average
Month 5 Month 6 Month 7 Month 8 Month 9 Month 10 Industry Worst
-2
-4
-6

Return on Assets %
70
60
50 Firm
40 Industry Best
30 Industry Average
20 Industry Worst
10
0
Month 5 Month 6 Month 7 Month 8 Month 9 Month 10
30 Industry Average
20 Industry Worst
10
0
Month 5 Month 6 Month 7 Month 8 Month 9 Month 10
 Net Asset Turns
6
5
4 Firm
Industry Best
3
Industry Average
2
Industry Worst
1
0
Month 5 Month 6 Month 7 Month 8 Month 9 Month 10

Inventory Turnover
7
6
5 Firm
4 Industry Best
3 Industry Average
2 Industry Worst
1
0
Month 5 Month 6 Month 7 Month 8 Month 9 Month 10

Fill Rate %
120
100
80 Firm
Industry Best
60
Industry Average
40
Industry Worst
20
0
Month 5 Month 6 Month 7 Month 8 Month 9 Month 10
 Industry Average
40
Industry Worst
20
0
Month 5 Month 6 Month 7 Month 8 Month 9 Month 10
 Unplanned Production %
20
18
16
14 Firm
12 Industry Best
10
8 Industry Average
6 Industry Worst
4
2
0
Month 5 Month 6 Month 7 Month 8 Month 9 Month 10

Failure Rate %
12
10
8 Firm
Industry Best
6
Industry Average
4
Industry Worst
2
0
Month 5 Month 6 Month 7 Month 8 Month 9 Month 10

Controllable Proc&Mfg:Rev %
3
2.5
2 Firm
Industry Best
1.5
Industry Average
1
Industry Worst
0.5
0
Month 5 Month 6 Month 7 Month 8 Month 9 Month 10
 Transportation Expense/Unit
35
30
25 Firm
20 Industry Best
15 Industry Average
10 Industry Worst
5
0
Month 5 Month 6 Month 7 Month 8 Month 9 Month 10

Forecasting Accuracy %
100
90
80
70 Firm
60 Industry Best
50
40 Industry Average
30 Industry Worst
20
10
0
Month 5 Month 6 Month 7 Month 8 Month 9 Month 10

(Mktg+Service):Revenues %
16
14
12
Firm
10
Industry Best
8
6 Industry Average
4 Industry Worst
2
0
Month 5 Month 6 Month 7 Month 8 Month 9 Month 10
 Change in Market Share %
6

4
Firm
2
Industry Best
0
Month 5 Month 6 Month 7 Month 8 Month 9 Month 10
Industry Average
-2 Industry Worst
-4

-6

Customer Satisfaction %
40
35
30
Firm
25
20 Industry Best
15 Industry Average
10 Industry Worst
5
0
Month 5 Month 6 Month 7 Month 8 Month 9 Month 10

Month 5 Month 6 Month 7 Month 8 Month 9 Month 10

Firm 5 Firm 5 Firm 5 Firm 5 Firm 5 Firm 5
----------- ----------- ----------- ----------- ----------- -----------

FINANCIAL K
Net Inco 9.18 8.88 3.61 5.94 7.71 5.02
Change I 2.33 -0.3 -5.26 2.33 1.77 -2.69
Return on 29.35 29.15 8.94 16.15 23.12 13.34
Net Asset 3.17 3.23 2.46 2.69 2.96 2.64
OPERATIONA
Inventory 3.24 4.9 2.27 1.95 2.31 2.2
Fill Rate % 100 100 100 100 100 100
Unplanne 5.15 5.89 0 0 0 11.01
Failure Ra 7.58 7.21 10.07 7.33 6.71 7.78
Controll 1.29 1.31 1.11 1.46 1.51 2.44
Transpor 19.86 21.63 27.27 21.89 23.39 27.53
Forecasti 89.56 80.56 48.37 61.36 81.09 65.6
(Mktg+Se 8.04 9.15 10.98 9.91 9.21 10.12

CUSTOMER KP
Change i -0.66 -0.17 -4.61 0.54 0.69 -1.63
Customer 23.28 25.29 24.26 25.29 24.45 24.18

Month 5 Month 6 Month 7 Month 8 Month 9 Month 10

Industry Industry Industry Industry Industry Industry
BestAveL BestAveL BestAveL BestAveL BestAveL BestAveLow
----------- ----------- ----------- ----------- ----------- -----------

FINANCIAL K
Net Inco 9.68 9.14 9.91 10.4 13.36 11.17
8.64 7.92 8.23 8.65 9.09 8.67
6.87 5.74 3.61 5.94 5.93 5.02
Change I 3.16 1.04 3.53 2.33 6.21 1.71
1.51 -0.72 0.31 0.42 0.44 -0.42
-0.49 -3.94 -5.26 -2.12 -3.78 -2.69
Return on 37.79 35.49 42.28 38.22 64.06 48.84
30.4 28.47 30.68 31.47 35.34 34.11
23.85 19.92 8.94 16.15 23.12 13.34
Net Assets 3.99 3.89 4.16 3.9 4.62 5.09
3.47 3.53 3.51 3.52 3.71 3.77
3.17 3.23 2.46 2.69 2.96 2.64

OPERATIONA
Inventory 4.43 4.9 3.79 4.65 5.18 6.23
3.15 3.21 2.81 2.99 3.49 3.71
2.19 1.61 1.7 1.95 2.04 1.41
Fill Rate % 100 100 100 100 100 100
100 96.55 99.74 97.47 99.99 100
100 82.76 98.72 87.33 99.97 100
Unplanne 0 0 0 0 0 0
4.15 5.22 2.04 4.54 4.45 5.6
8.1 18.69 10.18 14.49 12.52 11.01
Failure Ra 5.69 5.29 6.05 5.19 4.65 4.28
7.06 7.12 7.57 7.23 6.81 7.11
8.25 8.89 10.07 8.45 7.71 8.8
Controll 1.18 0.94 0.78 0.63 0.9 1.08
1.57 1.49 1.16 1.19 1.38 1.5
2.66 2.63 1.8 1.51 1.94 2.44
Transpor 19.86 21.18 19.92 19.44 17.16 19.27
26.4 24.16 22.9 21.7 22.36 22.64
31.33 29.47 27.27 23.51 26.79 27.53
Forecasti 89.56 85.36 89.88 87.49 85.39 86.58
84.88 80.25 72.46 78.33 81.3 76.1
78.91 74.59 48.37 61.36 75.79 65.6
(Mktg+Se 7.06 7.22 6.97 7.95 7.31 6.15
7.93 9.47 9.15 8.97 8.52 8.85
9.16 13.7 10.98 10.06 9.21 10.57

CUSTOMER KP
Change i 1.89 1.12 2.7 0.54 2.8 3.86
0 0 0 0 0 0
-1.12 -0.86 -4.61 -0.99 -1.7 -1.63
Customer 33.29 37.68 32.35 34.45 33.08 35.1
26.02 28.14 27.19 28.14 27.88 27.83
23.28 24.12 24.26 24.4 24.45 23.21
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