Pivot Tables

What is a Pivot Table?

• Data analysis function that is part of MS Excel

• To pivot is to turn the data to view it from different perspectives

• A very flexible reporting tool

• A summary of data with quick access to the detail

Why Pivot Tables?

• Faster

• More Efficient

• Easy Access to Lots of Data

• Flexible

• Scalable

• People use them!

Gross Profit Table

50.01%

52.05%

Est Gross Profit

%

Apr

Mar

May

64,10639,21442.83%79,628185,290Feb

62,12349,11749.07%99,297190,773Jan

Actual Labor

Est Labor

ActualGross

Profit %

Gross Profit

$

Sales Price

50.01% 64,10639,21442.83%79628185,290

50.01% 64,10639,21442.83%79628185,290

50.01% 64,10639,21442.83%79628185,290

More Info?

• What are the Results from HM? • DB? • HM+? • T&M?• How about Last Year?• How about a Breakdown by RC? • By HRS?• How did an HRS do by RC?• Or RC by HRS?• Oh Yeah – Update it each week so we can see trends

What Do We Review with Pivot Tables?

• Gross Profit• HRS & RC Performance• Estimates vs. Actual • Marketing Data

– Leads, Sales & Closing Ratio by Lead source

– Leads, Sales & Closing Ratio by Zip– Unlimited Combinations of the Above

• Tracking Warranties

© Action International 2004

Action International Cornerstone400 Peachtree Ind’l Blvd, Suite 5 #164Suwanee, GA 30024770 932-2525 FAX 770 932-2525

Action’s Definition of a Successful Business…

A Commercial, Profitable, Enterprise

- that works -

without

Me (The Owner)!

Number of Leadsx

Conversion Rate=

Customersx

# of Transactionsx

Avg. $$$ Sale=

Revenuex

Profit Margins =

$Profit$

With just a 10% increase ...4,400

x

27.5%=

1,210x

2.2x

$110=

$292,820x

27.5% =

$80,525.50

Number of Leadsx

Conversion Rate=

Customersx

# of Transactionsx

Avg. $$$ Sale=

Revenuex

Profit Margins =

Profits

4,000x

25%=

1,000x

2x

$100=

$200,000x

25% =

$50,000

That’s a 46% increase in our revenue ...

Growing a $1M Business to a $3M Business ...

Number of Leadsx

Conversion Rate=

Customersx

# of Transactionsx

Avg. $$$ Sale=

Revenuex

Profit Margins =

<> Profits <>YTD Revenue:

Annual Run Rate:

Q4’2004375

x

40.0%=

150x

1.00x

$1,600=

$240,000x

20.0% =

$48,000

$960,000

+3%

+3%

+3%

+3%

+3%

Q1’2005386

x

41.2%=

159x

1.03x

$1,648=

$270,122x

20.6%=

$55,645$270,122

$1,080,448

+6%

+6%

+6%

+6%

+6%

Q2’2005409

x

43.7%=

179x

1.09x

$1,747=

$341,023x

21.8%=

$74,466$611,245

$1,080,448

+9%

+9%

+9%

+9%

+9%

Q3’2005446

x

48.0%=

212x

1.19x

$1,904=

$481,382x

23.8%=

$114,575$1,092,527$1,925,527

+12%

+12%

+12%

+12%

+12%

Q4’2005500

x

53.0%=

266x

1.33x

$2,133=

$757,463x

26.7%=

$201,920$1,849,990$3,029,854

Number of Leadsx

Conversion Rate=

Customersx

# of Transactionsx

Avg. $$$ Sale=

Revenuex

Profit Margins =

$Profit$ #1

#2

#3

#4

#5