Worked examples
One illustrative supplier of household and personal-care products, followed from what each product earns to the budget, the forecast and the five-year plan. Each page starts from the figures of the one before, and each is also a one-page PDF. A further example follows another business through its first 100 days after a carve-out.
- This year, by product
What each product really earns
List price to net-net for each product, and what each retailer earns before and after its terms.
Read the example - This year against last
Why margin moved
Gross margin from last year to this year, through volume, mix, price, terms and cost, and the three product-customer pairs that lost the most.
Read the example - Next year: the S&OP plan
Next year's S&OP plan, in money
The signed S&OP plan priced through each retailer's terms, the bridge to its margin, and whether the planners' changes made the forecast more accurate.
Read the example - Next year: the budget
A budget that starts from the signed S&OP plan
The plan carried into a budget P&L, a balance sheet and a cash flow that agree, and five sign-offs before the lock.
Read the example - Next year: month six
Where the year will land
The walk from budget EBIT to the landing with nothing unexplained, the low point of cash, and what would bring the year back to budget.
Read the example - The five years ahead
The five-year plan, and how wide the range is
Downside, base and upside scenarios, the free cash flow and value of each, and year one as next year's budget targets.
Read the example
After a carve-out
We build each of these analyses into software on your data, with the same checks: totals that add up, bridges with nothing left unexplained, and statements that agree.
Tell us your business need, or ask for a worked example on your figures — we want to hear it.
Or email support@mistlight.eu