| A | B | D | E | F | G | H | I | J | K | L | M | N | O | P | Q | R | S | T | U | V | W | X | Y | Z | AA | AB | AC | AD | AE | AF | AG | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
1 | Business Plan | |||||||||||||||||||||||||||||||
2 | Directions: Fill in the white 'Actual' boxes. Everything else is automated | http://www.paintergrowthcall.com | ||||||||||||||||||||||||||||||
3 | Scroll down for Legend | |||||||||||||||||||||||||||||||
4 | ACTUAL, what you accomplished this week, adjust these | CUMULATIVE ACTUAL, don't adjust | WEEKLY Goal, adjust based on seasonal averages | |||||||||||||||||||||||||||||
5 | Sales Goal | $150,000.00 | # Jobs | 30 | WEEKLY GOAL, don't adjust | CUMULATIVE GOAL, don't adjust | SALES GOAL, adjust as needed | |||||||||||||||||||||||||
6 | Slippage | 10% | AJS | $5,000 | ||||||||||||||||||||||||||||
7 | Sales Ratio | 33% | FIXED, trends | |||||||||||||||||||||||||||||
8 | ||||||||||||||||||||||||||||||||
9 | SALES PLAN | PRODUCTION PLAN | ||||||||||||||||||||||||||||||
10 | LEADS | ESTIMATES | BOOKED JOBS | DOLLARS BOOKED | TRENDS | DOLLARS PRODUCED | TRENDS | |||||||||||||||||||||||||
11 | Week Ending | Per Week | Cumulative | Per Week | Cumulative | Per Week | Cumulative | Per Week | Cumulative | % BOOKED | Per Week | Cumulative | % PRODUCED | |||||||||||||||||||
12 | Actual | Goal | Actual | Goal | Diff. | Actual | Goal | Actual | Goal | Diff. | Actual | Goal | Actual | Goal | Diff. | Actual | Goal | Actual | Goal | Diff. | Weekly | Y/E | Actual | Goal | Actual | Goal | Diff. | Weekly | Weekly | Y/E | ||
13 | 16-Dec | 1 | 0 | 1 | 0 | 1 | 1 | 0 | 1 | 0 | 1 | 1 | 0 | 1 | 0 | 1 | $5,500 | $750 | $5,500 | $0 | 5500 | 0.50% | 1% | $0 | $750 | $0 | $750 | -750 | 0.0% | 1% | 1% | |
14 | 23-Dec | 3 | 3 | 3 | 3 | 1 | 1 | $750 | $1,500 | 0.50% | 1.00% | $750 | $1,500 | 1% | 1.00% | |||||||||||||||||
15 | 30-Dec | 3 | 7 | 3 | 6 | 1 | 1 | $3,000 | $4,500 | 2.00% | 3.00% | $3,000 | $4,500 | 2% | 3.00% | |||||||||||||||||
16 | 6-Jan | 3 | 10 | 3 | 9 | 1 | 2 | $3,000 | $7,500 | 2.00% | 5.00% | $3,000 | $7,500 | 2% | 5.00% | |||||||||||||||||
17 | 13-Jan | 3 | 13 | 3 | 12 | 1 | 3 | $3,000 | $10,500 | 2.00% | 7.00% | $3,000 | $10,500 | 2% | 7.00% | |||||||||||||||||
18 | 20-Jan | 3 | 17 | 3 | 15 | 1 | 3 | $3,000 | $13,500 | 2.00% | 9.00% | $3,000 | $13,500 | 2% | 9.00% | |||||||||||||||||
19 | 27-Jan | 3 | 20 | 3 | 18 | 1 | 4 | $3,000 | $16,500 | 2.00% | 11.00% | $3,000 | $16,500 | 2% | 11.00% | |||||||||||||||||
20 | 3-Feb | 3 | 23 | 3 | 21 | 1 | 4 | $3,000 | $19,500 | 2.00% | 13.00% | $3,000 | $19,500 | 2% | 13.00% | |||||||||||||||||
21 | 10-Feb | 3 | 27 | 3 | 24 | 1 | 5 | $3,750 | $23,250 | 2.50% | 15.50% | $3,000 | $22,500 | 2% | 15.00% | |||||||||||||||||
22 | 17-Feb | 3 | 30 | 3 | 27 | 1 | 6 | $3,750 | $27,000 | 2.50% | 18.00% | $3,000 | $25,500 | 2% | 17.00% | |||||||||||||||||
23 | 24-Feb | 3 | 33 | 3 | 30 | 1 | 7 | $3,750 | $30,750 | 2.50% | 20.50% | $3,000 | $28,500 | 2% | 19.00% | |||||||||||||||||
24 | 3-Mar | 3 | 37 | 3 | 33 | 1 | 7 | $3,750 | $34,500 | 2.50% | 23.00% | $3,000 | $31,500 | 2% | 21.00% | |||||||||||||||||
25 | 10-Mar | 3 | 40 | 3 | 36 | 1 | 8 | $3,750 | $38,250 | 2.50% | 25.50% | $3,000 | $34,500 | 2% | 23.00% | |||||||||||||||||
26 | 17-Mar | 3 | 43 | 3 | 39 | 1 | 9 | $3,750 | $42,000 | 2.50% | 28.00% | $3,000 | $37,500 | 2% | 25.00% | |||||||||||||||||
27 | 24-Mar | 3 | 47 | 3 | 42 | 1 | 10 | $4,500 | $46,500 | 3.00% | 31.00% | $4,500 | $42,000 | 3% | 28.00% | |||||||||||||||||
28 | 31-Mar | 3 | 50 | 3 | 45 | 1 | 11 | $4,500 | $51,000 | 3.00% | 34.00% | $4,500 | $46,500 | 3% | 31.00% | |||||||||||||||||
29 | 7-Apr | 3 | 53 | 3 | 48 | 1 | 12 | $4,500 | $55,500 | 3.00% | 37.00% | $4,500 | $51,000 | 3% | 34.00% | |||||||||||||||||
30 | 14-Apr | 3 | 57 | 3 | 52 | 1 | 12 | $4,500 | $60,000 | 3.00% | 40.00% | $4,500 | $55,500 | 3% | 37.00% | |||||||||||||||||
31 | 21-Apr | 3 | 60 | 3 | 55 | 1 | 13 | $4,500 | $64,500 | 3.00% | 43.00% | $4,500 | $60,000 | 3% | 40.00% | |||||||||||||||||
32 | 28-Apr | 3 | 63 | 3 | 58 | 1 | 14 | $4,500 | $69,000 | 3.00% | 46.00% | $4,500 | $64,500 | 3% | 43.00% | |||||||||||||||||
33 | 5-May | 3 | 67 | 3 | 61 | 1 | 15 | $4,500 | $73,500 | 3.00% | 49.00% | $4,500 | $69,000 | 3% | 46.00% | |||||||||||||||||
34 | 12-May | 3 | 70 | 3 | 64 | 1 | 16 | $3,750 | $77,250 | 2.50% | 51.50% | $3,000 | $72,000 | 2% | 48.00% | |||||||||||||||||
35 | 19-May | 3 | 73 | 3 | 67 | 1 | 17 | $3,750 | $81,000 | 2.50% | 54.00% | $3,000 | $75,000 | 2% | 50.00% | |||||||||||||||||
36 | 26-May | 3 | 77 | 3 | 70 | 1 | 17 | $3,750 | $84,750 | 2.50% | 56.50% | $3,000 | $78,000 | 2% | 52.00% | |||||||||||||||||
37 | 2-Jun | 3 | 80 | 3 | 73 | 1 | 18 | $3,750 | $88,500 | 2.50% | 59.00% | $3,000 | $81,000 | 2% | 54.00% | |||||||||||||||||
38 | 9-Jun | 3 | 83 | 3 | 76 | 1 | 19 | $3,750 | $92,250 | 2.50% | 61.50% | $3,000 | $84,000 | 2% | 56.00% | |||||||||||||||||
39 | 16-Jun | 3 | 87 | 3 | 79 | 1 | 20 | $3,000 | $95,250 | 2.00% | 63.50% | $3,000 | $87,000 | 2% | 58.00% | |||||||||||||||||
40 | 23-Jun | 3 | 90 | 3 | 82 | 1 | 20 | $3,000 | $98,250 | 2.00% | 65.50% | $3,000 | $90,000 | 2% | 60.00% | |||||||||||||||||
41 | 30-Jun | 3 | 93 | 3 | 85 | 1 | 21 | $3,000 | $101,250 | 2.00% | 67.50% | $3,000 | $93,000 | 2% | 62.00% | |||||||||||||||||
42 | 7-Jul | 3 | 97 | 3 | 88 | 1 | 21 | $3,000 | $104,250 | 2.00% | 69.50% | $3,000 | $96,000 | 2% | 64.00% | |||||||||||||||||
43 | 14-Jul | 3 | 100 | 3 | 91 | 1 | 22 | $3,000 | $107,250 | 2.00% | 71.50% | $3,000 | $99,000 | 2% | 66.00% | |||||||||||||||||
44 | 21-Jul | 3 | 103 | 3 | 94 | 1 | 23 | $3,000 | $110,250 | 2.00% | 73.50% | $3,000 | $102,000 | 2% | 68.00% | |||||||||||||||||
45 | 28-Jul | 3 | 107 | 3 | 97 | 1 | 23 | $3,000 | $113,250 | 2.00% | 75.50% | $3,000 | $105,000 | 2% | 70.00% | |||||||||||||||||
46 | 4-Aug | 3 | 110 | 3 | 100 | 1 | 24 | $3,000 | $116,250 | 2.00% | 77.50% | $3,000 | $108,000 | 2% | 72.00% | |||||||||||||||||
47 | 11-Aug | 3 | 113 | 3 | 103 | 1 | 24 | $3,000 | $119,250 | 2.00% | 79.50% | $3,000 | $111,000 | 2% | 74.00% | |||||||||||||||||
48 | 18-Aug | 3 | 117 | 3 | 106 | 1 | 25 | $3,750 | $123,000 | 2.50% | 82.00% | $3,000 | $114,000 | 2% | 76.00% | |||||||||||||||||
49 | 25-Aug | 3 | 120 | -120 | 3 | 109 | 1 | 26 | $3,750 | $126,750 | -126750 | 2.50% | 84.50% | $3,000 | $117,000 | 2% | 78.00% | |||||||||||||||
50 | 1-Sep | 3 | 123 | -123 | 3 | 112 | 1 | 27 | $3,750 | $130,500 | -130500 | 2.50% | 87.00% | $3,000 | $120,000 | 2% | 80.00% | |||||||||||||||
51 | 8-Sep | 3 | 127 | -127 | 3 | 115 | 1 | 27 | $3,750 | $134,250 | -134250 | 2.50% | 89.50% | $3,000 | $123,000 | 2% | 82.00% | |||||||||||||||
52 | 15-Sep | 3 | 130 | -130 | 3 | 118 | 1 | 28 | $3,750 | $138,000 | -138000 | 2.50% | 92.00% | $3,000 | $126,000 | 2% | 84.00% | |||||||||||||||
53 | 22-Sep | 3 | 133 | -133 | 3 | 121 | 1 | 29 | $3,750 | $141,750 | -141750 | 2.50% | 94.50% | $3,000 | $129,000 | 2% | 86.00% | |||||||||||||||
54 | 29-Sep | 3 | 137 | -137 | 3 | 124 | 1 | 30 | $3,750 | $145,500 | -145500 | 2.50% | 97.00% | $3,000 | $132,000 | 2% | 88.00% | |||||||||||||||
55 | 6-Oct | 3 | 140 | -140 | 3 | 127 | 1 | 30 | $3,750 | $149,250 | -149250 | 2.50% | 99.50% | $3,000 | $135,000 | 2% | 90.00% | |||||||||||||||
56 | 13-Oct | 3 | 143 | -143 | 3 | 130 | 1 | 31 | $3,750 | $153,000 | -153000 | 2.50% | 102.00% | $3,000 | $138,000 | 2% | 92.00% | |||||||||||||||
57 | 20-Oct | 3 | 147 | -147 | 3 | 133 | 1 | 32 | $3,000 | $156,000 | -156000 | 2.00% | 104.00% | $3,000 | $141,000 | 2% | 94.00% | |||||||||||||||
58 | 27-Oct | 3 | 150 | -150 | 3 | 136 | 1 | 32 | $3,000 | $159,000 | -159000 | 2.00% | 106.00% | $3,000 | $144,000 | 2% | 96.00% | |||||||||||||||
59 | 3-Nov | 3 | 153 | -153 | 3 | 139 | 1 | 33 | $3,000 | $162,000 | -162000 | 2.00% | 108.00% | $3,000 | $147,000 | 2% | 98.00% | |||||||||||||||
60 | 10-Nov | 3 | 157 | -157 | 3 | 142 | 1 | 33 | $2,250 | $164,250 | -164250 | 1.50% | 109.50% | $750 | $147,750 | 1% | 98.50% | |||||||||||||||
61 | 17-Nov | 3 | 160 | -160 | 3 | 145 | 1 | 33 | $750 | $165,000 | -165000 | 0.50% | 110.00% | $1,500 | $149,250 | 1% | 99.50% | |||||||||||||||
62 | 24-Nov | 0 | 160 | -160 | 0 | 145 | 0 | 33 | $0 | $165,000 | -165000 | 0.00% | 110.00% | $5,750 | $155,000 | 1% | 100.00% | |||||||||||||||
63 | 1-Dec | 0 | 160 | -160 | 0 | 145 | 0 | 33 | $0 | $165,000 | -165000 | 0.00% | 110.00% | $0 | $155,000 | 0% | 100.00% | |||||||||||||||
64 | 8-Dec | 0 | 160 | 0 | 145 | 0 | 33 | $0 | $165,000 | -165000 | 0.00% | 110.00% | $0 | $155,000 | 0% | 100.00% | ||||||||||||||||
65 | Avg./Wk: | 3 | Avg./Wk: | 3 | Avg./Wk: | 1 | Avg./Wk: | $3,127.45 | 110% | Avg./Wk: | $3,013.89 | 100% | ||||||||||||||||||||
66 | ||||||||||||||||||||||||||||||||
67 | LEADS | ESTIMATES | JOBS | DOLLARS BOOKED | DOLLARS PRODUCED | |||||||||||||||||||||||||||
68 | Cumulative | Cumulative | Cumulative | Cumulative | Cumulative | |||||||||||||||||||||||||||
69 | Actual | Goal | Diff. | Actual | Goal | Diff. | Actual | Goal | Diff. | Actual | Goal | Diff. | Actual | Goal | Diff. | |||||||||||||||||
70 | TOTAL | 1 | 160 | -159 | 1 | 145 | -144 | 1 | 33 | -32 | $5,500 | $165,000 | -$159,500 | $0 | $155,000 | -$155,000 | ||||||||||||||||
71 | ||||||||||||||||||||||||||||||||
72 | ||||||||||||||||||||||||||||||||
73 | LEGEND: Cells to Edit/Adjust | |||||||||||||||||||||||||||||||
74 | D5 | - Play around with different sales goals to see how the weekly goals (in red) change | ||||||||||||||||||||||||||||||
75 | D6 | - Your slippage will change depending on how many of your leads you turn into estimates, adjust often depending on your stats | ||||||||||||||||||||||||||||||
76 | D7 | - Start with a rough Sales Ratio if you don't know it, start looking closer at the percentage of jobs you book from estiamtes you do. This will help planning for weekly goals the more accurate this is. Higher the Sales Ratio, less leads and estimates you need | ||||||||||||||||||||||||||||||
77 | J6 | - Your average job size should be based off previous years. What was the average size of each job in general. This will help make a more accurate business plan to determine what you need to do each week more clearly | ||||||||||||||||||||||||||||||
78 | D, I, N, S, Z | - These are the columns where you will enter a weekly value at the end of the week depending on what your results were in this category. There's leads, estimates, jobs, $ booked and $ produced | ||||||||||||||||||||||||||||||
79 | X12 & AF 12 | - Adjust these percentages each week depending on when in the year you want to be booking/producing the most work. Spread it out even or take some weeks off and load up others. If nothing happens in December, you'll need to tack on extra percentages in different weeks/months. Look at the bottom of the column to make sure your sum is 100+ | ||||||||||||||||||||||||||||||
80 | Row 12 | - Move your curser over any of these cells to see the note/description for what they mean | ||||||||||||||||||||||||||||||
81 | ||||||||||||||||||||||||||||||||
82 | ||||||||||||||||||||||||||||||||
83 | ||||||||||||||||||||||||||||||||
84 | ||||||||||||||||||||||||||||||||
85 | ||||||||||||||||||||||||||||||||
86 | ||||||||||||||||||||||||||||||||
87 | ||||||||||||||||||||||||||||||||
88 | ||||||||||||||||||||||||||||||||
89 | ||||||||||||||||||||||||||||||||
90 | ||||||||||||||||||||||||||||||||
91 | ||||||||||||||||||||||||||||||||
92 | ||||||||||||||||||||||||||||||||
93 | ||||||||||||||||||||||||||||||||
94 | ||||||||||||||||||||||||||||||||
95 | ||||||||||||||||||||||||||||||||
96 | ||||||||||||||||||||||||||||||||
97 | ||||||||||||||||||||||||||||||||
98 | ||||||||||||||||||||||||||||||||
99 | ||||||||||||||||||||||||||||||||
100 | ||||||||||||||||||||||||||||||||