Messaging

Market Segments
Segment Name
Segment Name
Other

Message
-

Market Demographics
Market Segments
Segment Name
Segment Name
Other

Characteristic
-

Characteristic
-

Characteristic
-

Characteristic
-

Characteristic
-

Market Analysis
Potential Customers
Segment Name
Segment Name
Other

Total

Year 1

Year 2

Growth
0%
0%
0%

0
0
0

0
0
0

0.00%

Year 3

Year 4

Year 5

0
0
0

0
0
0

0
0
0

CAGR
0.00%
0.00%
0.00%

0.00%

ma_table_intro.mp3

Milestones
Advertising
Name me
Name me
Name me
Other
Total Advertising Budget

PR
Name me
Name me
Name me
Other
Total PR Budget

Direct Marketing
Name me
Name me
Name me
Other
Total Direct Marketing Budget

Web Development
Name me
Name me
Name me
Other
Total Web Development Budget

Other
Name me
Name me
Name me
Other
Total Other Budget

Totals

Start Date
10/20/2012
10/20/2012
10/20/2012
10/20/2012

End Date
11/19/2012
11/19/2012
11/19/2012
11/19/2012

Budget
$0
$0
$0
$0
$0

Start Date
10/20/2012
10/20/2012
10/20/2012
10/20/2012

End Date
11/19/2012
11/19/2012
11/19/2012
11/19/2012

Budget
$0
$0
$0
$0
$0

Start Date
10/20/2012
10/20/2012
10/20/2012
10/20/2012

End Date
11/19/2012
11/19/2012
11/19/2012
11/19/2012

Budget
$0
$0
$0
$0
$0

Start Date
10/20/2012
10/20/2012
10/20/2012
10/20/2012

End Date
11/19/2012
11/19/2012
11/19/2012
11/19/2012

Budget
$0
$0
$0
$0
$0

Start Date
10/20/2012
10/20/2012
10/20/2012
10/20/2012

End Date
11/19/2012
11/19/2012
11/19/2012
11/19/2012

Budget
$0
$0
$0
$0
$0
$0

Manager
ABC
ABC
ABC
ABC

Department
Department
Department
Department
Department

Manager
ABC
ABC
ABC
ABC

Department
Department
Department
Department
Department

Manager
ABC
ABC
ABC
ABC

Department
Department
Department
Department
Department

Manager
ABC
ABC
ABC
ABC

Department
Department
Department
Department
Department

Manager
ABC
ABC
ABC
ABC

Department
Department
Department
Department
Department

Start Date
10/20/2012
10/20/2012
10/20/2012
10/20/2012

End Date
11/19/2012
11/19/2012
11/19/2012
11/19/2012

Budget
$0
$0
$0
$0
$0

Start Date
10/20/2012
10/20/2012
10/20/2012
10/20/2012

End Date
11/19/2012
11/19/2012
11/19/2012
11/19/2012

Budget
$0
$0
$0
$0
$0

Start Date
10/20/2012
10/20/2012
10/20/2012
10/20/2012

End Date
11/19/2012
11/19/2012
11/19/2012
11/19/2012

Budget
$0
$0
$0
$0
$0

Start Date
10/20/2012
10/20/2012
10/20/2012
10/20/2012

End Date
11/19/2012
11/19/2012
11/19/2012
11/19/2012

Budget
$0
$0
$0
$0
$0

Start Date
10/20/2012
10/20/2012
10/20/2012
10/20/2012

End Date
11/19/2012
11/19/2012
11/19/2012
11/19/2012

Budget
$0
$0
$0
$0
$0
$0

Manager
ABC
ABC
ABC
ABC

Department
Department
Department
Department
Department

Manager
ABC
ABC
ABC
ABC

Department
Department
Department
Department
Department

Manager
ABC
ABC
ABC
ABC

Department
Department
Department
Department
Department

Manager
ABC
ABC
ABC
ABC

Department
Department
Department
Department
Department

Manager
ABC
ABC
ABC
ABC

Department
Department
Department
Department
Department

Start Date
0
0
0
0

End Date
0
0
0
0

Budget
$0
$0
$0
$0
$0

Manager
ABC
ABC
ABC
ABC

Department
Department
Department
Department
Department

Start Date
0
0
0
0

End Date
0
0
0
0

Budget
$0
$0
$0
$0
$0

Manager
ABC
ABC
ABC
ABC

Department
Department
Department
Department
Department

Start Date
0
0
0
0

End Date
0
0
0
0

Budget
$0
$0
$0
$0
$0

Manager
ABC
ABC
ABC
ABC

Department
Department
Department
Department
Department

Start Date
0
0
0
0

End Date
0
0
0
0

Budget
$0
$0
$0
$0
$0

Manager
ABC
ABC
ABC
ABC

Department
Department
Department
Department
Department

Start Date
0
0
0
0

End Date
0
0
0
0

Budget
$0
$0
$0
$0
$0

Manager
ABC
ABC
ABC
ABC

Department
Department
Department
Department
Department

$0

Sales Forecast
Month 1

Month 2

Sales
Row 1
Row 2
Row 3
Total Sales

0%
0%
0%

Direct Cost of Sales

Row 1
Row 2
Row 3
Subtotal Direct Cost of Sales

$0
$0
$0
$0

$0
$0
$0
$0

Month 1
$0
$0
$0
$0

Month 2
$0
$0
$0
$0

Month 1

Month 2

Sales Forecast
Unit Sales
Row 1
Row 2
Row 3
Total Unit Sales

0%
0%
0%

Unit Prices

0
0
0
0
Month 1
$0.00
$0.00
$0.00

Row 1
Row 2
Row 3

0
0
0
0
Month 2
$0.00
$0.00
$0.00

Sales
Row 1
Row 2
Row 3
Total Sales

$0
$0
$0
$0

Direct Unit Costs

Row 1
Row 2
Row 3

0.00%
0.00%
0.00%

Month 1
$0.00
$0.00
$0.00

$0
$0
$0
$0
Month 2
$0.00
$0.00
$0.00

Direct Cost of Sales

Row 1
Row 2
Row 3
Subtotal Direct Cost of Sales

$0
$0
$0
$0

$0
$0
$0
$0

Month 3
$0
$0
$0
$0

Month 4
$0
$0
$0
$0

Month 5
$0
$0
$0
$0

Month 6
$0
$0
$0
$0

Month 7
$0
$0
$0
$0

Month 3
$0
$0
$0
$0

Month 4
$0
$0
$0
$0

Month 5
$0
$0
$0
$0

Month 6
$0
$0
$0
$0

Month 7
$0
$0
$0
$0

Month 3

Month 4

Month 5

Month 6

Month 7

0
0
0
0
Month 3
$0.00
$0.00
$0.00

$0
$0
$0
$0
Month 3
$0.00
$0.00
$0.00

$0
$0
$0
$0

0
0
0
0
Month 4
$0.00
$0.00
$0.00

$0
$0
$0
$0
Month 4
$0.00
$0.00
$0.00

$0
$0
$0
$0

0
0
0
0
Month 5
$0.00
$0.00
$0.00

$0
$0
$0
$0
Month 5
$0.00
$0.00
$0.00

$0
$0
$0
$0

0
0
0
0
Month 6
$0.00
$0.00
$0.00

$0
$0
$0
$0
Month 6
$0.00
$0.00
$0.00

$0
$0
$0
$0

0
0
0
0
Month 7
$0.00
$0.00
$0.00

$0
$0
$0
$0
Month 7
$0.00
$0.00
$0.00

$0
$0
$0
$0

Month 8
$0
$0
$0
$0

Month 9
$0
$0
$0
$0

Month 10
$0
$0
$0
$0

Month 11
$0
$0
$0
$0

Month 12
$0
$0
$0
$0

Month 8
$0
$0
$0
$0

Month 9
$0
$0
$0
$0

Month 10
$0
$0
$0
$0

Month 11
$0
$0
$0
$0

Month 12
$0
$0
$0
$0

Month 8

Month 9

Month 10

Month 11

Month 12

0
0
0
0
Month 8
$0.00
$0.00
$0.00

$0
$0
$0
$0
Month 8
$0.00
$0.00
$0.00

$0
$0
$0
$0

0
0
0
0
Month 9
$0.00
$0.00
$0.00

$0
$0
$0
$0
Month 9
$0.00
$0.00
$0.00

$0
$0
$0
$0

0
0
0
0
Month 10
$0.00
$0.00
$0.00

$0
$0
$0
$0
Month 10
$0.00
$0.00
$0.00

$0
$0
$0
$0

0
0
0
0
Month 11
$0.00
$0.00
$0.00

$0
$0
$0
$0
Month 11
$0.00
$0.00
$0.00

$0
$0
$0
$0

0
0
0
0
Month 12
$0.00
$0.00
$0.00

$0
$0
$0
$0
Month 12
$0.00
$0.00
$0.00

$0
$0
$0
$0

Year 1
$0
$0
$0
$0

Month 13
0%
0%
0%

$0
$0
$0
$0

Month 14
$0
$0
$0
$0

Month 15
$0
$0
$0
$0

Year 1
$0
$0
$0
$0

Month 13
$0
$0
$0
$0

Month 14
$0
$0
$0
$0

Month 15
$0
$0
$0
$0

Year 1

Month 13

Month 14

Month 15

0
0
0
0

0%
0%
0%

Year 1
$0.00
$0.00
$0.00

Month 13
$0.00
$0.00
$0.00

$0
$0
$0
$0
Year 1
$0.00
$0.00
$0.00

$0
$0
$0
$0

0
0
0
0

$0
$0
$0
$0

0%
0%
0%

Month 13
$0.00
$0.00
$0.00

$0
$0
$0
$0

0
0
0
0
Month 14
$0.00
$0.00
$0.00

$0
$0
$0
$0
Month 14
$0.00
$0.00
$0.00

$0
$0
$0
$0

0
0
0
0
Month 15
$0.00
$0.00
$0.00

$0
$0
$0
$0
Month 15
$0.00
$0.00
$0.00

$0
$0
$0
$0

Month 16
$0
$0
$0
$0

Month 17
$0
$0
$0
$0

Month 18
$0
$0
$0
$0

Month 19
$0
$0
$0
$0

Month 20
$0
$0
$0
$0

Month 16
$0
$0
$0
$0

Month 17
$0
$0
$0
$0

Month 18
$0
$0
$0
$0

Month 19
$0
$0
$0
$0

Month 20
$0
$0
$0
$0

Month 16

Month 17

Month 18

Month 19

Month 20

0
0
0
0
Month 16
$0.00
$0.00
$0.00

$0
$0
$0
$0
Month 16
$0.00
$0.00
$0.00

$0
$0
$0
$0

0
0
0
0
Month 17
$0.00
$0.00
$0.00

$0
$0
$0
$0
Month 17
$0.00
$0.00
$0.00

$0
$0
$0
$0

0
0
0
0
Month 18
$0.00
$0.00
$0.00

$0
$0
$0
$0
Month 18
$0.00
$0.00
$0.00

$0
$0
$0
$0

0
0
0
0
Month 19
$0.00
$0.00
$0.00

$0
$0
$0
$0
Month 19
$0.00
$0.00
$0.00

$0
$0
$0
$0

0
0
0
0
Month 20
$0.00
$0.00
$0.00

$0
$0
$0
$0
Month 20
$0.00
$0.00
$0.00

$0
$0
$0
$0

Month 21
$0
$0
$0
$0

Month 22
$0
$0
$0
$0

Month 23
$0
$0
$0
$0

Month 24
$0
$0
$0
$0

Year 2
$0
$0
$0
$0

Month 21
$0
$0
$0
$0

Month 22
$0
$0
$0
$0

Month 23
$0
$0
$0
$0

Month 24
$0
$0
$0
$0

Year 2
$0
$0
$0
$0

Month 21

Month 22

Month 23

Month 24

Year 2

0
0
0
0
Month 21
$0.00
$0.00
$0.00

$0
$0
$0
$0
Month 21
$0.00
$0.00
$0.00

$0
$0
$0
$0

0
0
0
0
Month 22
$0.00
$0.00
$0.00

$0
$0
$0
$0
Month 22
$0.00
$0.00
$0.00

$0
$0
$0
$0

0
0
0
0
Month 23
$0.00
$0.00
$0.00

$0
$0
$0
$0
Month 23
$0.00
$0.00
$0.00

$0
$0
$0
$0

0
0
0
0
Month 24
$0.00
$0.00
$0.00

$0
$0
$0
$0
Month 24
$0.00
$0.00
$0.00

$0
$0
$0
$0

0
0
0
0
Year 2
$0.00
$0.00
$0.00

$0
$0
$0
$0
Year 2
$0.00
$0.00
$0.00

$0
$0
$0
$0

Year 2
$0
$0
$0
$0

Year 3
$0
$0
$0
$0

Year 4
$0
$0
$0
$0

Year 5
$0
$0
$0
$0

Year 2
$0
$0
$0
$0

Year 3
$0
$0
$0
$0

Year 4
$0
$0
$0
$0

Year 5
$0
$0
$0
$0

Year 2

Year 3

Year 4

Year 5

0
0
0
0
Year 2
$0.00
$0.00
$0.00

$0
$0
$0
$0
Year 2
$0.00
$0.00
$0.00

$0
$0
$0
$0

0
0
0
0
Year 3
$0.00
$0.00
$0.00

$0
$0
$0
$0
Year 3
$0.00
$0.00
$0.00

$0
$0
$0
$0

0
0
0
0
Year 4
$0.00
$0.00
$0.00

$0
$0
$0
$0
Year 4
$0.00
$0.00
$0.00

$0
$0
$0
$0

0
0
0
0
Year 5
$0.00
$0.00
$0.00

$0
$0
$0
$0
Year 5
$0.00
$0.00
$0.00

$0
$0
$0
$0

chart_sales_values_monthly_year2_planned
chart_sales_values_monthly_year2_planned

chart_sales_units_monthly_year2_planned

Month 1
$0
$0
$0
$0

Month 2
$0
$0
$0
$0

Month 3
$0
$0
$0
$0

Month 4
$0
$0
$0
$0

Month 1
$0
$0
$0
$0

Month 2
$0
$0
$0
$0

Month 3
$0
$0
$0
$0

Month 4
$0
$0
$0
$0

Month 1

Month 2

Month 3

Month 4

0
0
0
0
Month 1
$0.00
$0.00
$0.00

$0
$0
$0
$0
Month 1
$0.00
$0.00
$0.00

$0
$0
$0
$0

0
0
0
0
Month 2
$0.00
$0.00
$0.00

$0
$0
$0
$0
Month 2
$0.00
$0.00
$0.00

$0
$0
$0
$0

0
0
0
0
Month 3
$0.00
$0.00
$0.00

$0
$0
$0
$0
Month 3
$0.00
$0.00
$0.00

$0
$0
$0
$0

0
0
0
0
Month 4
$0.00
$0.00
$0.00

$0
$0
$0
$0
Month 4
$0.00
$0.00
$0.00

$0
$0
$0
$0

Month 5
$0
$0
$0
$0

Month 6
$0
$0
$0
$0

Month 7
$0
$0
$0
$0

Month 8
$0
$0
$0
$0

Month 9
$0
$0
$0
$0

Month 5
$0
$0
$0
$0

Month 6
$0
$0
$0
$0

Month 7
$0
$0
$0
$0

Month 8
$0
$0
$0
$0

Month 9
$0
$0
$0
$0

Month 5

Month 6

Month 7

Month 8

Month 9

0
0
0
0
Month 5
$0.00
$0.00
$0.00

$0
$0
$0
$0
Month 5
$0.00
$0.00
$0.00

$0
$0
$0
$0

0
0
0
0
Month 6
$0.00
$0.00
$0.00

$0
$0
$0
$0
Month 6
$0.00
$0.00
$0.00

$0
$0
$0
$0

0
0
0
0
Month 7
$0.00
$0.00
$0.00

$0
$0
$0
$0
Month 7
$0.00
$0.00
$0.00

$0
$0
$0
$0

0
0
0
0
Month 8
$0.00
$0.00
$0.00

$0
$0
$0
$0
Month 8
$0.00
$0.00
$0.00

$0
$0
$0
$0

0
0
0
0
Month 9
$0.00
$0.00
$0.00

$0
$0
$0
$0
Month 9
$0.00
$0.00
$0.00

$0
$0
$0
$0

Month 10
$0
$0
$0
$0

Month 11
$0
$0
$0
$0

Month 12
$0
$0
$0
$0

Year 1
$0
$0
$0
$0

Year 2
$0
$0
$0
$0

Month 10
$0
$0
$0
$0

Month 11
$0
$0
$0
$0

Month 12
$0
$0
$0
$0

Year 1
$0
$0
$0
$0

Year 2
$0
$0
$0
$0

Month 10

Month 11

Month 12

Year 1

Year 2

0
0
0
0
Month 10
$0.00
$0.00
$0.00

$0
$0
$0
$0
Month 10
$0.00
$0.00
$0.00

$0
$0
$0
$0

0
0
0
0
Month 11
$0.00
$0.00
$0.00

$0
$0
$0
$0
Month 11
$0.00
$0.00
$0.00

$0
$0
$0
$0

0
0
0
0
Month 12
$0.00
$0.00
$0.00

$0
$0
$0
$0
Month 12
$0.00
$0.00
$0.00

$0
$0
$0
$0

0
0
0
0
Year 1
$0.00
$0.00
$0.00

$0
$0
$0
$0
Year 1
$0.00
$0.00
$0.00

$0
$0
$0
$0

0
0
0
0
Year 2
$0.00
$0.00
$0.00

$0
$0
$0
$0
Year 2
$0.00
$0.00
$0.00

$0
$0
$0
$0

Year 3
$0
$0
$0
$0

Year 4
$0
$0
$0
$0

Year 5
$0
$0
$0
$0

Year 3
$0
$0
$0
$0

Year 4
$0
$0
$0
$0

Year 5
$0
$0
$0
$0

Year 3

Year 4

Year 5

0
0
0
0
Year 3
$0.00
$0.00
$0.00

$0
$0
$0
$0
Year 3
$0.00
$0.00
$0.00

$0
$0
$0
$0

0
0
0
0
Year 4
$0.00
$0.00
$0.00

$0
$0
$0
$0
Year 4
$0.00
$0.00
$0.00

$0
$0
$0
$0

0
0
0
0
Year 5
$0.00
$0.00
$0.00

$0
$0
$0
$0
Year 5
$0.00
$0.00
$0.00

$0
$0
$0
$0

Month 1
$0
$0
$0
$0
Month 1
$0
$0
$0
$0

Month 1
0
0
0
0
Month 1
$0.00
$0.00
$0.00

$0
$0
$0
$0
Month 1
$0.00
$0.00
$0.00

$0
$0
$0
$0

Month 2
$0
$0
$0
$0

Month 3
$0
$0
$0
$0

Month 4
$0
$0
$0
$0

Month 5
$0
$0
$0
$0

Month 6
$0
$0
$0
$0

Month 2
$0
$0
$0
$0

Month 3
$0
$0
$0
$0

Month 4
$0
$0
$0
$0

Month 5
$0
$0
$0
$0

Month 6
$0
$0
$0
$0

Month 2

Month 3

Month 4

Month 5

Month 6

0
0
0
0
Month 2
$0.00
$0.00
$0.00

$0
$0
$0
$0
Month 2
$0.00
$0.00
$0.00

$0
$0
$0
$0

0
0
0
0
Month 3
$0.00
$0.00
$0.00

$0
$0
$0
$0
Month 3
$0.00
$0.00
$0.00

$0
$0
$0
$0

0
0
0
0
Month 4
$0.00
$0.00
$0.00

$0
$0
$0
$0
Month 4
$0.00
$0.00
$0.00

$0
$0
$0
$0

0
0
0
0
Month 5
$0.00
$0.00
$0.00

$0
$0
$0
$0
Month 5
$0.00
$0.00
$0.00

$0
$0
$0
$0

0
0
0
0
Month 6
$0.00
$0.00
$0.00

$0
$0
$0
$0
Month 6
$0.00
$0.00
$0.00

$0
$0
$0
$0

Month 7
$0
$0
$0
$0

Month 8
$0
$0
$0
$0

Month 9
$0
$0
$0
$0

Month 10
$0
$0
$0
$0

Month 11
$0
$0
$0
$0

Month 7
$0
$0
$0
$0

Month 8
$0
$0
$0
$0

Month 9
$0
$0
$0
$0

Month 10
$0
$0
$0
$0

Month 11
$0
$0
$0
$0

Month 7

Month 8

Month 9

Month 10

Month 11

0
0
0
0
Month 7
$0.00
$0.00
$0.00

$0
$0
$0
$0
Month 7
$0.00
$0.00
$0.00

$0
$0
$0
$0

0
0
0
0
Month 8
$0.00
$0.00
$0.00

$0
$0
$0
$0
Month 8
$0.00
$0.00
$0.00

$0
$0
$0
$0

0
0
0
0
Month 9
$0.00
$0.00
$0.00

$0
$0
$0
$0
Month 9
$0.00
$0.00
$0.00

$0
$0
$0
$0

0
0
0
0
Month 10
$0.00
$0.00
$0.00

$0
$0
$0
$0
Month 10
$0.00
$0.00
$0.00

$0
$0
$0
$0

0
0
0
0
Month 11
$0.00
$0.00
$0.00

$0
$0
$0
$0
Month 11
$0.00
$0.00
$0.00

$0
$0
$0
$0

Month 12
$0
$0
$0
$0

Year 1
$0
$0
$0
$0

Year 2
$0
$0
$0
$0

Year 3
$0
$0
$0
$0

Year 4
$0
$0
$0
$0

Month 12
$0
$0
$0
$0

Year 1
$0
$0
$0
$0

Year 2
$0
$0
$0
$0

Year 3
$0
$0
$0
$0

Year 4
$0
$0
$0
$0

Month 12

Year 1

Year 2

Year 3

Year 4

0
0
0
0
Month 12
$0.00
$0.00
$0.00

$0
$0
$0
$0
Month 12
$0.00
$0.00
$0.00

$0
$0
$0
$0

0
0
0
0
Year 1
$0.00
$0.00
$0.00

$0
$0
$0
$0
Year 1
$0.00
$0.00
$0.00

$0
$0
$0
$0

0
0
0
0
Year 2
$0.00
$0.00
$0.00

$0
$0
$0
$0
Year 2
$0.00
$0.00
$0.00

$0
$0
$0
$0

0
0
0
0
Year 3
$0.00
$0.00
$0.00

$0
$0
$0
$0
Year 3
$0.00
$0.00
$0.00

$0
$0
$0
$0

0
0
0
0
Year 4
$0.00
$0.00
$0.00

$0
$0
$0
$0
Year 4
$0.00
$0.00
$0.00

$0
$0
$0
$0

Year 5
$0
$0
$0
$0
Year 5
$0
$0
$0
$0

Year 5
0
0
0
0
Year 5
$0.00
$0.00
$0.00

$0
$0
$0
$0
Year 5
$0.00
$0.00
$0.00

$0
$0
$0
$0

Break-even Analysis

be_table_intro.mp3

Monthly Units Break-even

Monthly Revenue Break-even

0
$0

Assumptions:
Average Per-Unit Revenue
Average Per-Unit Variable Cost
Average Percent Variable Cost
Estimated Monthly Fixed Cost

$0.00
$0.00
0%
$0
Units
0
1
2
3
4
5
6
7
8
9
10
11

Sales
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0

Profits
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0

be_table_01.mp3
be_table_02.mp3
be_table_03.mp3

Price List
Item
Name me
Name me
Name me
Other

Description
Type a description
Type a description
Type a description
Type a description

here
here
here
here

Per Unit Price

$0
$0
$0
$0

Contribution Margin
Month 1

Sales

$0
$0
$0
-----------$0

Direct Costs of Goods

Costs of Goods
Cost of Goods Sold
Gross Margin
Gross Margin %

$0
0.00%

Marketing Expense Budget

Month 1
$0
$0
$0
------------

Name me
Name me
Other

Total Sales and Marketing Expenses

$0
0.00%

Percent of Sales

Contribution Margin

$0
0.00%

Contribution Margin / Sales

Information Only: Does not print
Total Expenses Allocated to Milestones
Total Sales and Marketing Expenses
Milestones Expenses not budgeted for

$0
$0
$0

Month 2

Month 3

Month 4

Month 5

Month 6

$0
$0
$0
-----------$0

$0
$0
$0
-----------$0

$0
$0
$0
-----------$0

$0
$0
$0
-----------$0

$0
$0
$0
-----------$0

$0
0.00%

$0
0.00%

$0
0.00%

$0
0.00%

$0
0.00%

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

Month 3
$0
$0
$0
------------

Month 4
$0
$0
$0
------------

Month 5
$0
$0
$0
------------

Month 6
$0
$0
$0
------------

$0
0.00%

$0
0.00%

$0
0.00%

$0
0.00%

$0
0.00%

$0
0.00%

$0
0.00%

$0
0.00%

$0
0.00%

$0
0.00%

Month 7

Month 8

Month 9

Month 10

Month 11

$0
$0
$0
-----------$0

$0
$0
$0
-----------$0

$0
$0
$0
-----------$0

$0
$0
$0
-----------$0

$0
$0
$0
-----------$0

$0
0.00%

$0
0.00%

$0
0.00%

$0
0.00%

$0
0.00%

Month 7
$0
$0
$0
------------

Month 8
$0
$0
$0
------------

Month 9
$0
$0
$0
------------

Month 10
$0
$0
$0
------------

Month 11
$0
$0
$0
------------

$0
0.00%

$0
0.00%

$0
0.00%

$0
0.00%

$0
0.00%

$0
0.00%

$0
0.00%

$0
0.00%

$0
0.00%

$0
0.00%

Month 12

Year 1

Month 13

Month 14

$0
$0
$0
-----------$0

$0
$0
$0
-----------$0

$0
$0
$0
-----------$0

$0
$0
$0
-----------$0

$0
0.00%

$0
0.00%

$0
0.00%

$0
0.00%

Month 12
$0
$0
$0
------------

Year 1
$0
$0
$0
------------

Month 13
$0
$0
$0
------------

Month 14
$0
$0
$0
------------

$0
0.00%

$0
0.00%

$0
0.00%

$0
0.00%

$0
0.00%

$0
0.00%

$0
0.00%

$0
0.00%

0.00%

Month 15

Month 16

Month 17

Month 18

Month 19

$0
$0
$0
-----------$0

$0
$0
$0
-----------$0

$0
$0
$0
-----------$0

$0
$0
$0
-----------$0

$0
$0
$0
-----------$0

$0
0.00%

$0
0.00%

$0
0.00%

$0
0.00%

$0
0.00%

Month 15
$0
$0
$0
------------

Month 16
$0
$0
$0
------------

Month 17
$0
$0
$0
------------

Month 18
$0
$0
$0
------------

Month 19
$0
$0
$0
------------

$0
0.00%

$0
0.00%

$0
0.00%

$0
0.00%

$0
0.00%

$0
0.00%

$0
0.00%

$0
0.00%

$0
0.00%

$0
0.00%

Month 20

Month 21

Month 22

Month 23

Month 24

$0
$0
$0
-----------$0

$0
$0
$0
-----------$0

$0
$0
$0
-----------$0

$0
$0
$0
-----------$0

$0
$0
$0
-----------$0

$0
0.00%

$0
0.00%

$0
0.00%

$0
0.00%

$0
0.00%

Month 20
$0
$0
$0
------------

Month 21
$0
$0
$0
------------

Month 22
$0
$0
$0
------------

Month 23
$0
$0
$0
------------

Month 24
$0
$0
$0
------------

$0
0.00%

$0
0.00%

$0
0.00%

$0
0.00%

$0
0.00%

$0
0.00%

$0
0.00%

$0
0.00%

$0
0.00%

$0
0.00%

Year 2

Year 2

Year 3

Year 4

Year 5

$0
$0
$0
-----------$0

$0
$0
$0
-----------$0

$0
$0
$0
-----------$0

$0
$0
$0
-----------$0

$0
$0
$0
-----------$0

$0
0.00%

$0
0.00%

$0
0.00%

$0
0.00%

$0
0.00%

Year 2
$0
$0
$0
------------

Year 2
$0
$0
$0
------------

Year 3
$0
$0
$0
------------

Year 4
$0
$0
$0
------------

Year 5
$0
$0
$0
------------

$0
0.00%

$0
0.00%

$0
0.00%

$0
0.00%

$0
0.00%

$0
0.00%

$0
0.00%

$0
0.00%

$0
0.00%

$0
0.00%

0.00%

0.00%

0.00%

0.00%

0.00%

QuartersRules

Month 1
$0
$0
$0
-----------$0
$0
0.00%
Month 1
$0
$0
$0
-----------$0
0.00%
$0
0.00%

$0
$0
$0

Month 2

Month 3

Month 4

Month 5

Month 6

$0
$0
$0
-----------$0

$0
$0
$0
-----------$0

$0
$0
$0
-----------$0

$0
$0
$0
-----------$0

$0
$0
$0
-----------$0

$0
0.00%

$0
0.00%

$0
0.00%

$0
0.00%

$0
0.00%

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

Month 3
$0
$0
$0
------------

Month 4
$0
$0
$0
------------

Month 5
$0
$0
$0
------------

Month 6
$0
$0
$0
------------

$0
0.00%

$0
0.00%

$0
0.00%

$0
0.00%

$0
0.00%

$0
0.00%

$0
0.00%

$0
0.00%

$0
0.00%

$0
0.00%

Month 7

Month 8

Month 9

Month 10

Month 11

$0
$0
$0
-----------$0

$0
$0
$0
-----------$0

$0
$0
$0
-----------$0

$0
$0
$0
-----------$0

$0
$0
$0
-----------$0

$0
0.00%

$0
0.00%

$0
0.00%

$0
0.00%

$0
0.00%

Month 7
$0
$0
$0
------------

Month 8
$0
$0
$0
------------

Month 9
$0
$0
$0
------------

Month 10
$0
$0
$0
------------

Month 11
$0
$0
$0
------------

$0
0.00%

$0
0.00%

$0
0.00%

$0
0.00%

$0
0.00%

$0
0.00%

$0
0.00%

$0
0.00%

$0
0.00%

$0
0.00%

Month 12

Year 1

Year 2

Year 3

Year 4

$0
$0
$0
-----------$0

$0
$0
$0
-----------$0

$0
$0
$0
-----------$0

$0
$0
$0
-----------$0

$0
$0
$0
-----------$0

$0
0.00%

$0
0.00%

$0
0.00%

$0
0.00%

$0
0.00%

Month 12
$0
$0
$0
------------

Year 1
$0
$0
$0
------------

Year 2
$0
$0
$0
------------

Year 3
$0
$0
$0
------------

Year 4
$0
$0
$0
------------

$0
0.00%

$0
0.00%

$0
0.00%

$0
0.00%

$0
0.00%

$0
0.00%

$0
0.00%

$0
0.00%

$0
0.00%

$0
0.00%

Year 5
$0
$0
$0
-----------$0
$0
0.00%
Year 5
$0
$0
$0
-----------$0
0.00%
$0
0.00%

Month 1

Month 2

Month 3

Month 4

$0
$0
$0
-----------$0

$0
$0
$0
-----------$0

$0
$0
$0
-----------$0

$0
$0
$0
-----------$0

$0
0.00%

$0
0.00%

$0
0.00%

$0
0.00%

Month 1
$0
$0
$0
------------

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

Month 3
$0
$0
$0
------------

Month 4
$0
$0
$0
------------

$0
0.00%

$0
0.00%

$0
0.00%

$0
0.00%

$0
0.00%

$0
0.00%

$0
0.00%

$0
0.00%

Month 5

Month 6

Month 7

Month 8

Month 9

$0
$0
$0
-----------$0

$0
$0
$0
-----------$0

$0
$0
$0
-----------$0

$0
$0
$0
-----------$0

$0
$0
$0
-----------$0

$0
0.00%

$0
0.00%

$0
0.00%

$0
0.00%

$0
0.00%

Month 5
$0
$0
$0
------------

Month 6
$0
$0
$0
------------

Month 7
$0
$0
$0
------------

Month 8
$0
$0
$0
------------

Month 9
$0
$0
$0
------------

$0
0.00%

$0
0.00%

$0
0.00%

$0
0.00%

$0
0.00%

$0
0.00%

$0
0.00%

$0
0.00%

$0
0.00%

$0
0.00%

Month 10

Month 11

Month 12

Year 1

Year 2

$0
$0
$0
-----------$0

$0
$0
$0
-----------$0

$0
$0
$0
-----------$0

$0
$0
$0
-----------$0

$0
$0
$0
-----------$0

$0
0.00%

$0
0.00%

$0
0.00%

$0
0.00%

$0
0.00%

Month 10
$0
$0
$0
------------

Month 11
$0
$0
$0
------------

Month 12
$0
$0
$0
------------

Year 1
$0
$0
$0
------------

Year 2
$0
$0
$0
------------

$0
0.00%

$0
0.00%

$0
0.00%

$0
0.00%

$0
0.00%

$0
0.00%

$0
0.00%

$0
0.00%

$0
0.00%

$0
0.00%

Year 3

Year 4

Year 5

$0
$0
$0
-----------$0

$0
$0
$0
-----------$0

$0
$0
$0
-----------$0

$0
0.00%

$0
0.00%

$0
0.00%

Year 3
$0
$0
$0
------------

Year 4
$0
$0
$0
------------

Year 5
$0
$0
$0
------------

$0
0.00%

$0
0.00%

$0
0.00%

$0
0.00%

$0
0.00%

$0
0.00%

Sales Account Plan

Target Accounts

History

Status

Account Name
Account Name
Other

Existing Key Accounts

History

Status

Account Name
Account Name
Other

Total

Annual Sales Potential

$0
$0
$0
Annual Sales Potential
$0
$0
$0
$0

Key Account Manager

Key Account Manager
-

Sales Pipeline
Opportunity
Name
Opportunity
Opportunity
Opportunity
Opportunity
Opportunity
Opportunity
Opportunity
Opportunity
Opportunity
Opportunity

Total

Name
Name
Name
Name
Name
Name
Name
Name
Name
Name

Customer
Contact
-

Sales Region
-

Lead
Source
-

Sales Category
-

Forecast
Amount

Sales Phase
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0

Forecast
Close
10/20/2013
10/20/2013
10/20/2013
10/20/2013
10/20/2013
10/20/2013
10/20/2013
10/20/2013
10/20/2013
10/20/2013

Gap Dashboard
Month 1

Month 2

Personal
Personal 1
Personal 2
Personal 3

0
0
0

0
0
0

0
0
0

0
0
0

0
0
0

0
0
0

0
0
0

0
0
0

Business
Business 1
Business 2
Business 3

Tactical
Tactical 1
Tactical 2
Tactical 3

Strategic
Strategic 1
Strategic 2
Strategic 3

Month 3

Month 4

Month 5

Month 6

Month 7

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
0

0
0
0

0
0
0

Month 8

Month 9

Month 10

Month 11

Month 12

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
0

0
0
0

0
0
0

Year 1

Month 13

Month 14

Month 15

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 16

Month 17

Month 18

Month 19

Month 20

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
0

0
0
0

0
0
0

Month 21

Month 22

Month 23

Month 24

Year 2

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
0

0
0
0

0
0
0

Year 2

Year 3

Year 4

Year 5

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 1

Month 2

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 3

Month 4

Month 5

Month 6

Month 7

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
0

0
0
0

0
0
0

Month 8

Month 9

Month 10

Month 11

Month 12

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
0

0
0
0

0
0
0

Year 1

Year 2

Year 3

Year 4

Year 5

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
0

0
0
0

0
0
0

Month 1
0
0
0

0
0
0

0
0
0

0
0
0

Month 2

Month 3

Month 4

Month 5

Month 6

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
0

0
0
0

0
0
0

Month 7

Month 8

Month 9

Month 10

Month 11

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
0

0
0
0

0
0
0

Month 12

Year 1

Year 2

Year 3

Year 4

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
0

0
0
0

0
0
0

Year 5
0
0
0

0
0
0

0
0
0

0
0
0

Key Marketing Metrics

Revenue
Leads
Leads Converted
Avg. Transactions/Customer
Avg. $/Customer
Referrals
PR Mentions
Testimonials
Other

Month 1

Month 2

$0
0
0.00%
0
$0
0
0
0
0

$0
0
0.00%
0
$0
0
0
0
0

Month 3

Month 4

Month 5

Month 6

Month 7

$0
0
0.00%
0
$0
0
0
0
0

$0
0
0.00%
0
$0
0
0
0
0

$0
0
0.00%
0
$0
0
0
0
0

$0
0
0.00%
0
$0
0
0
0
0

$0
0
0.00%
0
$0
0
0
0
0

Month 8

Month 9

Month 10

Month 11

Month 12

$0
0
0.00%
0
$0
0
0
0
0

$0
0
0.00%
0
$0
0
0
0
0

$0
0
0.00%
0
$0
0
0
0
0

$0
0
0.00%
0
$0
0
0
0
0

$0
0
0.00%
0
$0
0
0
0
0

Year 1

Month 13

Month 14

Month 15

$0
0
0.00%
0
$0
0
0
0
0

$0
0
0.00%
0
$0
0
0
0
0

$0
0
0.00%
0
$0
0
0
0
0

$0
0
0.00%
0
$0
0
0
0
0

Month 16

Month 17

Month 18

Month 19

Month 20

$0
0
0.00%
0
$0
0
0
0
0

$0
0
0.00%
0
$0
0
0
0
0

$0
0
0.00%
0
$0
0
0
0
0

$0
0
0.00%
0
$0
0
0
0
0

$0
0
0.00%
0
$0
0
0
0
0

Month 21

Month 22

Month 23

Month 24

Year 2

$0
0
0.00%
0
$0
0
0
0
0

$0
0
0.00%
0
$0
0
0
0
0

$0
0
0.00%
0
$0
0
0
0
0

$0
0
0.00%
0
$0
0
0
0
0

$0
0
0.00%
0
$0
0
0
0
0

Year 2

Year 3

Year 4

Year 5

$0
0
0.00%
0
$0
0
0
0
0

$0
0
0.00%
0
$0
0
0
0
0

$0
0
0.00%
0
$0
0
0
0
0

$0
0
0.00%
0
$0
0
0
0
0

Month 1

Month 2

$0
0
0.00%
0
$0
0
0
0
0

$0
0
0.00%
0
$0
0
0
0
0

Month 3

Month 4

Month 5

Month 6

Month 7

$0
0
0.00%
0
$0
0
0
0
0

$0
0
0.00%
0
$0
0
0
0
0

$0
0
0.00%
0
$0
0
0
0
0

$0
0
0.00%
0
$0
0
0
0
0

$0
0
0.00%
0
$0
0
0
0
0

Month 8

Month 9

Month 10

Month 11

Month 12

$0
0
0.00%
0
$0
0
0
0
0

$0
0
0.00%
0
$0
0
0
0
0

$0
0
0.00%
0
$0
0
0
0
0

$0
0
0.00%
0
$0
0
0
0
0

$0
0
0.00%
0
$0
0
0
0
0

Year 1

Year 2

Year 3

Year 4

Year 5

$0
0
0.00%
0
$0
0
0
0
0

$0
0
0.00%
0
$0
0
0
0
0

$0
0
0.00%
0
$0
0
0
0
0

$0
0
0.00%
0
$0
0
0
0
0

$0
0
0.00%
0
$0
0
0
0
0

Month 1
$0
0
0.00%
0
$0
0
0
0
0

Month 2

Month 3

Month 4

Month 5

Month 6

$0
0
0.00%
0
$0
0
0
0
0

$0
0
0.00%
0
$0
0
0
0
0

$0
0
0.00%
0
$0
0
0
0
0

$0
0
0.00%
0
$0
0
0
0
0

$0
0
0.00%
0
$0
0
0
0
0

Month 7

Month 8

Month 9

Month 10

Month 11

$0
0
0.00%
0
$0
0
0
0
0

$0
0
0.00%
0
$0
0
0
0
0

$0
0
0.00%
0
$0
0
0
0
0

$0
0
0.00%
0
$0
0
0
0
0

$0
0
0.00%
0
$0
0
0
0
0

Month 12

Year 1

Year 2

Year 3

Year 4

$0
0
0.00%
0
$0
0
0
0
0

$0
0
0.00%
0
$0
0
0
0
0

$0
0
0.00%
0
$0
0
0
0
0

$0
0
0.00%
0
$0
0
0
0
0

$0
0
0.00%
0
$0
0
0
0
0

Year 5
$0
0
0.00%
0
$0
0
0
0
0

Pay-Per-Click ROAS
Network
Google
Yahoo!
Other
Total

Monthly Cost
$0
$0
$0
$0

Clicks
0
0
0
0

Leads Generated
0
0
0
0

Orders
0
0
0
0

Monthly Revenue
$0
$0
$0
$0

ROAS
0%
0%
0%
0%

Cost-per-click
$0.00
$0.00
$0.00
$0.00

Cost-per-lead
$0.00
$0.00
$0.00
$0.00

Customer Lifetime Value

Customer Purchase Forecast:
Average Customer Lifetime (years):
Average number of purchases per year:
Average purchase value:
Average Gross Margin %:
Gross Margin per purchase
Total Customer Purchases:

0
0
$0.00
0%
$0.00
$0.00

Customer Acquisition Costs:

Cost of marketing to a potential customer:
Average conversion rate:
Subtotal Cost of attracting customer:
Other one-off costs for first-time customers:

$0.00
0%
$0.00
$0.00

Total Customer Acquisition Costs:

$0.00

Unadjusted Customer Lifetime Value:

$0.00

Adjusted Customer Lifetime Value:

Discount Rate:

Net Present Value of Customer Lifetime Value:

0%
$0.00

Return On Investment (ROI)

Channel 1

Channel 2

0
$0.00
0.00%
0.00%
$0.00

0
$0.00
0.00%
0.00%
$0.00

Response
Total Responders
Total Buyers
Revenue Generated

0
0
$0.00

0
0
$0.00

Costs
Cost per Response
Cost per Sale
Total Campaign Profit

$0.00
$0.00
$0.00

$0.00
$0.00
$0.00

0.00%

0.00%

Campaign Details
Total Impressions
Total Program Cost
Response Rate
Conversion Rate
Average Customer Purchase

Marketing ROI

Channel 3

Channel 4

0
$0.00
0.00%
0.00%
$0.00

0
$0.00
0.00%
0.00%
$0.00

0
0
$0.00

0
0
$0.00

$0.00
$0.00
$0.00

$0.00
$0.00
$0.00

0.00%

0.00%

Fixed Costs
Cost
Rent or Lease
Professional Services
Payroll
Interest Payments
Utilities & Telephone
Non-discretionary Marketing Expenses
Other

$0
$0
$0
$0
$0
$0
$0

Total Fixed Costs

$0

A
1
2
3
4
5
6
7
8
9
10
11

Growth and Share

Competitor
Competitor
Competitor
Competitor
Competitor
Competitor
Other

Price
$0
$0
$0
$0
$0
$0

Growth Rate
0%
0%
0%
0%
0%
0%

Market Share
0%
0%
0%
0%
0%
0%

Average

$0.00

0.00%

0.00%

$0.00

0.00%

0.00%

12 Total
13
14
15
16
17
18
19

Competitor by Growth and Share

CONVERTS PRICE TO USEABLE NUMBER

diameter

y diameter

y diameter

diameter

y diameter

y diameter

#1
Name me

#2
Name me

#3
Name me

#4
Name me

#5
Name me

#6
Name me

Product and/or Service

Quality
Selection
Price
Other

Name me
0
0
0
0

Name me
0
0
0
0

Name me
0
0
0
0

Name me
0
0
0
0

Name me
0
0
0
0

Name me
0
0
0
0

Location and Physical Appearance

Traffic
Appearance
Visibility
Convenience Factors
Other

Name me
0
0
0
0
0

Name me
0
0
0
0
0

Name me
0
0
0
0
0

Name me
0
0
0
0
0

Name me
0
0
0
0
0

Name me
0
0
0
0
0

Added Value Factors

Pre and Post Sales Service
Experience
Expertise
Reputation
Image
Stability
Strategic Alliances
Other

Name me
0
0
0
0
0
0
0
0

Name me
0
0
0
0
0
0
0
0

Name me
0
0
0
0
0
0
0
0

Name me
0
0
0
0
0
0
0
0

Name me
0
0
0
0
0
0
0
0

Name me
0
0
0
0
0
0
0
0

Other Marketing Activities

Established Sales Channels
Advertising
Post-purchase Support
Incentives
Loyalty Components
Other

Name me
0
0
0
0
0
0

Name me
0
0
0
0
0
0

Name me
0
0
0
0
0
0

Name me
0
0
0
0
0
0

Name me
0
0
0
0
0
0

Name me
0
0
0
0
0
0

Competitor

Total

Channel Forecast
Channel
Channel
Channel
Other

Growth
0%
0%
0%
---------

Year 1
0
0
0
---------

Year 2
0
0
0
---------

Year 3
0
0
0
---------

Total

0.00%

Channel Analysis
Year 4
0
0
0
---------

Year 5
0
0
0
---------

CAGR Channel
0.00% Channel
0.00% Channel
0.00% Other
0.00%

Factor1
0
0
0

Factor2
0
0
0

Factor3
0
0
0

Factor4
0
0
0

Factor5
0
0
0

Historical Data
Variable
Industry Revenue
Company Market Share
Company Revenue
Industry Variable Costs
Company Variable Costs
Industry Gross Contribution Margin
Company Gross Contribution Margin
Marketing Expenses
Company Net Contribution Margin

2008
$0
0%
$0
$0
$0
$0
$0
$0
$0

2009
$0
0%
$0
$0
$0
$0
$0
$0
$0

2010
$0
0%
$0
$0
$0
$0
$0
$0
$0

Commission
Month 1

Month 2

Month 3

Month 4

Income
Commission
Base Salary
Bonuses
Total

7%
0%
0%

$0
$0
$0
$0

$0
$0
$0
$0

$0
$0
$0
$0

$0
$0
$0
$0

Month 5
$0
$0
$0
$0

Month 6
$0
$0
$0
$0

Month 7
$0
$0
$0
$0

Month 8
$0
$0
$0
$0

Month 9 Month 10 Month 11 Month 12

$0
$0
$0
$0

$0
$0
$0
$0

$0
$0
$0
$0

$0
$0
$0
$0

Year 1
$0
$0
$0
$0

Month 13 Month 14 Month 15 Month 16 Month 17 Month 18 Month 19

7%
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 20 Month 21 Month 22 Month 23 Month 24

$0
$0
$0
$0

$0
$0
$0
$0

$0
$0
$0
$0

$0
$0
$0
$0

$0
$0
$0
$0

Year 2
$0
$0
$0
$0

Year 2
$0
$0
$0
$0

Year 3
$0
$0
$0
$0

Year 4
$0
$0
$0
$0

Year 5
$0
$0
$0
$0

Month 1
$0
$0
$0
$0

Month 2
$0
$0
$0
$0

Month 3
$0
$0
$0
$0

Month 4
$0
$0
$0
$0

Month 5
$0
$0
$0
$0

Month 6
$0
$0
$0
$0

Month 7
$0
$0
$0
$0

Month 8
$0
$0
$0
$0

Month 9 Month 10 Month 11

$0
$0
$0
$0

$0
$0
$0
$0

$0
$0
$0
$0

Month 12
$0
$0
$0
$0

Year 1
$0
$0
$0
$0

Year 2
$0
$0
$0
$0

Year 3
$0
$0
$0
$0

Year 4
$0
$0
$0
$0

Year 5
$0
$0
$0
$0

Month 1
$0
$0
$0
$0

Month 2
$0
$0
$0
$0

Month 3
$0
$0
$0
$0

Month 4
$0
$0
$0
$0

Month 5
$0
$0
$0
$0

Month 6
$0
$0
$0
$0

Month 7
$0
$0
$0
$0

Month 8
$0
$0
$0
$0

Month 9 Month 10 Month 11 Month 12

$0
$0
$0
$0

$0
$0
$0
$0

$0
$0
$0
$0

$0
$0
$0
$0

Year 1
$0
$0
$0
$0

Year 2
$0
$0
$0
$0

Year 3
$0
$0
$0
$0

Year 4
$0
$0
$0
$0

Year 5
$0
$0
$0
$0

Key Accounts
Tier One: Priority Accounts
Key Account Name
Key Account Name

Phone Number
(000) 111-2222
(000) 111-2222

Tier Two: Warm Accounts

Key Account Name
Key Account Name

(000) 111-2222
(000) 111-2222

Tier Three: Long-term Accounts

Key Account Name
Key Account Name

(000) 111-2222
(000) 111-2222

Email Address
account@example.com
account@example.com

Next Contact Method

email
email

Follow-up Date
12/19/2012
12/19/2012

account@example.com
account@example.com

email
email

12/19/2012
12/19/2012

account@example.com
account@example.com

email
email

12/19/2012
12/19/2012

What is the Logistics worksheet?

The Logistics worksheet is where we

keep the Plan Settings. These Plan
Settings will change based on the
choices you make in the Plan Setup. We
use these Plan Settings to customize
your plan and make table calculations.
Deleting this worksheet or any of these
Plan Settings will generate errors in this
workbook.
Plan Settings
Plan Setting Name
PS_NonProfit
PS_Products
PS_IndustryClass
PS_ConsumerOrCompany
PS_QuickBooks
PS_SalesbyUnits
IS_SimplePlan
PS_Channels
PS_StandardTerm
PS_StartingMonth
PS_StartingYear
PS_Startup
PS_PlanTitle
PS_DateSetting
PS_Date
PS_AnnualDetail
PS_CellFormat

Copyright 1999-2007 Palo Alto Software, Inc.

Workbook version:

Value
FALSE
TRUE
Automobile Detailing
FALSE
FALSE
TRUE
FALSE
TRUE
TRUE
11
2011
TRUE
Marketing Plan Pro - Marketing Plan
1
FALSE
FALSE
$500.00

007 Palo Alto Software, Inc.

1.02.000

Description
true or false
true or false
text
true or false
true or false
true or false
true or false
true or false
true or false
number
number
true or false
text
number
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