Mid-Month Sales & Operations Scorecard
Company at a glance
Sales channel status — estimated finish vs budget · click to drill through
Volume by channel
Volume — MTD vs pace projection vs goal
Track scale = 0–120% of goal. Goal marker = red line. Pace projection = orange line.
MTD shipped To goal Over-goal zone Goal (100%) Pace projection
Channel mix
% of TTL Org volume · MTD
Economics & commentary
Per-case economics — MTD Full detail → Page 3
Actual Remaining to scale Scale anchor
Discounts bar coded red — higher discount rate is unfavorable.
Leader notes
Commentary placeholder — enter notes in the Edit Data panel in a future release.
— Sales leadership
Review channel performance and add commentary.
Supply Chain SC leadership
Review SC metrics and add commentary.
Page 1 of 4
← Overview Channel detail
Volume — MTD vs pace projection vs goal
MTD To goal Goal Pace projection
0% Goal (100%) 120%
MTD cases
Projected finish vs goal
Pace-based estimate
Daily run rate needed
(Goal − MTD) ÷ days remaining
All metrics —
Metric MTD Month Goal Proj. Finish Finish vs Goal Gap (abs.) MTD % RAG
Page 2 of 4 · All values are manually entered or pace-derived
Per-case summary — MTD
Margin story
Margin waterfall — MTD per case
Gross Rev → Discounts → Net Rev → COGS → Margin. Formula: (Net Rev/case − COGS/case) ÷ Net Rev/case. Confirm with CFO.
Margin % = (Net Rev − COGS) ÷ Net Rev · pending CFO confirmation
Month-over-month trend
Static reference · historical data requires additional input
Gross Rev / case
Discounts / case
Trend direction: rising discounts are unfavorable
Net Rev / case
COGS / case
Monitor vs Gross Rev trend
Margin %
Total net revenue — absolute dollars
Total net revenue — MTD vs full month goal Org-level · absolute dollars
Page 3 of 4 · Margin % formula pending CFO confirmation · Sparklines are static reference
Fulfillment health
MTD vs target — bullet view
Fulfillment metrics — MTD vs target
On Time / In Full / Case Fill: higher is better. Freight: lower is better.
Actual Remaining Target
Supply coverage %
On-hand inventory ÷ open committed shipments · Target: ≥100%
Coverage by channel (static reference)
DSD118%
Direct104%
Club121%
E-Com109%
Demand forecast accuracy — by lag
Forecast accuracy % — 0 / 1 / 2 month lag Owner: VP Integrated Business Planning · Target: 85%
How to read lag: 0-month = how accurate was the forecast we made for this month. 1-month = accuracy of forecast made last month for this month. 2-month = accuracy of forecast made 2 months ago for this month. Higher lag accuracy = better long-range planning signal.
Page 4 of 4 · All SC values manually entered · Channel coverage is static reference
Edit Data
Period
Month name
Year
Today (day of month)
Days in month
Manual Month-End Target
Leadership month-end estimate
Enter what you believe the org will actually finish the month at in cases. Leave at 0 to use pace projection only. This is separate from the budget goal.
Target (cases, total org)
Channel Data — Cases
Channel MTD Cases Month Goal
MTD = shipped/invoiced to date · Goal = full month budget target (cases)
Per-Case Economics — MTD Average
Gross Rev / case ($)
Discounts / case ($ positive)
COGS / case ($)
Discounts entered as positive; displayed as negative (unfavorable).
Market & Consumption Data
DSD Depletions vs PY (%)
Enter as signed % (e.g., 3.1 = +3.1%, −2.0 = down 2%)
Supply Chain — MTD Actuals
On Time % (target: 95%)
In Full % (target: 96%)
Case Fulfillment % (target: 95%)
Freight % of Net Rev (target: 7.5%)
Supply Coverage % (target: 100%)
Forecast Accuracy (target: 85%)
0-month lag %
1-month lag %
2-month lag %