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