Questions & Answers

Q: I may not always need 5 columns - problems entering zeros.

A: Profit Contribution Breakdown Excel is designed for 5 segments (Products and Customers). If you have less than five you can either divide your existing segments into 2 (or more) resulting in multiple segments with the same values (ie duplicates). Alternatively for the not required Product or Customer segment set the Segment Revenue and Transaction data to very low numbers and the relative indicators and potential and ability values to 0 except a single fixed cost relative indicator (usually Other) which is used to add a cost equal to the revenue of the segment (so the comparative values are valid). For example in the product segment for a Revenue of 1 we need a Fixed cost of 1 for 0 profit. This is done by setting the Fixed Cost Other to 1 in the Overall performance data sheet and allocating all of this to the empty product segment by setting the empty Product segment relative indicator to 100 and all other segment relative indicators to 0 for the Fixed cost Other. In the attached file I have set the Customer segment 4 and Product segment 4 in this manner for your reference.

Question and Answer Item 10908 - Browse All Question and Answer Items

Q: I am not quite clear on the "Relative Indicator reference"

A: Relative Indicators are a means to allocate expense relative to other segments. The base or "average" relative indicator is 100. So if all segments used the same amount of an expense per transaction / or revenue generated then all segments would have a relative indicator of 100. But if for example a segment uses 10% more of the expense than "average" to secure the transaction or revenue its relative indicator is 110. If 10% less its relative indicator is 90. If it uses none of the expense its relative indicator is 0. All calculations are relative, it does not matter what the relative indicator totals are only the relationship between each indicator is used. This allows a better indication of profit ie some customer segments may require more Marketing or Administration effort (resource) than others Relative indicators allow this to be considered.

Question and Answer Item 10909 - Browse All Question and Answer Items

Q: Can you use "Profit Contribution" for a more in depth analysis and then export summarised info to "Pricing Break Even" module for "what if analysis" - or can you enter the data that you would be entering in Profit Contribution in Pricing Break Even - I am only looking at the evaluation software and perhaps the paid product has more functionality that I cannot see??

A: You can enter the Revenue, Price, Variable and Fixed totals for the business or product or customer segment group (from the profit Contribution) into the Pricing and Breakeven analysis to apply sensitivity (there is no export data function between the two). The functionality of evaluation software (apart from the limited input to example data) is the same in both registered and evaluation software.

Question and Answer Item 10905 - Browse All Question and Answer Items

Q: I love this tool, but cannot use it because I need to be able to see my budget from last year and I need a profit and loss by class in order to budget by department. Do you have anything that would be basically this tool, but would do those two things as well?

A: When you Apply from the New Budget the Last Year Actuals are displayed but not Last Year Budget. We do not have a version with this feature or that combines individual P&Ls, however for each department you could create a separate budget.

Question and Answer Item 10892 - Browse All Question and Answer Items

Q: I'm desperate to find a program that can easily import an Excel-based budget into QuickBooks (specifically a profit & loss budget). Does your program do this? If so, please provide info on how to go about doing it.

A: With Budget Compiler QuickBooks Excel you can export a PL from QuickBooks to Excel and then modify in excel and reimport back to Quickbooks. See the Help file https://bizpep.com/budgetbusiness.html for mor detail.

Question and Answer Item 10884 - Browse All Question and Answer Items

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