Triplex Sales Company
Triplex Sales Company
Sales Dashboard

Sales Dashboard

A live sales command center for rep performance, customer momentum, vendor goals, segmentation, and period-over-period decisions.

Triplex Sales Company

Triplex Business Summary

Report generated May 30, 2026; source data through May 29, 2026

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Executive scorecard

KPI snapshot and live dashboard context through the latest available source data.

Data through May 29, 2026
May Orders$1,064,830

Plan: $1,247,312 -$182,482

Last year: $1,091,556 -$26,725 (-2.4%)

YTD Orders$5,742,955

Plan: $6,531,507 -$788,552

Last year: $5,226,662 +$516,293 (+9.9%)

May Vendor Spend$870,419

Last year: $1,046,281 -$175,862 (-16.8%)

YTD: $4,391,341 +$44,282 vs LY

YTD Invoices$5,646,672

Plan: $6,531,507 -$884,835

Last year: $4,907,190 +$739,482 (+15.1%)

Vendor spend

Strategic vendor pulse plus top May purchases through May 29.

Purchasing signal

Strategic vendors + top May spend

Waukesha Cherry-BurrellYTD vs LY -$69,715 · Plan YTD $3,265,753 -$335,438$495,626
ITT Eng. Valves + BornemannYTD vs LY -$30,122 · Plan YTD $408,219 -$108,939$167,719
GracoYTD vs LY -$475 · Plan YTD $204,110 -$65,994$16,096
AGC Heat TransferYTD vs LY +$32,473 · No plan YTD$52,045
Rath GibsonYTD vs LY +$26,629 · No plan YTD$19,639
Vweld FabricationYTD vs LY +$7,688 · No plan YTD$15,000

Vendor data

VendorMayYTDvs May 25
Waukesha Cherry-Burrell$495,626$2,930,315-$219,935
ITT Engineered Valves$167,719$299,280+$77,274
AGC Heat Transfer$52,045$52,045+$42,625
Rath Gibson$19,639$26,629+$19,639
Graco$16,096$138,116+$8,640
Vweld Fabrication$15,000$32,258+$14,750

Vendor spend total: $870,419 in May; $4,391,341 YTD through May 29.

What Andy should do today

Concise calls, follow-ups, vendor pressure, and rep accountability.

Sal priority list
1. Close the May/June gapAsk BJQ and AJS for their next 3 closeable quotes; they are closest to pace and can move the fastest dollars.
2. Recovery huddle: RU + JGReview stale quotes and inactive top accounts; assign call-or-kill next actions before the next sales meeting.
3. SK ramp planConfirm target accounts, weekly activity expectation, and the first measurable pipeline milestone for the $1M goal.
4. Vendor pressureCheck strategic vendor momentum and quote/service blockers that reps need cleared today.

Date note: KPI cards are calculated from live JSON source data through May 29, 2026.

Trend view

Actuals stay visually separated from target so the story is obvious.

Orders Trend - Actual vs Budget vs 2025
$2.1M$1.6M$1.1M$0.5M$0.0MJanFebMarAprMayJunJulAugSepOctNovDec
2025 Orders2026 Budget2026 Actual
Invoice Trend - Actual vs Budget vs 2025
$2.1M$1.5M$1.0M$0.5M$0.0MJanFebMarAprMayJunJulAugSepOctNovDec
2025 Invoices2026 Budget2026 Actual

Rep performance

YTD accountability, not spreadsheet noise.

Rep scoreboard

Tap headers to sort
RepGoalMay OrdersYTD OrdersYTD BudgetGap% BudgetYoYPace
BJQ$5,000,000$311,492$1,861,501$2,041,096-$179,59591.2%-1.9%$4,560,053
RU$2,000,000$127,142$594,037$816,438-$222,40272.8%-4.4%$1,455,191
CC$500,000$10,323$109,203$204,110-$94,90753.5%32.4%$267,510
AJS$6,250,000$511,340$2,508,623$2,551,370-$42,74798.3%35.3%$6,145,284
JG$2,250,000$58,449$618,114$918,493-$300,37967.3%-19.9%$1,514,172
SK$1,000,000$46,029$51,423$408,219-$356,79612.6% - $125,969
Rep YTD Orders vs Budget
$2.5M$1.9M$1.2M$0.6M$0.0MBJQRUCCAJSJGSK
YTD ordersYTD budget

Management focus

The few things worth talking about in the sales meeting.

Orders are behind paceYTD orders are $788,552 behind pace through May 29. Focus current-month quote conversion and near-term closeable work.
Invoices are behind paceYTD invoices are at 86.5% of pace target through May 29. Watch booked-to-billed conversion and shipment blockers.
SK ramp is now visibleSK has May activity but needs a formal account/target plan to make the $1M goal real.

Top May order customers

Current-month account context through May 29.

CustomerMay Orders
Stuart Johnson Company$145,416
UBFNA - Chicago$104,096
F&H Food Equipment$78,655
Rich Products- Arlington$59,852
General Mills Operations, Inc.$57,043
RS Integrated - CSL$56,561
Weimer Bearing & Transmission$43,309
Veepak Inc - Voyant$41,714

Top customer totals are company-wide and calculated from the current data month through the source data date.

Customer analysis

Sortable customer performance, selected-period comparisons, large orders, and follow-up signals.

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Who we sell into

Type labels come from customer_segments.csv: OEM, End User, Reseller, or Unknown. Unknowns stay visible until confirmed.

Customer comparison table

Tap headers to sort
CustomerOrdersPrior OrdersOrder ChangeInvoicesPrior InvInvoice DeltaOrder/Inv SpreadLines

Top 25 customers for the selected date range. Orders are booked demand; invoices are shipped/billed revenue. Order/Inv Spread shows booked demand not yet reflected as billed revenue. Lines = sales order and invoice transaction line count. Use Customer Buckets below for deeper drill-down.

Customer bucket groups

GroupCustomersOrdersPrior OrdersOrder ChangeInvoicesPrior InvInv Change

Tap a group to drill into detailed buckets and the customers inside. Detailed buckets still come from customer_segments.csv.

Large orders / outliers

Selected period
DateType#CustomerRepAmountSignal

Custom charts

Charts generated from custom_charts.csv in the Sales Dashboard Hot Folder. Edit the CSV, rebuild, and this tab updates.

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Sales by item history

Item-level sales history from the Sales Order Detail export. Filtered to the selected global date range.

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Top items

Tap headers to sort
SKUDescriptionQtySalesLinesLast saleTop customerTop reps

This does not double-count dashboard sales totals. It is a separate item-detail lens from the new Sales Order Detail export.

Item insights

Biggest item movers, falloffs, new demand, and concentration risks using the selected period vs comparison period.

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Biggest positive movers

Sales delta
SKUDescriptionSelectedCompareMoveQty MoveTop Customer

Biggest falloffs

Recovery list
SKUDescriptionSelectedCompareGapQty GapLast Sale

New / returning demand

No comparison sales
SKUDescriptionSelectedQtyLinesTop CustomerSignal

Concentration / repeat watch

Account leverage
SKUDescriptionSalesTop CustomerShareLinesAction

Period comparison

Select any date range and compare it to the same calendar period prior year, or the immediately previous period.

Loading data
Sales orders -

Waiting for range

Invoices -

Waiting for range

Vendor spend -

Waiting for range

Selected period -

Prior period pending

Selected vs comparison

MetricSelectedCompareChange%

Sales/invoice data comes from the hot-folder exports. Purchase data is shown as absolute spend.

Top vendors in selected period

VendorSpend

Vendor table is filtered to the selected date range and sorted by spend.

Vendor goal tracking

Read-only goal tracking. Bar = actual YTD progress; gold tick = where spend should be YTD based on the annual target.

Goals load from vendor_goals.csv.

Key vendor walk-through

Month-by-month 2025 vs 2026 vendor spend for Graco, SPX, and ITT through May 29.

Strategic vendors
Key vendor

Graco

May spend$16,096
YTD spend$138,116
Vs LY YTD-$475
Vs plan YTD-$65,994

2025 vs 2026 monthly spend

20252026
Jan25 $13,08526 $23,085
Feb25 $66126 $27,216
Mar25 $41,94926 $15,119
Apr25 $75,44026 $56,600
May25 $7,45526 $16,096
Jun25 $89,03626 —
Jul25 $26,27926 —
Aug25 $6,13126 —
Sep25 $30,82826 —
Oct25 $20,39326 —
Nov25 $6,73126 —
Dec25 $6,35526 —

Watch pump/accessory quote conversion and near-term repeat parts demand.

Included: Graco

Key vendor

SPX

May spend$6,466
YTD spend$27,770
Vs LY YTD-$12,149
Vs plan YTDNo plan

2025 vs 2026 monthly spend

20252026
Jan25 $026 $2,776
Feb25 $2,11926 $0
Mar25 $1,43226 $5,637
Apr25 $34,10026 $12,891
May25 $2,26726 $6,466
Jun25 $11,45826 —
Jul25 $27,55726 —
Aug25 $8,24826 —
Sep25 $2,38726 —
Oct25 $19,27126 —
Nov25 $026 —
Dec25 $7,78526 —

Keep SPX Flow, Lightnin/mixers, APV/SPX, and Mills Winfield activity visible.

Included: SPX Flow, SPX Flow US / Lightnin, Mills Winfield, APV/SPX names

Key vendor

ITT

May spend$167,719
YTD spend$299,280
Vs LY YTD-$30,122
Vs plan YTD-$108,939

2025 vs 2026 monthly spend

20252026
Jan25 $9,05626 $53,109
Feb25 $57,18226 $38,354
Mar25 $100,53126 $2,540
Apr25 $28,92426 $37,557
May25 $133,71026 $167,719
Jun25 $182,66426 —
Jul25 $85,06826 —
Aug25 $100,32726 —
Sep25 $131,20226 —
Oct25 $111,37526 —
Nov25 $112,17826 —
Dec25 $142,52826 —

Includes Engineered Valves plus Bornemann; compare activity against prior year and the ITT plan.

Included: ITT Engineered Valves + ITT Bornemann

Strategic vendorWaukesha Cherry-Burrell

Total $33,833,225 - 2026 YTD $2,798,069

Strategic vendorITT Engineered Valves

Total $1,262,853 - 2026 YTD $133,354

Strategic vendorGraco

Total $771,081 - 2026 YTD $138,116

Strategic vendorSanimatic Inc

Total $699,602 - 2026 YTD $26,079

Strategic vendorDixon Fittings & Valves, Inc.

Total $573,689 - 2026 YTD $21,666

Strategic vendorSterling Electric

Total $571,103 - 2026 YTD $25,713

Strategic vendorStuart W. Johnson Company

Total $567,898 - 2026 YTD $55,844

Strategic vendorThermaline Inc.

Total $355,858 - 2026 YTD $9,240

Vendor spend detail

RankVendorTotal spend2020202120222023202420252026 YTD
1Waukesha Cherry-Burrell$33,833,225$2,238,971$3,295,395$5,163,470$5,432,106$6,987,090$7,918,125$2,798,069
2ITT Engineered Valves$1,262,853$0$0$0$0$179,812$949,686$133,354
3Graco$771,081$0$0$80,025$91,354$137,243$324,343$138,116
4Sanimatic Inc$699,602$3,033$35,516$14,056$164,698$62,887$393,334$26,079
5Dixon Fittings & Valves, Inc.$573,689$63,728$52,451$42,572$64,089$145,348$183,835$21,666
6Sterling Electric$571,103$0$116,959$78,983$97,040$131,942$120,467$25,713
7Stuart W. Johnson Company$567,898$0$28,180$55,180$117,486$162,209$149,000$55,844
8Thermaline Inc.$355,858$15,572$47,057$27,618$182,892$30,285$43,194$9,240
9Q Pump$319,658$0$0$93,318$105,169$74,082$39,133$7,956
10Steel O'Brien Industries$309,582$4,936$10,479$83,492$37,126$79,464$64,114$29,971
11Vweld Fabrication$303,443$14,950$20,872$45,678$25,750$77,465$86,470$32,258
12Rubber Fab Mold & Gasket$294,625$23,898$54,167$29,612$44,972$58,106$62,509$21,362
13ITT Bornemann$245,058$0$0$0$0$0$245,058$0
14VNE Corporation$211,039$0$0$15,855$30,042$68,843$56,869$39,431
15Rodem Process Equipt$199,062$52,417$64,271$39,205$8,038$23,055$12,075$0
16Central States Equipment$196,810$8,658$39,921$22,921$35,853$13,484$74,308$1,665
17Ace Sanitary$171,307$0$0$0$21,877$60,400$74,511$14,519
18Perrigo, Inc$151,976$0$0$20,198$36,496$38,666$39,768$16,847
19Feldmeier Equipment Inc$149,510$85$1,116$820$1,271$3,427$139,526$3,265
20Dairy Engineering Company$149,083$0$10,108$3,120$132,090$1,005$202$2,559
21United Industries, Inc.$147,792$0$0$21,800$37,430$42,950$45,612$0
22Complete Gasket Solutions$136,703$0$1,380$0$18,180$39,012$60,195$17,936
23JDA Global$135,960$0$0$0$20,068$55,204$39,998$20,689
24Litre Service Inc.$133,153$0$0$0$2,210$150$75,258$55,535
25Wayland Industries$130,269$0$32,216$38,895$5,304$23,882$20,458$9,515
26Mills Winfield Engineering- SPX Flow LLC$124,992$0$4,524$0$12,895$2,876$96,965$7,733
27Murzan Inc.$121,032$38,960$26,113$17,697$38,262$0$0$0
28Northwest Electric Motor Co$114,606$6,350$24,104$63,796$4,696$3,537$11,892$232
29A-L Equipment Inc$113,421$14,017$5,898$8,707$7,118$21,211$29,896$26,573
30Corrosion Fluid Products$111,713$3,111$0$35,893$2,545$35,609$10,106$24,449
31Chicago Stainless Company$109,769$13,838$17,073$11,559$11,964$30,537$16,818$7,982
32F & H Food Equipment$104,745$0$2,929$12,637$18,403$4,898$17,897$47,981
33Quality Source Manufacturing Inc$93,905$3,418$14,404$0$6,060$14,986$8,967$46,070
34State Pump Supply- Vendor$90,684$0$3,325$23,210$64,149$0$0$0
35Inoxpa Usa$86,548$0$13,426$12,666$18,883$24,733$10,450$6,390
36Roth Engineering$80,741$0$0$23,957$56,332$452$0$0
37WCR Incorporated$79,605$0$16,795$29,689$7,971$0$20,163$4,987
38Silverson Machines Inc.$78,944$0$1,590$0$620$2,840$65,500$8,394
39Addison Electric$75,743$0$998$3,882$18,179$21,204$18,508$12,972
40Cesco$75,564$2,316$86$12,149$10,183$24,788$25,742$299
41OCS Process Systems$72,988$0$0$0$3,067$5,469$48,117$16,334
42Flow Trend$70,015$0$0$37,518$8,645$14,000$8,268$1,584
43Cicero Plastics$64,910$0$0$0$0$24,090$30,900$9,920
44Endress + Hauser c/o George Booth Company$62,631$1,526$2,356$2,132$24,631$25,313$0$6,672
45Engineered Seal Products$57,808$0$0$0$0$0$48,476$9,332
46Tri-Rotor Incorporated$52,255$16,770$4,369$3,745$1,167$18,050$3,989$4,165
47Lee Industries, Inc$51,278$3,881$2,723$11,337$12,484$6,753$9,178$4,922

Full source: OneDrive -> Sales Files -> Sales Dashboard Hot Folder -> vendor_spend_analysis.csv. Goal comparison can be layered in from vendor_goals_template.csv once targets are entered.

Rep monthly reports

Select a rep, then print/save as PDF. Also supports printing the whole report pack.

Download uses server-generated PDF output.
Legacy PDF archive
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TRIPLEX SALES COMPANY

BJQ Monthly Sales Report

April 2026 - Orders, invoices, budget pace, and action focus

92.3%YTD to budget
April Orders$373,085

April budget $441,767 $-68,683

YTD Orders$1,557,405

YTD budget $1,686,747 $-129,341

Pace Forecast$4,616,595

Annual goal $5,000,000 $-383,405

April Invoices$325,197

Revenue shipped/invoiced in April

Top April Order Customers

CustomerAmount
RS Group - UBFNA$58,921
Rodem - Cincinnati$55,920
Legacy Foods$46,343
UBFNA - Chicago$42,419
Trucent Centrifugal Parts$33,970
Tootsie Roll Industries LLC$28,420

Top April Invoice Customers

CustomerAmount
Rodem - Cincinnati$91,655
RS Group - UBFNA$52,842
John Sanfilippo & Son -Elgin$36,410
MDE$27,716
Tootsie Roll Industries LLC$13,772
Rich Products Corporation$12,958

Vs. 2025 Rep Benchmark

MetricCurrent2025 Benchmark$ Change% Change
April Orders$373,085$385,185-$12,100-3.1%
YTD Orders$1,557,405$1,432,318+$125,0878.7%
Pace vs 2025 FY$4,616,595$4,690,734-$74,139-1.6%

Rep-level comparison uses the 2025 monthly totals already embedded in Andy's forecast workbook, not a fresh 2025 transaction export.

Target Accounts Behind vs Prior Period

AccountCurrentPriorGapAction
Olds Products$36,961$412,221-$375,260Priority recovery call; ask what changed vs last year and rebuild opportunity list.
Rodem - Cincinnati$969,283$1,194,042-$224,759April activity exists - press for repeat orders and open quote follow-up.
North American Vinegar Company$0$124,534-$124,534Reopen dormant account; confirm buyer/contact and active projects.
Tetra Pak- MN$0$94,077-$94,077Reopen dormant account; confirm buyer/contact and active projects.
Rich Products Corporation$99,211$189,316-$90,105April activity exists - press for repeat orders and open quote follow-up.

Directional only: uses rep-specific rolling account history where available; otherwise company customer history for accounts with current rep activity. For exact account-level comps, upload last-year rep account exports.

ACTION FOCUS

Near pace: find enough closeable May/June pipeline to erase the YTD budget gap.

TRIPLEX SALES COMPANY

RU Monthly Sales Report

April 2026 - Orders, invoices, budget pace, and action focus

68.1%YTD to budget
April Orders$127,267

April budget $176,707 $-49,440

YTD Orders$459,489

YTD budget $674,699 $-215,210

Pace Forecast$1,362,057

Annual goal $2,000,000 $-637,943

April Invoices$88,802

Revenue shipped/invoiced in April

Top April Order Customers

CustomerAmount
Black Label Services$42,892
General Mills Operations, Inc.$16,113
Bell Flavors & Fragrances, Inc$9,395
American Blending -Visual Pack$9,039
Sensient Flavors-Amboy$8,938
MS Process$6,271

Top April Invoice Customers

CustomerAmount
Sensient Flavors-Amboy$10,696
General Mills Operations, Inc.$10,217
Mullins Food Products$8,836
Bobak Sausage Company$7,451
American Blending -Visual Pack$6,270
Pfanstiehl$5,863

Vs. 2025 Rep Benchmark

MetricCurrent2025 Benchmark$ Change% Change
April Orders$127,267$95,408+$31,86033.4%
YTD Orders$459,489$503,440-$43,951-8.7%
Pace vs 2025 FY$1,362,057$1,629,083-$267,026-16.4%

Rep-level comparison uses the 2025 monthly totals already embedded in Andy's forecast workbook, not a fresh 2025 transaction export.

Target Accounts Behind vs Prior Period

AccountCurrentPriorGapAction
Frito-Lay Inc.$17,146$32,738-$15,592April activity exists - press for repeat orders and open quote follow-up.
Great Lakes Cheese$5,065$16,091-$11,026April activity exists - press for repeat orders and open quote follow-up.
37TH Street Bakery$2,577$5,122-$2,545April activity exists - press for repeat orders and open quote follow-up.
Ace Metalcraft$0$424-$424Reopen dormant account; confirm buyer/contact and active projects.
Concept Laboratories$3,362$3,774-$412April activity exists - press for repeat orders and open quote follow-up.

Directional only: uses rep-specific rolling account history where available; otherwise company customer history for accounts with current rep activity. For exact account-level comps, upload last-year rep account exports.

ACTION FOCUS

Recovery focus: review stale quotes, top accounts without activity, and next best actions with Andy.

TRIPLEX SALES COMPANY

CC Monthly Sales Report

April 2026 - Orders, invoices, budget pace, and action focus

58.6%YTD to budget
April Orders$55,015

April budget $44,177 $10,838

YTD Orders$98,880

YTD budget $168,675 $-69,795

Pace Forecast$293,108

Annual goal $500,000 $-206,892

April Invoices$17,847

Revenue shipped/invoiced in April

Top April Order Customers

CustomerAmount
MSI - Manufacturing Solution Internationa$45,043
A-L Equipment$7,037
Motion Ind - Huntington WV (WV70)$2,704
Anderson Process$231

Top April Invoice Customers

CustomerAmount
A-L Equipment$6,954
MSI - Manufacturing Solution Internationa$4,748
TEC Foods Inc.$3,105
Motion Ind - Indianapolis (IN50)$2,781
Anderson Process$231
The Baldwein Co$28

Vs. 2025 Rep Benchmark

MetricCurrent2025 Benchmark$ Change% Change
April Orders$55,015$45,180+$9,83521.8%
YTD Orders$98,880$82,459+$16,42119.9%
Pace vs 2025 FY$293,108$187,825+$105,28456.1%

Rep-level comparison uses the 2025 monthly totals already embedded in Andy's forecast workbook, not a fresh 2025 transaction export.

Target Accounts Behind vs Prior Period

AccountCurrentPriorGapAction
MSI - Manufacturing Solution Internationa$125,869$225,709-$99,840April activity exists - press for repeat orders and open quote follow-up.
Anderson Process$626$43,437-$42,811April activity exists - press for repeat orders and open quote follow-up.

Directional only: uses rep-specific rolling account history where available; otherwise company customer history for accounts with current rep activity. For exact account-level comps, upload last-year rep account exports.

ACTION FOCUS

Recovery focus: review stale quotes, top accounts without activity, and next best actions with Andy.

TRIPLEX SALES COMPANY

AJS Monthly Sales Report

April 2026 - Orders, invoices, budget pace, and action focus

95.8%YTD to budget
April Orders$545,416

April budget $552,209 $-6,793

YTD Orders$2,019,938

YTD budget $2,108,434 $-88,496

Pace Forecast$5,987,673

Annual goal $6,250,000 $-262,327

April Invoices$456,734

Revenue shipped/invoiced in April

Top April Order Customers

CustomerAmount
Bykowski Equipment Company$105,000
Stuart Johnson Company$103,144
Corrosion Fluid Prod$84,091
OCS Process Systems OH$42,896
Sokol & Company$42,852
Veepak Inc - Voyant$28,644

Top April Invoice Customers

CustomerAmount
Stuart Johnson Company$68,541
Bykowski Equipment Company$62,479
Corrosion Fluid Prod$53,283
OCS Process Systems OH$28,974
Veepak Inc - Voyant$28,620
RS Integrated - CSL$24,271

Vs. 2025 Rep Benchmark

MetricCurrent2025 Benchmark$ Change% Change
April Orders$545,416$570,003-$24,587-4.3%
YTD Orders$2,019,938$1,483,064+$536,87436.2%
Pace vs 2025 FY$5,987,673$5,923,123+$64,5501.1%

Rep-level comparison uses the 2025 monthly totals already embedded in Andy's forecast workbook, not a fresh 2025 transaction export.

Target Accounts Behind vs Prior Period

AccountCurrentPriorGapAction
EIG$0$405,907-$405,907Reopen dormant account; confirm buyer/contact and active projects.
Dual Temp Clauger$0$302,995-$302,995Reopen dormant account; confirm buyer/contact and active projects.
Synergy Flavors$100,404$268,020-$167,616April activity exists - press for repeat orders and open quote follow-up.
Pata Foods$0$80,816-$80,816Reopen dormant account; confirm buyer/contact and active projects.
Sonoco Plastics$32,690$97,964-$65,274April activity exists - press for repeat orders and open quote follow-up.

Directional only: uses rep-specific rolling account history where available; otherwise company customer history for accounts with current rep activity. For exact account-level comps, upload last-year rep account exports.

ACTION FOCUS

Near pace: find enough closeable May/June pipeline to erase the YTD budget gap.

TRIPLEX SALES COMPANY

JG Monthly Sales Report

April 2026 - Orders, invoices, budget pace, and action focus

73.5%YTD to budget
April Orders$92,895

April budget $198,795 $-105,900

YTD Orders$557,973

YTD budget $759,036 $-201,063

Pace Forecast$1,653,993

Annual goal $2,250,000 $-596,007

April Invoices$137,463

Revenue shipped/invoiced in April

Top April Order Customers

CustomerAmount
Weber Flavors$38,366
Frain Industries$15,067
PL Developments$9,768
Glade Plumbing & Piping Co$3,733
All Equipment EIRL$3,050
COMPANIA TECNICA CHAVEZ Y GUZMAN$3,014

Top April Invoice Customers

CustomerAmount
Weber Flavors$25,018
PL Developments$23,141
Schwebels Bakery Company$19,330
Ferrara - Bellwood$16,066
Creative Werks LLC$9,186
Tampico Beverages$6,870

Vs. 2025 Rep Benchmark

MetricCurrent2025 Benchmark$ Change% Change
April Orders$92,895$398,466-$305,571-76.7%
YTD Orders$557,973$638,231-$80,258-12.6%
Pace vs 2025 FY$1,653,993$1,968,460-$314,467-16.0%

Rep-level comparison uses the 2025 monthly totals already embedded in Andy's forecast workbook, not a fresh 2025 transaction export.

Target Accounts Behind vs Prior Period

AccountCurrentPriorGapAction
BDI Decatur$153$10,952-$10,798April activity exists - press for repeat orders and open quote follow-up.
Corima SpA$15,437$20,467-$5,029April activity exists - press for repeat orders and open quote follow-up.

Directional only: uses rep-specific rolling account history where available; otherwise company customer history for accounts with current rep activity. For exact account-level comps, upload last-year rep account exports.

ACTION FOCUS

Recovery focus: review stale quotes, top accounts without activity, and next best actions with Andy.

TRIPLEX SALES COMPANY

SK Monthly Sales Report

April 2026 - Orders, invoices, budget pace, and action focus

1.6%YTD to budget
April Orders$5,394

April budget $88,353 $-82,959

YTD Orders$5,394

YTD budget $337,349 $-331,955

Pace Forecast$15,989

Annual goal $1,000,000 $-984,011

April Invoices$5,430

Revenue shipped/invoiced in April

Top April Order Customers

CustomerAmount
Litre Service$5,394

Top April Invoice Customers

CustomerAmount
Litre Service$5,430

Vs. 2025 Rep Benchmark

MetricCurrent2025 Benchmark$ Change% Change
April Orders$5,394$0+$5,394 -
YTD Orders$5,394$0+$5,394 -
Pace vs 2025 FY$15,989$0+$15,989 -

Rep-level comparison uses the 2025 monthly totals already embedded in Andy's forecast workbook, not a fresh 2025 transaction export.

Target Accounts Behind vs Prior Period

AccountCurrentPriorGapAction
Litre Service$30,184$47,740-$17,556April activity exists - press for repeat orders and open quote follow-up.

Directional only: uses rep-specific rolling account history where available; otherwise company customer history for accounts with current rep activity. For exact account-level comps, upload last-year rep account exports.

ACTION FOCUS

Ramp focus: confirm assigned accounts, build first-90-day target list, and convert early quotes into reference wins.

Generated by Sal - Source: QuickBooks sales, invoice, purchase history, vendor goals, and customer segmentation - Theme: Triplex teal / paper / ink palette