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This sample input is intended to give you an idea of the type and range of data required (green cells) to build the Potential and Opportunities report outlined in Business Planning. You can use the software outlined in Business Planning to develop components of your own report by simply inputting the required data directly into the individual software.
SECTION 1. Details |
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| By proceeding it is acknowledged that the Confidentiality Agreement has been read understood and accepted. | |||||
| Business Name | Electrical Pty Ltd | ||||
| Form completed by | Jim Jones | ||||
| Date | 1 April 2000 | ||||
SECTION 2. Business Breakdown by Customers |
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| Customer Segment | Number of Customers in Segment | Average Number of Sales per Customer | Average Revenue per Sale | Revenue by Customer Segment | Unsecured Revenue |
| Real Estate Agents | 3 | 120 | 100 | 36,000 | 7,000 |
| Industrial R&M | 5 | 75 | 400 | 150 | 0 |
| Local Councils | 1 | 25 | 1,500 | 37,500 | 35,000 |
| General R&M | 150 | 1 | 560 | 84,000 | 0 |
| Installation | 5 | 1 | 3,000 | 15,000 | 0 |
| Total Business Revenue | 164 | 6 | 352 | 322,500 | 42,000 |
SECTION 3. Market Breakdown by Competitors |
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| Competitor Groups | Number of Competitors in Group | Average Revenue per Competitor | Revenue by Competitor Group | ||
| Maintenance Firms | 9 | 1,000,000 | 9,000,000 | ||
| Individual Contractors | 70 | 100,000 | 7,000,000 | ||
| Contracting Firms | 20 | 300,000 | 6,000,000 | ||
| Specialist Electrical | 10 | 400,000 | 4,000,000 | ||
| Other | 20 | 100,000 | 2,000,000 | ||
| Electrical Pty Ltd | 1 | 322,500 | 322,500 | ||
| Developed Market Size | 130 | 217,865 | 28,322,500 | ||
SECTION 4. Market Breakdown by Customers |
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| Customer Segment | Number of Customers in Segment | Average Number of Sales per Customer | Average Revenue per Sale | Revenue by Customer Segment | Business Share of Customer Segment |
| Real Estate Agents | 85 | 120 | 100 | 1,022,500 | 3.5% |
| Industrial R&M | 367 | 75 | 400 | 11,000,000 | 1.4% |
| Local Councils | 8 | 25 | 1,500 | 300,000 | 12.5% |
| General R&M | 5,357 | 1 | 560 | 3,000,000 | 2.8% |
| Installation | 4,333 | 1 | 3,000 | 13,000,000 | 0.1% |
| Developed Market Size | 10,150 | 5 | 595 | 28,322,500 | 1.1% |
| OK | Adjust customer segments by | 0 | |||
| Undeveloped Market | |||||
| Data & Control Systems | 100 | 1 | 150,000,000 | 15,000,000 | |
SECTION 5. Potential & Ability Matrix |
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| Customer Segment | Segment Potential | Business Ability | |||
| Real Estate Agents | 4 | 4 | |||
| General R&M | 2 | 2 | |||
| Installation | 3 | 2 | |||
| Data & Control Systems | 5 | 3 | |||
SECTION 6. Performance |
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| Current Year | |||||
| Business Revenue | 322,500 | ||||
| Expenses | |||||
| Cost of Sales | |||||
| Materials & Supplies | 130,000 | ||||
| Labour excluding Owner | 65,000 | ||||
| Labour Owner | 40,000 | ||||
| Distribution | 20,000 | ||||
| Marketing | 5,000 | ||||
| Other | 5,000 | ||||
| Overheads | |||||
| Location | 0 | ||||
| Administration | 5,000 | ||||
| Labour excluding Owner | 15,000 | ||||
| Labour Owner | 10,000 | ||||
| Finance | 0 | ||||
| Other | 4,000 | ||||
| Total Expenses | 299,000 | ||||
| Business Surplus | 23,500 | ||||
| Owner Cash Flow | 73,500 | ||||
SECTION 7. Segment Surplus by Revenue |
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| Relative Indicator | Real Estate Agents | Industrial R&M | Local Councils | General R&M | Installation |
| Cost of Sales | |||||
| Materials & Supplies | 100% | 100% | 100% | 110% | 120% |
| Labour including Owner | 95% | 100% | 100% | 110% | 110% |
| Distribution | 120% | 50% | 50% | 120% | 100% |
| Marketing | 110% | 100% | 100% | 110% | 100% |
| Other | 100% | 100% | 100% | 100% | 100% |
| Overheads | 100% | 100% | 100% | 110% | 110% |
SECTION 8. Forecast |
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| Relative Indicator | Current Year | Year 1 | Year 2 | Year 3 | |
| Level of Competition | 100% | 90% | 100% | 110% | |
| Market Strength | 100% | 120% | 120% | 120% | |
| Materials & Supplies Costs | 100% | 90% | 90% | 90% | |
| Labour Costs | 100% | 100% | 100% | 100% | |
| Finance Costs | 100% | 100% | 100% | 100% | |
| Business Market Position | 100% | 150% | 150% | 150% | |
| Cost of Sales Efficiency | 100% | 100% | 110% | 100% | |
| Overheads Efficiency | 100% | 110% | 100% | 100% | |
| Overhead Flow-on | 20% | ||||
SECTION 9. Investment |
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| Owners Time Commitment to Business | 100% | ||||
| Owners Earning Power Outside Business | 45,000 | ||||
| Replacement Value of Business Assets | 60,000 | ||||
| Life of Assets (years) | 8 | ||||
| Market Value of Property | 0 | ||||
| Other Investment in Business | 10,000 | ||||
Section 10. SWOT Analysis |
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Strengths |
Weaknesses |
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| Personality and character of owner. | Limited management expertise of owner. | ||||
| Industry knowledge of owner, particularly Industrial R&M. | Skills of staff. | ||||
| Maintaining quality staff. | |||||
Opportunities |
Threats |
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| Data & Control Cabling. | Resources stretched. | ||||