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Sales Summary - January to June

Prepared by Jane Doe

Total Sales Incl. Taxes

Product Jan Feb Mar Apr May Jun
Bars
Gift boxes
Novelties
Sugar-free
Seasonal
Total
Average
Mid-point
Highest
Lowest
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Sales - January

Tax rate 0.089

Product Sales Taxes Subtotal

Bars 14961
Gift boxes 17,833.00
Novelties 13882
Sugar-free $ 23,843.00
Seasonal $ 26,050.00
Total
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Sales - February

Tax rate 0.089

Product Sales Taxes Subtotal

Bars 12730
Gift boxes 15,351.00
Novelties 27826
Sugar-free $ 24,083.00
Seasonal $ 26,565.00
Total
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Sales - March

Tax rate 0.089

Product Sales Taxes Subtotal

Bars 21114
Gift boxes 10,271.00
Novelties 12602
Sugar-free $ 14,153.00
Seasonal $ 11,700.00
Total
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Sales - April

Tax rate 0.089

Product Sales Taxes Subtotal

Bars 16209
Gift boxes 24,725.00
Novelties 22752
Sugar-free $ 18,314.00
Seasonal $ 25,358.00
Total
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Sales - May

Tax rate 0.089

Product Sales Taxes Subtotal

Bars 14608
Gift boxes 17,616.00
Novelties 12321
Sugar-free $ 24,547.00
Seasonal $ 15,784.00
Total
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Sales - June

Tax rate 0.089

Product Sales Taxes Subtotal

Bars 27459
Gift boxes 19,979.00
Novelties 29024
Sugar-free $ 22,630.00
Seasonal $ 24,150.00
Total
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Loan calculation for factory equipment

Equipment No. Interest Equipment Price Down Payment Rate

EQUIP638064 10.0% $4,524.34 30%
EQUIP640341 6.5% $14,042.87 20%
EQUIP182225 8.9% $16,467.23 50%
EQUIP581345 6.1% $82,265.04 50%
EQUIP334830 4.3% $38,294.84 20%
EQUIP785770 0.4% $81,464.76 40%
EQUIP189211 3.0% $62,979.06 30%
EQUIP266859 4.9% $82,021.86 10%
EQUIP419514 8.0% $77,966.07 40%
EQUIP476375 4.8% $11,192.26 0%
EQUIP806732 1.0% $33,894.25 50%
EQUIP345135 2.9% $66,102.46 40%

Loan Term (in years)

Monthly Loan Payment

10
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Employee Records

Seniority Monthly Pension Term

Employee Name Date Hired (in years) Annual Salary Deposit Rate (in years)
Weston Gonzales 2010-04-19 $93,355.35 3.3% 15
Damian Belanger 1991-09-10 $146,171.21 2.5% 10
Javion Larsson 2001-12-19 $93,091.36 1.9% 19
Semaj Christensen 1989-03-04 $23,028.37 2.8% 23
Abram Hegde 2010-08-01 $145,610.89 1.6% 16
Clayton Nielsen 1990-05-10 $88,750.80 2.1% 22
Steven Sutherland 1999-05-01 $91,566.50 1.5% 17
Tiana De los Santos 2008-11-15 $135,563.70 6.1% 8
Ryder Campbell 1992-03-17 $33,751.92 3.2% 20
Sydni Fortin 2009-07-25 $109,704.44 0.6% 24
Lara Hughes 2006-07-08 $120,738.62 1.1% 16
Andreas Jenkins 1996-06-27 $4,782.81 2.6% 26
Sidney Watson 1999-03-25 $143,259.95 2.7% 21
Helen Cameron 1989-01-28 $2,790.35 1.8% 25

Pension Interest 6.25%

Projected Retirement Savings
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Christmas Orders

# of Orders for Sales Rep Szabo

Total # of Advent Calendars Ordered

12/1/2010

Order No Order Date Product Units Ordered Sales Rep

A01290018 10/9/2010 Milk chocolate boots 38 Szabo
A04452781 10/14/2010 Advent calendar 70 Morris
A05377786 10/10/2010 Gold star 17 Mckenzie
A05385762 10/9/2010 Dark foiled Santa 185 Szabo
A05575130 10/20/2010 Milk chocolate tin selection 35 Donaldson
A06016347 10/9/2010 Stocking stuffer milk selection 5 Dickson
A11123381 10/20/2010 Lucky pig 66 Donaldson
A11437162 10/30/2010 Mini marzipan ornaments 7 Mckenzie
A11621184 10/10/2010 White chocolate snowman 90 Morris
A12547106 10/15/2010 Milk chocolate boots 66 Szabo
A13155771 10/8/2010 Stocking stuffer milk selection 61 Mckenzie
A13400585 10/18/2010 Milk chocolate tin selection 75 Morris
A13866432 10/9/2010 Milk chocolate tin selection 14 Donaldson
A14859153 10/27/2010 Hanging cresta bells 156 Dickson
A15442011 10/6/2010 Tablet puzzles 73 Szabo
A15713441 10/9/2010 Gold star 48 Donaldson
A15734544 10/17/2010 Gold star 26 Jenkins
A16615684 10/18/2010 Tablet puzzles 26 Szabo
A17502538 11/2/2010 Mini marzipan ornaments 134 Morris
A17670515 10/7/2010 Dark foiled Santa 25 Donaldson
A17811782 10/26/2010 Christmas angels 52 Morris
A21672771 10/28/2010 Lucky pig 47 Donaldson
A22467285 10/16/2010 Stocking stuffer milk selection 76 Mckenzie
A22615976 10/22/2010 Mini marzipan ornaments 81 Dickson
A23643669 10/26/2010 Gold star 53 Morris
A23871488 10/27/2010 Stocking stuffer milk selection 86 Szabo
A24064134 10/27/2010 Tablet puzzles 36 Donaldson
A24210371 10/20/2010 Moose 71 Mckenzie
A25078553 10/24/2010 Milk chocolate tin selection 58 Morris
A25561772 10/6/2010 Tablet puzzles 82 Jenkins
A25614157 10/22/2010 Tablet puzzles 8 Szabo
A26329443 10/16/2010 Stocking stuffer milk selection 93 Szabo
A27048522 10/31/2010 Snowboard Santa 42 Mckenzie
A27671444 10/4/2010 White chocolate snowman 95 Mckenzie
A28155813 10/21/2010 Laterns 73 Mckenzie
A28464564 10/13/2010 Lucky pig 8 Morris
A29712264 10/22/2010 Tablet puzzles 23 Morris
A30533165 10/28/2010 Advent calendar 6 Morris
A30667125 11/1/2010 Gold star 19 Morris
A32141528 10/16/2010 Lucky pig 83 Szabo
A32290455 10/15/2010 Milk chocolate tin selection 29 Mckenzie
A32568877 11/1/2010 Advent calendar 73 Szabo
A33196571 10/5/2010 Lucky pig 27 Szabo
A34012149 10/6/2010 Snowboard Santa 30 Mckenzie
A34055031 10/27/2010 Gold star 60 Szabo
A36326545 10/29/2010 Moose 89 Mckenzie
A36469526 10/15/2010 Moose 6 Szabo
A37052845 10/28/2010 Milk chocolate tin selection 109 Morris
A37615985 10/27/2010 Dark foiled Santa 35 Donaldson
A37758440 10/7/2010 Milk chocolate boots 57 Donaldson
A37766542 10/19/2010 Christmas angels 24 Dickson
A37933652 10/19/2010 Mini marzipan ornaments 69 Jenkins
A38188531 10/7/2010 Advent calendar 66 Donaldson
A38386731 10/30/2010 Snowboard Santa 68 Donaldson
A38884316 10/11/2010 Milk chocolate boots 7 Szabo
A39707562 10/25/2010 White chocolate snowman 57 Morris
A39716569 10/7/2010 Milk chocolate boots 67 Jenkins
A40828860 10/31/2010 Dark foiled Santa 72 Donaldson
A40945364 10/14/2010 Snowboard Santa 62 Donaldson
A41954184 10/5/2010 Snowboard Santa 12 Szabo
A42374276 10/30/2010 White chocolate snowman 51 Donaldson
A42557373 10/26/2010 Mini marzipan ornaments 79 Mckenzie
A43678158 10/30/2010 Advent calendar 97 Jenkins
A44009948 10/28/2010 Hanging cresta bells 4 Jenkins
A44313042 10/25/2010 Moose 18 Jenkins
A44758225 10/11/2010 Lucky pig 95 Jenkins
A45752282 10/8/2010 Gold star 32 Mckenzie
A46480528 10/27/2010 Moose 44 Szabo
A46597753 10/9/2010 Lucky pig 16 Donaldson
A46813320 10/14/2010 Milk chocolate tin selection 52 Donaldson
A47255944 10/15/2010 Tablet puzzles 21 Mckenzie
A49551921 10/18/2010 Stocking stuffer milk selection 60 Donaldson
A49725480 11/2/2010 Milk chocolate tin selection 37 Morris
A50656879 10/13/2010 White chocolate snowman 13 Morris
A51643916 10/23/2010 Christmas angels 41 Mckenzie
A51658614 10/26/2010 Gold star 46 Szabo
A52634143 10/4/2010 Laterns 34 Morris
A52794774 10/14/2010 Advent calendar 76 Morris
A53209168 10/11/2010 Snowboard Santa 33 Szabo
A53353556 10/10/2010 Lucky pig 0 Mckenzie
A53571862 10/21/2010 Milk chocolate boots 91 Mckenzie
A54674104 10/15/2010 Mini marzipan ornaments 38 Morris
A54743482 11/1/2010 Stocking stuffer milk selection 4 Morris
A55481575 10/10/2010 White chocolate snowman 94 Donaldson
A55757762 10/13/2010 Mini marzipan ornaments 52 Donaldson
A56240711 10/23/2010 Advent calendar 47 Morris
A56354554 10/26/2010 Advent calendar 65 Donaldson
A56575887 10/23/2010 Snowboard Santa 17 Szabo
A56888557 10/24/2010 Mini marzipan ornaments 90 Mckenzie
A57324541 10/11/2010 Christmas angels 36 Szabo
A57542964 10/25/2010 Snowboard Santa 87 Donaldson
A57621462 10/28/2010 Mini marzipan ornaments 80 Dickson
A57838460 10/13/2010 Gold star 77 Mckenzie
A58093817 10/19/2010 White chocolate snowman 12 Morris
A59129987 10/17/2010 Hanging cresta bells 31 Donaldson
A61157375 10/6/2010 Milk chocolate tin selection 53 Szabo
A61482177 10/15/2010 Tablet puzzles 95 Mckenzie
A62532698 10/4/2010 Gold star 85 Szabo
A63437533 10/25/2010 Advent calendar 47 Mckenzie
A63937658 10/12/2010 Tablet puzzles 33 Dickson
A64805312 10/27/2010 Moose 73 Mckenzie
A64933715 10/30/2010 Lucky pig 94 Szabo
A65334367 10/30/2010 Laterns 57 Morris
A65998627 10/11/2010 Moose 79 Szabo
A66522761 10/24/2010 Hanging cresta bells 66 Mckenzie
A66613935 10/17/2010 Mini marzipan ornaments 55 Jenkins
A66614716 11/1/2010 Advent calendar 40 Donaldson
A66664478 10/17/2010 Stocking stuffer milk selection 38 Mckenzie
A66779687 10/5/2010 Hanging cresta bells 26 Szabo
A66790455 10/28/2010 Moose 17 Mckenzie
A67522748 10/27/2010 White chocolate snowman 76 Mckenzie
A67737193 10/23/2010 Moose 68 Jenkins
A68943662 10/8/2010 Milk chocolate boots 49 Donaldson
A69735397 10/20/2010 Moose 93 Mckenzie
A72039353 10/29/2010 Hanging cresta bells 52 Szabo
A72951472 10/23/2010 Tablet puzzles 35 Donaldson
A73044551 10/13/2010 Gold star 61 Mckenzie
A73073031 10/14/2010 Mini marzipan ornaments 75 Donaldson
A73205835 10/17/2010 Hanging cresta bells 32 Jenkins
A73458828 10/11/2010 Milk chocolate tin selection 58 Donaldson
A73510038 10/6/2010 Milk chocolate tin selection 96 Dickson
A74664134 10/19/2010 Milk chocolate tin selection 19 Donaldson
A75252384 10/24/2010 Tablet puzzles 37 Szabo
A76265512 10/20/2010 Milk chocolate tin selection 68 Morris
A76273640 10/8/2010 Christmas angels 70 Morris
A79224918 10/9/2010 Milk chocolate boots 71 Morris
A79743929 10/6/2010 White chocolate snowman 65 Jenkins
A80161828 10/7/2010 Gold star 45 Mckenzie
A80818521 10/27/2010 Mini marzipan ornaments 76 Morris
A81661139 10/14/2010 Lucky pig 97 Jenkins
A82875887 10/14/2010 Snowboard Santa 92 Morris
A84114236 10/8/2010 Milk chocolate tin selection 80 Donaldson
A84744336 10/29/2010 White chocolate snowman 54 Donaldson
A85117445 11/2/2010 Hanging cresta bells 57 Dickson
A85565578 10/12/2010 Milk chocolate tin selection 37 Szabo
A85966214 10/31/2010 Tablet puzzles 67 Mckenzie
A86322366 10/30/2010 Laterns 63 Jenkins
A87024671 10/3/2010 Laterns 77 Szabo
A87231431 10/14/2010 Moose 45 Donaldson
A88875317 10/8/2010 Laterns 64 Dickson
A89522542 10/13/2010 Moose 93 Donaldson
A91350311 10/16/2010 Milk chocolate boots 39 Donaldson
A92864224 11/1/2010 Tablet puzzles 5 Donaldson
A93555325 10/11/2010 Advent calendar 69 Jenkins
A94107874 10/29/2010 Tablet puzzles 18 Mckenzie
A94426013 10/13/2010 Lucky pig 21 Dickson
A95258570 10/30/2010 White chocolate snowman 14 Dickson
A95382648 10/28/2010 Stocking stuffer milk selection 12 Donaldson
A97529816 10/21/2010 Mini marzipan ornaments 43 Donaldson
A98263762 10/18/2010 Gold star 47 Dickson
 Place your vertical lookup table here

Early Order Discount Large Volume

Unit Price Subtotal Amount Discount Shipping Cost Total
$9.99
$14.99
$12.98
$10.98
$19.99
$9.99
$12.95
$14.99
$9.99
$9.99
$9.99
$19.99
$19.99
$16.99
$11.50
$12.98
$12.98
$11.50
$14.99
$10.98
$12.99
$12.95
$9.99
$14.99
$12.98
$9.99
$11.50
$12.99
$19.99
$11.50
$11.50
$9.99
$10.98
$9.99
$13.95
$12.95
$11.50
$14.99
$12.98
$12.95
$19.99
$14.99
$12.95
$10.98
$12.98
$12.99
$12.99
$19.99
$10.98
$9.99
$12.99
$14.99
$14.99
$10.98
$9.99
$9.99
$9.99
$10.98
$10.98
$10.98
$9.99
$14.99
$14.99
$16.99
$12.99
$12.95
$12.98
$12.99
$12.95
$19.99
$11.50
$9.99
$19.99
$9.99
$12.99
$12.98
$13.95
$14.99
$10.98
$12.95
$9.99
$14.99
$9.99
$9.99
$14.99
$14.99
$14.99
$10.98
$14.99
$12.99
$10.98
$14.99
$12.98
$9.99
$16.99
$19.99
$11.50
$12.98
$14.99
$11.50
$12.99
$12.95
$13.95
$12.99
$16.99
$14.99
$14.99
$9.99
$16.99
$12.99
$9.99
$12.99
$9.99
$12.99
$16.99
$11.50
$12.98
$14.99
$16.99
$19.99
$19.99
$19.99
$11.50
$19.99
$12.99
$9.99
$9.99
$12.98
$14.99
$12.95
$10.98
$19.99
$9.99
$16.99
$19.99
$11.50
$13.95
$13.95
$12.99
$13.95
$12.99
$9.99
$11.50
$14.99
$11.50
$12.95
$9.99
$9.99
$14.99
$12.98
Compare to
Average
More Chocolates!
Large Order Discounts

Order No Order Date Product Units Ordered Unit Price

A27671444 10/4/2010 White chocolate snowman 95 $ 9.99
A73510038 10/6/2010 Milk chocolate tin selection 96 $ 19.99
A05385762 10/9/2010 Dark foiled Santa 95 $ 12.95
A11621184 10/10/2010 White chocolate snowman 90 $ 9.99
A55481575 10/10/2010 White chocolate snowman 94 $ 9.99
A44758225 10/11/2010 Lucky pig 95 $ 10.98
A89522542 10/13/2010 Moose 93 $ 10.98
A81661139 10/14/2010 Lucky pig 97 $ 10.98
A82875887 10/14/2010 Snowboard Santa 92 $ 9.99
A61482177 10/15/2010 Tablet puzzles 95 $ 10.50
A26329443 10/16/2010 Stocking stuffer milk selection 93 $ 10.97
A69735397 10/20/2010 Moose 93 $ 10.98
A53571862 10/21/2010 Milk chocolate boots 91 $ 12.94
A56888557 10/24/2010 Mini marzipan ornaments 90 $ 14.99
A14859153 10/27/2010 Hanging cresta bells 97 $ 9.99
A43678158 10/30/2010 Advent calendar 97 $ 14.99
A64933715 10/30/2010 Lucky pig 94 $ 10.98
A17502538 11/2/2010 Mini marzipan ornaments 92 $ 14.99
Volume Discount Unit Price