Analyzing Business Performance
 
Question:
KB asked about measuring the performance of his business. How may he best determine pricing and markup by evaluating his supply chain from manufacture, import, distribution and consumer sales to the impact upon his bottom line?
Answer:
Your objective is to sell as much product as you can import.
You know your expenses at each nodal point in the import, distribution, and sales chain.
Over time, you will have actual sales volume and pricing data. You can adjust prices and volumes that you offer at each point and over time. You can invent special deals and promotions to learn how in the real world which ones work well and which ones fail.

No one -- even the experts and geniuses here with our vast experience -- know your business as well as you do. No one has the control over the volumes, prices, cost of sales, and overhead as you do.

You have been creative and inventive enough to initiate and develop your business to this point.
Now you must continue taking risk in your next phase:  The actual selling of product, building a long-term customer base, and selling more product to more customers over the long term.

Your plan should be:

1.)   Proceduralize the question you asked us.
       Develop a simplified algorithm that contains a factor representing all of elements of your business. Simple arithmetic will serve as a good tool.  Use coefficients of integers and fractions as appropriate. List and quantify as well as you can at this point all factors and assign relationships of each as to how each impacts your profitability and sales volumes at specific times with specific customers and products.

2.)   Monitor each factor.
       As you sell, fail to sell, and make profits and losses, track the variants that caused each. If raising the price for a widget $0.02 per, what happened to your immediate sales and sales along the line, and what were the volume variances in various markets?

3.)   Adapt your factors to optimize your sales and final consumer sales.
       Plug in the actual sales, price, volume numbers in to your original algorithm. Observe the resulting profit, volumes and timings. Adjust the values of the factors -- your prices and promotions -- to enhance upcoming sales efforts.

4.)   Ensure the accuracy of your algorithm.
       Go back to the algorithm and review each factor and the weight (coefficients) you have assigned to each. Adjust your original estimates and relationships to fit the latest realities of your costs, sales and volumes.

5.)   Control each step in order to optimize.
       Maintain records, ensure all data you collect is reasonably accurate, and frequently adapt your algorithm (include new factors and adjust coefficients) using the most accurate and current data.

Notes:

1.)   There is little need for massive amounts of data to make this procedure effective.  In the real world, there are too many factors to attempt to fine tune to small decimals.  Be realistic and appropriately accurate.

2.)   There is no intrinsic need to automate your algorithm. Design it to be straightforward. Maintain its accuracy and relevance. Include all significant factors. Spreadsheet programs impress some people, colorful charts are colorful, and it is fascinating to push a button and have numbers appear. Recall that your objective is to sell hand tools and track data to the extent it is reasonable to support optimal pricing, volumes and promotions. If you know your customers, production factors, do deals, and manage your information accurately, you can manipulate your algorithm on a piece of paper and reap valuable results.

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