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Team Cartier

Financial Performance Dashboard · FY2024 Wholesale Distribution

Forecast vs Actual Analysis
25+ Expense Categories · $15.3M Revenue
Budget Variance · P&L · Investment
Key Performance Indicators
Total Revenue
$15.3M
↑ 4.2%
Net Revenue
$13.7M
↑ 3.8%
Gross Profit
$4.1M
↑ 5.1%
Operating Expenses
$1.8M
↑ 8.3%
Operating Income
$2.3M
↑ 2.9%
Net Margin
15.0%
↑ 0.4pp
Revenue by Channel
Forecast vs Actual — All Channels
Warehouse +6.2% Direct +3.1% Storage −1.4%
P&L Waterfall
Revenue → Operating Income Bridge
GP Margin 26.8% OpInc Margin 15.0%
Top 10 Expenses vs Budget
Actual spend — orange bars exceed prior actual
Rent over-norm Bad Debt elevated Sales Exp. +12%
GP Margin by Channel
Forecast % · Actual % · Norm %
Warehouse best margin Other below norm
Net Investment
Working capital components ($000s)
AR increased AP favorable
Expense Ratio Analysis
Forecast % of Revenue vs Norm % — points above diagonal are over-norm
Within norm
Over-norm (concern)
Parity line
Rent Salaries Sales Expense Bad Debt 10–16% reduction opportunity identified