Mar 2023 Executive Summary for Kuiken Brothers

  • Updated on 2023-04-21

Company Level

The outputs below show company level outputs for Kuiken Brothers across 17 OSRs

Actuals (Monthly)

Monthly Pipeline, Goal and Sales Totals
Kuiken Brothers
Period Pipeline Goal3 Sales4 Sales v Goal5
Value1 Projected2
2023 Mar +$59,506,785 +$40,936,703 +$11,299,930 +$11,504,710 +$204,780
2023 Feb +$59,999,854 +$43,033,172 +$9,403,722 +$9,677,491 +$273,769
2023 Jan +$46,743,518 +$34,533,308 +$8,700,571 +$10,770,311 +$2,069,740
1 Value = Total Value of pipeline (Source = SSP)
2 Projected = Projected value of pipeline (Source = SSP)
3 Goal = Monthly Sales Goal (Source = Spreadsheet)
4 Sales = Monthly Actual Sales (Source = Spreadsheet)
5 Delta between Goal and Actual

Changes (Month over Month)

Month over Month $ Changes in Pipeline and Sales
Kuiken Brothers
Period Pipeline Sales3
Value1 Projected2
2023 Mar −$493,069 −$2,096,469 +$1,827,219
2023 Feb +$13,256,336 +$8,499,864 −$1,092,820
2023 Jan −$77,202 +$410,020 NA
1 Pipeline Value Month over Month changes (Source = SSP)
2 Pipeline Projection, Month over Month changes (Source = SSP)
3 Monthly Actual Sales Month over Month changes (Source = Spreadsheet)

Month over Month % Changes in Pipeline and Sales
Kuiken Brothers
Period Pipeline Sales3
Value1 Projected2
2023 Mar −0.8% −4.9% 18.9%
2023 Feb 28.4% 24.6% −10.1%
2023 Jan −0.2% 1.2% NA
All values in %
1 Pipeline Value - Month over Month % changes (Source = SSP)
2 Pipeline Projection, Month over Month % changes (Source = SSP)
3 Monthly Actual Sales Month over Month % changes (Source = Spreadsheet)

OSR Level

The following results are at the level of OSR

Table: OSR Pipeline, Goals, and Sales by Month

The table below shows OSR level pipeline, goal, and sales totals for Mar 2023

Mar 2023: OSR Monthly Pipeline, Goal and Sales Totals
Kuiken Brothers
OSR Pipeline Goal Sales Sales v Goal
Value Projected
Bryan Alfieri +$2,096,000 +$1,359,610 $0 None
Cesar Villegas +$2,096,000 +$1,359,610 +$500,000 +$281,957 −$218,043
Dan Kinney +$1,042,200 +$896,890 $0 +$402,855 +$402,855
Dave Arndt +$2,499,001 +$2,078,100 +$629,415 +$562,161 −$67,254
Dave Ritter +$903,000 +$652,700 +$680,632 +$545,442 −$135,190
George Orellana +$7,037,090 +$1,933,148 +$550,817 +$887,726 +$336,909
Jim Fallon +$727,700 +$654,930 +$1,000,098 +$897,829 −$102,269
Joaquin Mendez +$4,496,000 +$4,046,400 +$702,597 +$499,501 −$203,096
Joe Mascari +$10,635,000 +$7,103,000 +$1,500,738 +$1,317,404 −$183,334
Ken Freed +$8,249,215 +$7,424,293 +$759,899 None
Kevin Lodema +$3,003,064 +$1,188,106 +$629,279 None
Matt Edwards +$1,445,600 +$795,383 +$1,006,220 +$675,184 −$331,036
Michael Conte +$1,231,715 +$1,108,543 +$490,988 +$590,304 +$99,316
Rob Falco +$5,333,200 +$3,088,180 +$658,833 +$939,047 +$280,214
Tom Graves +$1,001,000 +$834,700 +$1,206,689 +$959,539 −$247,150
Tony Miniaci +$5,615,000 +$5,053,500 +$983,724 +$932,021 −$51,703
Tyler Poissant +$2,096,000 +$1,359,610 $0 None

Plot: OSR Sales vs. Goal

The plot below shows a comparison between the actual sales and goals for every OSR.

OSR 2023 Deep Dive

Tables of Pipeline, Goals, and Sales metrics for each OSR, by month in 2023

Dan Kinney: Monthly Pipeline, Goal and Sales Totals
Kuiken Brothers
Period Pipeline Goal3 Sales4 Sales v Goal5
Value1 Projected2
2023 Mar +$1,042,200 +$896,890 $0 +$402,855 +$402,855
2023 Feb +$1,042,200 +$896,890 $0 +$318,309 +$318,309
2023 Jan +$1,042,200 +$896,890 $0 +$364,770 +$364,770
1 Value = Total Value of pipeline (Source = SSP)
2 Projected = Projected value of pipeline (Source = SSP)
3 Goal = Monthly Sales Goal (Source = Spreadsheet)
4 Sales = Monthly Actual Sales (Source = Spreadsheet)
5 Delta between Goal and Actual
Dave Arndt: Monthly Pipeline, Goal and Sales Totals
Kuiken Brothers
Period Pipeline Goal3 Sales4 Sales v Goal5
Value1 Projected2
2023 Mar +$2,499,001 +$2,078,100 +$629,415 +$562,161 −$67,254
2023 Feb +$2,419,001 +$2,006,100 +$762,190 +$379,495 −$382,695
2023 Jan +$2,249,000 +$1,853,100 +$655,450 +$801,118 +$145,668
1 Value = Total Value of pipeline (Source = SSP)
2 Projected = Projected value of pipeline (Source = SSP)
3 Goal = Monthly Sales Goal (Source = Spreadsheet)
4 Sales = Monthly Actual Sales (Source = Spreadsheet)
5 Delta between Goal and Actual
Dave Ritter: Monthly Pipeline, Goal and Sales Totals
Kuiken Brothers
Period Pipeline Goal3 Sales4 Sales v Goal5
Value1 Projected2
2023 Mar +$903,000 +$652,700 +$680,632 +$545,442 −$135,190
2023 Feb +$828,000 +$585,200 +$561,781 +$616,534 +$54,753
2023 Jan +$656,000 +$564,000 +$660,436 +$823,137 +$162,701
1 Value = Total Value of pipeline (Source = SSP)
2 Projected = Projected value of pipeline (Source = SSP)
3 Goal = Monthly Sales Goal (Source = Spreadsheet)
4 Sales = Monthly Actual Sales (Source = Spreadsheet)
5 Delta between Goal and Actual
George Orellana: Monthly Pipeline, Goal and Sales Totals
Kuiken Brothers
Period Pipeline Goal3 Sales4 Sales v Goal5
Value1 Projected2
2023 Mar +$7,037,090 +$1,933,148 +$550,817 +$887,726 +$336,909
2023 Feb +$7,037,090 +$1,933,148 +$451,547 +$833,897 +$382,350
2023 Jan +$6,514,860 +$1,936,312 +$439,292 +$752,077 +$312,785
1 Value = Total Value of pipeline (Source = SSP)
2 Projected = Projected value of pipeline (Source = SSP)
3 Goal = Monthly Sales Goal (Source = Spreadsheet)
4 Sales = Monthly Actual Sales (Source = Spreadsheet)
5 Delta between Goal and Actual
Jim Fallon: Monthly Pipeline, Goal and Sales Totals
Kuiken Brothers
Period Pipeline Goal3 Sales4 Sales v Goal5
Value1 Projected2
2023 Mar +$727,700 +$654,930 +$1,000,098 +$897,829 −$102,269
2023 Feb +$687,200 +$618,480 +$638,198 +$747,812 +$109,614
2023 Jan +$687,200 +$618,480 +$642,088 +$814,913 +$172,825
1 Value = Total Value of pipeline (Source = SSP)
2 Projected = Projected value of pipeline (Source = SSP)
3 Goal = Monthly Sales Goal (Source = Spreadsheet)
4 Sales = Monthly Actual Sales (Source = Spreadsheet)
5 Delta between Goal and Actual
Joaquin Mendez: Monthly Pipeline, Goal and Sales Totals
Kuiken Brothers
Period Pipeline Goal3 Sales4 Sales v Goal5
Value1 Projected2
2023 Mar +$4,496,000 +$4,046,400 +$702,597 +$499,501 −$203,096
2023 Feb +$5,200,000 +$4,680,000 +$610,761 +$620,547 +$9,786
2023 Jan +$3,495,000 +$3,145,500 +$804,054 +$557,195 −$246,859
1 Value = Total Value of pipeline (Source = SSP)
2 Projected = Projected value of pipeline (Source = SSP)
3 Goal = Monthly Sales Goal (Source = Spreadsheet)
4 Sales = Monthly Actual Sales (Source = Spreadsheet)
5 Delta between Goal and Actual
Joe Mascari: Monthly Pipeline, Goal and Sales Totals
Kuiken Brothers
Period Pipeline Goal3 Sales4 Sales v Goal5
Value1 Projected2
2023 Mar +$10,635,000 +$7,103,000 +$1,500,738 +$1,317,404 −$183,334
2023 Feb +$10,635,000 +$7,103,000 +$1,354,423 +$814,595 −$539,828
2023 Jan +$10,635,000 +$7,103,000 +$1,204,820 +$878,412 −$326,408
1 Value = Total Value of pipeline (Source = SSP)
2 Projected = Projected value of pipeline (Source = SSP)
3 Goal = Monthly Sales Goal (Source = Spreadsheet)
4 Sales = Monthly Actual Sales (Source = Spreadsheet)
5 Delta between Goal and Actual
Ken Freed: Monthly Pipeline, Goal and Sales Totals
Kuiken Brothers
Period Pipeline Goal3 Sales4 Sales v Goal5
Value1 Projected2
2023 Mar +$8,249,215 +$7,424,293 +$759,899 NA NA
2023 Feb +$8,249,215 +$7,424,293 +$750,450 NA NA
2023 Jan +$8,249,215 +$7,424,293 +$650,455 NA NA
1 Value = Total Value of pipeline (Source = SSP)
2 Projected = Projected value of pipeline (Source = SSP)
3 Goal = Monthly Sales Goal (Source = Spreadsheet)
4 Sales = Monthly Actual Sales (Source = Spreadsheet)
5 Delta between Goal and Actual
Kevin Lodema: Monthly Pipeline, Goal and Sales Totals
Kuiken Brothers
Period Pipeline Goal3 Sales4 Sales v Goal5
Value1 Projected2
2023 Mar +$3,003,064 +$1,188,106 +$629,279 NA NA
2023 Feb +$4,813,348 +$3,140,011 +$466,695 NA NA
2023 Jan +$1,588,943 +$1,430,043 +$598,383 NA NA
1 Value = Total Value of pipeline (Source = SSP)
2 Projected = Projected value of pipeline (Source = SSP)
3 Goal = Monthly Sales Goal (Source = Spreadsheet)
4 Sales = Monthly Actual Sales (Source = Spreadsheet)
5 Delta between Goal and Actual
Matt Edwards: Monthly Pipeline, Goal and Sales Totals
Kuiken Brothers
Period Pipeline Goal3 Sales4 Sales v Goal5
Value1 Projected2
2023 Mar +$1,445,600 +$795,383 +$1,006,220 +$675,184 −$331,036
2023 Feb +$1,468,000 +$815,600 +$563,683 +$673,506 +$109,823
2023 Jan +$1,423,000 +$775,100 +$404,346 +$473,163 +$68,817
1 Value = Total Value of pipeline (Source = SSP)
2 Projected = Projected value of pipeline (Source = SSP)
3 Goal = Monthly Sales Goal (Source = Spreadsheet)
4 Sales = Monthly Actual Sales (Source = Spreadsheet)
5 Delta between Goal and Actual
Michael Conte: Monthly Pipeline, Goal and Sales Totals
Kuiken Brothers
Period Pipeline Goal3 Sales4 Sales v Goal5
Value1 Projected2
2023 Mar +$1,231,715 +$1,108,543 +$490,988 +$590,304 +$99,316
2023 Feb +$1,124,000 +$1,011,600 +$612,320 +$470,269 −$142,051
2023 Jan +$1,125,000 +$1,011,700 +$476,333 +$394,100 −$82,233
1 Value = Total Value of pipeline (Source = SSP)
2 Projected = Projected value of pipeline (Source = SSP)
3 Goal = Monthly Sales Goal (Source = Spreadsheet)
4 Sales = Monthly Actual Sales (Source = Spreadsheet)
5 Delta between Goal and Actual
Rob Falco: Monthly Pipeline, Goal and Sales Totals
Kuiken Brothers
Period Pipeline Goal3 Sales4 Sales v Goal5
Value1 Projected2
2023 Mar +$5,333,200 +$3,088,180 +$658,833 +$939,047 +$280,214
2023 Feb +$3,335,200 +$2,619,980 +$856,928 +$663,172 −$193,756
2023 Jan +$3,335,200 +$2,619,980 +$711,690 +$511,000 −$200,690
1 Value = Total Value of pipeline (Source = SSP)
2 Projected = Projected value of pipeline (Source = SSP)
3 Goal = Monthly Sales Goal (Source = Spreadsheet)
4 Sales = Monthly Actual Sales (Source = Spreadsheet)
5 Delta between Goal and Actual
Tom Graves: Monthly Pipeline, Goal and Sales Totals
Kuiken Brothers
Period Pipeline Goal3 Sales4 Sales v Goal5
Value1 Projected2
2023 Mar +$1,001,000 +$834,700 +$1,206,689 +$959,539 −$247,150
2023 Feb +$1,058,600 +$886,540 +$789,697 +$740,341 −$49,356
2023 Jan +$977,900 +$866,410 +$942,080 +$982,950 +$40,870
1 Value = Total Value of pipeline (Source = SSP)
2 Projected = Projected value of pipeline (Source = SSP)
3 Goal = Monthly Sales Goal (Source = Spreadsheet)
4 Sales = Monthly Actual Sales (Source = Spreadsheet)
5 Delta between Goal and Actual
Tony Miniaci: Monthly Pipeline, Goal and Sales Totals
Kuiken Brothers
Period Pipeline Goal3 Sales4 Sales v Goal5
Value1 Projected2
2023 Mar +$5,615,000 +$5,053,500 +$983,724 +$932,021 −$51,703
2023 Feb +$5,815,000 +$5,233,500 +$985,051 +$789,943 −$195,108
2023 Jan +$4,765,000 +$4,288,500 +$511,143 +$997,622 +$486,479
1 Value = Total Value of pipeline (Source = SSP)
2 Projected = Projected value of pipeline (Source = SSP)
3 Goal = Monthly Sales Goal (Source = Spreadsheet)
4 Sales = Monthly Actual Sales (Source = Spreadsheet)
5 Delta between Goal and Actual
Bryan Alfieri: Monthly Pipeline, Goal and Sales Totals
Kuiken Brothers
Period Pipeline Goal3 Sales4 Sales v Goal5
Value1 Projected2
2023 Mar +$2,096,000 +$1,359,610 $0 NA NA
2023 Feb +$2,096,000 +$1,359,610 $0 NA NA
2023 Jan $0 $0 $0 NA NA
1 Value = Total Value of pipeline (Source = SSP)
2 Projected = Projected value of pipeline (Source = SSP)
3 Goal = Monthly Sales Goal (Source = Spreadsheet)
4 Sales = Monthly Actual Sales (Source = Spreadsheet)
5 Delta between Goal and Actual
Cesar Villegas: Monthly Pipeline, Goal and Sales Totals
Kuiken Brothers
Period Pipeline Goal3 Sales4 Sales v Goal5
Value1 Projected2
2023 Mar +$2,096,000 +$1,359,610 +$500,000 +$281,957 −$218,043
2023 Feb +$2,096,000 +$1,359,610 $0 NA NA
2023 Jan $0 $0 $0 NA NA
1 Value = Total Value of pipeline (Source = SSP)
2 Projected = Projected value of pipeline (Source = SSP)
3 Goal = Monthly Sales Goal (Source = Spreadsheet)
4 Sales = Monthly Actual Sales (Source = Spreadsheet)
5 Delta between Goal and Actual
Tyler Poissant: Monthly Pipeline, Goal and Sales Totals
Kuiken Brothers
Period Pipeline Goal3 Sales4 Sales v Goal5
Value1 Projected2
2023 Mar +$2,096,000 +$1,359,610 $0 NA NA
2023 Feb +$2,096,000 +$1,359,610 $0 NA NA
2023 Jan $0 $0 $0 NA NA
1 Value = Total Value of pipeline (Source = SSP)
2 Projected = Projected value of pipeline (Source = SSP)
3 Goal = Monthly Sales Goal (Source = Spreadsheet)
4 Sales = Monthly Actual Sales (Source = Spreadsheet)
5 Delta between Goal and Actual