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Daniel WeberTo: Dot
Tue 9:41 AMNorthwind emailed me a new price list. What does it do to our margin at last quarter’s volumes?
DotTo: Daniel Weber
Tue 9:42 AMMargin drops from 42.0% to 39.6%, about $280K a quarter. Three SKUs drive most of it.
Sources: Outlook and purchases.
- NW-114: +12% new price, −$96K margin a quarter
- NW-208: +9% new price, −$71K margin a quarter
- NW-031: +7% new price, −$52K margin a quarter
Attached: margin_by_sku.csv (24 rows of data)
margin_by_sku.csvDaniel WeberTo: Dot
Tue 9:41 AMCheck the September sales our country managers emailed me against our data. Flag gaps over 2%.
DotTo: Daniel Weber
Tue 9:42 AM9 of 11 countries match; Spain and Italy don’t.
Sources: Outlook and sales_monthly.
- Spain: €1.26M emailed, +5% gap
- Italy: €0.97M emailed, −3% gap
- France: €1.84M emailed, 0.4% gap
Attached: september_sales_gaps.csv (11 rows of data)
september_sales_gaps.csvDaniel WeberTo: Dot
Tue 9:41 AMReply to Dana’s email asking why EMEA bookings dropped in September, with the main drivers and numbers.
DotTo: Daniel Weber
Tue 9:42 AMReply drafted.
Sources: Outlook and bookings.
RE: EMEA bookings in September
Hi Dana, EMEA bookings fell 14% in September. Two renewals that moved to October explain most of it.
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