NEW CUSTOMER ANALYSIS

*** Required Fields(enter zero or n/a if not applicable) ***

General Information
 
Submitted By:
Customer Name:
Account #:
Region(s) or Branch:
Market Segment:
Customer Market Coverage (Region/Geography):
Who does this customer sell to:
Who has this business today?
 
VINYL REQUIREMENTS
***please note if Sales $$ quoted the basis (net, foi sales to customer, customer's sales)
Year 1(Annual) Year 1(Annual)
Vinyl Sales $$ Volume (SQ) if avail
Sentry (.044")
Highland (.042")
Oregon Pride (.040")
Entree Panel (.040") RETAIL ONLY**
Soffits
 
 
ALUMINUM REQUIREMENTS
PLYGEM ALUMINUM Sales $$ Sales $$
ALUMINUM - 4 PAN SOFFIT ALUMINUM - TRIM COIL
ALUMINUM - FASCIA, SIDING & SOFFIT ALUMINUM - GUTTER COIL
ALUMINUM - ACCESSORIES ALUMINUM - RAINWARE
 
ALLIED/OTHER REQUIRMENTS
 
Sales $$ Please detail allied product line requirments:
020 PVC Trim
050 Windows
070 Genstone
080 Shake & Stone
060 Doors
090 Allied Siding & Trims (Other)
100 Columns & Railings
110 Blocks Vents & Accessories
120 Shutters
130 Other Allied
 
ANALYSIS INFORMATION
 
TOTAL BUSINESS Year 1 Annual
Growth Potential % Notes: (ie: competitive pricing scenerios)
Year 2
Year 3
Year 4
 
Freight Scenario's
%
% Pickup at Mitten DC
% Ship to Customer Locations
 
$$ Mix %
Customer DC Direct
Zone 1 - Stores Local(< 50 km from Branch)
Zone 2 - Stores Local (50-100 km from Branch)
Zone 3 - Stores Local (>100 km from Branch)
 
Packaging Requirements:
Full Truckloads/DC Loads to be Created Yes/No?
Any Special Packaging Requirements?
 
For Retail Business Proposals Only (not required for R&R or New Construction - unless a back-end structure is required in pricing quote)
 
Rebate Structure
Pricing Discount Structure: % Volume Rebate:
Confidential $$ Range Rebate %
Advertising
Air Miles
Administrative Allowance
Returns Allowance ***Note: volume rebate calculated after discounts & allowances not off gross sales
 
Other $$ Considerations:
$$ Comments
BuyBack
Marketing/Promotional Requirements
Other (describe)