AFC reporting basis: Purchased Products excluded, SeaPhos at 25%, Freight excluded. Applied to all comparison periods. Figures below are for this entity only, taken from the 25 June 2026 weekly dashboard extract.
Note on Canterbury / Southland / Upper SI WC: The 25 June 2026 dashboard reports South Island AFC as a single consolidated entity (South Island AFC = Canterbury + Southland + Upper SI WC). This extract does not contain the underlying figures split by those three territories — every South Island actual, budget, customer and order in the file is already rolled up, with no sub-territory tag to separate them. The numbers below are therefore the consolidated South Island AFC totals. To produce the three territories separately I would need the source data that carries a Canterbury / Southland / Upper SI WC field, for example:
- the Sales-by-Rep-by-Product (without Freight) extract with the territory/delivery-company column retained, or
- a mapping of each South Island customer to its territory.
Send either and I'll split this report into Canterbury, Southland and Upper SI WC.
South Island AFC — Q1 YTD (Apr + May + Jun)
Quarter-to-date performance vs budget and FY26 same period
By month
Apr · May · Jun separately
Progress to budget
Half-circle gauge — % of YTD budget achieved (actual % in centre)
Entity overall
YTD Actual—
YTD Budget—
Variance—
FY26 Same Period—
YoY %—
Annual Budget—
% of Annual—
Monthly trend
Monthly: actual vs budget vs FY26 same months
Customer snapshot — Q1 FY27
Customer insights
Rows from the dashboard customer-comparison lists that belong to this entity
Top customers
New wins
Growers vs FY26
Decliners
Lost
Watch list
| Customer | FY26 revenue lost |
|---|
Scope of this single-entity report: Headline KPIs, monthly split, the budget gauge and the monthly trend are this entity's own figures. Customer-insight tables are the rows from the team dashboard's comparison lists (top customers, new wins, growers, decliners, lost, watch list) that are attributed to this entity. Product-category and customer-sector breakdowns are not reproduced here because the source dashboard holds those only at whole-team level, not per entity — provide the per-rep product/sector extract if you would like those added.
