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Example: Distribution / wholesale · Tallgrass Distribution Co.
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← All reports Monthly management report April 2026 · Generated 21 May 2026 Ready for review Calculated outlook · Example Review flagged claim Approve report

Composed automatically from the close. Nothing is published, sent or downloadable by others until you approve it. · Second-model check: 1 claim flagged for your review

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Period: April 2026 — the sample's own close. In your workspace any closed month can be selected.

Monthly management report

Tallgrass Distribution Co.

April 2026 · Distribution / wholesale · Audience: Management

Inventory days on hand rose to 62 in April from 58 — the Q2 pre-buy on the Westbrook SKU line landed three weeks early and $214K of stock is sitting longer than planned. Turns slipped from 6.3x to 5.9x annualized; ~$120K of cash is tied up vs the March working-capital plan.

Prepared by Financial Analyst · Second-model check: 1 claim flagged for your review

01 · Executive summary

Three conclusions, and the decisions they imply

  1. Inventory days on hand rose to 62 in April from 58 — the Q2 pre-buy on the Westbrook SKU line landed three weeks early and $214K of stock is sitting longer than planned. Turns slipped from 6.3x to 5.9x annualized; ~$120K of cash is tied up vs the March working-capital plan.
  2. DSO stretched to 47 days from 44 — two national accounts (Tarrant Foods, Lindgren Supply) moved to net-60 terms this quarter and $61K is now past 90 days. The worker flagged it as a terms-mix shift; the supervisor read it as collections slippage, so it routed to your inbox for the call.
  3. Gross margin held at 24.0% vs the 23.2% Q1 plan — the renegotiated Crompton freight contract cut landed-cost per pallet ~3%, which flows straight through on the thin distribution margin.

Scorecard

Scorecard

Cash status

Cash-positive

Revenue

$1,420,000

+$38,000 · +2.7% vs plan

Monthly outflow

$1,352,000

+$41,000 · +3.1% vs plan

Gross margin

24.0%

DSO / DPO (days)

47 / 38

P&L summary — vs prior month, last year and plan

P&L summary — vs prior month, last year and plan

Month over month — vs prior period — Apr 26 vs Mar 26

Line Apr 26 Mar 26 Δ Δ%
Revenue $1,420,000 $1,385,842 +$34,158 +2.5%
Cost of revenue $1,079,200 $1,053,240 +$25,960 +2.5%
Gross profit $340,800 $332,602 +$8,198 +2.5%
Operating expense $272,800 $270,577 +$2,223 +0.8%
Operating profit/(loss) $68,000 $62,025 +$5,975 +9.6%
Ending cash $742,000 $674,000 +$68,000 +10.1%

Year over year — same month last year — Apr 26 vs Apr 25

Line Apr 26 Apr 25 Δ Δ%
Revenue $1,420,000 $1,060,212 +$359,788 +33.9%
Cost of revenue $1,079,200 $805,761 +$273,439 +33.9%
Gross profit $340,800 $254,451 +$86,349 +33.9%
Operating expense $272,800 $247,287 +$25,513 +10.3%
Operating profit/(loss) $68,000 $7,164 +$60,836 +849.2%
Ending cash $742,000 $556,740 +$185,260 +33.3%

Next month forecast $1,455,000

03 · Cash & working capital

Cash & working capital

Opening cash $674,000 net for the month +$68,000 closing cash $742,000

$742,000 today → $111,237 in week 13 · lowest point $52,014 (week 5) · no cash-floor breach

View weekly schedule
Week Opening Receipts Disbursements Ending
1 $742,000 $327,945 $465,942 $604,003
2 $604,003 $327,945 $465,942 $466,006
3 $466,006 $327,945 $465,942 $328,009
4 $328,009 $327,945 $465,942 $190,011
5 $190,011 $327,945 $465,942 $52,014
6 $52,014 $327,945 $320,542 $59,417
7 $59,417 $327,945 $320,542 $66,820
8 $66,820 $327,945 $320,542 $74,223
9 $74,223 $327,945 $320,542 $81,626
10 $81,626 $327,945 $320,542 $89,028
11 $89,028 $327,945 $320,542 $96,431
12 $96,431 $327,945 $320,542 $103,834
13 $103,834 $327,945 $320,542 $111,237

What changed and why

What changed and why

Inventory days on hand rose to 62 in April from 58 — the Q2 pre-buy on the Westbrook SKU line landed three weeks early and $214K of stock is sitting longer than planned. Turns slipped from 6.3x to 5.9x annualized; ~$120K of cash is tied up vs the March working-capital plan.

✓ second model confirmed · General ledger · Inventory Westbrook · Apr 2026 · QuickBooks · Item Receipt Westbrook Q2

DSO stretched to 47 days from 44 — two national accounts (Tarrant Foods, Lindgren Supply) moved to net-60 terms this quarter and $61K is now past 90 days. The worker flagged it as a terms-mix shift; the supervisor read it as collections slippage, so it routed to your inbox for the call.

second model disagrees — review · General ledger · AR Aging · Apr 2026 · QuickBooks · Tarrant · April · QuickBooks · Lindgren · April

Gross margin held at 24.0% vs the 23.2% Q1 plan — the renegotiated Crompton freight contract cut landed-cost per pallet ~3%, which flows straight through on the thin distribution margin.

✓ second model confirmed · General ledger · Freight Crompton · Apr 2026 · QuickBooks · Crompton · Apr 2026

04 · Decisions & follow-ups

Decisions & follow-ups

Inventory days on hand rose to 62 in April from 58 — the Q2 pre-buy on the Westbrook SKU line landed three weeks early and $214K of stock is sitting longer than planned

Open · outcome pending · You · Review by 05 Jun 2026

tighten the two national accounts back to net-45 and add a 2%/10 early-pay discount to pull receivables in.

Reviewed · Marcus Toole (AR) · Review by 15 Jun 2026

Forecast reliability

Forecast reliability Inferred

Your revenue forecasts have run 9% optimistic over the last 6 months.

How we measure it: every past monthly forecast is scored against the month that actually closed — out-of-sample, never fit to the answer.

Sources & evidence

  • General ledger · Inventory Westbrook · Apr 2026
  • QuickBooks · Item Receipt Westbrook Q2
  • General ledger · AR Aging · Apr 2026
  • QuickBooks · Tarrant · April
  • QuickBooks · Lindgren · April
  • General ledger · Freight Crompton · Apr 2026
  • QuickBooks · Crompton · Apr 2026

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