MicroStrategy Dynamic Enterprise Dashboards

Folio BOOKSTORES Year to Date Sales Review December 31, 2006

YEAR TO DATE SALES SUMMARY 2006

Month Revenue Monthly Revenue Revenue by Supplier

JAN $149,500 $500,000
FEB $137,200
MAR $210,400 $400,000
APR $244,800
MAY $353,500 $300,000
McGraw Hill Prentice Hall
JUN $387,500

If you can imagine it, MicroStrategy Dynamic

JUL $125,800 $200,000
AUG $218,700
SEP $225,600 $100,000
OCT $256,000 16.9%
NOV $300,100 $0 26.8% $523,765
DEC $490,100 $830,585
JUL
MAY

SEP

OCT
JAN

FEB

MAR

APR

JUN

AUG

NOV

DEC

Enterprise Dashboards let you see it

$3,099,200
26.2%
$811,991
30.1%
Month Revenue Revenue by Region $932,859
Mid-Atlantic
Mid-Atlantic $680,700
Southwest
Southwest $545,600
Northeast $407,800 Northeast
Southeast $381,200 Southeast
Central $301,600 Central Bantam Books Simon & Schuster
West $291,300 West
Northwest $247,100 Northwest
South $243,900 South
$3,099,200 $0 $200,000 $400,000 $600,000 $800,000

TOP SELLING PRODUCTS (ITEM) UNITS SOLD UNIT PRICE REVENUE Supplier Detail Sales Representative Analysis
100 Places to Go While Still Young at Heart 3,200 $552 $147,200
Foundation Analysis and Design 1,400 $810 $113,400
Working with Emotional Intelligence 5,600 $228 $106,400
Powered by
TOTAL 10,200 $1,590 $367,000
 PRODUCT PERFORMANCE
Human Resources Dashboard - Benefits
Folio BOOKSTORES Year to Date Sales Review
Powered by
Last Updated on 12/31/06
OPERATIONAL PERFORMANCE SCORECARD December 2006 CATEGORY SALES AND PROFITABILITY
December 31, 2006 Country USA Category Electronics

EMPLOYEE CLAIMS Medical Dental Vision Total Benefit Costs SELECT CATEGORY BOOKS ELECTRONICS MOVIES
Revenue Profit Profit Margin # Customers Transactions Per Customer
YEAR TO DATE SALES SUMMARY 2006
2005 Actual 2006 Actual 2006 Budget 1/1/2006 $1,600 Vison
Status Trend Operational KPIs Target This Month Last Month % change from LM This Month LY % change from TM LY
1/7/2006 $3,450 401k FINANCIAL HIGHLIGHTS REVENUE QUARTERLY TRENDS
$2M Revenue $ 1,387,434 $ 1,296,667 $ 957,865 35.4% $ 1,445,116 -10.3%
Actuals (K$) Forecast (K$) Variance Status
Month Revenue Monthly Revenue Revenue by Supplier $1.5M
1/20/2006 $18,250 Medical Profit $ 346,737 $ 312,376 $ 231,740 34.8% $ 352,001 -11.3% $2,000,000
Revenue Performance Monthly Quarterly Product Revenue Monthly Quarterly
1/31/2006 $7,875 Dental Revenue 6,179 6,365 6%
JAN $149,500 $500,000 Margin 20.0% 24.1% 24.2% -0.4% 24.4% -1.1% 1,798 1,708 5%
$1M Profit
FEB $137,200 1/31/2006 $3,000 Dental Units Sold 26,661 32,122 22,800 40.9% 34,047 -5.7% $800K Audio Equipment
MAR $210,400 $400,000 $5M
$70K
2/5/2006 $15,625 Medical Order Count
$1,600,000
APR $244,800 22,919 21,420 13,020 64.5% 17,000 26.0%
$700K
McGraw Hill Prentice Hall $60K
MAY $353,500 $300,000 $0M 2/1/2006 $1,315 Vision Avg Revenue per Order $108 $61 $74 -17.7% $85 -28.8% REGIONAL REVENUE HIGHLIGHTS Cameras
JUN $387,500 Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec
2/12/2006 $6,010 401k $600K $50K
Customer Count 8,300 10,000 8,091 23.6% 9,380 6.6% Mid-Atlantic
JUL $125,800 $200,000 $1,085,630 $1,200,000
2/15/2006 $3,550 401k $500K $40K
AUG $218,700 Avg Revenue per Customer 108 $130 $ 118 9.5% $154 -15.8% Video Equipment
SEP $225,600 $100,000 2/27/2006 $2,370 Vision Southwest $882,325 $400K $30K
16.9% Status: On target l Good (above the target) Poor (below the target) more than 10% between -5% and 10% less than -5%
OCT $256,000 EMPLOYEE COMPENSATION CLAIMS
NOV $300,100 26.8% $523,765 2/28/2006 $12,568 Medical Northeast $725,008 $800,000 $300K TV’s $20K
$0
DEC $490,100 $830,585 3/1/2006 $5,800 Vision $200K $10K
JUL
MAY

SEP

OCT
JAN

FEB

MAR

APR

JUN

AUG

NOV

DEC

Departmental Regional 3/15/2006 $23,000 Medical

Southeast $654,417
$3,099,200 $100K Computers $0K
26.2% $400,000
3/31/2006 $4,800 401k Revenue Variance vs. Forecast Region Profit Variance vs. Forecast Web $572,873 06 06 06 06 06 06 06 06 06

06

06
06
$811,991 Finance West $0K pr ay n l g v
Ju Ju Au Sep Oct No Dec

Feb

ar
n
A M

Ja
3/31/2006 $2,750 Vision Electronics -

M
06

06

06
06

06
06

06

06
06

06

06
6
30.1% IT Central $545,079

l0
ay

ug

ov
p

ec
b

ar

n
n

pr

ct
Revenue by Region Corporate Miscellaneous

Ju

Se
4/5/2006 $1,100 Vision

Fe

Ju
Ja

O
Month Revenue

D
N
Audio Equipment Cameras TV’s

A
$932,859 Marketing
$0
Revenue Revenue Revenue
Northwest $446,027
Mid-Atlantic Central 4/15/2006 $800 Vision -9.1% Northeast 26.6%
2006 Q1 2006 Q2 2006 Q3 2006 Q4
Mid-Atlantic $680,700 HR
Southwest 4/19/2006 $6,000 Dental South
Revenue Revenue Forecast Variance
Southwest $545,600 $437,311
Northeast $407,800 Northeast Field Sales East Southeast
4/28/2006 $15,230 Medical 10.0% 8.7%
Southeast
Southeast
Central
$381,200
$301,600 Central
0 2 4 6 8 10 4 6 8 10 12 4/28/2006 $6,550 Dental Regional Revenue Performance Monthly Quarterly
Bantam Books Simon & Schuster
West $291,300 5/1/2006 $3,850 Dental -8.3% Central -4.8% SUBCATEGORY PERFORMANCE BY 2006 Q4 Mid-Atlantic
West
Northwest $247,100 Northwest 5/1/2006 $17,275 Medical Northwest $200K
South $243,900 South LEAVE OF ABSENCE 15.1% South 16.3% Quarter Region Subcategory Revenue Forecast % Variance Profit Forecast % Variance
5/10/2006 $6,400 401k $160K
$3,099,200 2006 Q4 Mid-Atlantic Audio Equipment $58,010 $57,817 0% $15,354 $13,653 12% Northeast
$0 $200,000 $400,000 $600,000 $800,000 5/15/2006 $3,515 401k
Thomas Jones Field Sales Central Region 10/6/2006 10/23/2006 Personal - Vacation -5.7% Northwest -10.7% Cameras $136,460 $110,710 23% $37,400 $35,352 6% $120K
5/15/2006 $11,235 Medical West
Dave Moran Development Central Region 7/14/2006 7/16/2006 Personal - Vacation Computers $16,065 $14,781 9% $4,372 $4,176 5%
Hugo Martinez IT Central Region 5/12/2006 5/19/2006 Personal - Vacation 5/15/2006 $2,200 Dental Southwest Electronics - Miscellaneous $28,690 $29,723 -3% $7,853 $7,956 -1% $80K
19.6% 19.0% Central
TOP SELLING PRODUCTS (ITEM) UNITS SOLD UNIT PRICE REVENUE Supplier Detail Sales Representative Analysis TV’s $35,897 $30,699 17% $9,822 $8,914 10%
Gordan Leigh Field Sales Central Region 7/5/2006 7/14/2006 Personal - Vacation 5/20/2006 $6,500 401k $40K
100 Places to Go While Still Young at Heart 3,200 $552 $147,200 Video Equipment $95,220 $85,711 11% $26,259 $28,060 -6% Southeast
Foundation Analysis and Design 1,400 $810 $113,400
Shannon Bryant Field Sales Central Region 8/24/2006 8/31/2006 Personal - Vacation 5/31/2006 $5,300 Medical -10% 0% 10% 20% 30% -10% 0% 10% 20% 30%
Total $370,372 $329,471 12% $101,060 $98,141 3% $0K
Working with Emotional Intelligence 5,600 $228 $106,400 Carrie Porter Human Resources Central Region 5/28/2006 6/5/2006 Personal - Vacation 6/5/2006 $560 Dental Mid-Atlantic
Powered by

06

06

06
06

06
06

06

06
06

06

06
6
Mike Douglas IT Central Region 6/22/2006 6/28/2006 Personal - Vacation

l0
TOTAL 10,200 $1,590 $367,000 6/5/2006 $1,420 Vision

ay

ug

ov
p

ec
b

ar

n
n

pr

ct
Ju
South

Se
Fe

Ju
Ja

O
A

D
N
A
6/10/2006 $2,500 Vision
Southwest Mid-Atlantic Revenue

If you can imagine it,

MicroStrategy Dynamic Enterprise Dashboards let you see it

Customer Analysis Customer Segmentation and Profitability Cross-sell Analysis HR Marketing Sales Manufacturing Finance
Customer Support Analysis (as of Dec. 12, 2006)
Human Resources Analysis
Quarterly Analysis Year-to-date Analysis

Customer Analysis Summary 2006 Time Period Product Category Country Monthly Cases Opened Increase in Case YTD
Quarterly Customer Analysis for Q4 2006 2003 2006 (YTD)
Region Case Load (This Month) Load vs TMLY MTD Case Load Case Load
Acquisition, Attrition, and Retention Select a Quarter Q4 2006 (All) United States
Northwest 124 6.25% 1715
Case Load: 180
Performance Summary: 3.01% Acquisition Rate, 0.62% Attrition Rate, and 96.99% Retention Rate Headcount Summary Attrition/Hiring Summary Compensation Summary Mid-Atlantic 162 7.63% 1837
Demographics Selector
Central 167 8.51% 1645
Gender Male Female << Use the Demographics Number of Customers Acquisition Attrition Retention
Regional Marketing Expenses Total Marketing Expenses South 165 8.06% 1742
selector to specify values
New Active Acquisition % New to Lost Active Attrition % Lost to Retained Active KPIs
Status Active Lost Customers Customers Rate All New Customers Customers Rate All Lost Customers Customers Retention Rate # % Trend 80 8% Northeast
278 Trade Shows Southeast 125 5.98% 1764
for each category Oct 2006 39 1,299 3.00% 32.23% 7 1,299 0.54% 28.00% 1,260 1,299 97.00% Attrition 20 21% $352,381 (12%) Southwest
Household Type 70 7% Magazines $443,999 (14%)
Renter Owner Nov 2006 42 1,333 3.15% 34.71% 8 1,333 0.60% 32.00% 1,291 1,333 96.85% $318,650 (10%) Southwest 144 7.15% 1730
100 300 500 Hiring 62 82%
60 6% $597,556 (19%)
Southeast
# of Employees

Dec 2006 40 1,363 2.93% 33.06% 10 1,363 0.73% 40.00% 1,323 1,363 97.07%

Attrition Rate
Marital Status Single Married Divorced Bundling Online 147 7.29% 1717
Departures 20 100% 50 5% $414,246 (13%) Mid-Atlantic $140,931 (4%)
Average Number of Transactions Quarterly Acquisition Trend Quarterly Attrition Trend Quarterly Retention Plan Northeast 148 7.66% 148
Lifetime Value High Medium Low 140 12% 28 2% 1400 100% Voluntary 16 80% 40 4% $637,301 (20%)
Per Customer Printed Collateral
120 10% 24 1200 Non-voluntary 4 20% 30 3% Central Low Normal High
Education High School Undergraduate Graduate Other 2% 80%
$77,415 (2%)
100
8%
New 20 Lost 1000 Retained
20 2% $22,305 (7%) Other
Customers
1%
Customers
60%
Customers
New - 5 Years experience 44 74%
Age Range < 21 21-40 41-60 61-80 > 80
80 16 800
Web Banners $77,325 (2%)
6%
Acquisition
Rate
Attrition
Rate
Retention
Rate Female Hires 32 52% 10 1% South
Top 5 Engineers with Highest Case Load (This Month) Top 5 Customers with Highest # of Critical Cases
3 60 12 1% 600 40%
$254,920 (8%) $1,806,142 (57%) Total # Cases Currently Open
Income Range 0-20K 21K-40K 41K-60K 61K-80K > 80K 2 4 40
4%
8 400 Vacant Positions 10 13% 0 0% Northwest Direct Mail Open: 2,164
2006 Q1 2006 Q2 2006 Q3 2006 Q4 2007 Q1
20 2% 4
0%
200
20%
Offers Out 9 90% $955,952 (30%) $38,318 (1%)
1 5 0 0% 0 0% 0 0% Departures Employees Attrition Rate Total Cases Mark O’Dea WebMarker Inc.
Top Categories Acquisition and Attrition by Quarter List of Customers
2006 Q1 2006 Q2 2006 Q3 2006 Q4 2006 Q1 2006 Q2 2006 Q3 2006 Q4 2006 Q1 2006 Q2 2006 Q3 2006 Q4
#: Number of Employees %: % of Total Employees Opened this
Note: % New to All New is calculated as # New Customers at the month level Note: % Lost to All Lost is calculated as # Lost Customers at the month level
divided by # New Customers in the analyzed period. divided by # Lost Customers in the analyzed period. Month: 1,182 Kim Marshalls Westminster Corp
Acquisition Rate Attrition Rate Customers Revenue Most Recent Revenue vs. Marketing Cost
Electronics Movies
Transaction
2.7 Customer Analysis by Age Range and Income Range Total Cases Dakota Knowles PowerNet Solutions
33% 39%
25%
Carole Vorndran $78.14 9/26/2006 SELECT QUARTER 2006 Q3 $300,000 Closed this
Avg Transaction Revenue per
Cleatus Kristick $47.64 8/22/2006 Customer Distribution by Income Range Month: 329 Jose Martinez Markham Tech
Age Range Income Range Revenue $ Size $ Customer $ Profit $ $250,000
20% Dominick Oneill $35.40 2/3/2006 Reasons for Departure Hires by Recruitment Source Hires by Education Level
Average Revenue Per Customer < 21 0 - 20K $41,183.10 $298.43 $686.39 $2,428.18 Total Engineers: Shannon LeGros Pearson Comm.
Hector Pelino $86.79 1/14/2006 20K - 40K $54,498.44 $465.80 $1,028.27 $3,538.64 0 - 20K $200,000 87
15% Melanie Searles $104.86 12/15/2005 40K - 60K $23,178.17 $246.58 $551.86 $1,406.37 25% 0 20 40 60 80 100 120 0 2 4 6 8 12010 12 14
23.0% Relocation Advertisement 28% Internal 4 - Year 11% 39%
Monica Neptune $54.20 1/9/2006 60K - 80K $51,844.68 $518.45 $1,205.69 $3,091.98
20.6% 20K - 40K 17% Referral College $150,000 New Customers Cases Cases
Mai Normandin $66.09 8/12/2006 $50 > 80K $23,783.53 $247.75 $540.53 $1,479.12 (YTD): 59
10% YTD Last Year Total Open Cases Open Critical Cases
Iris Vaughn $127.27 8/17/2006 $25 $75 21-40 0 - 20K $46,635.75 $376.09 $790.44 $2,960.92 $100,000
20K - 40K $33,312.13 $350.65 $812.49 $1,717.86 40K - 60K 25% Personal 2 - Year
Enzo Cutting $29.87 7/12/2006 18.4%
5% $0 $100 40K - 60K $49,186.10 $341.57 $768.53 $2,762.07 Reasons Other College $50,000
Detyne Ferber $32.86 11/23/2005 Better Head 28% 28% Master’s
60K - 80K $37,477.31 $312.31 $749.55 $2,324.83 22.1%
Opportunity Hunter Degree
New Customers (This Month) Support Level Top 5 Most Frequently Accessed Technical Notes
Conrad Hughes $120.23 2/3/2006
> 80K $23,826.98 $187.61 $458.21 $1,375.57 60K - 80K 50% 50%
16.0% $0
Books 0% Jan Taylor $84.34 6/29/2003 41-60 0 - 20K $44,158.71 $304.54 $679.36 $3,219.34
Jan 06 Feb 06 Mar 06 Apr 06 May 06 Jun 06 Jul 06 Aug 06 Sept 06 Oct 06 Nov 06 Dec 06
1. GlobalTech Corporation Bronze 1. #2463 How to Log Into the MicroStrategy Web Interface
28%
2006
Q1

2006
Q2

2006
Q3

2006
Q4

Iris Zeller $139.06 10/26/2005 20K - 40K $55,093.39 $326.00 $734.58 $3,345.29
$58 > 80K 2. Spire Communications, Inc. Gold 2. #7846 Changing Your Project’s Name
Carole Robison $93.73 10/8/2005 40K - 60K $43,422.04 $269.70 $578.96 $2,455.90
3. Creations Software and Firmware Solutions Platinum
Amanda Vince $28.32 9/16/2005 60K - 80K $43,336.86 $390.42 $866.74 $2,736.80 Powered by Revenue Marketing Cost 3. #9867 Streamline Your Metadata Objects
4. Chain Bridge Financial Corporation Gold
> 80K $33,851.87 $266.55 $573.76 $2,136.33
5. BlueNation Technology Concepts Bronze 4. #9267 How to Best Manage Narrowcast Server
Powered by
Document Execution Time: 12/29/2006 9:48:25 AM Document Author: John Smith 6. Cocoa Brands, Inc. Platinum 5. #1837 The Benefits of Command Manager
 Dynamic Enterprise Dashboards

A New Caliber of Information A Dynamically Integrated View of All Corporate Data

Dashboards
MicroStrategy’s Dynamic Enterprise Dashboards enable business users to intuitively flip through many different

perspectives of corporate performance without ever leaving the dashboard, allowing them to quickly and
MicroStrategy Dynamic Enterprise Dashboards deliver a new
easily identify problems and diagnose root causes. Dashboard designers can combine data from a variety of
caliber of information dashboards. MicroStrategy combined
data sources onto a single dashboard, providing the user with multi-disciplined, multi-dimensional performance
state-of-the-art data visualization and interactivity with its
feedback on every dashboard.
industrial-strength business intelligence platform to create

dashboards that yield greater business insight and are usable

by more people than ever before. Dashboards provide easy-

Visually Engaging Dashboards
to-use access to enterprise data and help organizations

track performance and optimize decision-making. At-a-

By incorporating Adobe® Flash®, MicroStrategy dashboards offer innovative new ways for users of all skill
glance, executives, managers, and business users can
levels to derive insight from their data. The dashboards are highly responsive to users, providing a wide
immediately understand their organization’s health
range of information views and increased information exploration options through the unique features of
through a range of insightful data visualizations such as key
Flash. MicroStrategy Flexible Rendering Architecture lets each user determine whether a dashboard or report
performance indicators (KPIs), tables, graphs, trend indicators,
is best presented in thin-client AJAX mode or interactive Flash mode.
gauges, heat maps, and many more. MicroStrategy’s

Dynamic Enterprise Dashboards help align organizations

through common goals and common metrics, where each

Portable, Self-contained Dashboards
person can see his contribution to achieving overall

company performance. Flash rendering allows MicroStrategy users to create self-contained dashboards that include full interactivity,

visualization functionality, and data content. Users can interact with their dashboards on planes, present

their dashboards in meetings, or analyze corporate performance at any location regardless of network

connection availability.



State-of-the-Art Data Visualization and Interactivity Delivered on the
MicroStrategy Industrial-strength Business Intelligence Platform

Deeper Business Insight via Advanced Visualizations An Integral Component of the

MicroStrategy 8 Platform
MicroStrategy includes a new library of advanced visualization “widgets” built using the Adobe® FlexTM

Builder TM 2 Integrated Development Environment (IDE) for Flash. These visualization “widgets” enable
dashboards to express data in much more meaningful ways than is possible with traditional graph types.
The rich and interactive nature of Flash can express relationships that are not possible with static graphs,
such as allowing business users to view time-series data as graphical ‘movies’ that give deeper insight
into business trends. Users can rewind and fast forward through the time series and even pause the movie
to drill-down to get more detail on areas of interest.
MicroStrategy’s modular and Service Oriented Architecture
(SOA) has allowed MicroStrategy’s new dashboard functionality
to be seamlessly integrated with its reporting, OLAP, ad-hoc,
and proactive alerting functionality. MicroStrategy’s Dynamic
Enterprise Dashboards inherit the industrial-strength attributes
of the MicroStrategy 8 business intelligence platform, including

enterprise scalability, pervasive security, and powerful admin-

istration, allowing MicroStrategy dashboards to easily serve

100% Extensible, Allowing Users to Incorporate Any thousands of users. With automatic personalization and
Data Visualization They Can Imagine security, a single dashboard can be cascaded throughout an

enterprise with each user seeing only their slice of the enterprise
For this release, MicroStrategy delivers an extension to the Adobe Flex Builder 2 IDE, which allows
and the data that they are allowed to see. MicroStrategy’s
MicroStrategy customers to extend their MicroStrategy visualization library in any direction. Using Adobe
dashboards use firewall-friendly DHTML, so that dashboards
Flex Builder 2 and the MicroStrategy SDK, users can create any new Flex-based visualization widget they
can safely be shared beyond corporate walls.
can imagine and insert it into their MicroStrategy visualization library. Customers can also use the Adobe Flex

Builder extension to insert 3rd party Flex-based widgets into their MicroStrategy visualization library.

Empowering Business Users to Build Their Own

Personal Dashboards

MicroStrategy Dynamic Enterprise Dashboards allow business users to create their own personal dashboards.

Using MicroStrategy’s zero-footprint WYSIWYG (what-you-see-is-what-you-get) Web interface, business users

can create dashboards using simple drag and drop actions. No longer does the IT department need to create all

dashboards for the business; users can now build the dashboards they want, increasing the use and adoption

of business intelligence systems.



 Create Boardroom Quality Dashboards

Folio BOOKSTORES Year to Date Sales Review December 31, 2006

Rich color formatting provides an Clearly display important facts

elegant display both in print and YEAR TO DATE SALES SUMMARY 2006 using one of the hundreds of chart
on-screen styles and variations
Month Revenue Monthly Revenue Revenue by Supplier • Bar • Scatter
JAN
FEB
$149,500
$137,200
$500,000 • Pie • Polar
MAR $210,400 $400,000 • Line • Stock
APR $244,800
MAY $353,500 $300,000
McGraw Hill Prentice Hall • Area • 3D Surface
JUN $387,500
JUL $125,800 $200,000
• Bubble • Funnel
AUG $218,700
SEP $225,600
• Gauge • Pareto
$100,000
16.9%
OCT $256,000
$523,765
• Box-plot • Gantt
NOV $300,100 $0 26.8%
DEC $490,100 $830,585 • Histogram • Radar

JUL
MAY

SEP

OCT
JAN

FEB

MAR

APR

JUN

AUG

NOV

DEC
$3,099,200
26.2%
$811,991
30.1%
Month Revenue Revenue by Region $932,859
Mid-Atlantic
Mid-Atlantic $680,700
Southwest
Southwest $545,600
Northeast $407,800 Northeast
Southeast $381,200 Southeast
Central $301,600 Central Bantam Books Simon & Schuster
West $291,300 West
Northwest $247,100 Northwest
South $243,900 South
Present data in cross-tabular $3,099,200 $0 $200,000 $400,000 $600,000 $800,000
format giving users full analytical
capabilities to sort, pivot, and TOP SELLING PRODUCTS (ITEM) UNITS SOLD UNIT PRICE REVENUE Supplier Detail Sales Representative Analysis
add new calculations 100 Places to Go While Still Young at Heart
Foundation Analysis and Design
3,200
1,400
$552
$810
$147,200
$113,400
Establish user workflow by
Working with Emotional Intelligence 5,600 $228 $106,400
Powered by providing links to other useful
TOTAL 10,200 $1,590 $367,000
dashboards, reports, and analysis


 Folio BOOKSTORES Year to Date Sales Review December 31, 2006

YEAR TO DATE SALES SUMMARY 2006

Month Revenue Monthly Revenue Revenue by Supplier

JAN $149,500 $500,000
FEB $137,200
MAR $210,400 $400,000
APR $244,800
MAY $353,500 $300,000
McGraw Hill Prentice Hall
JUN $387,500
JUL $125,800 $200,000
AUG $218,700
SEP $225,600 $100,000
OCT $256,000 16.9%
NOV $300,100 $0 26.8% $523,765
DEC $490,100 $830,585

JUL
MAY

SEP

OCT
JAN

FEB

MAR

APR

JUN

AUG

NOV

DEC
$3,099,200
26.2%
$811,991
30.1%
Month Revenue Revenue by Region $932,859
Mid-Atlantic
Mid-Atlantic $680,700
Southwest
Southwest $545,600
Northeast $407,800 Northeast
Southeast $381,200 Southeast
Central $301,600 Central Bantam Books Simon & Schuster
West $291,300 West
Northwest $247,100 Northwest
South $243,900 South
$3,099,200 $0 $200,000 $400,000 $600,000 $800,000

TOP SELLING PRODUCTS (ITEM) UNITS SOLD UNIT PRICE REVENUE Supplier Detail Sales Representative Analysis
100 Places to Go While Still Young at Heart 3,200 $552 $147,200
Foundation Analysis and Design 1,400 $810 $113,400
Working with Emotional Intelligence 5,600 $228 $106,400
Powered by
TOTAL 10,200 $1,590 $367,000


 Design any Dashboard Imaginable

Human Resources Dashboard - Benefits Powered by

Last Updated on 12/31/06
Create aesthetically pleasing Choose from a True Color
dashboards that spark user interest palette to match corporate
EMPLOYEE CLAIMS Medical Dental Vision Total Benefit Costs standards and create any color
1/1/2006 $1,600 Vison
desired
2005 Actual 2006 Actual 2006 Budget
$2M 1/7/2006 $3,450 401k
1/20/2006 $18,250 Medical
$1.5M
1/31/2006 $7,875 Dental
$1M
1/31/2006 $3,000 Dental
$5M 2/5/2006 $15,625 Medical
$0M 2/1/2006 $1,315 Vision
Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec
2/12/2006 $6,010 401k
2/15/2006 $3,550 401k
2/27/2006 $2,370 Vision
EMPLOYEE COMPENSATION CLAIMS 2/28/2006 $12,568 Medical

Format graphs and data with 3/1/2006 $5,800 Vision Display large amounts of
Departmental Regional
professional design features
3/15/2006 $23,000 Medical
detailed information in a clear
3/31/2006 $4,800 401k
such as:
Finance West
3/31/2006 $2,750 Vision
and concise format
IT
Corporate 4/5/2006 $1,100 Vision
Marketing
• Bevels Central 4/15/2006 $800 Vision
HR
• Color gradients 4/19/2006 $6,000 Dental
Field Sales East
4/28/2006 $15,230 Medical Layout dashboard sections for
• Transparency
0 2 4 6 8 10 4 6 8 10 12 4/28/2006 $6,550 Dental quick analytical consumption
• 3D 5/1/2006 $3,850 Dental
using design features such as:
• Bezier curve lines 5/1/2006 $17,275 Medical
LEAVE OF ABSENCE 5/10/2006 $6,400 401k • Drop shadows
Thomas Jones Field Sales Central Region 10/6/2006 10/23/2006 Personal - Vacation 5/15/2006 $3,515 401k
Dave Moran Development Central Region 7/14/2006 7/16/2006 Personal - Vacation 5/15/2006 $11,235 Medical
• Rounded edges
Hugo Martinez IT Central Region 5/12/2006 5/19/2006 Personal - Vacation 5/15/2006 $2,200 Dental • Images
Gordan Leigh Field Sales Central Region 7/5/2006 7/14/2006 Personal - Vacation 5/20/2006 $6,500 401k • Geometric shapes and lines
Shannon Bryant Field Sales Central Region 8/24/2006 8/31/2006 Personal - Vacation 5/31/2006 $5,300 Medical • Color gradients
Carrie Porter Human Resources Central Region 5/28/2006 6/5/2006 Personal - Vacation 6/5/2006 $560 Dental
Mike Douglas IT Central Region 6/22/2006 6/28/2006 Personal - Vacation • Transparency
6/5/2006 $1,420 Vision
6/10/2006 $2,500 Vision • Borders


Human Resources Dashboard - Benefits Powered by
Last Updated on 12/31/06

EMPLOYEE CLAIMS Medical Dental Vision Total Benefit Costs

2005 Actual 2006 Actual 2006 Budget 1/1/2006 $1,600 Vison

$2M 1/7/2006 $3,450 401k
1/20/2006 $18,250 Medical
$1.5M
1/31/2006 $7,875 Dental
$1M
1/31/2006 $3,000 Dental
$5M 2/5/2006 $15,625 Medical
$0M 2/1/2006 $1,315 Vision
Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec
2/12/2006 $6,010 401k
2/15/2006 $3,550 401k
2/27/2006 $2,370 Vision
EMPLOYEE COMPENSATION CLAIMS 2/28/2006 $12,568 Medical
3/1/2006 $5,800 Vision
Departmental Regional 3/15/2006 $23,000 Medical
3/31/2006 $4,800 401k
Finance West
3/31/2006 $2,750 Vision
IT
Corporate 4/5/2006 $1,100 Vision
Marketing
Central 4/15/2006 $800 Vision
HR
4/19/2006 $6,000 Dental
Field Sales East
4/28/2006 $15,230 Medical
0 2 4 6 8 10 4 6 8 10 12 4/28/2006 $6,550 Dental
5/1/2006 $3,850 Dental
5/1/2006 $17,275 Medical
LEAVE OF ABSENCE 5/10/2006 $6,400 401k
Thomas Jones Field Sales Central Region 10/6/2006 10/23/2006 Personal - Vacation 5/15/2006 $3,515 401k
Dave Moran Development Central Region 7/14/2006 7/16/2006 Personal - Vacation 5/15/2006 $11,235 Medical
Hugo Martinez IT Central Region 5/12/2006 5/19/2006 Personal - Vacation 5/15/2006 $2,200 Dental
Gordan Leigh Field Sales Central Region 7/5/2006 7/14/2006 Personal - Vacation 5/20/2006 $6,500 401k
Shannon Bryant Field Sales Central Region 8/24/2006 8/31/2006 Personal - Vacation 5/31/2006 $5,300 Medical
Carrie Porter Human Resources Central Region 5/28/2006 6/5/2006 Personal - Vacation 6/5/2006 $560 Dental
Mike Douglas IT Central Region 6/22/2006 6/28/2006 Personal - Vacation 6/5/2006 $1,420 Vision
6/10/2006 $2,500 Vision


 Turn Insight Into Action
Using Thresholds and Indicators

OPERATIONAL PERFORMANCE SCORECARD December 2006

Highlight trends and evaluate Emphasize metric performance

Status Trend Operational KPIs Target This Month Last Month % change from LM This Month LY % change from TM LY
overall status using indicators Revenue $ 1,387,434 $ 1,296,667 $ 957,865 35.4% $ 1,445,116 -10.3% compared to designated
Profit $ 346,737 $ 312,376 $ 231,740 34.8% $ 352,001 -11.3% threshold values and conditions
Margin 20.0% 24.1% 24.2% -0.4% 24.4% -1.1%
Units Sold 26,661 32,122 22,800 40.9% 34,047 -5.7%
Order Count 22,919 21,420 13,020 64.5% 17,000 26.0%
Avg Revenue per Order $108 $61 $74 -17.7% $85 -28.8%
Customer Count 8,300 10,000 8,091 23.6% 9,380 6.6%
Avg Revenue per Customer 108 $130 $ 118 9.5% $154 -15.8%
Status: On target l Good (above the target) Poor (below the target) more than 10% between -5% and 10% less than -5%

Revenue Variance vs. Forecast Region Profit Variance vs. Forecast

-9.1% Northeast 26.6%

Drill to detailed reports to identify 10.0% Southeast 8.7%
Compare performance to forecast
and determine root causes instantly with easy-to-understand
Central
-8.3% -4.8% variance graphs
15.1% South 16.3%

-5.7% Northwest -10.7%

19.6% Southwest 19.0%

-10% 0% 10% 20% 30% -10% 0% 10% 20% 30%

10
OPERATIONAL PERFORMANCE SCORECARD December 2006

Status Trend Operational KPIs Target This Month Last Month % change from LM This Month LY % change from TM LY
Revenue $ 1,387,434 $ 1,296,667 $ 957,865 35.4% $ 1,445,116 -10.3%
Profit $ 346,737 $ 312,376 $ 231,740 34.8% $ 352,001 -11.3%
Margin 20.0% 24.1% 24.2% -0.4% 24.4% -1.1%
Units Sold 26,661 32,122 22,800 40.9% 34,047 -5.7%
Order Count 22,919 21,420 13,020 64.5% 17,000 26.0%
Avg Revenue per Order $108 $61 $74 -17.7% $85 -28.8%
Customer Count 8,300 10,000 8,091 23.6% 9,380 6.6%
Avg Revenue per Customer 108 $130 $ 118 9.5% $154 -15.8%
Status: On target l Good (above the target) Poor (below the target) more than 10% between -5% and 10% less than -5%

Revenue Variance vs. Forecast Region Profit Variance vs. Forecast

-9.1% Northeast 26.6%

10.0% Southeast 8.7%

-8.3% Central -4.8%

15.1% South 16.3%

-5.7% Northwest -10.7%

19.6% Southwest 19.0%

-10% 0% 10% 20% 30% -10% 0% 10% 20% 30%

11
 Consolidate Information Into One Dashboard

Human Resources Analysis

Use tab formatting to separate complementary Headcount Summary Attrition/Hiring Summary Compensation Summary Encapsulate an entire subject area in each
information for easy navigation within a single KPIs
tabbed layer without overwhelming the user
dashboard
# % Trend 80
Headcount 76 100% 70
Part-time 3 4% 60
Full-time 73 96%
50
Planned Headcount 77 99%
40

International employees 17 22% 30

Tentured (> 6 months) 16 79% 20
Working experience > 5y 56 74% 10
Non-managers 42 55%
0
Female 39 51% Feb 06 Mar 06 Apr 06 May 06 Jun 06 Jul 06 Aug 06 Sep 06 Oct 06 Nov 06 Dec 06 Jan 07 Feb 07

#: Number of Employees %: % of Total Employees Employees Planned Headcount

Department Summary Region Summary

* Current month vs. same month last year
Headcount IN OUT Change
FTE Employees % Total Hires Transfers Departures Transfers Net %

Sales 10.5 11 14.5% 7 2 5 4 0 0.0%

Customer Support 4.0 4 5.3% 3 3 1 4 1 25.0%
Marketing 10.0 10 13.2% 9 1 3 7 70.0%
Finance 10.5 11 14.5% 7 4 3 27.3%
HR 4.0 4 5.3% 5 1 3 1 2 50.0%
Information Systems 3.0 3 3.9% 7 2 2 6 1 33.3%
Technical Consulting 17.0 17 22.4% 12 5 1 3 13 76.5%
Technical Support 3.0 3 3.8% 5 3 2 3 3 100.0%
Quality Assurance 3.0 3 3.9% 1 1 33.3%
Program Management 7.0 7 9.2% 1 1 0 0.0% Powered by
Research and Development 2.5 3 3.8% 5 1 1 2 3 100.0%
Total 74.5 76 100.0% 62 18 20 26 34 44.7%

Human Resources Analysis Human Resources Analysis

Headcount Summary Attrition/Hiring Summary Compensation Summary Headcount Summary Attrition/Hiring Summary Compensation Summary

KPIs KPIs
# % Trend 80 8% 1,800K
K$ % Trend
1,600K
Attrition 20 21% 70 7% Compensation Cost 5,044 100%
1,400K
Hiring 62 82%
60 6%
Salary 3,783 75%
# of Employees

Attrition Rate

1,200K
Bonus 780 15%
Departures 20 100% 50 5% 1,000K
Awards 482 10%
Voluntary 16 80% 40 4% Planned Compensation 4,737 106%
800K

Non-voluntary 4 20% 600K

30 3%
Benefits Participants (#) 39 51%
400K
New - 5 Years experience 44 74% 20 2% Employee Cost 4 12%
200K
Female Hires 32 52% 10 1% Company Cost 29 88%
0K
2006 Q1 2006 Q2 2006 Q3 2006 Q4 2007 Q1
Vacant Positions 10 13% Vacation Liabilities 42 1%
0 0%
2006 Q1 2006 Q2 2006 Q3 2006 Q4 2007 Q1 Overtime 99 2%
Offers Out 9 90%
Base Salary Regular Bonus Other Monetary Awards Non-Monetary Awards
Departures Employees Attrition Rate
#: Number of Employees %: % of Total Employees K$: Thousands of dollars %: % of Total

SELECT QUARTER 2006 Q3 Compensation by DEPARTMENT (2006) Quarterly Trends for Department – Customer Support

Compensation Average $120,000

Reasons for Departure Hires by Recruitment Source Hires by Education Level Department Cost % Total Salary
Sales $800,917 20.2% 61,609 $100,000
Customer Support $236,750 6.0% 47,350
25% $80,000 Total Cost
Relocation Advertisement 28% Internal 4 - Year 11% 39% Marketing $527,917 13.3% 65,990
17% College $607,333 15.4% 67,481
Referral Finance $60,000 Salaries
HR $275,083 7.0% 68,771
Information Systems $179,333 4.5% 29,889 $40,000 Bonus + Awards
25% Personal 2 - Year
Technical Consulting $558,833 14.1% 37,256
Reasons Other College $20,000
Better Head 28% 28% Master’s Technical Support $86,250 2.2% 21,563
Opportunity 50% Hunter Degree 50% Quality Assurance $45,917 1.2% 22,958 $0
2006 Q1 2006 Q2 2006 Q3 2006 Q4
Program Management $544,167 13.8% 90,694
Research and Development $93,750 2.4% 23,438
Total $3,956,250 100.0% $52,056
Powered by *Select Department to display quarterly trends on right graph Powered by

12
 Human Resources Analysis

Headcount Summary Attrition/Hiring Summary Compensation Summary

KPIs
# % Trend 80 8%
Attrition 20 21% 70 7%
Hiring 62 82%
60 6%

# of Employees

Attrition Rate
Departures 20 100% 50 5%
Voluntary 16 80% 40 4%
Non-voluntary 4 20% 30 3%

New - 5 Years experience 44 74% 20 2%

Female Hires 32 52% 10 1%

Vacant Positions 10 13% 0 0%
2006 Q1 2006 Q2 2006 Q3 2006 Q4 2007 Q1
Offers Out 9 90%
Departures Employees Attrition Rate
#: Number of Employees %: % of Total Employees

SELECT QUARTER 2006 Q3

Reasons for Departure Hires by Recruitment Source Hires by Education Level

25%
Relocation Advertisement 28% Internal
4 - Year 11% 39%
17% College
Referral

25% Personal 2 - Year

Reasons Other College
Better Head 28% 28% Master’s
Opportunity 50% Hunter Degree 50%

Powered by

13
 Flip Through Layers of Information Quickly

PRODUCT PERFORMANCE
Country USA Category Electronics Choose business dimensions to
control the context of every
subsequent dashboard section
Revenue Profit Profit Margin # Customers Transactions Per Customer
and calculation

Revenue Performance Monthly Quarterly Product Revenue Monthly Quarterly

$800K Audio Equipment $70K

Change the context of data $700K $60K
displayed using a wide range of $600K
Cameras
$50K
selectors that are “wired” to one $500K $40K
Video Equipment
or many sections on the dashboard. $400K $30K

Some of these selectors include: $300K TV’s $20K

$200K $10K Flip through business metrics to

• Radio buttons $100K Computers $0K change the focus of the dashboard
• Check boxes 06 06 06 06 06 06 06 06 06

M 6
06
Fe 6
$0K pr ay un Jul ug ep ct ov ec

0
0
b
ar
n
A M J A S O N D

Ja
Electronics -
06

06

06
06

06
06

06

06
06

06

06

• Drop down menus

6
l0
ay

ug

ov
p

ec
b

ar

n
n

pr

ct

Miscellaneous
Ju

Se
Fe

Ju
Ja

O
A

D
Audio Equipment Cameras TV’s
N
A

• Sliders Revenue Revenue Revenue

• List boxes

Regional Revenue Performance Monthly Quarterly

Northwest $200K

Northeast $160K

West $120K Select parameters within each

Central
$80K section to focus the analysis in
Southeast
$40K specific areas
$0K
Mid-Atlantic
06

06

06
06

06
06

06

06
06

06

06
6
l0
ay

ug

ov
p

ec
b

ar

n
n

pr

ct
Ju

South

Se
Fe

Ju
Ja

O
A

D
N
A

Southwest Mid-Atlantic Revenue

14
PRODUCT PERFORMANCE
Country USA Category Electronics

Revenue Profit Profit Margin # Customers Transactions Per Customer

Revenue Performance Monthly Quarterly Product Revenue Monthly Quarterly

$800K Audio Equipment $70K

$700K $60K
Cameras
$600K $50K

$500K $40K
Video Equipment
$400K $30K

$300K TV’s $20K

$200K $10K

$100K Computers $0K

06 06 06 06 06 06 06 06 06

M 6
06
Fe 6
$0K pr ay un Jul ug ep ct ov ec

0
0
b
ar
n
A M J A S O N D

Ja
Electronics -
06

06

06
06

06
06

06

06
06

06

06
6
l0
ay

ug

ov
p

ec
b

ar

n
n

pr

ct

Miscellaneous
Ju

Se
Fe

Ju
Ja

O
A

D Audio Equipment Cameras TV’s

N
A

Revenue Revenue Revenue

Regional Revenue Performance Monthly Quarterly

Northwest $200K

Northeast $160K

West $120K

$80K
Central
$40K
Southeast
$0K
Mid-Atlantic
06

06

06
06

06
06

06

06
06

06

06
6
l0
ay

ug

ov
p

ec
b

ar

n
n

pr

ct
Ju

South
Se
Fe

Ju
Ja

O
A

D
N
A

Southwest Mid-Atlantic Revenue

15
 Include Sophisticated Analytics

Customer Analysis Summary 2006

Segment the analysis along any

Demographics Selector
business dimension, updating
Gender
all the graphs and tables in the Male Female << Use the Demographics Number of Customers
selector to specify values
dashboard Status Active Lost
for each category 278
Household Type Renter Owner
100 300 500
Marital Status Single Married Divorced
Average Number of Transactions
Lifetime Value High Medium Low
Per Customer
Showcase key metrics with
Education High School Undergraduate Graduate Other
intuitive visualizations such as:
Age Range < 21 21-40 41-60 61-80 > 80

Income Range 0-20K 21K-40K 41K-60K 61K-80K > 80K 2

3
4
• Gauges
• Thermometers
1 5
• Area Charts
Top Categories Acquisition and Attrition by Quarter List of Customers
Incorporate sophisticated • Cylinders
Acquisition Rate Attrition Rate Customers Revenue Most Recent
predictive and data mining Electronics Movies
Transaction
2.7
• Heat maps
metrics using: 33% 39%
25%
Carole Vorndran $78.14 9/26/2006
Cleatus Kristick $47.64 8/22/2006
• Neural Networks 20% Dominick Oneill $35.40 2/3/2006
Average Revenue Per Customer
Hector Pelino $86.79 1/14/2006
• Cluster Algorithms 15% Melanie Searles $104.86 12/15/2005
• Tree Algorithms Monica Neptune $54.20 1/9/2006
Mai Normandin $66.09 8/12/2006 $50
• Multi-variant Regressions 10%
$25 $75
Iris Vaughn $127.27 8/17/2006
• Over 200 statistical, financial, Enzo Cutting $29.87 7/12/2006
5% $0 $100
logical, and mathematical Detyne Ferber
Conrad Hughes
$32.86
$120.23
11/23/2005
2/3/2006
functions Books 0% Jan Taylor $84.34 6/29/2003
28%
2006
Q1

2006
Q2

2006
Q3

2006
Q4

Iris Zeller $139.06 10/26/2005

$58
Carole Robison $93.73 10/8/2005
Amanda Vince $28.32 9/16/2005

16
 Customer Analysis Summary 2006

Demographics Selector
Gender Male Female << Use the Demographics Number of Customers

Status selector to specify values

Active Lost
for each category 278
Household Type Renter Owner
100 300 500
Marital Status Single Married Divorced
Average Number of Transactions
Lifetime Value High Medium Low
Per Customer
Education High School Undergraduate Graduate Other

Age Range < 21 21-40 41-60 61-80 > 80

3
Income Range 0-20K 21K-40K 41K-60K 61K-80K > 80K 2 4

1 5
Top Categories Acquisition and Attrition by Quarter List of Customers
Acquisition Rate Attrition Rate Customers Revenue Most Recent
Transaction
Electronics Movies 2.7
25%
33% 39% Carole Vorndran $78.14 9/26/2006
Cleatus Kristick $47.64 8/22/2006
20% Dominick Oneill $35.40 2/3/2006
Hector Pelino $86.79 1/14/2006
Average Revenue Per Customer

15% Melanie Searles $104.86 12/15/2005

Monica Neptune $54.20 1/9/2006
Mai Normandin $66.09 8/12/2006 $50
10%
Iris Vaughn $127.27 8/17/2006 $25 $75
Enzo Cutting $29.87 7/12/2006
5% $0 $100
Detyne Ferber $32.86 11/23/2005
Conrad Hughes $120.23 2/3/2006
Books 0% Jan Taylor $84.34 6/29/2003
28%
2006
Q1

2006
Q2

2006
Q3

2006
Q4

Iris Zeller $139.06 10/26/2005

$58
Carole Robison $93.73 10/8/2005
Amanda Vince $28.32 9/16/2005

17
 Organize Densely-Packed Information
Into Layered Dashboards

Customer Analysis Customer Segmentation and Profitability Cross-sell Analysis

Quarterly Analysis Year-to-date Analysis

View many independent Choose the focus of each

Quarterly Customer Analysis for Q4 2006
dashboard pages (tabs), Acquisition, Attrition, and Retention Select a Quarter Q4 2006 independent dashboard page
organized in layers, aspart of a Performance Summary: 3.01% Acquisition Rate, 0.62% Attrition Rate, and 96.99% Retention Rate or layer dynamically by selecting
single overall dashboard design a specific analysis area
Acquisition Attrition Retention
New Active Acquisition % New to Lost Active Attrition % Lost to Retained Active
Customers Customers Rate All New Customers Customers Rate All Lost Customers Customers Retention Rate
Oct 2006 39 1,299 3.00% 32.23% 7 1,299 0.54% 28.00% 1,260 1,299 97.00%
Nov 2006 42 1,333 3.15% 34.71% 8 1,333 0.60% 32.00% 1,291 1,333 96.85%
Dec 2006 40 1,363 2.93% 33.06% 10 1,363 0.73% 40.00% 1,323 1,363 97.07%

Quarterly Acquisition Trend Quarterly Attrition Trend Quarterly Retention Plan

140 12% 28 2% 1400 100%

120 10% 24
2%
1200
80%
Refine analysis area further by
100

80
8%
New
Customers
20

16
1%
Lost
Customers
1000

800
60%
Retained
Customers narrowing down the data selected
Acquisition Attrition Retention
6% Rate Rate Rate
60 12 1% 600 40%
4%
40 8 400
0% 20%
20 2% 4 200

0 0% 0 0% 0 0%
2006 Q1 2006 Q2 2006 Q3 2006 Q4 2006 Q1 2006 Q2 2006 Q3 2006 Q4 2006 Q1 2006 Q2 2006 Q3 2006 Q4
Note: % New to All New is calculated as # New Customers at the month level Note: % Lost to All Lost is calculated as # Lost Customers at the month level
divided by # New Customers in the analyzed period. divided by # Lost Customers in the analyzed period.

Group sections of information

using background layouts, titles, Customer Analysis by Age Range and Income Range

and colors Age Range Income Range Revenue $

Avg Transaction
Size $
Revenue per
Customer $ Profit $ Customer Distribution by Income Range
< 21 0 - 20K $41,183.10 $298.43 $686.39 $2,428.18
20K - 40K $54,498.44 $465.80 $1,028.27 $3,538.64 0 - 20K
40K - 60K $23,178.17 $246.58 $551.86 $1,406.37
60K - 80K $51,844.68 $518.45 $1,205.69 $3,091.98 23.0%
20.6% 20K - 40K
> 80K $23,783.53 $247.75 $540.53 $1,479.12
21-40 0 - 20K $46,635.75 $376.09 $790.44 $2,960.92
20K - 40K $33,312.13 $350.65 $812.49 $1,717.86 40K - 60K
18.4%
40K - 60K $49,186.10 $341.57 $768.53 $2,762.07
60K - 80K $37,477.31 $312.31 $749.55 $2,324.83 22.1%
> 80K $23,826.98 $187.61 $458.21 $1,375.57 60K - 80K
16.0%
41-60 0 - 20K $44,158.71 $304.54 $679.36 $3,219.34
20K - 40K $55,093.39 $326.00 $734.58 $3,345.29
> 80K
40K - 60K $43,422.04 $269.70 $578.96 $2,455.90
60K - 80K $43,336.86 $390.42 $866.74 $2,736.80 Use scrollbars to maximize
> 80K $33,851.87 $266.55 $573.76 $2,136.33
dashboard real estate
Document Execution Time: 12/29/2006 9:48:25 AM Document Author: John Smith

18
 Customer Analysis Customer Segmentation and Profitability Cross-sell Analysis

Quarterly Analysis Year-to-date Analysis

Quarterly Customer Analysis for Q4 2006

Acquisition, Attrition, and Retention Select a Quarter Q4 2006

Performance Summary: 3.01% Acquisition Rate, 0.62% Attrition Rate, and 96.99% Retention Rate

Acquisition Attrition Retention

New Active Acquisition % New to Lost Active Attrition % Lost to Retained Active
Customers Customers Rate All New Customers Customers Rate All Lost Customers Customers Retention Rate
Oct 2006 39 1,299 3.00% 32.23% 7 1,299 0.54% 28.00% 1,260 1,299 97.00%
Nov 2006 42 1,333 3.15% 34.71% 8 1,333 0.60% 32.00% 1,291 1,333 96.85%
Dec 2006 40 1,363 2.93% 33.06% 10 1,363 0.73% 40.00% 1,323 1,363 97.07%

Quarterly Acquisition Trend Quarterly Attrition Trend Quarterly Retention Plan

140 12% 28 2% 1400 100%

120 10% 24 1200

2% 80%
100 New 20 Lost 1000 Retained
8% Customers Customers Customers
1% 60%
80 16 800
Acquisition Attrition Retention
6% Rate Rate Rate
60 12 1% 600 40%
4%
40 8 400
0% 20%
20 2% 4 200

0 0% 0 0% 0 0%
2006 Q1 2006 Q2 2006 Q3 2006 Q4 2006 Q1 2006 Q2 2006 Q3 2006 Q4 2006 Q1 2006 Q2 2006 Q3 2006 Q4
Note: % New to All New is calculated as # New Customers at the month level Note: % Lost to All Lost is calculated as # Lost Customers at the month level
divided by # New Customers in the analyzed period. divided by # Lost Customers in the analyzed period.

Customer Analysis by Age Range and Income Range

Avg Transaction Revenue per
Age Range Income Range Revenue $ Size $ Customer $ Profit $ Customer Distribution by Income Range
< 21 0 - 20K $41,183.10 $298.43 $686.39 $2,428.18
20K - 40K $54,498.44 $465.80 $1,028.27 $3,538.64 0 - 20K
40K - 60K $23,178.17 $246.58 $551.86 $1,406.37
60K - 80K $51,844.68 $518.45 $1,205.69 $3,091.98 23.0%
20.6% 20K - 40K
> 80K $23,783.53 $247.75 $540.53 $1,479.12
21-40 0 - 20K $46,635.75 $376.09 $790.44 $2,960.92
20K - 40K $33,312.13 $350.65 $812.49 $1,717.86 40K - 60K
18.4%
40K - 60K $49,186.10 $341.57 $768.53 $2,762.07
60K - 80K $37,477.31 $312.31 $749.55 $2,324.83 22.1%
> 80K $23,826.98 $187.61 $458.21 $1,375.57 60K - 80K
16.0%
41-60 0 - 20K $44,158.71 $304.54 $679.36 $3,219.34
20K - 40K $55,093.39 $326.00 $734.58 $3,345.29
> 80K
40K - 60K $43,422.04 $269.70 $578.96 $2,455.90
60K - 80K $43,336.86 $390.42 $866.74 $2,736.80
> 80K $33,851.87 $266.55 $573.76 $2,136.33

Document Execution Time: 12/29/2006 9:48:25 AM Document Author: John Smith

19
 Select Data Dynamically To Focus
On Specific Business Operations

CATEGORY SALES AND PROFITABILITY

Choose business line (category)
to track performance
SELECT CATEGORY BOOKS ELECTRONICS MOVIES

FINANCIAL HIGHLIGHTS REVENUE QUARTERLY TRENDS

Actuals (K$) Forecast (K$) Variance Status
$2,000,000
Revenue 6,179 6,365 6%
Profit 1,798 1,708 5%

$1,600,000

REGIONAL REVENUE HIGHLIGHTS

Select the business metric,
Mid-Atlantic
“Revenue”, to further focus $1,085,630 $1,200,000

the dashboard analysis Southwest $882,325

Northeast $725,008 $800,000

Southeast $654,417
$400,000
Web $572,873

Central $545,079
$0 Compare actual to forecasted
Northwest $446,027 2006 Q1
Revenue
2006 Q2 2006 Q3
Revenue Forecast Variance
2006 Q4
performance for a specific
South $437,311
geographic region and time period
Output shown in both bar graphs
is determined by the selected SUBCATEGORY PERFORMANCE BY 2006 Q4 Mid-Atlantic
metric (“Revenue”)
Quarter Region Subcategory Revenue Forecast % Variance Profit Forecast % Variance
2006 Q4 Mid-Atlantic Audio Equipment $58,010 $57,817 0% $15,354 $13,653 12%
Cameras $136,460 $110,710 23% $37,400 $35,352 6%
Computers $16,065 $14,781 9% $4,372 $4,176 5%
Electronics - Miscellaneous $28,690 $29,723 -3% $7,853 $7,956 -1%
TV’s $35,897 $30,699 17% $9,822 $8,914 10%
Video Equipment $95,220 $85,711 11% $26,259 $28,060 -6%
Total $370,372 $329,471 12% $101,060 $98,141 3%

20
 CATEGORY SALES AND PROFITABILITY

SELECT CATEGORY BOOKS ELECTRONICS MOVIES

FINANCIAL HIGHLIGHTS REVENUE QUARTERLY TRENDS

Actuals (K$) Forecast (K$) Variance Status
$2,000,000
Revenue 6,179 6,365 6%
Profit 1,798 1,708 5%

$1,600,000

REGIONAL REVENUE HIGHLIGHTS

Mid-Atlantic $1,085,630 $1,200,000

Southwest $882,325

Northeast $725,008 $800,000

Southeast $654,417
$400,000
Web $572,873

Central $545,079
$0
Northwest $446,027 2006 Q1 2006 Q2 2006 Q3 2006 Q4
Revenue Revenue Forecast Variance
South $437,311

SUBCATEGORY PERFORMANCE BY 2006 Q4 Mid-Atlantic

Quarter Region Subcategory Revenue Forecast % Variance Profit Forecast % Variance

2006 Q4 Mid-Atlantic Audio Equipment $58,010 $57,817 0% $15,354 $13,653 12%
Cameras $136,460 $110,710 23% $37,400 $35,352 6%
Computers $16,065 $14,781 9% $4,372 $4,176 5%
Electronics - Miscellaneous $28,690 $29,723 -3% $7,853 $7,956 -1%
TV’s $35,897 $30,699 17% $9,822 $8,914 10%
Video Equipment $95,220 $85,711 11% $26,259 $28,060 -6%
Total $370,372 $329,471 12% $101,060 $98,141 3%

21
 Visualize Business Performance From Any Data Source

HR Marketing Sales Manufacturing Finance

Time Period Product Category Country

2003 2006 (YTD)
(All) United States

View data from all aspects of your

Regional Marketing Expenses Total Marketing Expenses
business in a single dashboard
Northeast
regardless of the data source $352,381 (12%) Southwest
Magazines
Trade Shows
$318,650 (10%) $443,999 (14%)
$597,556 (19%)
• Relational databases Southeast Bundling
Adjust the desired time frame with
$414,246 (13%) Mid-Atlantic $140,931 (4%)
• Multi-dimensional databases $637,301 (20%) a user-friendly slider to increase or
such as Microsoft® Analysis Central
Printed Collateral
decrease the overall time selected
$77,415 (2%)
Services, SAP® BW, and $22,305 (7%) Other
South Web Banners $77,325 (2%)
Hyperion® Essbase® $254,920 (8%) $1,806,142 (57%)
Northwest Direct Mail
• ERP systems $38,318 (1%)
$955,952 (30%)
• Flat files

Revenue vs. Marketing Cost

$300,000

$250,000

$200,000

$150,000

$100,000

$50,000

$0
Jan 06 Feb 06 Mar 06 Apr 06 May 06 Jun 06 Jul 06 Aug 06 Sept 06 Oct 06 Nov 06 Dec 06

Revenue Marketing Cost

Powered by

22
 HR Marketing Sales Manufacturing Finance

Time Period Product Category Country

2003 2006 (YTD)
(All) United States

Regional Marketing Expenses Total Marketing Expenses

Northeast
Southwest Trade Shows
$352,381 (12%) Magazines
$318,650 (10%) $443,999 (14%)
$597,556 (19%)
Southeast Bundling
$414,246 (13%) Mid-Atlantic $140,931 (4%)
$637,301 (20%)
Printed Collateral
Central $77,415 (2%)
$22,305 (7%) Other
South Web Banners $77,325 (2%)
$254,920 (8%) $1,806,142 (57%)
Northwest Direct Mail
$955,952 (30%) $38,318 (1%)

Revenue vs. Marketing Cost

$300,000

$250,000

$200,000

$150,000

$100,000

$50,000

$0
Jan 06 Feb 06 Mar 06 Apr 06 May 06 Jun 06 Jul 06 Aug 06 Sept 06 Oct 06 Nov 06 Dec 06

Revenue Marketing Cost

Powered by

23
 Control and Monitor Financial Performance

Financial Analysis

Income Statement Balance Sheet Cash Flow

Monitor all key financial North America December 31, 2006

statements in one dashboard Actual Forecast Budget

Income Statement
$ $ % Variance $ % Variance
Revenues $274,019,456 $284,605,278 (3.72%) $270,365,083 1.35%
Total Revenues $274,019,456 $284,605,278 (3.72%) $270,365,083 1.35%
Cost of Revenues ($2,638) ($41,016) (93.57%) ($2,297) 14.85%
Gross Profit $274,022,094 $284,646,294 (3.73%) $270,367,380 1.35%
Sales and Marketing
Research and Development
$7,275,120
$75,693,698
$7,203,242
$75,367,401
1.00%
0.43%
$7,317,291
$75,491,800
(0.58%)
0.27%
Format specific line items to signify
General and Administrative ($15,959,425) ($15,838,407) 0.76% ($12,576,955) 26.89% importance and improve readability
Depreciation and Amortization $222,871 $220,647 1.01% $201,529 10.59%
Total Operating Expenses $67,232,264 $66,952,884 0.42% $70,433,655 (4.55%)
Select a line item to show Operating Income $206,789,831 $217,693,410 (5.01%) $199,933,725 3.43%
Interest Income or Expense ($53,274) ($54,250) (1.80%) ($52,695) 1.10%
detailed data below Gain/Loss on Investments $64,027,237 $62,890,740 1.81% $61,589,340 3.96%
Financing Income/Expense $63,973,963 $62,836,490 1.81% $61,536,645 3.96%
Income Before Taxes $270,763,794 $280,529,900 (3.48%) $261,470,370 3.55%
Income Taxes $34,652,402 $37,480,045 (7.54%) $33,985,270 1.96%
Net Income $236,111,392 $243,049,855 (2.85%) $227,485,100 3.79%
Sensitive data is automatically
secured so that each user accesses
Detailed Data only his or her appropriate
information
$60M
Total Operating Expenses
$50M
2006
GAAP Category Code $40M
2006 Q1 2006 Q2 2006 Q3 2006 Q4 Total
General and Administration $ (2,189,318) $ (3,268,757) $ (5,588,653) $ (4,912,698) $ (15,959,425) $30M
Research and Development $ 17,493,498 $ 19,452,330 $ 18,692,411 $ 20,055,459 $ 75,693,698 $20M
Sales and Marketing $ 1,793,783 $ 1,440,374 $ 1,556,394 $ 2,484,570 $ 7,275,120
$10M
Amortization of Intangible Assets $ 55,718 $ 55,718 $ 55,718 $ 55,718 $ 222,871
Total $ 17,153,681 $ 17,679,665 $ 14,715,870 $ 17,683,049 $ 67,232,264 $0M
2006 Q1 2006 Q2 2006 Q3 2006 Q4
Actual Amount Plan Amount

24
 Financial Analysis

Income Statement Balance Sheet Cash Flow

North America December 31, 2006

Actual Forecast Budget

Income Statement
$ $ % Variance $ % Variance
Revenues $274,019,456 $284,605,278 (3.72%) $270,365,083 1.35%
Total Revenues $274,019,456 $284,605,278 (3.72%) $270,365,083 1.35%
Cost of Revenues ($2,638) ($41,016) (93.57%) ($2,297) 14.85%
Gross Profit $274,022,094 $284,646,294 (3.73%) $270,367,380 1.35%
Sales and Marketing $7,275,120 $7,203,242 1.00% $7,317,291 (0.58%)
Research and Development $75,693,698 $75,367,401 0.43% $75,491,800 0.27%
General and Administrative ($15,959,425) ($15,838,407) 0.76% ($12,576,955) 26.89%
Depreciation and Amortization $222,871 $220,647 1.01% $201,529 10.59%
Total Operating Expenses $67,232,264 $66,952,884 0.42% $70,433,655 (4.55%)
Operating Income $206,789,831 $217,693,410 (5.01%) $199,933,725 3.43%
Interest Income or Expense ($53,274) ($54,250) (1.80%) ($52,695) 1.10%
Gain/Loss on Investments $64,027,237 $62,890,740 1.81% $61,589,340 3.96%
Financing Income/Expense $63,973,963 $62,836,490 1.81% $61,536,645 3.96%
Income Before Taxes $270,763,794 $280,529,900 (3.48%) $261,470,370 3.55%
Income Taxes $34,652,402 $37,480,045 (7.54%) $33,985,270 1.96%
Net Income $236,111,392 $243,049,855 (2.85%) $227,485,100 3.79%

Detailed Data

$60M
Total Operating Expenses
$50M
2006
GAAP Category Code $40M
2006 Q1 2006 Q2 2006 Q3 2006 Q4 Total
General and Administration $ (2,189,318) $ (3,268,757) $ (5,588,653) $ (4,912,698) $ (15,959,425) $30M
Research and Development $ 17,493,498 $ 19,452,330 $ 18,692,411 $ 20,055,459 $ 75,693,698 $20M
Sales and Marketing $ 1,793,783 $ 1,440,374 $ 1,556,394 $ 2,484,570 $ 7,275,120
$10M
Amortization of Intangible Assets $ 55,718 $ 55,718 $ 55,718 $ 55,718 $ 222,871
Total $ 17,153,681 $ 17,679,665 $ 14,715,870 $ 17,683,049 $ 67,232,264 $0M
2006 Q1 2006 Q2 2006 Q3 2006 Q4
Actual Amount Plan Amount

25
 Magnify Data to Instantly View Fine-grained Detail

Enlarge thumbnail graphs (or tables) to see more detail

and mouse-over data points to see actual values

Control table and graph Visualize data using maps

output based on map selection
26
27
 Simplify Workflow With Interactive Context Controls

Sales Management Dashboard United States

Align the organization with dashboards that show each manager’s

contribution to overall company goals (tab 1)
Territory Overview (Quarter to Date) Individual Account Representatives

Opportunity Value by Close Probability Sales Statistics

Metrics
Click on a section of the graph to
Closed Revenue $650,000
view the associated opportunities.
Target Quota $2,250,000
$300,000 % Quota Achieved (Current) 28.89%
10% Current Revenue Projection = Closed + Weighted $955,000
Projection vs. Quota
% Quota Achieved vs. Revenue Projection
(1,295,000)
42.44%
Click on a graph value and initiate a context change in other tables
$575,000 20% Open Opportunities 5 or graphs on the dashboard
Opportunities with close probability of 10% 2
Opportunities with close probability of 20% 2
$200,000 30% Opportunities with close probability of 80% 1

Opportunities with Close Probability of 10% << select an opportunity to view the account history

Account
IBC - Corporate
Opportunity
Partner (Others) Lead
Sales Representative
Erin Dull
Opportunity Estimated Close Date
2/14/2007
Opportunity Size
$125,000
Click on a table value to adjust output within associated detail tables
First Bank of Boston - Corporate Internal (Others) Gerald Blubaugh 3/11/2007 $175,000
Total $300,000

Purchase History for First Bank of Boston - Corporate

Company Industry Product Group Product Quarter Opportunity Size

First Bank Banking and Server AdVent Commerce Content Server 2006 Q3 $100,000
of Boston Insurance AdVent Web Deziner 3.0 2006 Q3 $25,000
Client
Advent - SDK 2006 Q3 $25,000
Services Advent SI 2006 Q3 $25,000
Powered by
Sales Management Dashboard United States
Total $175,000

Territory Overview (Quarter to Date) Individual Account Representatives

Actual Revenue vs Quota

Select an Account Rep Closed Revenue vs. Quota to Date

Align the organization with dashboards that show each (All)
500K

individual’s contribution to overall company goals (tab 2) Constance Imes 400K

Danny Leavitt 300K Actual Revenue

250K 260K 250K 250K
Enzo Kellaway 200K 200K 200K
200K Target Quote
Gordon Cutting 115K
Josh Hadley 100K

Anthony Vanderwerff 0K
2006 Q1 2006 Q2 2006 Q3 2006 Q4

Select a data element to show the detailed performance

Closed Revenue Current Open Opportunities WEIGHTED VALUE $80,000

(All) Q1 2005 Q2 2005 Q3 2005 Q4 2005 Q1 2006 Q2 2006 Q3 2006 Q4 2006 Table Graph

Company Opportunity Revenue Opportunity Est. Close Opportunity

Advanced Chip Corporation 15% off all products $200,000 Account Close Date Probability Size

Refine displayed data by selecting specific filtering criteria AstroPharm. Plc

Bev Vanderbilt Inc.
Request for Information - Lead
Sys Integrator (Others) - Lead
$150,000
$100,000
AOP - Corporate
Division - Corporate
1/30/2007
1/26/2007
20%
20%
$100,000
$150,000
Child with Togys Corp 10% off Servers $150,000 IBC - Corporate 2/14/2007 10% $125,000
J.D. Soft and Company Internal (Marketing) $225,000 First Bank of Boston - Corp 3/11/2007 10% $175,000
Total $825,000 Total $550,000

Powered by

28
Sales Management Dashboard United States

Territory Overview (Quarter to Date) Individual Account Representatives

Opportunity Value by Close Probability Sales Statistics

Metrics
Click on a section of the graph to
Closed Revenue $650,000
view the associated opportunities.
Target Quota $2,250,000
$300,000 % Quota Achieved (Current) 28.89%
10% Current Revenue Projection = Closed + Weighted $955,000
Projection vs. Quota (1,295,000)
% Quota Achieved vs. Revenue Projection 42.44%
$575,000 20% Open Opportunities 5
Opportunities with close probability of 10% 2
Opportunities with close probability of 20% 2
$200,000 30% Opportunities with close probability of 80% 1

Opportunities with Close Probability of 10% << select an opportunity to view the account history

Account Opportunity Sales Representative Opportunity Estimated Close Date Opportunity Size
IBC - Corporate Partner (Others) Lead Erin Dull 2/14/2007 $125,000
First Bank of Boston - Corporate Internal (Others) Gerald Blubaugh 3/11/2007 $175,000
Total $300,000

Purchase History for First Bank of Boston - Corporate

Company Industry Product Group Product Quarter Opportunity Size

First Bank Banking and Server AdVent Commerce Content Server 2006 Q3 $100,000
of Boston Insurance AdVent Web Deziner 3.0 2006 Q3 $25,000
Client
Advent - SDK 2006 Q3 $25,000
Services Advent SI 2006 Q3 $25,000
Powered by

Total $175,000

29
 $6,000
Revenue $13,529
$5,000
Cost of Revenue $6,878
$4,000
R&D
Gross Profit Conduct Scenario Analysis For Greater $2,193
$4,459
$3,000
$2,000
Selling Costs
General and Admin
Operational Insight $1,450
$2,554
$1,000
$0
Total Operating Expenses $4,003
($1,000)
IBIT $455
($2,000)
Interest Income / Expense $82
2006 Q1 2006 Q2 2006 Q3 2006 Q4
IncomeIncome
Statement
Taxes Analysis $145
Net Income $310 Revenue IBIT

Tech2World.com Revenue Trends

Metrics 2006
$6,000
Revenue $13,529
Pro-forma Analysis
Cost of Revenue $6,878
$5,000
$4,000 Import any custom or third party
R&D $2,193
$3,000 analytical “widget”
Gross Profit $4,459
$2,000
Selling Costs $1,450
-100% 0 $1,000
General and Admin $2,554+100%
$0
Total Operating Expenses $4,003
($1,000)
IBIT $455+10%
Revenue $14,882 ($2,000)
Interest Income / Expense $82
Income Taxes 0 $145 27,059
2006 Q1 2006 Q2 2006 Q3 2006 Q4

Net Income -100% 0 $310+100% Revenue IBIT

Gross Profit

Cost of Revenue $7,910 +15% $4,341

Pro-forma Analysis 0 13,756 -18,142 27,059 Income Before Interest & Taxes
-100% 0 +100%
$-135
-100% 0 +100% -26,148 27,059 Net Income
R&D $2,631 +20%

Revenue $13,529 0 +10% 4,386 $-92

0 27,059
-100% 0 +100% -27,059 27,059
-100% 0 +100%
Gross Profit

Selling
Cost of Revenue Costs
$6,878 $1,667
+15% $4,459 +15% Total SG&A Expenses
0 13,756 -18,142 27,059 Income Before Interest & Taxes
0 2,899 $4,476
-100% 0 +100%
$455
-100% 0 +100%
0 -26,148 8,007
27,059 Interest Expenses & Taxes
R&D $2,193 +20% Net Income

General0 & Admin $2,8094,386 +10% $310 $-43 Reset Data

-100% 0 +100% -27,059 27,059
0 5,107 -13,529 13,529
Selling Costs $1,450 +15% Total SG&A Expenses
0 2,899 $4,003
-100% 0 +100%
0 8,007 Interest Expenses & Taxes
Use What-If Analysis sliders to
General & Admin $2,554 +10% $145 Reset Data understand the impact of changes
0 5,107 -13,529 13,529 in key metrics

30
Income Statement Analysis

Tech2World.com Revenue Trends

Metrics 2006
$6,000
Revenue $13,529
$5,000
Cost of Revenue $6,878
$4,000
R&D $2,193
$3,000
Gross Profit $4,459
$2,000
Selling Costs $1,450
$1,000
General and Admin $2,554
$0
Total Operating Expenses $4,003
($1,000)
IBIT $455
($2,000)
Interest Income / Expense $82
2006 Q1 2006 Q2 2006 Q3 2006 Q4
Income Taxes $145
Net Income $310 Revenue IBIT

Pro-forma Analysis

-100% 0 +100%

Revenue $14,882 +10%

0 27,059
-100% 0 +100%
Gross Profit

Cost of Revenue $7,910 +15% $4,341

0 13,756 -18,142 27,059 Income Before Interest & Taxes
-100% 0 +100%
$-135
-26,148 27,059 Net Income
R&D $2,631 +20%

0 4,386 $-92
-100% 0 +100% -27,059 27,059

Selling Costs $1,667 +15% Total SG&A Expenses

0 2,899 $4,476
-100% 0 +100%
0 8,007 Interest Expenses & Taxes

General & Admin $2,809 +10% $-43 Reset Data

0 5,107 -13,529 13,529

31
 Promote Data-Driven Decisions with
Advanced Visualizations

Customer Support Analysis (as of Dec. 12, 2006)

Monthly Cases Opened Increase in Case YTD

Region Case Load (This Month) Load vs TMLY MTD Case Load Case Load
Northwest 124 6.25% 1715
Case Load: 180
Mid-Atlantic 162 7.63% 1837
Use space-saving “sparklines” Central 167 8.51% 1645
to show trends over time South 165 8.06% 1742
Compare key measures to target
Southeast 125 5.98% 1764
values or qualitative indicators
Southwest 144 7.15% 1730

Online 147 7.29% 1717

Northeast 148 7.66% 148

Low Normal High

Top 5 Customers with Highest # of Critical Cases

Total # Cases Top 5 Engineers with Highest Case Load (This Month)
Obtain actual values with Currently Open
Open: 2,164
mouse-overs Total Cases Mark O’Dea WebMarker Inc.
Opened this
Month: 1,182 Kim Marshalls Westminster Corp

Total Cases Dakota Knowles PowerNet Solutions

Closed this
Month: 329 Jose Martinez Markham Tech

Total Engineers: Shannon LeGros Pearson Comm.

87
0 20 40 60 80 100 120 0 2 4 6 8 12010 12 14
New Customers Cases Cases
(YTD): 59 YTD Last Year Total Open Cases Open Critical Cases

View all KPIs in summary format

New Customers (This Month) Support Level Top 5 Most Frequently Accessed Technical Notes

1. GlobalTech Corporation Bronze 1. #2463 How to Log Into the MicroStrategy Web Interface
2. Spire Communications, Inc. Gold 2. #7846 Changing Your Project’s Name
3. Creations Software and Firmware Solutions Platinum
3. #9867 Streamline Your Metadata Objects
4. Chain Bridge Financial Corporation Gold
5. BlueNation Technology Concepts Bronze 4. #9267 How to Best Manage Narrowcast Server
6. Cocoa Brands, Inc. Platinum 5. #1837 The Benefits of Command Manager

32
Customer Support Analysis (as of Dec. 12, 2006)

Monthly Cases Opened Increase in Case YTD

Region Case Load (This Month) Load vs TMLY MTD Case Load Case Load
Northwest 124 6.25% 1715
Case Load: 180
Mid-Atlantic 162 7.63% 1837

Central 167 8.51% 1645

South 165 8.06% 1742

Southeast 125 5.98% 1764

Southwest 144 7.15% 1730

Online 147 7.29% 1717

Northeast 148 7.66% 148

Low Normal High

Top 5 Customers with Highest # of Critical Cases

Total # Cases Top 5 Engineers with Highest Case Load (This Month)
Currently Open
Open: 2,164

Total Cases Mark O’Dea WebMarker Inc.

Opened this
Month: 1,182 Kim Marshalls Westminster Corp

Total Cases Dakota Knowles PowerNet Solutions

Closed this
Month: 329 Jose Martinez Markham Tech

Total Engineers: Shannon LeGros Pearson Comm.

87
0 20 40 60 80 100 120 0 2 4 6 8 12010 12 14
New Customers Cases Cases
(YTD): 59 YTD Last Year Total Open Cases Open Critical Cases

New Customers (This Month) Support Level Top 5 Most Frequently Accessed Technical Notes

1. GlobalTech Corporation Bronze 1. #2463 How to Log Into the MicroStrategy Web Interface
2. Spire Communications, Inc. Gold 2. #7846 Changing Your Project’s Name
3. Creations Software and Firmware Solutions Platinum
3. #9867 Streamline Your Metadata Objects
4. Chain Bridge Financial Corporation Gold
5. BlueNation Technology Concepts Bronze
4. #9267 How to Best Manage Narrowcast Server
6. Cocoa Brands, Inc. Platinum 5. #1837 The Benefits of Command Manager

33
 Visualize and Predict Future Outcome

REVENUE PERFORMANCE FORECAST

POLICY TYPE
REGION LIFE AUTO HOME HAZARD
Revenue Prediction: $24,984
Month:
280000Dec 2007 20000 16000
24000
240000 14000
20000 16000
200000 12000
16000 12000 10000
160000
12000 8000

Extrapolate forecast from current Southeast

Pack dense amounts of data
120000
8000 6000
8000 80000
performance
4000
4000 40000
4000
2000 into a clear, elegant dashboard
0 0 0 0
Jan 2005 Oct 2005 Jul 2006 Apr 2007 Jan 2005 Oct 2005 Jul 2006 Apr 2007 Jan 2005 Oct 2005 Jul 2006 Apr 2007 Jan 2005 Oct 2005 Jul 2006 Apr 2007

32000 320000 24000 20000

28000 280000
20000 16000
240000
24000
200000 16000
Central
Gain rapid insight into business
16000 12000
160000 12000
12000
trends
120000 8000
8000 8000
80000
4000
4000 4000
Easily compare actual values
40000
0 0 0 0

(shown in gray) to the forecasted Jan 2005 Oct 2005 Jul 2006 Apr 2007 Jan 2005 Oct 2005 Jul 2006 Apr 2007 Jan 2005 Oct 2005 Jul 2006 Apr 2007 Jan 2005 Oct 2005 Jul 2006 Apr 2007

values (in blue)

8000 6000 6000
7000 80000
5000 5000
6000
60000 4000 4000
5000
South 4000 3000 3000
40000
3000 2000 2000
2000 20000
1000 1000
1000
0 0 0 0
Jan 2005 Oct 2005 Jul 2006 Apr 2007 Jan 2005 Oct 2005 Jul 2006 Apr 2007 Jan 2005 Oct 2005 Jul 2006 Apr 2007 Jan 2005 Oct 2005 Jul 2006 Apr 2007

34
 REVENUE PERFORMANCE FORECAST

POLICY TYPE
REGION LIFE AUTO HOME HAZARD
Revenue Prediction: $24,984
Month:
280000Dec 2007 20000 16000
24000
240000 14000
20000 16000
200000 12000
16000 12000 10000
160000
12000 8000
Southeast 120000
8000 6000
8000 80000
4000
4000 4000
40000 2000
0 0 0 0
Jan 2005 Oct 2005 Jul 2006 Apr 2007 Jan 2005 Oct 2005 Jul 2006 Apr 2007 Jan 2005 Oct 2005 Jul 2006 Apr 2007 Jan 2005 Oct 2005 Jul 2006 Apr 2007

32000 320000 24000 20000

28000 280000
20000 16000
24000 240000
200000 16000
Central 16000 12000
160000 12000
12000
120000 8000
8000
8000
80000
4000 4000
4000 40000
0 0 0 0
Jan 2005 Oct 2005 Jul 2006 Apr 2007 Jan 2005 Oct 2005 Jul 2006 Apr 2007 Jan 2005 Oct 2005 Jul 2006 Apr 2007 Jan 2005 Oct 2005 Jul 2006 Apr 2007

8000 6000 6000

7000 80000
5000 5000
6000
60000 4000 4000
5000
South 4000 3000 3000
40000
3000 2000 2000
2000 20000
1000 1000
1000
0 0 0 0
Jan 2005 Oct 2005 Jul 2006 Apr 2007 Jan 2005 Oct 2005 Jul 2006 Apr 2007 Jan 2005 Oct 2005 Jul 2006 Apr 2007 Jan 2005 Oct 2005 Jul 2006 Apr 2007

35
Copyright Notice: Copyright © 2007 MicroStrategy Incorporated, 1861 International Drive, McLean, VA, 22102 USA. All Rights Reserved.

The material presented herein is based on information we consider reliable.  We do not represent that it is accurate and complete.  No person should consider our distribution of this material as making any representation or warranty with respect to such material and

should not rely solely upon it as such.

This product is patented.  One or more of the following patents may apply to the product sold herein: U.S. Patent Nos. 6,154,766, 6,173,310, 6,260,050, 6,263,051, 6,269,393, 6,279,033, 6,501,832, 6,567,796, 6,587,547, 6,606,596, 6,658,093, 6,658,432, 6,662,195, 6,671,715,

6,691,100, 6,694,316, 6,697,808, 6,704,723, 6,707,889, 6,741,980, 6,765,997, 6,768,788, 6,772,137, 6,788,768, 6,792,086, 6,798,867, 6,801,910, 6,820,073, 6,829,334, 6,836,537, 6,850,603, 6,859,798, 6,873,693, 6,885,734, 6,888,929, 6,895,084, 6,940,953, 6,964,012, 6,977,992,

6,996,568, 6,996,569, 7,003,512, 7,010,518, 7,016,480, 7,020,251, 7,039,165, 7,082,422 and 7,113,993.  Other patent applications are pending.

Trademarks: MicroStrategy, MicroStrategy 6, MicroStrategy 7, MicroStrategy 7i, MicroStrategy 7i Evaluation Edition, MicroStrategy 7i Olap Services, MicroStrategy 8, MicroStrategy Evaluation Edition, MicroStrategy Administrator, MicroStrategy Agent, MicroStrategy

Architect, MicroStrategy BI Developer Kit, MicroStrategy Broadcast Server, MicroStrategy Broadcaster, MicroStrategy Broadcaster Server, MicroStrategy Business Intelligence Platform, MicroStrategy Consulting, MicroStrategy CRM Applications, MicroStrategy Customer

Analyzer, MicroStrategy Desktop, MicroStrategy Desktop Analyst, MicroStrategy Desktop Designer, MicroStrategy eCRM 7, MicroStrategy Education, MicroStrategy eTrainer, MicroStrategy Executive, MicroStrategy Infocenter, MicroStrategy Intelligence Server,MicroStrategy

Intelligence Server Universal Edition, MicroStrategy MDX Adapter, MicroStrategy Narrowcast Server, MicroStrategy Objects, MicroStrategy OLAP Provider, MicroStrategy SDK, MicroStrategy Support, MicroStrategy Telecaster, MicroStrategy Transactor, MicroStrategy Web,

MicroStrategy Web Business Analyzer, MicroStrategy World, Alarm, Alarm.com, Alert.com, Angel, Angel.com, Application Development and Sophisticated Analysis, Best In Business Intelligence, Centralized Application Management, Changing The Way Government Looks

At Information, DSSArchitect, DSS Broadcaster, DSS Broadcaster Server, DSS Office, DSSServer, DSS Subscriber, DSS Telecaster, DSSWeb, eBroadcaster, eCaster, eStrategy, eTelecaster, Information Like Water, Insight Is Everything, Intelligence Through Every Phone, Your

Telephone Just Got Smarter, Intelligence To Every Decision Maker, Intelligent E-Business, IWAPU, Personal Intelligence Network, Personalized Intelligence Portal, Query Tone, Quickstrike, Rapid Application Development, Strategy.com, Telepath, Telepath Intelligence,

Telepath Intelligence (and Design), The E-Business Intelligence Platform, The Foundation For Intelligent E-Business, The Integrated Business Intelligence Platform Built For The Enterprise, The Intelligence Company, The Platform For Intelligent E-Business, The Power Of

Intelligent eBusiness, The Power Of Intelligent E-Business, The Scalable Business Intelligence Platform Built For The Internet, Industrial-Strength Business Intelligence, Office Intelligence, MicroStrategy Office, MicroStrategy Report Services, MicroStrategy Web MMT,

MicroStrategy Web Services and Pixel Perfect are all registered trademarks or trademarks of MicroStrategy Incorporated. All other products are trademarks of their respective holders. Specifications subject to change without notice. MicroStrategy is not responsible for

errors or omissions. MicroStrategy makes no warranties or commitments concerning the availability of future products or versions that may be planned or under development.

www.microstrategy.com

COLL-0674 0107