From: "Marie-Ève Dufresne" <me.dufresne@boreal-fenestration.example>
To: "Sales Operations BI" <salesops-bi@boreal-fenestration.example>
Cc: "Étienne Lacroix (Finance)" <e.lacroix@boreal-fenestration.example>
Date: Tue, 06 Jan 2026 08:12:44 -0500
Subject: FY2025 sales KPI pack for the January 20 board meeting
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Hello,

As discussed at the Sales Ops stand-up, I need the FY2025 sales KPI pack before the board meeting of January 20. Finance
(Étienne in copy) will tie the numbers to the year-end close, so please stick exactly to the KPI definitions document
version 2025.3 (SOPS-KPI-DEF) that Finance approved in November - it is in the shared folder and in the Sales Ops portal
document library, together with the dashboard template.

What I need in the pack:

1. The Excel dashboard built on the standard template (KPI_Summary, Monthly, Regions, Products). Keep the summary sheet
   formula-driven from the detail sheets so that Étienne can audit it, and add the usual monthly chart (2024 vs 2025).
2. A short written commentary (Word) that I can paste into the board deck: headline KPIs, what happened month by month
   versus 2024, the regional picture, the product mix, and a data-quality section. Last year Finance found problems in the
   ERP extract after the pack had gone out, so this time I want every clean-up you had to do listed with counts, plus a
   methodology paragraph. Please quote the headline figures in full dollars so they match the workbook.
3. The scripts or SQL you used, so that we can re-run the pack for the Q1 update.

Context you should know: the 2025 price list came into force on January 1 (about +3 % across the catalogue), the Eastern
Ontario territory got a second rep in April, and the ERP export you received (sales.sqlite) is the raw nightly export of
the orders table for 2024-01-01 to 2025-12-31 with the customers, products and regions tables. The region naming file for
the dashboard is regions_mapping.csv, as usual.

If something in the data does not add up, do not paper over it - flag it in the commentary and in your completion notes.

Thanks,

Marie-Ève Dufresne
VP Sales, Boréal Fenestration Inc.
1450, boulevard de la Carrière, Gatineau (Québec)