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Re: Quick est. of Q2 new billings required*

By: tkc in ALEA | Recommend this post (0)
Mon, 04 Jun 12 6:44 PM | 75 view(s)
Boardmark this board | The Trust Matrix 		Msg. 08305 of 54959
(This msg. is a reply to 08302 by Cactus Flower)
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Hi CF, I was away and in catching up I read your and Dog's comments re: likely no more need for ATM use this Q. I was merely butting in. Re: your SMB uptake. It's interesting how A/R as a % of new business has increased over the passed 3 Qs (it's been above 60%) which is nearly double what it had historically been. This suggests that the majority of new sales has recently been in the last month of the Q OR Wave is extending its terms to 60 days. SMB may need the extended terms. I haven't attempted to SWAG Q2 billings as I was so very surprised at Q1 being so weak.


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The above is a reply to the following message:
Re: Quick est. of Q2 new billings required*
By: Cactus Flower in ALEA
Mon, 04 Jun 12 6:20 PM 		Msg. 08302 of 54959

Hi tkc,

I was guessing billings of $11.5-12m for Q2 myself. But I have the sales team functioning as I would have expected them to, and I am assuming some of the lost orders in Q1 were merely deferred, to create an SME bulge in Q2.

This makes Q1 an aberration, so take with a grain of salt.

Also bear in mind that a major order in June makes this guess redundant.

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