Murphy Company Flexible Budget Performance Analysis for the Year Ended July 31, 2018

QUESTION

urphy Company mangers received the following incomplete performance report:

Murphy Company 

Flexible Budget Performance Report

For the Year Ended July 31, 2018 

Actual Results Flexible Bud. Variance Flexible Budget Sales Volume Variance Static Budget
Units 35,00 (a) 35,000 5,000 F (g)
Sales Revenue $219,00 (b) 219,000 27,000 F (h)
Variable Expenses 85,000 (c) 84,000 13,000 U (i)
Contribution Margin 134,000 (d) 135,000 14,000 F (j)
Fixed Expenses 105,000 (e) 100,000 0 (k)
Operating Income 29,000 (f) 35,000 14,000 F (l)

 

Complete the performance report.  Identify the employee group that may deserve praise and the group that may be subject o criticism.  Give your reasoning.

ANSWER

Murphy Company Flexible Budget Performance Analysis for the Year Ended July 31, 2018

Introduction

The Murphy Company’s performance report for the year ended July 31, 2018, presents a comprehensive analysis of its actual results compared to both the flexible budget and the static budget. This report serves as a crucial tool in evaluating the company’s performance, identifying areas of improvement, and recognizing employee groups that have contributed positively or may require further attention. In this essay, we will complete the performance report, discuss the potential praise-worthy employee group, as well as the group that might be subject to criticism, providing sound reasoning for each assessment.

Completion of the Performance Report

The performance report provides a breakdown of various financial aspects, including sales revenue, variable expenses, contribution margin, fixed expenses, and operating income. Let’s proceed to complete the missing values and calculate the variances:

Actual Results | Flexible Budget | Variance

Sales Volume Variance:

Units: 35,000 (a) | 35,000 | 0

Sales Revenue: $219,000 (b) | $219,000 | $27,000 F (g)

Variable Expenses: $85,000 (c) | $84,000 | $13,000 U (i)

Contribution Margin: $134,000 (d) | $135,000 | $14,000 F (j)

Fixed Expenses: $105,000 (e) | $100,000 | $5,000 U (k)

Operating Income: $29,000 (f) | $35,000 | $6,000 F (l)

Praise-Worthy Employee Group and Reasoning

Upon analyzing the performance report, the sales team stands out as a praise-worthy employee group. Despite the unfavorable sales volume variance (0 units), they managed to achieve $27,000 more in sales revenue than anticipated. This suggests their efficiency in maximizing revenue from the existing sales volume. Their efforts indicate strong customer engagement, effective sales strategies, and possibly the development of new markets. By exceeding the static budget’s revenue projection, the sales team demonstrates their commitment and contribution to the company’s financial success.

Group Subject to Criticism and Reasoning

The employee group that might be subject to criticism is the operations or production team. The unfavorable variance in variable expenses ($13,000 U) indicates potential inefficiencies in cost management during production processes. The variance could be attributed to factors such as material wastage, increased production costs, or inadequate control mechanisms. A higher-than-expected contribution margin variance ($14,000 F) suggests that the variable expenses could have been managed better. Addressing these issues is crucial for optimizing cost-efficiency, enhancing overall profitability, and ensuring the company’s long-term sustainability.

Conclusion

The completion of the Murphy Company’s performance report for the year ended July 31, 2018, allows us to evaluate its financial performance against the flexible and static budgets. The sales team’s ability to surpass revenue projections demonstrates their commendable efforts in revenue generation. However, the operations team’s unfavorable variable expenses variance highlights the need for improvements in cost control and production efficiency. By recognizing these praise-worthy and potentially critiqued employee groups, the company can leverage strengths and address weaknesses to drive future growth and success. Regular analysis of performance reports is essential for continuous improvement and informed decision-making.

 

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