@kbM3,
I'm looking at the numbers and I'm considering changing the calculations.
On the invites spreadsheet
here 18 owners have entered their AWD estimates in the last 3 days. All the estimates you see there are new data because we deleted the old data when Tesla made the changes. Out of 18 owners, 6 are reporting Mid-2018 for AWD and 12 Late-2018. That means 33% is Mid-2018.
I estimate 26,320 total owner reservations in the US and 6,880 AWD owner reservations excluding the performance version. I'm also estimating 15,487 AWD reservations from Canada. That means 6,880 + 15,487 = 22,367 total AWD production by the end of August. Currently, the spreadsheet estimator has 54,000 AWD production by the end of August which is 46% of 116K total production in 2018 until that point.
I think I have overdone it. I allocated too much production to AWD. It looks like AWD production will be slower. Otherwise, all owners from the US would see Mid-2018 AWD estimates instead of 33%. The problem is, the spreadsheet estimator is not easy to change. Therefore I'm also looking at doing a major redesign.
Tesla uses the terms Early, Mid, Late. I assume they mean the following:
Early: Jan, Feb, Mar, Apr
Mid: May, Jun, Jul, Aug
Late: Sep, Oct, Nov, Sep