Entering Monthly Sales Goals

Use the Monthly Budget screen to set monthly sales goals for a customer, either for a product or for a budget group. If you set monthly goal defaults beforehand for the customer or your company, you can use this screen to override those preset goals.

Depending on your system setup, the months are ordered by either the calendar year or the fiscal year.

Note: If you use the Monthly hot key, the system creates monthly budgets for the product or budget group. To remove the monthly budget, re-enter the amounts in the Sales $ and GP $ fields on the Sales Budget Detail Maintenance screen.

This topic includes information about:

Entering monthly sales goals for a product or budget group.
Copying monthly sales goals from another customer.

To enter monthly sales goals for a product or budget group:

From the Files > Sales Budgeting menu, select Sales Budget Detail Maint to display the Sales Budget Detail Maintenance screen.
Locate the customer whose budget you want to create.
Add products/budget groups and their corresponding sales goals.
Select a product or budget group and use the Monthly hot key to display the Monthly Budget screen.

If defaults have been defined for the customer or for your company, these display in the Sales $ and GP $ fields. Otherwise, the system splits the selected amount into 12 equal amounts. For more information about how the system determines the values, see the Monthly Sales Goals Overview.

For each month, in the Sales $ field, enter the dollar amount of the monthly sales budget goal for the selected product or budget group, if needed.
In the GP $ field, use the GP Perc hot key to display a prompt.
At the Enter GP% prompt, type the percentage of profit you expect to generate from sales of this product or budget group.
Press Enter to return to the Monthly Budget screen. The system calculates the gross profit and populates the GP $ field with this amount.

Note: You can also just enter a gross profit dollar amount in the GP $ field, if you prefer.

Press Esc to return to the Sales Budget Detail Maintenance screen. The system uses an asterisk (*) to identify products or budget groups that have monthly sales goals.

To copy monthly sales goals from another budget:

From the Files > Sales Budgeting menu, select Sales Budget Detail Maint to display the Sales Budget Detail Maintenance screen.
Locate the customer whose budget you want to create.
Add products/budget groups and their corresponding sales goals.
Select a product or budget group and use the Monthly hot key to display the Monthly Budget screen.
Use the Copy From hot key to display the Budget Copy screen.
In the Customer field, enter the name of a customer with similar buying habits for which a monthly budget has already been created.
In the Year field, enter the budget year from which to copy the information.
In the PN/Group field, enter the product or budget group information to copy to the new budget.

To copy sales goals for a product, enter a descriptive keyword and press Enter to display a selection list. Select the product and press Enter to return it to the field. See Searching for Products for other methods.
To copy sales goals for a budget group, enter / (forward slash) followed by all or part of the budget group name. If more than one group matches your entry, a selection list displays. Select the group and press Enter to return it to the field. To display a list of budget groups, enter / (forward slash) and press F10.

Press Esc to copy the requested information to the Monthly Budget screen.
Press Esc to return to the Sales Budget Detail Maintenance screen. The system uses an asterisk (*) to identify products or budget groups with monthly sales goals.