Monitoring Customer Sales Budgets

Use the Sales Budget Queue screen to compare your customer's sales goals with their actual sales. If you have the BUDGET.QUEUE authorization key assigned, you can also increase or decrease your sales projections to more accurately reflect current trends.

This topic shows how to:

To view budgeted and actual sales figures:

From the Files > Sales Budgeting menu, select Sales Budget Queue to display the Sales Budget Queue screen.
In the Budget Year field, enter the last two digits of the year for which to review sales budgets to display the Budget Queue Selection screen.

Note: The information that displays in the This Year (TY) columns refers to the year you enter in this field, which may not be the same as the current year.

Filter the list of sales budget records, as needed.

Review the following fields, as needed:

Field	Description
Customer*	The names of companies that have purchased goods or services during the year.
LY Actual*	A dollar amount that represents last year's actual sales for the selected customer.
TY Actual*	A dollar amount that represents this year's actual sales to date for the selected customer.
LY Budget*	A dollar amount that represents last year's sales goal for the selected customer.
TY Budget	A dollar amount that represents this year's sales goal for the selected customer.
TY GP$*	A dollar amount that represents this year's gross profit dollars goal for the selected customer.
Budget Total*	The total sales goals for the year, and the total profit anticipated as a result of those sales.

*View-Only

Note: The system updates the figures on the Sales Budget Detail Maintenance screen based on the values you entered here, if any. To update the monthly figures, see Calculating Monthly Sales Goals.

Press Esc to exit the screen.

To update a customer's sales budget:

View the customer's sales budget amounts.
In the TY Budget field, enter a dollar amount that better represents the total sales budget goal for this customer for the selected year.
In the TY GP$ field, enter a dollar amount that better represents the total gross profit budget goal for this customer the selected year.
Press Esc to save the budget amounts and clear the screen.

Note: The system updates the figures on the Sales Budget Detail Maintenance screen based on the values entered here. To update the monthly figures, see Calculating Monthly Sales Goals.

More Options for Working with Sales Budgets

The Sales Budget Queue screen also offers these options:

To...	Use this hot key...
change the selection criteria	Select The Budget Queue Selection screen displays.
to resort columns by customer, or by ascending or descending actual or budget amounts for this year	SortBy The Budget Queue Sort selection list displays. Select the column by which to sort the information and press Enter.
edit the sales budget for a selected customer	Detail Budget The Sales Budget Detail Maintenance screen displays.
change the sales budget calculation formula	Formula The Budget From selection list displays.