Authorized users can track actual sales for customers and compare them to projections. Use this information to determine:
Whether your salespeople are meeting their sales goals.
Where to focus your sales efforts.
Use this feature to:
View and edit sales budgets for multiple customers.
Limit the number of customers for which to compare budgeted and actual sales amounts.
Create or update budgets for the next year.
In addition to comparing a selected year's actual sales with budgeted amounts, you can also compare that year's sales and budget to the previous year's sales and budgets. For example, if you view the budget for 2001, those figures display in the TY (This Year) fields, and the figures for 2000 display in the LY (Last Year) fields.
Run the Sales Budget Analysis Report to print the list of budgeted sales and actual sales. The system uses the same selection criteria used to search in the queue for selecting report parameters. In addition, you can choose to view sales budget information for a specific period, such as the third quarter of your fiscal year.
See Also: