You can define monthly sales budget percentage defaults for your company or for a specific customer. When you enter a customer's yearly sales goals, you have the option to break down the sales into a month-by-month budget. If you have set up default values, the system calculates the monthly dollar amounts based on those percentages.
If your sales fluctuate by the season or during specific periods, create default monthly sales budget percentages to determine how much product to sell over a specified period. You can create default monthly budgets for your company or for specific customers. If more than one customer uses the same default monthly percentages, the system can update the percentages for each of them simultaneously.
The system determines a customer's monthly percentage goals by looking at the following, in this order:
The customer's specific monthly goals.
Your company's standard monthly goals.
The system's default monthly goals – 12 equal amounts, or 8.33% per month.
If you change the defaults for a customer after you have entered their monthly sales goals, the system does not recalculate the current amounts using the default values. You must correct them yourself.
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