Running the Sales Budget Analysis Report

Run the Sales Budget Analysis Report to compare your sales budgets to actual sales figures. The report provides information similar to that which displays in the Sales Budget Queue, but gives you added control over reporting date ranges and details.

The report includes all budgets for selected customers, not only those budgets with actual sales. If you use budget groups, the report subtotals on them; otherwise, it reports on the total sales goal. The report does not include miscellaneous charge items, such as service charges.

Note: The sales budget can be set up on a per customer basis and can also be set up on a per budget group basis. Because of this, the totals for the customer and the totals for the budget group are calculated separately and may not match.

To run the Sales Budget Analysis report:

From the Maintenance > Sales Budgeting > Reports menu, select Sales Budget Analysis to display the Sales Budget Analysis Report window.
In the Start Date field, enter the first date in a range of dates for which to begin viewing customer sales budgets. This field supports variable dates.
In the End Date field, enter the last date in a range of dates for which to view customer sales budgets. This field supports variable dates.
Complete any of the following fields, as needed:

Field	Description
Select and Sort By	The type of sales representative (inside or outside) to use to select and sort the customer sales budgets. Each customer has an assigned sales representative identified in Customer Maintenance.
Page Break on Customer	To display each customer's sales budget information on a separate page, enter Yes; otherwise, enter No.
Salesperson	To list budgets for a specific sales representative, enter the person's user ID. To list budgets for several sales representatives, click the Multiple Items button and enter each user ID.
Customer Level	Indicates whether to use the customers' shipping or billing account on the report.
Report Type	Indicates whether to view the details of the budgets or only a summary of each budget on the report. Detail view includes the product subtotals within a budget group, while summary view shows only the budget group totals. Both reports include columns and grand totals, including: Customer name Actual sales amounts and actual gross profit dollars (GP$), to compare against the budgeted sales amounts and budgeted gross profit dollars. The difference between actual and budgeted sales amounts. The system show this both as amounts (Sls) and percentages (Diff%). The system shows the same difference in gross profit dollars as amounts (GP$) and percentages (Diff%).
Customers with no Budget	To include customers for which no budgets exist, but for which you have recorded sales within the selected date range, enter Include; otherwise, enter Exclude.
Display all Budget Groups	To include all budget groups on the report, even if no sales have been entered for them, enter Yes; otherwise, enter No.

Set options, if needed, and generate the report.

Depending on your authorization level, the system may prompt you to choose whether to view generic (commission) costs, COGS, or no costs on the report. Select an option to run the report.