Overview

A target sales level can be created for each customer. This report compares those targets to the actual sales per month (Customer Invoices less Credit Notes) and is named the Budgets vs Actuals Report. 

Navigation: Main Menu > Office > Service Manager > Menu (button) > Reports > Budgets vs Actuals

Data Filters

• Set: Sets a specific period such as today, this month, or this year.

• Date: Allows custom dates to be entered.

• ←     →: Adjusts the date in the direction of the arrow.

• Category: A dropdown list of customer categories to select one or all.

• Rep: A dropdown list of reps to select one or all.

• Customer: A dropdown list of customers to select one or all.

Fields

• Status: Customer Status including Prospect, Active, Suspended and Closed.

• Customer: The Customer linked to the Budget.

• Acc No.: Customer Account Number that is input into the Accounting tab of the Customers module Edit view.

• Category: The Category assigned to the customer.

• Rep: The user assigned the role of representative linked to the customer.

• Terms: Customer Credit Terms that are input into the Accounting tab of the Customers module Edit view.

• Period: Date Period as input into the Budget tab of the Customers module Edit view. 

• Start: Budget End Date as input into the Budget tab of the Customers module Edit view. 

• End: Budget End Date as input into the Budget tab of the Customers module Edit view. 

• Budget: Budgeted amount as input into the Budget tab of the Customers module Edit view. 

• Actual: Customer Invoice less Customer Credit Notes linked to the Customer.

• %: Percentage Value of Actuals vs Budget.