Service Manager - Customer Budgets Report

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.

Data Filters

Filter	Description
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

Field	Description
Status	Customer Status including Prospect, Occasional, 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 Start 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.