To calculate monthly sales goals for a customer:Use the Calculate Monthly Budgets screen to calculate monthly sales goals for multiple customers. You select:
The formula the system uses to calculate the budgets
Which customer budgets to calculate
You can run the calculations now or schedule them to run overnight. The system notifies you through the message system when the calculations are complete. Using this feature prevents you from having to drill down into each budget to set the monthly sales budget amounts.
To calculate monthly sales goals for a customer:
From the Files > Sales Budgeting menu, select Sales Budget Monthly Calculations to display the Calculate Monthly Budgets screen.
In the Year field, enter the year for which to calculate monthly sales budgets.
Do one of the following:
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To... |
Do this... |
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calculate the monthly budget now |
use the Begin key. If prompted, select a printer and press Enter to calculate the monthly budget amounts. |
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use the Opts hot key to display the Options selection list. Select Scheduling to display the Phantom Scheduler screen. |
More Options for Calculating Monthly Budgets
The Calculate Monthly Budgets screen also offers these options:
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To... |
Use this hot key... |
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Select The Budget Queue Selection screen displays. |
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enter the formula to use to calculate the customer sales budget amounts |
Formula The Sales Budget Formula screen displays. |
See Also: