Defining Monthly Sales Percentage Defaults

Use the Sales Budget Monthly Defaults screen to define monthly sales percentage goal defaults for your customers or for your company. The screen lists each month of the year, and you can enter a default sales percentage for each month. Set default goals to schedule predictable seasonal sales fluctuations. For example, if your company sells snow blowers, you might set your sales budget percentages higher between September and March, and lower for the rest of the year.

The defaults you set here override the system default of 12 equal amounts, and goals set for specific customers override those set at the company level.

Depending on your system setup, the months are ordered by either the calendar year or the fiscal year.

To define monthly sales percentage defaults:

1. From the Files > Sales Budgeting menu, select Sales Budget Monthly Defaults to display the Sales Budget Monthly Defaults screen.

2. In the Customer field, enter the name of the customer whose sales budget defaults you want to create. This can be either a bill-to or a ship-to customer.

If more than one customer matches your entry, a selection list displays. Select the customer name from the list and press Enter to return it to the field.

Note: To create sales defaults for your company, leave this field blank.

3. For each month, in the Percentage column, enter the percentage of the total sales budget to budget for that month, as needed.

If you do not specify percentages, the system calculates the percentages across 12 months, or 8.33% per month.

Note: The system recalculates the Totals field each time you change a percentage. You cannot exit the screen unless the total equals 100.

4. Press Esc to save the information and exit the screen.

More Options for Working with Monthly Sales Percentage Defaults

The Sales Budget Monthly Defaults screen also offers these options:

See Also:

Monthly Sales Goals Overview

Entering Monthly Sales Goals

Sales Budget Processing Workflow