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 Files > Sales Budgeting > Reports menu, select Sales Budget Analysis to display the Sales Budget Analysis Report screen.
In the Start Date field, enter the first date in a range of dates for which to view 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, as needed. Each customer has sales representatives assigned in Customer Maintenance.
Page Break on Customer (Y/N)	To display each customer's sales budget information on a separate page, enter Y; otherwise, enter N.
Salesperson	To list budgets for a specific sales representative, enter the person's user ID. To list budgets for several sales representatives, use the Multi hot key to display the Salespeople Selection screen. See Using Multiple Values Hot Keys.
Bill-To/Ship-To	Indicates whether to report based on the customers' shipping or billing account.
Detail/Summary	Indicates whether to view budget details or only a summary of each budget on the report. Valid values include: Detail – Prints multiple lines of data on the report for each selected customer, one for each budget group and product for which a budget amount exists. Summary – Prints one line of data on the report for each selected customer, representing all of the budget groups and products for which a budget amount exists. Both reports include columns and grand totals, including: Customer name. Actual sales amounts and actual gross profit dollars (GP$) to compare against the budgeted sales amounts and budgeted gross profit dollars. The difference between actual and budgeted sales amounts. The system displays this both as amounts (Sls Diff) and as percentages (Diff%). The system also displays the same difference in gross profit dollars as amounts (GP$) and as percentages (Diff%).
Customers with no Budget	To include customers on the report 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 (Y/N)	To include all budget groups on the report, even if no sales have been entered for them, enter Y; otherwise, enter N.

Set options, if needed, and generate the report.

If you use either the Print or Hold hot key, 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 and press Enter to run the report.