Monitoring Customer Sales Budgets

Use the Sales Budget Queue screen to compare your customer's sales goals with their actual sales. If you have the BUDGET.QUEUE authorization key assigned, you can also increase or decrease your sales projections to more accurately reflect current trends.

This topic shows how to:

View budgeted and actual sales figures.
Update a customer's sales budget.

To view budgeted and actual sales figures:

From the Maintenance > Sales Budgeting menu, select Sales Budget Queue to display the Sales Budget Queue window.
In the Budget Year field, enter the year for which to review sales budgets to display the Sales Budget Queue Selection Criteria dialog box.

Note: The information that displays in the This Year (TY) columns refers to the year you enter in this field, which may not be the same as the current year.

Filter the list of sales budget records, as needed.

In the Include Customers With No Budget field, to include those customers for whom no sales budget has been created, enter Yes; otherwise, enter No.
Click the Update button to view a list of sales budgets that match your search criteria.
Review or edit the following fields, as needed:

Field	Description
Customer*	The names of companies that have purchased goods or services during the year.
LY Actual*	A dollar amount that represents last year's actual sales for the selected customer.
TY Actual*	A dollar amount that represents this year's actual sales to date for the selected customer.
LY Budget*	A dollar amount that represents last year's sales goal for the selected customer.
TY Budget	A dollar amount that represents this year's sales goal for the selected customer.
TY GP$	A dollar amount that represents this year's gross profit dollars goal for the selected customer.

*View-Only

Note: The system updates the figures in the Sales Budget Detail Maintenance window based on the values you entered here, if any. To update the monthly figures, see Calculating Monthly Sales Goals.

Exit the window.

To update a customer's sales budget:

View the customer's sales budget amounts.
In the TY Budget field, enter a dollar amount that better represents the total sales budget goal for this customer the selected year.
In the TY GP$ field, enter a dollar amount that better represents the total gross profit budget goal for this customer the selected year.
Save the budget amounts and exit the window.

Note: The system updates the figures on the Sales Budget Detail Maintenance screen based on the values entered here. To update the monthly figures, see Calculating Monthly Sales Goals.

More Options for the Sales Budget Queue Window

The Sales Budget Queue window also offers these options:

To...	Select this menu option...
edit the sales budget for a selected customer	File > Detail Budget The Sales Budget Detail Maintenance window displays.
compare monthly sales budgets to actual sales	File > Detail Budget The Sales Budget Detail Maintenance window displays. Select a product and, from the Edit menu, select Monthly Maintenance to display the Sales Budget Monthly Maintenance dialog box.
change the sales budget calculation formula	File > Formula The Sales Budget Formula window displays.
change the selection criteria	Selection > Select Criteria The Budget Queue Selection window displays.
clear the fields in the Budget Queue Selection window	Selection > Clear Selection