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2. Sales By Campaign Code

Reference Number: AA-00656 Views: 5313 Created: 2011-12-13 11:14 Last Updated: 2012-01-05 15:30 0 Rating/ Voters

In This Section

Sales By Campaign Code Report

To Generate a Sales By Campaign Code Report

To Print a Sales By Campaign Code Report

To Export a Sales By Campaign Code Report to Excel

To Drill Down into the Sales Per Campaign Code

Summary


Sales By Campaign Code Report

The Sales By Campaign Code Report displays sales figures by campaign code over a selected date range.


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To Generate a Sales By Campaign Code Report

 

1. On the Reports menu, click the Hireage and Sales Reports tab.

 

2. Click Sales By Source Report, then click the Sales By Campaign Code tab (see Fig. 265).

 

Fig. 265. Click Sales By Campaign Code Report

 

3. On the Sales By Campaign Code Report Page (see Fig. 266):

 

A. Select either a location or region. By default, location is set to your default location. When generating a report, if you have selected a region, Rental Car Manager will disregard the location.

 

B. By default, the report will display rentals in all vehicle categories. You may select a specific vehicle category, if needed.

 

C. By default, booking status is set to Hired (include Returned). This means that all reservations with status = Hired and status = Returned will be included in the report. You may change the booking status, if needed.

 

NOTE: For more details on booking statuses, see the Reservations User Manual.

 

D. Pickup date range is set to the current system date. You may change the date range, if needed.

 

Fig. 266. The Sales By Campaign Code Reports Page

 

4. Click View to generate a report ordered by category. The order of the report is controlled by the 'Order By' field in the Vehicle Categories page under the Vehicle Maintenance menu (see Fig. 267).

 

Fig. 267. The Sales By Campaign Code Report

 

NOTE: For more details on vehicle categories, see the Vehicle Maintenance User Manual.

 

Once you generate the report, you can print it and export it to Excel. You can also drill down into the details of the bookings for that vehicle category.

 

NOTE: Table 59 shows descriptions of each column found on the Sales By Campaign Code Report.


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To Print a Sales By Campaign Code Report

 

1. Generate a Sales By Campaign Code report (see To Generate a Sales By Campaign Code Report).

 

2. After generating the report, click Print to display a printer-friendly version of the report in a separate browser window (see Fig. 268).

 

Fig. 268. A Printer-Friendly Sales By Campaign Code Report

 

3. Print the report using your browser's Print feature.


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To Export a Sales By Campaign Code Report to Excel

 

1. Generate a Sales By Campaign Code report (see To Generate a Sales By Campaign Code Report).

 

2. After generating the report, click Excel.

 

3. You will be asked to either open or save the Excel file (see Fig. 269). To open the file in MS Excel, click Open. To save the file to your local drive, click Save.

 

Fig. 269. Click Either Open or Save

 

4. If you choose to open the file in Excel in Step 3, you can save the file by using Excel's Save As feature. If you choose to save the file to your local drive, navigate to the location on your local drive where you save the file and click the file to open it in Excel. Fig. 270 shows a sample Sales By Campaign Code report exported to Excel.

 

Fig. 270. A Sales By Campaign Code Report Exported to Excel

 

NOTE: Depending on the browser you are using to access Rental Car Manager, you may be prevented from opening an Excel file from the Internet on your computer. To resolve this problem, see the FAQ section on the Rental Car Manager Help Center.


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To Drill Down into the Sales Per Campaign Code

 

1. Generate a Sales By Campaign Code report (see To Generate a Sales By Campaign Code Report).

 

2. Click the name of the campaign code (highlighted in red) to view the details of the bookings for the campaign code (see Fig. 271). 

 

Fig. 271. Drill Down into the Sales By Campaign Code Report

 

3. You can further drill down into the individual bookings per campaign code by clicking the reservation number.

 

Table 59. The Sales By Campaign Code Report Columns


Column Name

Description

Campaign Code

The campaign code or name

No. of Contracts

The total number of contracts by country

No. of Contracts %

No. of Contracts per country / Total No. of Contracts

No. of Days

The total number of days hired for all contracts

Rental Revenue

No. of Days Hired x Daily Rate

Extra Revenue

Total of all extra fees charged, excluding Recovered Expenses and Bond Fees

Total Revenue

Rental Revenue + Extra Revenue

Revenue %

The total percentage of revenues generated per country


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Summary


This article details the Sales By Campaign Code tab, where a report that displays sales figures by campaign code over a selected date range is generated. The Sales By Campaign Code screen allows you to view, print, or export to excel the Sales By Campaign Code Report.


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