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Sales vs Budget Summary

Reference Number: AA-01078 Views: 2799 Created: 2016-11-23 14:39 Last Updated: 2016-11-23 14:39 0 Rating/ Voters

Sales vs Budget Summary

The Sales vs Budget Summary page is similar to the Sales vs Budget Details page however it shows a reduced overview of the Sales vs Budget data (see Fig. 1).


Figure 1. Sales vs Budget Details to Summary comparison

For the Sales vs Budget Summary report; (using a selected date range of 20/Nov/2016 to 23/Nov/2016)

  • MTD - Only the date range you define; 20/Nov/2016 to 23/Nov/2016.
  • LMTD - The date range you define however the start date begins from the previous year; 20/Nov/2015 to 23/Nov/2016
  • YTD - Beginning of the year to the end of the defined date range; 1/Jan/2016 to 23/Nov/2016.
  • LYTD - The date range defined but from the previous year; 20/Nov/2015 to 23/Nov/2015.


Generating Sales vs Budget Summary

To navigate to the Sales vs Budget Summary page click Reports, Hireage and Sales Reports tab, Sales vs Budget then the Sales vs Budget Summary tab (see Fig. 2).


Figure 2. Navigating to the Sales vs Budget Summary page

On the Sales vs Budget Summary page select the pickup location/ region and contract date range you want to view a Sales vs Budget Summary for (see Fig. 3).


Figure 3. Select Sales vs Budget Summary criteria

Once a Sales vs Budget Summary report has been generated you have the option to print the report or export the report to Excel (see Fig. 4).


Figure 4. Print/ export the Sales vs Budget Summary report