608 Sales Rep Targets Detailed

This Report uses the Start and End Dates as set in Report Dates. 

This Report gives the details of the Targets Met and Unmet for Sales Reps. The Targets can be set and maintained in Analysis Budgets and Targets.

Month Begin

This is the Month for the Report Start Date as set in 'Set Report Dates'.

This field Cannot be Changed from here.

Month End

This is the Month for the Report End Date as set in 'Set Report Dates'.

This field Cannot be Changed from here.

Year Start Date

This is the Year Start Date for your company.

This field Cannot be Changed from here.

Month Start Date

This is the Month Start Date of the Report as set in 'Set Report Dates'.

This field Cannot be Changed from here.

Month End Date

This is the Month End Date of the Report as set in 'Set Report Dates'.

This field Cannot be Changed from here.

Division

The Division for the Sales Rep.

This field Cannot be Changed from here.

Outlet Group

The Outlet Group for the Sales Rep.

This field Cannot be Changed from here.

Outlet Code

The Outlet Code for the Sales Rep.

This field Cannot be Changed from here.

Outlet Name

The Outlet Name for the Sales Rep.

This field Cannot be Changed from here.

Rep Code

The Code for the Sales Rep.

This field Cannot be Changed from here.

Rep Name

The Name of the Sales Rep.

This field Cannot be Changed from here.

Count of Account No

The Number of Accounts.

This field Cannot be Changed from here.

Mth Cases

The Quantity of Cases for the Month.

This field Cannot be Changed from here.

YTD Cases

The Quantity of Cases for the Year To Date.

This field Cannot be Changed from here.

@x Litres

The Quantity of Litres.

This field Cannot be Changed from here.

Mth Sales Value

The Sales Value for the Month.

This field Cannot be Changed from here.

YTD Sales Value

The Sales Value for the Year To Date.

This field Cannot be Changed from here.

Mth Total Cost

The Monthly Total Cost.

This field Cannot be Changed from here.

YTD Total Cost

The Total Cost for the Year To Date.

This field Cannot be Changed from here.

Mth Margin

The Monthly Margin.

This field Cannot be Changed from here.

YTD Margin

The Margin for the Year To Date.

This field Cannot be Changed from here.

Month Customer Count

The Monthly Customer Count.

This field Cannot be Changed from here.

YTD Customer Count

The Year To Date Customer Count.

This field Cannot be Changed from here.

Month Target Sale

The Monthly Sales Target.

This field Cannot be Changed from here.

Month Target Cost

The Monthly Target Cost.

This field Cannot be Changed from here.

Month Target Margin

The Monthly Target Margin.

This field Cannot be Changed from here.

Yearly Target Sales

The Yearly Sales Target.

This field Cannot be Changed from here.

Yearly Target Cost

The Yearly Target Cost.

This field Cannot be Changed from here.

Yearly Target Margin

The Yearly Target Margin.

This field Cannot be Changed from here.

Month Total Budget Sales

The Monthly Sales Budget.

This field Cannot be Changed from here.

Month Total Budget Cost

The Monthly Budget Cost.

This field Cannot be Changed from here.

Month Total Budget Margin

The Monthly Budget Margin.

This field Cannot be Changed from here.

Yearly Total Budget Sales

The Yearly Sales Budget.

This field Cannot be Changed from here.

Yearly Total Budget Cost

The Yearly Budget Cost.

This field Cannot be Changed from here.

Yearly Total Budget Margin

The Yearly Budget Margin.

This field Cannot be Changed from here.

Once the results of the Report are retrieved you can filter on 1 or multiple fields to only show some records as per any search criteria you enter. 

Once you have records on screen that you wish to see, you can if required extract the information in an XML , CSV or PDF format by clicking on the buttons at the bottom of the screen which will email the results.