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. |
|
| Field Name | Description | Field Limits and Notes |
|---|---|---|
| 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 |
