Summary
A report that allows users to report on a selected "Sales" target and compare each period in the report to an actual sales number



Report Location 

Report Category: Sales

Report Sub Category: Summary

Report: Sales Target vs Actual


Report Sample


Note: There is a section above the report to display what the target name is and the target value that is being shown. This can be shown in the parameters section at the top of report if easier.



Totals & Sub-Totals 

Grand Total at the bottom of the report



Parameters 

  • Target (only shows where "Target Type" = "Sales"). Default = First target in the list 
  • Actual Value Type (Show different Order Types e.g. IMS Orders, Perenso Orders etc)
  • Actual Based On (Activity Type, Delivery Date, Order Date)
  • Actual Order Status (Sent, Not Sent, Confirmation Not Sent, Held, Referred)
  • Actual Created (Created For Users Accounts, Created By User)
  • Sort By (User, Dimension 1, Dimension 2, Dimension 3)



Requirements for report 

  • Accounts exist in the Perenso database
  • Report Config has been done in Administrator for "Group" parameters to show data / work



Sort Order 

  • Defined by "Sort By" parameter 



Column Details 

  • User 
    This column displays the Display Name for all users in the selected "Target" parameter

  • Dimension 1 
    This column displays the Account Groups/Product Groups specified in the "Dimension 1" field of the selected "Target"

  • Dimension 2 
    This column displays the Account Groups/Product Groups specified in the "Dimension 2" field of the selected "Target". If none is set, this column returns a blank.

  • Dimension 3 
    This column displays the Account Groups/Product Groups specified in the "Dimension 3" field of the selected "Target". If none is set, this column returns a blank.

  • Jan-16 
    Shown for sample purposes. This is the first "Period" in the selected "Target".

  • Target 
    This column displays the target value for the Period / User / Dimension 1 / Dimension 2 / Dimension 3

  • Actual 
    This column displays the sales value for the user for the Period / Dimension 1 / Dimension 2 / Dimension 3.
    The value returned is based on the selected target parameter. For example if the selected target has a "Target Value" of "Unit Qty" then this column also returns Unit Qty.

  • %
    This column is a calculation. The calculation is Actual / Target (displays as a % to 1 decimal place)