Sales Goals Analysis

Use this report to compare the salesperson's goal to what is sold for each month and show the percentage of goal reached.

Information Gathering

This report gets the salesperson goal information from the salesperson itself. When editing a salesperson, you can click on the button for History & Goals where you can enter a goal value [g] for each month for the salesperson. That goal information is then printed on the report. The report will compare the goal for each month to order projections for current and future unclosed months. The report will also compare the goal to historical dollars based on Purchase History for the months that are closed through Statement Processing.

Important Information

There are two Report Styles for this report: 3-Month and 12-Month.

Running the report for the Media Cycle, will force the report to reflect media month figures for each month, regardless of the billing cycle-for projected and historical dollars; monthly salesperson goals will also be converted to a media month value. Running the report for the Calendar Cycle will force the report to reflect calendar month figures for each salesperson regardless of the actual billing cycle. Running the report for the Combined Cycle will look at the billing frequency and show the figures for each month based on how the order will be billed or how the invoice was billed if run historically. It looks at the Invoice Date to determine what month the invoice will fall into for historical months. That's why it is very important to be sure that each invoice is properly dated with the correct closing date (official date) prior to committing invoices to history.

Report Options

Sample 3 Month Report

Sample 12 Month Report