The Sales Workbook provides comparative reporting on Sales vs Sales Budget as input into Bi4Cloud Sales Budgeting.
The workbook analyses c Sales Volumes and Margins across the following 4 tabs.
Sales By SaleRep
The Sales By SalesRep showing Sales, Budget Variance $ and Variance % and how much of bUdget was Achieved.
3M Dashboard Tab TBC
This presents the Trailing 3 Months in chart and tabular format. The report utilises colour coded trend indicators and values present on a bar charted background to highlight their contribution.
Last 3 mths Compare Tab
Esentially a large format version of last 3 months sales. Defaults to Top 10 Customer by Sales volume.
YOY Comparisons
Esentially a large format version of Last 12 months sales.
Pre-requisites.
This workbook include Cost of Goods and Margins and requires cost in the Sales Invoices. Typically those will require the use of Inventory to provide average cost.