Salesman Target Report
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[[Category:Salesman]] | [[Category:Salesman]] | ||
| - | == | + | == Info == |
| - | + | * Parent Mantis: [[http://mantis.jaguarfreight.com/mantis/bug_view_advanced_page.php?bug_id=2060 2060]] | |
| - | *Parent Mantis: [[http://mantis.jaguarfreight.com/mantis/bug_view_advanced_page.php?bug_id=2060 2060]] | + | * * <font color="red"> Read [[Salesman Profile]] first! </font> |
== Business Needs & Requirements == | == Business Needs & Requirements == | ||
| - | * Need new report for individual salesman. This report would be based upon the [[Salesman#Salesman_Monthly_Target]] against the [[Salesman#Salesman_Monthly_Actual]]. | + | * Need new report for individual salesman. This report would be based upon the [[Salesman Profile#Salesman_Monthly_Target]] against the [[Salesman Profile#Salesman_Monthly_Actual]]. |
* Use Bar charts or graphs for nice visualization | * Use Bar charts or graphs for nice visualization | ||
| Line 15: | Line 15: | ||
=== Summary === | === Summary === | ||
| + | * Salesman Target Report is available from Main Menu on the next path ("Acc -> Reports -> Salesman Target Report"). | ||
| + | * Report should be contain list of set [Salesman Profile#Salesman_Monthly_Target Monthly Target] and calculated [Salesman Profile#Salesman_Monthly_Actual Monthly Actual] values. These amounts are displayed for individual Sales Person as described in [[#Business Requirements]] during specific time frame. | ||
=== Template === | === Template === | ||
| + | * On the report template are filters to configure the report generation. See [[#Figure 1. Salesman Target Report Template | Figure 1]]. These fields: | ||
| + | ** '''Time Frame''' - Range of the report's time frame. It is set by two filters - "From" and "To" and can be of two types: | ||
| + | *** ''Month and Year'' <span style="color:#008000">(default)</span> - "Time Frame" is defined by two pairs "Month-Year" values of "From" and "To" filters. They are displayed on the template as two pairs of dropdown lists: | ||
| + | **** "Month" dropdown what contains 12 months' names, "Year" dropdown with values from 2010 to current year. | ||
| + | **** <span style="color:#008000">By default:</span> "From" pair set to first month of current year, "To" pair set to current month of current year. | ||
| + | *** ''Date Range'' - Range of the report's time frame is defined by two standard dateboxes, each of which corresponds to its filter. | ||
| + | **** <span style="color:#008000">By default:</span> "From" datebox set to first day of current year, "To" datebox set to today. | ||
| + | ** '''Currency''' - the currency in which should be displayed the monthly target (actual) values. It would depend upon the country in which the salesman is physically located. | ||
| + | *** It can take two values: "by Office" <span style="color:#008000">(default)</span> and "USD". In default case the monthly target/actual amounts should be shown in the currency what is set as default for Salesman's office. Otherwise, all amounts should be recalculated to USD. | ||
| + | ** '''Sales Persons''' - dropdown list which corresponds to the list of Jaguar Users who are Sales Persons. <span style="color:#008000">By default</span> is blank. | ||
| + | * Every filter is connected by AND and sub selections inside each filter combo-box are connected by OR. | ||
| + | * If a filter is not set, that means "all". For example, if Sales Persons filter is blank, then report will include all Sales Persons info. | ||
| + | * There are two buttons on the template of the report: | ||
| + | ** ''Reset Form'' - when click on this button, then all filters should be set to the default values. | ||
| + | ** ''Generate Result'' - when click on this button, then the report is generated in accordance with the filters. | ||
=== Output === | === Output === | ||
| + | * Salesman Target Report displayed as can see [[#Figure 2. Salesman Target Report Output | Figure 2]]. | ||
| + | * The report consists of Header and Body: | ||
| + | ** Header: | ||
| + | *** Report name | ||
| + | *** Criteria (list of filter(s) selected) | ||
| + | ** Body: (general info) consists of separate sections that presented as tables what reflect the info grouped by Sales Persons: | ||
| + | *** Title: title of each table is a Sales Person name with e-mail address. | ||
| + | *** Columns: | ||
| + | **** ''Time Frame'' - name of "Month-Year" pair in format "MMM-yyyy" . | ||
| + | **** [Salesman Profile#Salesman_Monthly_Target ''Monthly Target''] - value what earlier set in Salesman Profile. | ||
| + | **** [Salesman Profile#Salesman_Monthly_Actual ''Monthly Actual''] - value what calculated based on [[Gross Profit]]. | ||
| + | **** ''Monthly Percent'' (label - <span style="color:#008000">'''%'''</span>). Relative indicator of the achieving of the Monthly Target. Сalculated by the formula: ''(Monthly Actual / Monthly Target)*100''. | ||
| + | **** ''Monthly Difference'' (label - <span style="color:#008000">'''+/-'''</span>). Absolute indicator of the achieving of the Monthly Target. Calculated as difference between target and actual values. | ||
| + | *** Rows: | ||
| + | **** report headers row (see [[#Figure 2. Salesman Target Report Output | Figure 2]]). | ||
| + | **** "Month-Year" rows sorted descending. All cells in row reflect the monthly values that described in columns section for current "Month-Year". | ||
| + | * After generating the report it can be downloaded to Excel. See [[#Figure 3. Salesman Target Report Spreadsheet Output | Figure 3]]. | ||
| + | ** The report consists of Header and Body as described above, but additionally there is a Date Time Stamp and Jaguar Logo in header of report. | ||
== Figures == | == Figures == | ||
| + | === Figure 1. Salesman Target Report Template === | ||
| + | [[File:Monthly report template.gif]] | ||
| + | === Figure 2. Salesman Target Report Output === | ||
| + | [[File:Monthly report output.gif]] | ||
| + | === Figure 3. Salesman Target Report Spreadsheet Output === | ||
| + | [[File:Monthly report spreadsheet.gif]] | ||
== History == | == History == | ||
Current revision as of 01:16, 19 December 2010
Contents |
[edit] Info
- Parent Mantis: [2060]
- * Read Salesman Profile first!
[edit] Business Needs & Requirements
- Need new report for individual salesman. This report would be based upon the Salesman Profile#Salesman_Monthly_Target against the Salesman Profile#Salesman_Monthly_Actual.
- Use Bar charts or graphs for nice visualization
[edit] Preliminary Design
[edit] Summary
- Salesman Target Report is available from Main Menu on the next path ("Acc -> Reports -> Salesman Target Report").
- Report should be contain list of set [Salesman Profile#Salesman_Monthly_Target Monthly Target] and calculated [Salesman Profile#Salesman_Monthly_Actual Monthly Actual] values. These amounts are displayed for individual Sales Person as described in #Business Requirements during specific time frame.
[edit] Template
- On the report template are filters to configure the report generation. See Figure 1. These fields:
- Time Frame - Range of the report's time frame. It is set by two filters - "From" and "To" and can be of two types:
- Month and Year (default) - "Time Frame" is defined by two pairs "Month-Year" values of "From" and "To" filters. They are displayed on the template as two pairs of dropdown lists:
- "Month" dropdown what contains 12 months' names, "Year" dropdown with values from 2010 to current year.
- By default: "From" pair set to first month of current year, "To" pair set to current month of current year.
- Date Range - Range of the report's time frame is defined by two standard dateboxes, each of which corresponds to its filter.
- By default: "From" datebox set to first day of current year, "To" datebox set to today.
- Month and Year (default) - "Time Frame" is defined by two pairs "Month-Year" values of "From" and "To" filters. They are displayed on the template as two pairs of dropdown lists:
- Currency - the currency in which should be displayed the monthly target (actual) values. It would depend upon the country in which the salesman is physically located.
- It can take two values: "by Office" (default) and "USD". In default case the monthly target/actual amounts should be shown in the currency what is set as default for Salesman's office. Otherwise, all amounts should be recalculated to USD.
- Sales Persons - dropdown list which corresponds to the list of Jaguar Users who are Sales Persons. By default is blank.
- Time Frame - Range of the report's time frame. It is set by two filters - "From" and "To" and can be of two types:
- Every filter is connected by AND and sub selections inside each filter combo-box are connected by OR.
- If a filter is not set, that means "all". For example, if Sales Persons filter is blank, then report will include all Sales Persons info.
- There are two buttons on the template of the report:
- Reset Form - when click on this button, then all filters should be set to the default values.
- Generate Result - when click on this button, then the report is generated in accordance with the filters.
[edit] Output
- Salesman Target Report displayed as can see Figure 2.
- The report consists of Header and Body:
- Header:
- Report name
- Criteria (list of filter(s) selected)
- Body: (general info) consists of separate sections that presented as tables what reflect the info grouped by Sales Persons:
- Title: title of each table is a Sales Person name with e-mail address.
- Columns:
- Time Frame - name of "Month-Year" pair in format "MMM-yyyy" .
- [Salesman Profile#Salesman_Monthly_Target Monthly Target] - value what earlier set in Salesman Profile.
- [Salesman Profile#Salesman_Monthly_Actual Monthly Actual] - value what calculated based on Gross Profit.
- Monthly Percent (label - %). Relative indicator of the achieving of the Monthly Target. Сalculated by the formula: (Monthly Actual / Monthly Target)*100.
- Monthly Difference (label - +/-). Absolute indicator of the achieving of the Monthly Target. Calculated as difference between target and actual values.
- Rows:
- report headers row (see Figure 2).
- "Month-Year" rows sorted descending. All cells in row reflect the monthly values that described in columns section for current "Month-Year".
- Header:
- After generating the report it can be downloaded to Excel. See Figure 3.
- The report consists of Header and Body as described above, but additionally there is a Date Time Stamp and Jaguar Logo in header of report.
[edit] Figures
[edit] Figure 1. Salesman Target Report Template
[edit] Figure 2. Salesman Target Report Output
[edit] Figure 3. Salesman Target Report Spreadsheet Output
[edit] History
[edit] m2059
- [2059]
[edit] BA
- Need ability to generate reports per individual salesman see Salesman_Target_Report#Business_Needs_.26_Requirements
