Salesman Target Report

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[[Category:Salesman]]
[[Category:Salesman]]
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== Requirements ==
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== Info ==
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* Parent Mantis: [[http://mantis.jaguarfreight.com/mantis/bug_view_advanced_page.php?bug_id=2060 2060]]
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* * <font color="red"> Read [[Salesman Profile]] first! </font>
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== Business Needs & Requirements ==
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* 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
 +
 
 +
== Preliminary Design ==
 +
 
 +
=== Summary ===
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* 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.
 +
 
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=== Template ===
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* On the report template are filters to configure the report generation. See [[#Figure 1. Salesman Target Report Template | Figure 1]]. These fields:
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** '''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.
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*** ''Date Range'' - Range of the report's time frame is defined by two standard dateboxes, each of which corresponds to its filter.
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**** <span style="color:#008000">By default:</span> "From" datebox set to first day of current year, "To" datebox set to today.
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** '''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.
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* 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 ===
 +
* Salesman Target Report displayed as can see [[#Figure 2. Salesman Target Report Output | Figure 2]].
 +
* The report consists of Header and Body:
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** 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:
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*** Title: title of each table is a Sales Person name with e-mail address.
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*** Columns:
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**** ''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''.
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**** ''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.
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*** Rows:
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**** report headers row (see [[#Figure 2. Salesman Target Report Output | Figure 2]]).
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**** "Month-Year" rows sorted descending. All cells in row reflect the monthly values that described in columns section for current "Month-Year".
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*  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.
 +
 
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== Figures ==
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=== Figure 1. Salesman Target Report Template ===
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[[File:Monthly report template.gif]]
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=== Figure 2. Salesman Target Report Output ===
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[[File:Monthly report output.gif]]
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=== Figure 3. Salesman Target Report Spreadsheet Output ===
 +
[[File:Monthly report spreadsheet.gif]]
 +
 
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== History ==
 +
 
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=== m2059 ===
 +
*[[http://mantis.jaguarfreight.com/mantis/bug_view_advanced_page.php?bug_id=2059 2059]]
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=== BA ===
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*Need ability to generate reports per individual salesman see [[Salesman_Target_Report#Business_Needs_.26_Requirements]]
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==== SA ====
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see [[#Preliminary Design]]

Current revision as of 01:16, 19 December 2010


Contents

[edit] Info

[edit] Business Needs & Requirements

  • 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.
    • 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.
  • 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".
  • 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

File:Monthly report template.gif

[edit] Figure 2. Salesman Target Report Output

File:Monthly report output.gif

[edit] Figure 3. Salesman Target Report Spreadsheet Output

File:Monthly report spreadsheet.gif

[edit] History

[edit] m2059

[edit] BA

[edit] SA

see #Preliminary Design

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