Salesman Target Report

From UG

Current revision as of 01:16, 19 December 2010

[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.
  • 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

[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

[edit] SA

see #Preliminary Design