Salesman Target Report

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=== Output ===
=== Output ===
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* Salesman Target Report displayed as can see [[#Figure 2. Salesman Target Report Output | Figure 2]].
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* The report consists of Header and Body:
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** Header:
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*** Report name
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*** Criteria (list of filter(s) selected)
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** 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" .
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**** [http://mantis.jaguarfreight.com/wiki/Salesman_Concepts#Salesman_Monthly_Target ''Monthly Target''] - value what earlier set in Salesman Profile.
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**** [http://mantis.jaguarfreight.com/wiki/Salesman_Concepts#Salesman_Monthly_Actual ''Monthly Actual''] - value what calculated based on [[Gross Profit]].
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**** ''Monthly Percent'' (label - '''"%"'''). 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 - '''"+/-"'''). Relative 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. 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]].
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** 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 ==

Revision as of 23:33, 4 July 2010


Contents

General Info

Business Needs & Requirements

  • Use Bar charts or graphs for nice visualization

Preliminary Design

Summary

  • Salesman Target Report is available from Main Menu on the next path ("Acc -> Reports -> Salesman Target Report"). See on Figure 0.
  • Report should be contain list of set Monthly Target and calculated Monthly Actual values. These amounts are displayed for individual Sales Person as described in #Business Requirements during specific time frame.

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.

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" .
        • Monthly Target - value what earlier set in Salesman Profile.
        • 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 - "+/-"). Relative 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. 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.

Figures

Figure 0. Salesman Target Report Menu Item

File:Monthly report menu.gif

Figure 1. Salesman Target Report Template

File:Monthly report template.gif

Figure 2. Salesman Target Report Output

File:Monthly report output.gif

History

m2059

BA

SA

see #Preliminary Design

Retrieved from "https://wiki.jaguarfreight.com/Salesman_Target_Report"
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