Salesman Target Report

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(Preliminary Design: Summary)
(Template)
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=== Template ===
=== Template ===
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* On the report template are filters to configure the report generation. See [[#Figure 1. Monthly Target Report Form (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:
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*** ''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:
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**** "Month" dropdown what contains 12 months' names, "Year" dropdown with values from 2010 to current year.
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**** <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.
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*** 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.
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** '''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.
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* 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.
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* There are two buttons on the template of the report:
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** ''Reset Form'' - when click on this button, then all filters should be set to the default values.
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** ''Generate Result'' - when click on this button, then the report is generated in accordance with the filters.
=== Output ===
=== Output ===

Revision as of 17:32, 4 July 2010


Contents

General Info

Business Needs & Requirements

  • Use Bar charts or graphs for nice visualization

Preliminary Design

Summary

  • Monthly Target Report is available from Main Menu on the next path ("Acc -> Reports -> Monthly 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

Figures

Figure 0. Monthly Target Report Menu

File:Monthly report menu.gif

Figure 1. Monthly Target Report Template

File:Monthly report template.gif

History

m2059

BA

SA

see #Preliminary Design

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