Salesman Target Report

From UG

Contents 1 General Info 2 Business Needs & Requirements 3 Preliminary Design 3.1 Summary 3.2 Template 3.3 Output 4 Figures 4.1 Figure 0. Monthly Target Report Menu 4.2 Figure 1. Monthly Target Report Template 5 History 5.1 m2059 5.2 BA 5.2.1 SA

General Info

• See Salesman
• Parent Mantis: [2060]

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.

• 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

Output

Figures

Figure 0. Monthly Target Report Menu

Figure 1. Monthly Target Report Template

History

m2059

• [2059]

BA

• Need ability to generate reports per individual salesman see Salesman_Target_Report#Business_Needs_.26_Requirements

SA

see #Preliminary Design