dSaleBudget






Based on (table.column) Type Column alias Localised english name Comment
         
Amount + Budget + OpenAmount   CalculatedColumn10 Larger than zero Used filter out columns that contain no values larger than 0.
Amount / Budget * 100   CalculatedColumn2 Acheived (%) If the associate has sold exacly as expected according to the budget the result is 100. Performing less that budget will yield a percentage lower than 100. Performing better than budget will yield a percentage higher than 100.
Amount - Budget   CalculatedColumn Deviation Under performance will yield a negative number. Performance better than budget will yield a positive number indicating the amount better than the budget. Amount is displayed in selected currency.
         
Categories        
'Total'   Total      
BA Time Table.name E PersonName(Last,First) Person (Last, First) Name of associate
BA Time Table.grpname E UsergroupName(Persons) Person's group The associates primary usergroup
         
Values        
sale.amount, currency.rate, currency.units, sale.associate_id, sale.saledate, sale.status, sale.registered E Amount Sold Amouont for the given associate and period displayed in the selected currency.
sale.earning, currency.rate, currency.units, sale.associate_id, sale.saledate, sale.status, sale.registered E Earning Earnings Earnings for the given associate and period displayed in the selected currency.
sale.amount, currency.rate, currency.units, sale.associate_id, sale.saledate, sale.status, sale.registered E AmountWeighted Sold weighted Amouont for the given associate and period displayed in the selected currency.
Amount is also muliplied by the probability of the case.
sale.earning, currency.rate, currency.units, sale.associate_id, sale.saledate, sale.status, sale.registered E EarningWeighted Earnings weighted Earnings for the given associate and period displayed in the selected currency.
Earnings is also muliplied by the probability of the case.
         
Budget value        
BA Input Module.data E Budget Budget The budget for the given associate and period displayed in the selected currency
         
Open cases - pipeline value        
sale.amount, currency.rate, currency.units, sale.associate_id, sale.saledate, sale.status, sale.registered E OpenAmount Prognosis Value of the open cases that have a sale date in the current month displayed in the selected currency.
         
Dates        
BA Time Table P StartDate Sale date (start of month) Start of the month
sale.saledate E Saledate(Year) Sale date (Year) Sale date in format YYYY
sale.saledate E Saledate(Quarter) Sale date (Quarter) Sale date in format Q
sale.saledate E Saledate(Month) Sale date (Month) Sale date in format MM
sale.saledate E Saledate(Year-Quarter) Sale date (Year-Quarter) Sale date in format YYYY-QQ
sale.saledate E Saledate(Year-Month) Sale date (Year-Month) Sale date in format YYYY-MM
         
Parameters        
associate.id P AssociateId AssociateId May be used for column based filtering
associate.group_idx P UsergroupId(Persons) UsergroupId(Persons) May be used for column based filtering