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 |
