Configuring your sales rep budget

The Sales data model in the Infor Distribution Analytics content provides default dashboards, reports, and KPIs for total revenues, profit, margins, top customers by sales, sales trends, fill rates, sales manager and sales rep reports. The Sales to Budget dashboards are based on customer sales rep budget data that is manually uploaded into the Raw Data Source space in Birst.

Review this section to understand how the sales rep budget data is organized.

Before you access the Sales to Budget dashboards, complete the steps for downloading the default file format and modifying your sales rep budget data.

Use this section as a guide for updating the default .csv file.

See the Infor CloudSuite Distribution Configuration Guide for instructions for downloading the default file format and using it to manually update the sales rep budget data.