Sales to Budget dashboard

Sales to Budget dashboard

Sales to Budget Dashboard 2

The Sales to Budget dashboard includes KPIs for these metrics:

  • YTD Sales to Budget Projected
  • MTD Sales to Budget Projected
  • YTD Sales
  • MTD Sales
  • YTD Gross Margin %
  • MTD Gross Margin %

Reports

  • YTD Sales to Budget
  • Top 25 Salesreps by Sales and Budget
  • Sales vs. Budget Sales by Salesrep

Filters:

  • Company
  • Invoice Year (Default value = Current Year)
  • Outside Salesrep Name
  • Date
  • Year/Month
  • Line Status Type (Default <> c)