Sales to Budget dashboard

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)