Sales Budget Overview Window
Specifies a summary of the amounts and quantities that are budgeted for each item in different periods.
General FastTab
Budget Name |
Select the name for the budget that you want to work on. |
Show as Lines |
Select the dimension that you want to show as lines in the Sales Budget Matrix Overview FastTab. |
Show as Columns |
Select the dimension that you want to show as columns in the Sales Budget Matrix Overview FastTab. |
Show Value as |
Specify if you want to view the item values by sales amount, COGS amount, or by quantity. |
View By |
Select the time intervals for which you want to view budget figures. |
Rounding Factor |
Select a rounding factor that the program will use to round the amounts in the columns. For example, if you select 1000, then all amounts are shown in thousands. |
Show Column Name |
Select this field if you want column headings to show the descriptive names that you have given dimension values and customers instead of the corresponding codes. This makes the matrix window easier for you to understand if you have set up numerical dimension value and customer codes. |
Sales Budget Overview Matrix FastTab
The first three columns in the matrix display the following information:
Code |
This column shows the dimension value code for the dimension selected in the Show as Lines field. To view a list of dimension values, click the drill-down button in the field. |
Name |
This column shows the name of the dimension value on the line. |
Budgeted Quantity |
This column shows the total quantity of the sales budget entries for the item. To see the sales budget entries, click the drill-down button next to the field. |
Budgeted Sales Amount |
This column shows the sales amount of the sales budget entries for the item. To see the sales budget entries, click the drill-down button next to the field. |
The remaining columns in the matrix show the dimension value code for the dimension that is selected in the Show as Columns field.
Filters FastTab
Date Filter |
Set a date filter by which budget amounts are displayed. |
Customer Filter |
Delimit the budget by the customers to whom items are sold. |
Item Filter |
Define which items to view the budget for. |
Budget Dimensions Filters |
Select a budget dimension as a filter, so that the values in the budget fields are based only on budget entries with these dimension values, for example Customergroup and Salesperson. |
Department Filter |
Filter the budget by a department dimension. |
Project Filter |
Filter the budget by a project dimension. |
Tip
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