Report Description
The Customer budgets by Account Executive report generate a document containing the budgets of all the customers related to a certain account executive, indicating the monthly budgets over a certain year. The status of each monthly budget will be detailed through the following fields:
Assigned - Expected revenues (from customers) or expenses (from account executive and agencies) forecasted for the month.
Approved - Expected revenues (from customers) or expenses (for account executive and agencies) derived from proposals approved in the month.
Invoiced - Actual revenues (from customers) or expenses (for account executive and agencies) derived from proposals invoiced in the month.
Difference - Calculated gap between actual perceptions (i.e. approved plus invoiced) and forecasted expectations (i.e. assigned):
Note: Amounts for approved and invoiced proposals straddling different months are calculated only for events scheduled within the month.
Report Filters
All the parameters that permits a detailed generation of the report have been spread across seven different tabs to allows an easier configuration. By default all filters are disabled (i.e. they are either blank or unselected), configure at least one parameters on each tab would enable the filters. Available filters includes:
•Account Executive: Select the account executive for which the report will be generated.
•Select year: Select the solar year which data will be retrieved.
Report Preview
The [Settings] enable configuration of the page layout of the print document; once filters and settings have been set it will be possible to preview the printout using the [Preview] button or start printing the document using the [Report] button.