4.6 Account Executive

In Air Sales, the Account Executive manages the commercial transactions with the customers. Account Executives can work out a contract based on customer requirements and submit it for approval. Once approved, the contract will result in a proper commercial order, where the commission will be awarded to the Account Executive. An Account Executive can be associated with one or more customers.
In this section, the Account Executive can search for all contracts managed within a specified year, as shown in the image below.

Account_Executive

The specified year's contracts are broken into individual months for easy reference, with a yearly summed up total amount indicated after the last month of the year.

• Approved, not invoiced: The total amount generated from the approved contracts for an individual month, contracts that have been approved but yet to be invoiced, are not included in the monthly summary.

• Invoiced: The total amount generated from the already-invoiced contracts for respective months.

• Difference: It shows the difference in amount between actual revenues (approved and invoiced) against forecasted revenues and indicate the colour differences:
   - Grey: There is no amount for comparison.
   - Green: The actual revenues are greater than forecasted revenues.
   - Red: The actual revenues are less than forecasted revenues.

In the example above, the user filters all the transactions managed by account executive Mitsney in the financial year 2020. In September, the forecasted revenues amount to €80.00, but the actual revenues amount to €15,000.00, so the system calculated a positive difference of €14,920.00.

Instead, there are 0 actual revenues for the other months, so there is a negative difference, which amounts to the same as the forecasted revenues.

In the last column of the table, the total of each line is calculated.