Budget Status
It shows the ratio of the total value of sales cases in the Contract phase In Vine Marketing, a phase is an independent stage of a query. It has its operation type and criteria loaded in its Contents field. versus planned sales for selected people, units, sales types and sales areas.
Two charts are shown at the same time so that you can set them differently and compare.
-
Select ANY from the Sales Person list In lists objects are represented by small icons and object names. Icons help you to recognize object types. Press a keyboard character (a letter or a digit) to jump to the list item that starts from this character. The first matching item will be chosen, counting from the top of the list. if you want to view the chart for all persons in the database (not only users) or select the user you want.
-
Select ANY from the Sales Unit list if you want to view the chart for all sales units or select the unit you want.
-
Select ANY from the Sales Type list if you want to view the chart for all sales types or select the type you want.
-
Select ANY from the Sales Area list if you want to view the chart for all sales areas or select the area you want.
You can click the year to toggle the shown data for the current or previous year.