My Accounts


The My Accounts tool gives you an overview of all your accounts by showing:

Accounts Summary

The My Accounts gives your account summaries for the current quarter and whole year.

Each summary includes:

Calculating value of a sales case

A value of a sales case is calculated using the following formula:

Product Sales + Project Sales + Contract Sales * 12 (unless a different value specified by the vy_salescase_sales3_factor system setting):

Calculating budget of an account

The quarterly and yearly budgets of an account are calculated using the Budget values saved for the account:

Sales vs Targets Chart

This chart shows the ratio of sales for each account versus its planned budget:

  • Red = bad

  • Yellow=worry

  • Green = good

Account Details

The Details show all your sales account in a table view.