The Sales Target Report shows your actual sales vs your sales target for the date period specified.
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Before you can use the report you need to enter sales targets see HERE
Generating the Report
- On the top menu bar of Retailer, click on Reports -> Sales Reports -> Sales Target Report.
- In Sales:
- Select the Start Date – This will be the Start Date of the report.
- Select the End Date – This will be the End Date of the report.
- In Options:
- Exclude Home Delivery & Subagent Orders – This option will stop home deliveries and Subagent orders from being shown on the report.
- Exclude Agency – Excludes Agencies from being shown on the report (Eg. Lotto).
- Show Total Average Sales And Sale Targets – Shows sale totals, averages and targets in the report.
- Click Preview or Print.
Reading The Report
The Sales Target Report is read as follows:
- Date – Shows the date/s being analysed.
- Actual Sales (Inc. GST) – Shows the value of sales made on the specified date.
- Sales Target (Inc. GST) – Shows the value of the sales target entered for the day being analysed.
- $ Variance – Shows the difference in value of the actual sales compared to the sales target.
- % Variance – Shows the difference as a percentage of sales compared to the sales target.
Exporting the Report
You can export the report to either a PDF document or Excel spreadsheet by using the Preview button and following the below steps:
- PDF - Click on the red PDF button at the top of the report and choose your save destination.
- Excel spreadsheet - Click on the Print button at the top left. Tick 'Print to File' and select 'Xlsx Data File'. Click on the three dots button [...] to choose your save destination. Click OK to save the file.