I posed a similar question many years ago but I would like to start a new discussion about this if anyone is interested or willing to share their ideas.
I'm interested in finding a way to report the following:
ACTUALSALES $ vs PLANNED SALES $, CURRENT YEAR vs PRIOR YEAR, by SALES TERRITORY, MONTH, CUSTOMER, and ITEM (<-- not necessarily in that order)
When I include "month," "customer," and "item" in that list I'm referring to being able to say, for example, "we expect Customer A to buy $1,000 worth of Item F and $2,000 of Item G in August. We expect Customer B to buy $5,000 of Item H and $6,000 of Item J in August. We expect Customer C to buy $3,000 of Item K and $4,000 of Item L in September," etc. etc.
Sage 500 does not provide a way to enter, maintain, and report data at that level of detail.
Some of the Business Insights reports and/or the SQL views they're based on can be used along with Excel (and Sage Intelligence if you use it) to create a report that provides all of the above with regard to actual sales $. But what about planned sales $? What add-ons or methods have you used to include planned sales $ in your sales reporting? How is it working out?
