This area of the system allows you to set Monthly Marketing Targets. These targets can then be compared against the forecasted sales expected to be earned from marketing opportunities and bookings in a selected month.
Set Monthly Targets
Monthly targets can be set for a 2 year period, dating from 6 months in the past to 18 months in the future.
- Enter the Target Value next to each month
- Click Save Changes
Run Monthly Sales Forecast Report
This report displays raised invoices and the sales targets for the selected month. The final row will display the total income minus the target.
- Run the Warehoused Report for Monthly Sales Forecast
- Set the required report filters and display fields
- Click Submit