Sales Analysis & Forecast Module

Sales Analysis

The Sales Analysis screen displays the sales that are planned for the plan periods and allows you to analyse, quickly and easily, the mixture of the planned sales grouped by markets or products and what are the expected trends during the plan period.

When the screen is displayed, the first row shows the Total Sales. The next rows show the total sales for each product and how these sales are split by markets.

Using the Sort button you can select and choose if the analysis will show the total sales for each product detailed by markets, or the total sales for each market detailed by products.

The Sales Analysis is based on the data that was entered in the Sales Plan screen. It is especially helpful if the data was entered in units with different prices and currencies for each market.

Toolbar Buttons

The toolbar includes the following buttons:

OK - Close screen (and save all changes if applicable)

Print Table - Create a report for the current table, showing it on the print preview screen

Expand/Collapse Tree - Show all rows or just row from a certain level

Export to MS Excel file - Exports the displayed table to MS Excel

Sort - Sort the displayed data by Products or Markets

Forecast Module

The Forecast module is meant to show the expected performance of the business till the end of the current year, based on the actual data that was entered till now and on the plan data till the end of the year. These two sets of data are combined together in order to calculate the forecast for the annual results and compare them to the original plan.

The Forecast screens include the following:

• Projected Profit and Loss
• Projected Cash Flow

These screens are included in the Actual vs. Plan menu, at the end.

In order to get the proper forecast it is required to enter data in the Actual Profit and Loss and Actual Cash Flow screens. The software will take the data entered, add to it the data from the plan for the following months and calculate the year total.

OK - Close screen (and save all changes if applicable)

Print Table - Create a report for the current table, showing it on the print preview screen

Export to MS Excel file - Exports the displayed table to MS Excel