Sales Plan

In the Sales Plan screen you enter your projected sales figures for each product or service, for each period and for each market. The products or services are those that you have defined in the Product & Cost screen. The periods are defined in the General Data screen and the markets are defined in the Market Table.

The markets appear in list on the left side of the screen and the sales plan data for the selected market appear on the table in the middle of the screen. When the screen is loaded, the selected market is the first market in the list. To switch markets after entering sales plan data for the selected market you simply click another market on the list. The data for the previously selected market is saved, the new market becomes the selected market and its sales plan data is displayed to the screen ready to be edited.

The columns that the Sales Plan table includes are as follows:

Sales Price: If you chose Sales Forecast by Units in the General Data window, enter the unit's sales price here.

Currency Code: Select the currency code from a list that displays the Currency Table data. The sales amounts in each currency will be translated to the analysis currency according to the exchange rates that are entered in the Currency Table.

Collection days: The number of days in your collection period. This is used to calculate the cash receipts derived from the sales.

VAT: The % of VAT due to be collected on sales.

Sales Plan by Periods: If you chose Units in the General window, enter the sales plan in units. If you chose Cash in the General window, enter the sales plan in cash. When you enter data in a monthly or quarterly column the data will be summed and presented in a Year Total column (if you selected to show it in the Preferences screen).

Note: when you open the Sales Plan window, the Product & Cost window is closed automatically.

Toolbar Buttons

All the tables include similar toolbar that appears at the top of the window and includes the following buttons:

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

Exit - Close screen and discard any changes if applicable.

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

Forecast - Copy cell values across next periods

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