| The system can build also automatically
the budget. The Budget is built defining the price lists to
use for the different Areas and assigning Volume Targets.
Volume targets can be assigned at Area level or at Salesman
level. The system collects orders and negotiations till to
reach the assigned targets. It takes in account first the
orders, falling in the period, then those negotiations, of
which success percentage is over an assigned threshold. In
those periods, in which targets are not reached through negotiations,
previsional sales can be entered manually.
The Budget volumes calculated are two :
- Volume of orders acquired (targets for the Sales Force)
- Volume of orders shipped (input for Finance Budget)
The Budget output for Production Department is the mix of
Groups calculated from Orders, Offers, standard configurations.
Periodically can be generated a Rolling Forecast for a free
range of months. The method of the Rolling Forecast generation
is the same as described for the Budget.
The comparison between actuals and Budget or Forecast is
possible through the Inquiry function. Reports are generated
for different views.
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