Sales Actual Report
Return to Sales Model Overview.
This report shows financial data and amounts for sales processes that are stored in the Sales Planning
cube. It focuses on the actual figures and compares these with other versions that come out of the Sales Planning
cube. Amounts can be shown in local currency or converted into one of the target currencies.
Report Heading
The screenshot below points out the heading area of the Sales Actual report.The report heading updates dynamically as various reporting options are selected. The logo can be changed in Administration; see Configuring Design Elements for more on report design.
The heading area of the report displays the following fields:
Field |
Description |
Implementation |
Title |
Name of the report |
Name of the report in Report Designer |
Subtitle |
Current PoV selection |
Localized subtitle will update as PoV selections are made |
Arrow |
Toggle PoV widget |
Click on the arrow to display or hide point-of-view selections |
Point of View (PoV) Options
The content of the report can be customized using the PoV options, which can be viewed by clicking the blue arrow at the top of the report.
The available options are described below:
PoV Option |
Description |
Implementation |
Version (Combobox) |
Select one forecast for comparison. |
|
Month (Combobox) |
Select a reporting period (can be a year, or a month in a given year). |
Elements matching the pattern yyyy, FYyyyy, FYyyyy-MM, or yyyy-MM of |
Legal Entity (Combobox) |
Select one single legal entity or any consolidated element. |
|
Currency (Combobox) |
Select local currency or one of the target currencies. The selection of local currency is only available for base elements or consolidated elements of the |
Elements of
|
Article (Combobox) |
Show article as localized name. |
|
Customer (Combobox) |
Show customer as localized name. |
|
Year-to-date (checkbox) |
Display cumulated financial data. |
Shows values for the selected month, otherwise value per yyyy-MM_YTD or FYyyyy-MM_YTD of |
Report Columns
The columns displayed in the report depend on the selections made in the PoV area. The screenshot below shows a report displaying Forecast 3+9.
Below are descriptions of the columns in the Sales Actual Report.
Notes:
- The Year-to-date (YTD) columns are only visible if the Year-to-date option in the PoV area is checked.
- The Forecast columns (FC x+y and FC x+y%) will not be visible if "no Forecast" is selected as Version in the PoV area.
Column | Description | Implementation |
Row label |
Account shown as localized name |
Preselected global Subset SalesPlanningCalculationScheme of Sales Planning_measure dimension, implemented with hierarchy filter and data filter. |
Area visualization of version |
Fill and border style for version |
Stylesheet attribute of |
PY |
Previous year value |
|
BU |
Budget value |
|
FC x+y |
Forecast x+y value, the most recent forecast |
Displays the element selected in "Version" Combobox; if "no Forecast" is selected, this column does not appear. |
AC |
Actual figure |
|
ΔPY% |
Percentage change of |
(Actual - Previous Year ) / Previous Year |
ΔBU% |
Percentage change of |
(Actual - Budget ) / Budget |
ΔFC x+y% |
Percentage change of |
( |
Updated November 4, 2024