Sales - Projected Sales - CAS

Overview

This report is used to compare projected sales, transactions and labor costs versus actual numbers. Begin by loading the projected numbers using the Sales Projection User Interface or the Sales Projection File Import feature.

Details

User provides details in the Sales Projection UI (or by import) and generates a projected sales report. User specifies the report by the venue, store, or group, and then provides the date range which the projected sales are to be reported.The user then can generate the report or download the CSV file.

The generated report  provides the venue, store, date, projected sales, actual sales, dollar variance of projected sales versus actual sales, the percent variance of the target sales versus actual sales, projected customers, actual customers, and the percent variance of target amount of customers, the projected staff hours, actual staff hours, and percent variance of target staff hours.

Additional Data:

Data is populated from this report from the postransactions table and salesprojection table

Actual sales: This is net sales (as reported on the DSR) and does not include sales tax

Access

Access to this function at an enterprise level is limited by default to the System Administrator and Financial users only. Accounting, store managers, warehouse general managers as well as zone managers and human resource managers may view projected sales report at Venues or Store assigned to them.