Projected Sales

The Projected Sales screen calculates the projected sales (based on the Folder Internal Date) in comparison to the sales goal established for a specific location.

Access the Projected Sales screen from the Operations or Reporting tab. Select Market and Location, and then click Refresh.

Settings (Top left frame)

This section contains the parameters being used to calculate the totals.

Work Days are based on the number of work days in the month minus any Holidays set up in Nexsyis.

Daily Goal Setup

The Daily Sales Goal shown on the Projected Sales screen can be set on the Location setup screen.

Open System / Setup / Company / Locations. Open the location and key-in the Daily Sales Goal on the General tab.

Nexsyis will use this daily goal to calculate the End of Week and End of Period goals based on working days.

Production Section (Top-right frame)

Due EOW (a): total Projected sales based on In Process Folders that have an Internal Date of "This Week" or earlier
Due EOP (b): total Projected sales based on In Process Folders that have an Internal Date of "This Month" or earlier

This data will update as the Internal Dates are updated

Include Folders not Arrived: If this box is checked, Folders without an Arrival date that have an Internal Date will be included in the EOW and EOP totals.

Filter the In Process list by Internal Date or click the "i" button to see a detailed report:

Completed (c): Folders marked Completed that have not yet been invoiced. Note: this will always be 0 if your company recognizes sales at Completed date.
Invoiced (d): Folders that have been invoiced.
Total (c+d): The total of completed and invoiced, i.e., sales up to that point in time.

Due Past EOP: Folders with an Internal date after current month
Hold: All Folders In Process that have a Hold flag. Note: Folders with a Hold are still included in Due EOW and Due EOP totals above.