My Accounts

My Accounts

Overview

The My Accounts tool gives you an overview of all your accounts by showing:

• Quarterly and yearly summaries of all sales cases of your accounts.

• A chart showing how sales for each account are doing compared to the plan (budget). (green – good, yellow-worry, red – bad)

• Table view lists details for all your accounts.

Accounts Summary

The My Accounts gives your account summaries for the current quarter and whole year.

Each summary includes:

• Offers – sums up the values of all sales cases in the Offer phase connected to sales accounts you are responsible for.

• Sales – sums up the values of all sales cases in the Contract phase connected to sales accounts you are responsible for.

• Budget – Sums up the budgets of all accounts you are responsible for::

Calculating value of a sales case

A value of a sales case is calculated using the following formula:

Product Sales + Project Sales + Contract Sales * 12 (unless a different value specified by the vy_salescase_sales3_factor system setting):

Calculating budget of an account

The quarterly and yearly budgets of an account are calculated using the Budget values saved for the account:

Sales vs Targets Chart

This chart shows the ratio of sales for each account versus its planned budget:

• Red = bad

• Yellow=worry

• Green = good

Account Details

The Details show all your sales account in a table view.