The Summit Sales Reports Charts Module enables you
to create various reports to answer questions about sales activities and
projections. The reports are presented in
a graphical format, and have many different sorts and restrictions. Click on
the report title links below for specific field selections.
Select any report by clicking on it's respective tab on the form.
Report Options
Report Summaries
Sales Summary
Describes
what was sold during a specific time, based
on the contract date. This report shows the total dollar value of
contracts for a specific time. Summit includes all contracts with a
“Contract Date” that falls within the from/thru dates that you specify
for that report. Summit also includes the dollar value of spots that
should air outside these from/thru dates.
click here to view a sample
Earned
Revenue Projection
This report will detail what was ordered to run during a time
period. The revenue projection shows the value of spots scheduled to air
during the from/thru dates that you choose. Summit excludes the dollar
value of spots scheduled outside these dates, even though they may be part
of the contract.
click here to view a sample
Comparative
Revenue Projection
This report will detail what was ordered to run during a time
period. The revenue projection shows the value of spots scheduled to air
during the from/thru dates that you choose. Summit excludes the dollar
value of spots scheduled outside these dates, even though they may be part
of the contract.
click here to view a sample
Billing Projection
This
report projects your net or gross billing figures for one to six months,
beginning on any date. The billing projection prints billing figures for
spots that will be billed during the specified time period.
click here to view a sample
Comparative
Billing Projection
This
reports projects net or gross billing figures for one month and compares
them to what was billing that same month last year, two years ago, and the
target billing for this year. The billing cycle entered on the contract
determines the billing date cut off.
click here to view a sample
Sales Pacing
Indicates
where the account exec stands at a specific point of the month compared to
the same time last year (used for goal pacing)
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