Sales Report Concepts

About the Budgeted Usage Report

The Budgeted Usage Report lists the customer's monthly expenditures and compares them against their budgeted amounts. It uses up to 24 months of sales history and budget figures for your customers. Use this report if your customers need to track their purchases and see how well they are staying within their budgets.

The report contains the following information:

• Company Name

• Item Number

• Company

• Description

• Unit

• Price

• Monthly Quantity

• Monthly Sales

• Year-to-Date Quantity

• Year-to-Date Sales

• Usage

• Budget

• Over Budget Amount

• Under Budget Amount

• Percentage Used for Current Month-to-Date

• Percentage Used for Current Year-to-Date

The second section of the report recaps your monthly usage by department and includes the following information:

• Cost Center

• Name

• Current Usage

• Budget

• Over Budget Amount

• Under Budget Amount

• Budget Variance Percentage

• Year-to-Date Usage

Totals for all departments also display for current and year-to-date information.