<< Click to Display Table of Contents >> Navigation:  Reporting > Customer Budget Reports > Customer 12 Month Budget Report

This function will generate a 12-month report for the selected Account number, Customer Category and Sales Rep (Analysis) code.

 

 

The budget types reported can be This Year Budgets -v- Actuals, Last Year Budgets -v- Actuals or Future Budgets Only.

 

If prospects are also being maintained with budgets (only), they can be included in the report.

 

The Refresh Actuals option will update the actual customer figures from Pastel before running the report.