Sales Budget

Sales Budget

Purpose

RCM allows you to set monthly sales targets for your various locations. This feature is useful for keeping track of anticipated sales across multiple locations.
Once Budgets are set, the Sales Vs Budget reports allow you to view your budget, revenue and the percentage difference between to two.  ( See links in Report Section below)

Accessing Sales Budgets 

System Setup > Budget


Parameters / Filters 

Location
By default, "All Locations" will be shown. Click on the drop down list to select one location, e.g. Brisbane Airport.
Category
By default, "All Category" will be shown. Click on the drop down list to select one vehicle category.
Date From and To
By default, the "From" and "To" dates will be January of the current year, e.g. Jan 2021-Jan201. Change these dates depending on your preference, e.g. Jan 2021-May 2021.

Once you have set the Parameters / Filters, click "Select".


Adding a Viewing a record

On the Budget screen, a list of previously added records will be displayed depending on what parameters / filters you have set. To view an existing record, click on the month and year in red text under the "Month" field. To add a record, click "Add Budget".


On the Add Budget page:
  1. Select a location from the drop down list. All Locations is the default. (Mandatory)
  2. Select the Year / Month when this sales budget record will apply. (Mandatory)
  3. Select a vehicle category. All categories is the default. (Mandatory)
  4. The other 6 fields are optional however entering a rental value or sales budget value is recommended for the correct use of this feature. Note that if you fill in the Rental Value field, Insurance
See example below:


Click "Submit" to save the record.
For more information on these fields, see the Form Field Descriptions further down in the article.

Form Field Descriptions

Name
Required (Yes/No)
Description
Add to location
Yes
Select a location from the drop down list. All Locations is the default.
Year / Month
Yes
Select the Year / Month when this sales budget record will apply.
Category
Yes
Select a vehicle category. All categories is the default.
Rental Value
No, but either this or the "Sales Budget Value" field should be filled in
Enter the expected rental value.
Insurance Fees
No
Enter the expected insurance fees.
Extra Fees
No
Enter the expected extra fees.
Sales Budget Value
No, but either this or the "Rental Value" field should be filled in
Enter the expected sales budget value.
Average Daily Rate
No
Enter the expected average daily rate.
Utilisation
No
Enter the expected utilisation.

Updating and Deleting a record 

The below article is just a generic guide how to update or delete a record:

Reports

    Important Articles


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