Sales Vs Budget Details Report

Sales Vs Budget Details Report

Purpose:

The Sales vs Budget report allows you to view your budget, revenue and the percentage difference between the two. 
It generates a report for a number of date ranges based on the contract dates you selected, selected locations or regions and selected vehicle categories.

Accessing Sales Vs Budget Details Report:

Reports >> Hireage and Sales Reports >> Sales Vs Budget >> Sales Vs Budget Details




Parameters/Filters:


Pickup Location
This report can be run for All Locations or a specific location.
Region
This report can be run for All Regions or a specific region.
Category
This report can be run for All Categories or a specific category.
Date Range
The date range that will be applied to this report.
This date range will report on any bookings or part of a booking that falls within this date range.

Example:



The information returned in this report is grouped into 4 date ranges. They are as follows: Using the date range of 8/Jan/2021 to 15/Apr/2021 shown in the image above the four date range are described below. For each of these date ranges there are 3 values returned. They are detailed in the table below.
  1. MTD (Month To Date) - Only the date range you define; 8/Jan/2021 to 15/Apr/2021.
  2. LYMTD (Last Year Month To Date) - The date range you define however it is from the previous year; 8/Jan/2020 to 15/Apr/2020
  3. YTD (Year To Date) - Beginning of the year to the end of the defined date range; 1/Jan/2021 to 15/Apr/2021
  4. LYTD (Last Year To Date) - The date range defined but from the previous year; 1/Jan/2020 to 15/Apr/2020

Location
The Location being reported on.
Revenue
The total revenue for this location for the date range entered.
Budget
The budgeted amount for the date range entered.
% Diff
The difference between the Revenue and the Budget amounts shown as a percentage.

Points to Note:

  1. Bookings will be included in this report if any part oft eh booking falls within the reporting period. However, only the number of days of the booking that fall within this period will be included in the revenue calculation.
  2. This report calculates the revenue for a booking as the average rate x number of days in the report period. Therefore, if a booking is updated and the average rate changes, the revenue on this report will also change. If you have run this report previous to the update, you will have different values.
  3. Please note that if you have manually changed the number of days for the rental rates on a booking, this report will not be correct.

Printing/Exporting:

Click here for details on how to print or export a report from RCM
Budget Setup