Difference between revisions of "Ad Manager Report Library"
(Created page with "This section will be used to provide users with sample reports that have been created by Dot2Dot Communications for various purposes. If you are interested in obtaining a spe...") |
(→Sales Reports) |
||
Line 2: | Line 2: | ||
= Sales Reports = | = Sales Reports = | ||
+ | |||
+ | '''[[Market Projection Report]]''' - The Market Projection report allows you to identify the monies associated with each location for a time period, and the campaigns that are associated with the amounts. The report breaks the inventory down by area and provides occupancy and average revenue per face figures. The report then summarizes based on the Territory userfield. The report has the following pre-requisites: | ||
+ | * the Financial module is required. If you wish, only certain GL Codes can be identified as being used for calculations on the report | ||
+ | * the inventory is divided based on a territory user field. This allows you to assign locations to a specific individual if desired. This user field is then used to summarize the data. | ||
+ | * additional user fields need to be added to the data | ||
'''[[Pipeline Report]]''' - The Pipeline report allows you to do weighted forecasting on a month by month basis. A Contract User field is set up identifying the Probability of a Proposal or Hold being won. For these non-contracted campaigns, the subcontract value is then weighted and added to the subcontract values for "Contracted" Contracts and reported as a Forecasted amount. A budget spreadsheet can also be set up allowing you to compare these numbers on a month by month basis. | '''[[Pipeline Report]]''' - The Pipeline report allows you to do weighted forecasting on a month by month basis. A Contract User field is set up identifying the Probability of a Proposal or Hold being won. For these non-contracted campaigns, the subcontract value is then weighted and added to the subcontract values for "Contracted" Contracts and reported as a Forecasted amount. A budget spreadsheet can also be set up allowing you to compare these numbers on a month by month basis. |
Revision as of 09:53, 11 February 2016
This section will be used to provide users with sample reports that have been created by Dot2Dot Communications for various purposes. If you are interested in obtaining a specific report, please contact us for more information.
Sales Reports
Market Projection Report - The Market Projection report allows you to identify the monies associated with each location for a time period, and the campaigns that are associated with the amounts. The report breaks the inventory down by area and provides occupancy and average revenue per face figures. The report then summarizes based on the Territory userfield. The report has the following pre-requisites:
- the Financial module is required. If you wish, only certain GL Codes can be identified as being used for calculations on the report
- the inventory is divided based on a territory user field. This allows you to assign locations to a specific individual if desired. This user field is then used to summarize the data.
- additional user fields need to be added to the data
Pipeline Report - The Pipeline report allows you to do weighted forecasting on a month by month basis. A Contract User field is set up identifying the Probability of a Proposal or Hold being won. For these non-contracted campaigns, the subcontract value is then weighted and added to the subcontract values for "Contracted" Contracts and reported as a Forecasted amount. A budget spreadsheet can also be set up allowing you to compare these numbers on a month by month basis.