Today's Revenue Meter

Note:  If you are using Real Time Processing at your dealership (the Real Time Processing switch is activated in the CMBR5 table, and Real Time Processing File Monitoring is activated in the COMPUTER table), any Today's Revenue Barometers configured for Parts Invoicing, Shop Parts or Shop Labor will automatically be updated immediately after any parts invoices, work orders or parts requisitions are created at your dealership. (After performing a billing run, the value displayed on the meter will not change.)
Parts transfers do not affect the values displayed in the barometers.

Area Sales Barometer

The following will describe the purpose of the color indicators on the Area Sales Barometer:

  • Values in the Red portion of the Barometer represents the lower half of the total budget.

  • Values in the Yellow portion of the Barometer represents the upper half of the total budget.

  • Values in the Green portion of the Barometer represents values above the total budget.



Area Sales Speedometer

The following will describe the purpose of the color indicator on the Area Sales Speedometer:

  • Values in the Orange portion of the Speedometer indicate that dealership sales have exceeded the total budget.



Area Sales Bar Chart

The following will describe the purpose of the color indicator on the Area Sales Bar Chart:

  • The Actual Value appears as the Current value displayed on the chart.

  • The Total Budget appears as the Goal value displayed on the chart.

The following describes how available areas are populated on the Today's Revenue Meter:

Area Description
Equipment Uses all equipment invoices that have been released.
Parts Invoicing Uses all parts invoices where the customer invoiced quantity is not equal to zero.
Work Orders Uses work orders that have every segment set to closed status.
Shop Parts Uses all posted part transaction.
Shop Labor Uses all posted labor transactions (scanned or keyed).
Rental

Uses all rentals with a date less than or equal to today's date that have not been returned. Rental reservations, requests, and no charge contracts are not included. If the minimum hours is greater than 24, determine a value for one day otherwise take the partial day value.
General

Uses all general invoices with a date of next invoice that is less than or equal to today's date with invoices that have not yet been billed. If an A/R Agency account is used on the invoice, the amount posted to this account is used. If no A/R Agency is used, the amount posted to the sales accounts is used.

Setup:

Budgets that drive the budget color indicator on the Today's Revenue Meters are setup on the Daily Sales Budgets screen. To set up a budget click the following procedural link, set the daily sales budgets for selected locations.


Daily Sales Budgets screen