Prerequisites for Sales Account Reports
The following Sales Account reports are available:
Account Production Report ((rep_acc_production): The Account Production report is used to calculate and print actual production of the selected account separately for individuals and groups and as a total.
Account History and Forecast Report (rep_acc_hist_forecast): The Account History and Forecast report shows account production for history and future dates. The report is intended to be printed to a file for spreadsheet analysis.
Account Production Difference Report ((rep_acc_prod_diff): The Account Production report enables management to identify accounts that drop in production as compared to a similar period in previous years and allows for the appropriate sales actions to be taken to get the account back on track.
Account Hierarchy Report ((rep_acc_hierarchy): The Account Hierarchy report allows for the selection of master accounts through select search criteria and prints details of the master, as well as all associated subsidiary accounts linked to the master by a defined relationship type.
Account Statistics Report ((rep_acc_stats): The Account Statistics shows the number of room nights generated by a master and the reservations that were attached to a company, travel agent, or source profile. The account statistics can be detailed by source code, origin code, market code, company profile, travel agent profile or source profile.
Sales Manager Progress (BI) (rep_mgr_progress_bi.rep with rep_mgr_progress_bi.fmx): The Sales Manager Progress report is an easy to read month-end report showing sales managers' performance vs. their goals compared to On the Books figures. This report has three outputs: one organized by Manager and Year; one organized by Manager and Month using Production Goals; and the third organized by Manager and Month using Arrival Goals.