# Budget Vs Actual Customer

### **Report Module Guide: Budget Vs Actual**

#### **Module Location**

#### General Ledger > Reports > Budget Vs Actual Customer

#### **Module Objective**

#### The **Budget Vs Actual Customer** module is used to generate a report that compares the **Sales Budget/Target** per customer with the **Actual** sales to that customer. This report is a crucial tool for sales teams and management to monitor performance and the achievement of sales targets for each customer.

### **1. Report Parameters (Budget Filter)**

#### The main page of this module is a form containing various parameters to customize the comparison report that will be generated.

![image.png](https://manual.kokola.co/uploads/images/gallery/2025-07/scaled-1680-/Kt2image.png)

#### Here is an explanation for each parameter:

- #### **Budget Period**:
    
    
    - #### Select the budget year to be analyzed from the dropdown (e.g., 2025).
- #### **View**:
    
    
    - #### Choose the time scope of the report.
    - #### **Yearly View**: To display a comparison of accumulated data for the entire year.
    - #### **by month**: To display a comparison of data for a specific month.
- #### **Account**:
    
    
    - #### This dropdown is likely used to filter the report by a specific revenue account.
- #### **Cost Center**:
    
    
    - #### This dropdown is likely used to filter the report by a sales department or Cost Center.
- #### **Type**:
    
    
    - #### Select the report's level of detail.
    - #### **Summary**: Displays the report in a summary format.
    - #### **Register**: Displays the report as a detailed list of sales transactions.

### **2. Steps to Generate the Report**

#### **Step 1: Set Report Parameters**

#### Fill in or select all the parameters you need in the **Budget Filter** section to ensure the generated report matches the scope of your analysis.

![image.png](https://manual.kokola.co/uploads/images/gallery/2025-07/scaled-1680-/iHJimage.png)

#### **Step 2: Generate the Report**

#### After all parameters are set, click the **Display Report** button in the bottom-left section of the page to preview the comparison report. ![image.png](https://manual.kokola.co/uploads/images/gallery/2025-07/scaled-1680-/X9kimage.png)

#### **Additional Button Functions**

#### This module also has several buttons with advanced functions:

- #### **Upload Data**: This button is likely used to upload sales targets or budgets per customer (e.g., from an Excel file) into the system. ![image.png](https://manual.kokola.co/uploads/images/gallery/2025-07/scaled-1680-/Xtvimage.png)
- #### **Verify**: This button is likely used to verify or ratify the uploaded customer budget data before it can be used in reports. ![image.png](https://manual.kokola.co/uploads/images/gallery/2025-07/scaled-1680-/cxuimage.png)

### **Tips & Important Notes**

- #### This report is very important for the **Sales team** to monitor the achievement of sales targets per customer or customer group.
- #### To obtain an accurate comparison report, ensure that the sales target/budget per customer has been **uploaded and verified** via the **Upload Data** and **Verify** buttons.
- #### Use the **'by month' View** to track and evaluate customer sales performance on a monthly basis.