Revenue Tracker - Compare Revenue Tracker Versions
Overview:
Compare different versions of the revenue tracker, that will highlight changes from one version to another including
- New Clients
- Lost Clients
- Changes in timing
- Changes in probability factors
Steps:
Starting from the main screen
1. Navigate to ACCOUNTING > Budget > Revenue Tracker Versions
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2. Select the IDKEY boxes that needs to be compared
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The selected versions must be for the same start date
3. Select the Variance Report hyperlink
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4. Select the version to be displayed
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5. Select PREVIEW
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A Revenue Tracker Variance Report will display the compares the selected versions and variances as NEW, LOST and OTHER changes
6. Select the Job Summary Variance Report
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7. Select the version to be displayed
.png?width=688&height=150&name=Knowledge%20Base%20Template%20(5).png)
8. Select PREVIEW
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A Job Variance Summary Report will display that will compare the selected version, summaries and variances by Job