Sales Manager - Sales vs Budget By Customer

[aellis]

This is a Bezl already created and used by KCC, so we could start there but it was done using ChartJS which may not be ideal. The idea is to compare sales budgets versus sales actual per customer. The budgets may come from one data source (i.e. Excel) where the actual may come from somewhere else (like the ERP) so make those two separate standard data subscriptions.

[NDMO]

Actual vs Budget By Customer.txt
@kmansfield

[kmansfield]

Actual vs Budget By Customer.txt

@aellis Here is a mockup of the tweaked UI for this Bezl. I know you mentioned that you might want to steer clear of ChartJS, but I left it in there. I think that bar charts are a really good tool to visualize the comparison of sales figures, but we can swap out the content of the containers for something else. What are your thoughts?

[aellis]

@kmansfield I was not able to run this one due to the connection, but as we discussed earlier I am good with keeping this one with ChartJS for now. They are not quite as pretty as FusionCharts but convey the same info. I would like to convert this Bezl to using standard data subscriptions and base the Bezl on Excel initially.

[NDMO]

@aellis I can head that up