Sales Budget Reporting
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Project Budget$750 - $1500 USD
Development of a “Sales to budget” report and a weekly “Sales to budget Flash” report for our company web portal.
Please reference this list of Data tables to read data from:
General Ledger Actual Summarization Table
o On a nightly basis general ledger actual data for the days sales will be compiled in to summary totals.
General Ledger Budget Table
o This table will contain sales budgets to be matched to actual
o Lists all countries our company currently does business in.
o Containing the company’s sales regions
o Containing our company’s sales territories
Sales Representatives Table
o Containing the company’s sales representatives
Region’s Territories Link Table
o Linking Territories to a Region
Region’s Sales Representatives Link Table
o Linking Regions to a Sales Representative as Regional Manager of the assigned regions
Territory’s Sales Representatives Link Table
o Linking Territories to a Sales Representative as Territory Manager of the assigned territories
Manager’s Sales Representatives Link Table
o Linking Regional Manager to a Sales Representative as District Manager of the assigned Regional Managers
Developed reports must adhere to restrictions compiled by our company’s CIO.
When sales representative accesses the company web portal
Territory Managers are only allowed to see their sales data.
Regional Managers are only allowed to see their Territory Managers sales data
District Managers are only allowed to see their Regional Managers sales data
Upper Management and Administrators are allowed to see all sales data
Note: Administrators, Upper Management, District and Regional Managers will be given the
option to see a Detailed or Summary result.
Summarized results can be selected to show totaling up to the requester’s title.
Before bidding on this job, consultant must possess the following skills:
Database Knowledge (MySQL and/or MSSQL),
Familiarity of Ajax and PHP Frameworks
(Yii would be an example of a PHP Framework and/or If you know the internal working of Morfik
then you would have a good understanding of a PHP Framework)
If you meet the above requirements please submit your bid in order to be considered for the job. Candidates will be considered anonymously via email. Once bid is accepted, consultant will be contacted and engaged for above job. Please do not respond if you do not possess the above-mentioned skills or plan to engage other resource to conduct job.
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