Funeral Home Budget factors for Agents

Need to be able to allocate a percentage of a funeral home's annual production budget to a specific agent (i.e. Unichoice in PA) for volume/budget tracking during the year. 

This means setting up a table in GIAS that has [Funeral Home Number], [Agent Number], [Year], and a [Factor] field that would be something like '16%'. We could then quickly & easily manipulate the Funeral Home's budget by including or excluding the volume & budget from the agent.

Give Dave a shout with any questions. 

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  • Aug 26 2016
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