Sales Budget (Systems without accounting functionality)

View - Sales/Invoicing - Sales Budget

Note! The Sales budget functionality only applies to systems that do not contain any accounting functionality. If you have a license for a system containing accounting functionality, all budget functions are available by going to View - Accounting - Budget.

The sales budget function provides easy and efficient sales budgeting for sales people and sales managers. In addition to generating budgets, the module also provides a simple overview of company revenues, both on a superior level as well as on customer, sales and project or product levels.

To open a sales budget, select View - Sales and Invoicing and Sales budget. This opens the settings window for Sales budget. You specify how the budget is linked to customers, products, sales persons and projects in the top part of the window. The accrued budgetary figures (monthly) are then entered in the matrix below.

Before you can enter the figures in the budget fields, you must specify which combination of customer, products, salesperson and project the budget is to apply to.
First select the desired combination of customer, products, sales person and/or project to which the budget applies. All categories must be filled in. Note that you have the option of selecting Miscellaneous in each of the drop-down lists. Click the browse button to choose from a list of options. The budget fields will remain inactive until you have defined your criteria.
Select the year the budget will apply to, whether the budget is to be updated Automatically and whether Actual figures will be updated continuously. You can also select whether to show variances as percentages or in actual figures.
Enter the budgetary figures for all combinations of customers, products, sales persons and projects you are creating the budget for. You are then given the option of checking the budgetary figures for the combinations in each period. The budget figures are registered specifically for each period, and are totalled in the top row for the whole year.
If you need to change the budget later, you set the new filter in the combination of customer, product, salesperson and project you want to make amendments in.