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 licence 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.


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Drilldown

Budgets (Systems with Accounting Functionality)