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.
To see which values the budget figures for a defined period are based on, you can click on the period you wish to examine in more detail. You will now be presented with the underlying budget figures that have been entered for the various combinations of customers, products, sales persons and projects for this period.
The table for the underlying budget values appears when you select the desired period and left-click the mouse.
The figures in the table specify the budgetary figures for the selected period and selection. This gives a full overview of the values that have been budgeted for each individual salesperson down to the product, contact and project levels.
Tip! Click outside the window to return
to the budget.
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