Budget

Under the Budget tab you can register budgets for the seller for several years. You can also see the result of the budgets.

In the Invoicing log procedure you can see and follow up on sales budgets by using the list types for budget deviation analysis.

In the upper section you can add/delete rows with budget years. In the lower section you can see both the budget and the result, and you can also enter the allocation by period.

Year

The current year is entered by default on the first row added, but this can be changed. This means that you can create next year’s budget in advance or for an earlier year.

Annual budget

The amount entered here determines the amount for the annual budget. An annual budget can also be entered manually for each period in the section to the right.

Budget chart

Here you decide if the entered amount for annual budget should be distributed evenly over all periods or based on a budget chart. You register these in the Budget charts procedure.

Budget

In the Amount column you can enter the distribution of the budget amount per period. If you change the amounts here, then the amount in the Annual budget field will become updated. In the percent column you see the distribution in percent. In the column Acc. amount you will see the accumulated amount.

Result

In the columns Amount, Acc. amount, and Acc. diff. you will see the result per period. Data is loaded from the invoicing log.