Under the Budget > Edit section, Supervisors can define yearly budgets (made up by monthly budgets) related to either the expected expenses of a customer or the expected revenues of an Account Executive, across the current stations.
This section allows to define these yearly budgets in monthly basis, so each yearly budget would be composed by the sum of all monthly budgets defined on it. In order to start defining budgets follow the simple procedure described below:
1.Select a customer/Account Executive To start defining budgets, click on the 'Open' button, search for the company which you intend to define the budget, and double-click to open the file:
2.Open the yearly budgets
The data grid (years vs months) related to the selected company are displayed.
•Assigned: It shown the sum of all monthly budgets assigned to a certain year. It is related to:
- the expected revenues in case of Account Executive,
- the expected expenses in case of customers.
•Used: This field displays the sum of all the total amounts of proposals approved for a certain year. It indicates:
- the actual revenues in case of Account Executive,
- the actual expenses in case of customers.
•Difference: It simply shows the difference between the assigned budget and the current budget. It indicates to both Account Executive and customers the gap between their expectations and perceptions.
NB: Please note that according to the status of their difference, monthly budgets will be colored differently (i.e. positive and negative ).
Moreover, the blue box displayed at the begin of each yearly budget provide the summary information of the year in question, including the total assigned, the total used and difference balance between them.
3.Managing the budgets
As explained before, budgets are managed (i.e. edited, duplicated or just printed) in yearly basis, by right-click on a certain budget it would be possible to manage its entire yearly budget through the following options:
•Edit: It allows to assign the yearly budget in monthly basis, as shown below:
•Duplicate assigned value: This sensitive function allows to copy the selected entire yearly budget (i.e. all months) into another user-selected yearly budget.
•Reports: Use it to generate a ready-to-print document containing all data related to the selected yearly budget.
Moreover, the blue box displayed at the begin of each yearly budget provide the summary information of the year in question, including the total assigned, the total used and difference balance between them.