The Budget section allows Supervisors to monitor and print the budgets of both the Account Executive and customers where the Supervisor is in-charged. This sections allows to have a detailed report of budgets, indicating for each month its assigned budget, its current used budget and the difference between them. There are two available types of budgets:
Account Executive status
The Budget > Account Executive status section provide Supervisors the information about the yearly/monthly objectives of the Account Executive:
Assigned - Expected expenses (from account executive and agencies) forecast for the month.
Approved - Expected expenses (for account executive and agencies) derived from proposals approved in the month.
Invoiced - Actual expenses (for account executive and agencies) derived from proposals invoiced in the month.
Difference - Calculated gap between actual perceptions (i.e. approved plus invoiced) and forecast expectations (i.e. assigned):
Gray - No perceptions nor expectations have been found for the month.
Green - Month perceptions are greater than expectations.
Red - Month perceptions are lower than expectations.
Note: Amounts for approved and invoiced proposals straddling different months are calculated only for events scheduled within the month.
Customer status
Similar to the Account Executive budgets, the Budget > Customer status section allows the Supervisor to consult and print the budget of a customer for a certain year/month:
Assigned - Expected revenues (from customers) forecast for the month.
Approved - Expected revenues (from customers) derived from proposals approved in the month.
Invoiced - Actual revenues (from customers) derived from proposals invoiced in the month.
Difference - Calculated gap between actual perceptions (i.e. approved plus invoiced) and forecast expectations (i.e. assigned):
Gray - No perceptions nor expectations have been found for the month.
Green - Month perceptions are greater than expectations.
Red - Month perceptions are lower than expectations.
Note: Amounts for approved and invoiced proposals straddling different months are calculated only for events scheduled within the month.