The Budgets page provides a detailed view of financial planning and performance. Managers can filter, analyze, customize, and adjust revenue goals across sellers and business units, ensuring precise alignment with sales activity. Both overall budgets (covering all revenue streams) and secondary budgets (breaking down into subcategories) can be created and tracked independently.
For managers, effective budget management is essential because it:
Tracks Progress: Measures performance against planned revenue targets.
Supports Coaching: Highlights each seller’s progress toward their individual budget, enabling focused discussions in one-on-ones.
Informs Strategy: Reveals pacing, pipeline health, and alignment between booked/pending revenue and forecasted goals.
Provides Flexibility: Customizable filters, columns, and saved views let managers tailor reports to their unique oversight needs.
Aligns with Forecasting: Integrated with bottom-up forecasting and year-over-year comparisons, budgets ensure revenue goals remain realistic and data-driven.
Budgets empower managers to move beyond static targets, enabling real-time adjustments and deeper performance insights.
Navigate to Sales Analysis > Budgets.
Open the Actions menu.
Choose to set either:
1 month budget
12 month budget
12 month secondary budget
Once you have selected an option from step 3, you will be taken to a page that looks blank. Here you will click on the “All Filters” button.
Choose your year, Local or National, and the Business Unit you would like to set budgets for. Click apply.
Set budgets by the selected business unit or set budgets by Seller for the selected business unit.
On the Budgets landing page, you can:
View Bottom-Up Forecast (booked + pending) compared to budget.
Compare with last year’s performance and view year-over-year percentages.
Track pipeline progress:
Booked + Pending to Forecast: Shows current pipeline strength vs. forecasted goals.
Analyze at both Seller level and Business Unit level for granular insights.
View each seller’s billing performance against their budget.
Percentages clearly show how much of each seller’s budget has been achieved, giving quick visibility into progress and gaps.
Navigate to Sales Analysis > Budgets.
Use All Filters to refine by:
Time period
Seller
Business unit
Budget type
Customize columns:
Click the gear icon (upper right) to add or remove columns relevant to your analysis.
Save Views:
Save custom filter sets for quick access.
Example: Create a saved view to track only digital revenue and its secondary categories.
