The Budgets & Forecasts tool is found in the Sales Analysis module and serves as the central workspace for planning and tracking revenue expectations. It provides roll-up visibility from categories to business units, and from sellers to team performance, giving managers a clear picture of both individual and organizational progress.
This tool simplifies how sales teams plan, track, and adjust revenue expectations. For managers, the key benefits include:
Centralized Management: One place to handle both budgets and forecasts.
Roll-Up Visibility: See performance at every level, from category to business unit.
Clarity Between AE and Unit Performance: Separate views allow for both individual accountability and broader organizational oversight.
Cross-Channel Alignment: Compare and balance local, national, and digital revenue streams.
Data-Driven Decisions: Leadership can easily compare forecasted revenue against actuals and pacing, ensuring strategies stay on track.
Bottom line: Managers gain greater control and clarity by reinforcing disciplined budget and forecast entry, enabling better planning and coaching.
Budgets must be entered at the budget category or secondary budget level—not at parent levels
Use the arrows to expand into the right level of detail
Check that you’re editing the correct month and user grouping
