Budgeting (Management and dashboards)
One of our managers suggested it would be useful to be able to enter daily/weekly/monthly budgets per location. On the Dashboard, there would be a widget that would show this as a negative number and as sales occurred in that location, it would apply against the number and show the sales people how close or far they are from reaching the budget.
Hello, this is a very interesting concept that we’ve been discussing as well. We’re considering having a template that can be downloaded by the system and that would have the budget by location (when applicable), salesperson and then by day, week or month?
We’re looking for some feedback here so that we can come up with either one or multiple templates that will accommodate to most companies. Thanks.