Monthly and Quarterly totals should display on the budget template via "fill out budget" function
I am a manager who handle multiple AEs and stations. I would like to be able to see Monthly and Quarterly totals on the budget template while I am adjusting the budget numbers for all of my AEs. it is very cumbersome if I have to enter the budget numbers for all of my AEs and then I have to pull out the report to check on the Monthly and Quarterly totals for all of my AEs by stations.
The function of "Budget by Salesperson and Outlet" doesn't work for me since I can only see one AE at a time. I wanted to see the Monthly and Quarterly totals for multiple AEs at one.
Albert Hoot
shared this idea
Monthly and Quarterly totals have been added to the budget entry screen as well as floating the header while you scroll so that the totals are always in view.
Thanks for the feedback!