Need to be able to budget against each station and new business but not include nb in the total
Need to be able to budget against all stations and new business, but not include new business in my total. Forecast example if my budget was 100,000 and my new business budget was 20,000 my budget would not be 120,000.
This situation would apply to all 28 stations
Ian Ambrose
shared this idea
We implemented a Top Down and Bottom Up approach to budgeting which allows you 2 separate buckets of budgeting. Salespeople only have access to Bottom Up so you might want to create a Top Down budget that looks at a different set of numbers.
One thing to note is that the two types of budgets can never be added together so if you wanted to only show $100,000 to salespeople but you wanted to see $120,000 then you’d want to create the top down to reflect the $120,000 and not just $20,000.
Hope this helps! Check with your Success Manager at Matrix if you have any additional questions.
Thanks for the feedback!