Edit budget by accounts from Birdseye view
Enter budget by account from Birdseye view. As a manager, I want to see LY/TY/pending as I complete the budget. Currently you can not view the forecast while budgeting and if entering by account, you must click on every account to enter a budget number. Very time consuming. The old version allowed you to right click to see forecast and notes
Gail
shared this idea
We have addressed much of this request with our new budgeting experience.
You can easily see LY/TY amounts in the budget without the need for extra clicks to get the information.
You can automatically increase your budget by the forecast amount (which should be your first step in order to save a ton of time!)
I can’t say we’re sold on the idea of notes from deals while entering budgets simply because using the automatic increase from forecast should already take that into consideration for you if you keep your forecast accurate and up to date.
We’re extremely excited to get feedback on the new budgeting experience so when you get your hands on it, don’t hesitate to give us a call when done to let us know how we did!
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Gail Branham
commented
Allow managers to enter budget numbers from the revenue screen so you can see the past year at a glance.also allows you to see the forecast.