The first step is to click on Manage at the bottom left corner of SalesScreen.

A menu will pop up, where you can proceed to click on Budgets under the Company headline:

Once on the Budget management page, you will see an overview of the budgets which are currently undergoing. To create a new budget click on the Copy Budget button in the top right corner:

A window will appear letting you fill in 3 key elements of your new budget (you will be able to the set the target numbers for your users and teams later on):

  • Source budget: Which budget do you want to duplicate?
  • Type: What unique type of sales activities will this budget be for?
  • Timeframe: When will it start and end? 

To select a timeframe within the calendar:

  • click on the first day
  • hold and drag the cursor on to the last day
  • release.

To unselect a specific day within your budget timeframe (for example weekends, red days,…): 

  • Windows: Ctrl + left click
  • macOS: ctrl + left click

Once you have entered your budget details, click the Add button:

The next step is to set the budget numbers for each of your users.

  • If your budget is currently ongoing, locate your budget on the list of current budgets and click on the corresponding tile:
  • If your budget is upcoming, locate your budget on the list of upcoming budgets and click on the corresponding title:

Navigating through teams or products (depending on the settings of your company) you'll be able to reach the list of individual budgets.
You can edit up to the following four different metrics by clicking on the corresponding field and entering a number of your choice: Quantity, Value, Gross Margin, Portfolio.

Once you are done, click on the Save Changes button:

If you want the budget changes to be reflected in your slides on screen, you should manually reload your screens.

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