As not every user will need budgeting at the customer item level, CRM also allows for the creation of monthly budgets only.
The data being reported can limit by selecting an Account Range, Customer Category and Sales Rep (analysis) code.
The budget type can be one of the following: This Year Monthly, This Year to Date, Last Year Monthly, Last Year to Date, and setting the Period to report on.
The report can also be printed in a Summary format showing all the totals, but with the ability to include category details if required.
The Refresh Actuals option allows the actual monthly values to be updated before generating the report.
If budgets for prospects are being maintained, those can also be included in the report.
