Maintain Prospect Budgets

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Maintain Prospect Budgets

Monthly sales budgets can also be maintained for prospects. Select the Prospect range, using the prospect account number, the category and the sales rep code associated with the default contact address. Once the selections have been made, press the Retrieve Prospects button to start the retrieval process.




Use the Select prospect account to select a prospect to capture budget information. If previous budgets exist, then they will be displayed.


The user can manually capture budgets for This Year, Last Year and the Future, or enter a total value and have the system equally spread the value across the periods. Each month can then be adjusted as required.


A Gross profit Percentage can be selected for each period, allowing the user to budget on the expected Gross Profit percentage and report any variances.