Introduction
The Economy budget module can be set up for the co-workers and departments in your system, where projected income can be specified for the various products you have set up in the system. With an economy budget set up, you can compare the budget to your actual revenue by using:
- "Revenue w/ budget" widget for your dashboard
- "CM - budget / month" report
Setting up a budget
Starting out with the empty module, select a department or a co-worker and Add budget to begin. Then, you can Edit and input an estimated income for the products set up in your system.
Example budget (set to default for every month in 2022)
The budget can be defined individually for each month or input a default for the whole year. With the budget inputted, one can use the Hide unused products-slider to remove the rows without any data and/or Use simplified numbers for simpler viewing.