Budgeting

What Is Budgeting

The Budgeting feature allows you to keep track of your own sales targets and those of your colleagues. The insightful overview of all these targets will show you directly which targets have already been hit and those still to be reached.

How To Access Budgeting

Start from the home screen of the Sales App. If you scroll the lower main menu bar towards the right, there is a button named 'Budgets'.

Budgeting feature via Budgets in the main menu

If you tap it, you will see one large overview of all budgets set per sales rep.

Target overview in Budgets

Targets can be set by admin users in the back-end of the app.