This article explains how to set budgets against one or more specific reports on the Customers tab
Step 1 - Set up the relevant Customer tab report or reports
Starting off from the ‘Customers’ page, ensure you have setup a relevant report you would like to have included within your budgets.
For this example, we are looking to add a report called 'MRR new name'.
Step 2 - Set up a budget to include targets for that specific report
Next, make your way to the ‘Load Data’ tab and into ‘Budgets & Forecasts’.
From here, select ‘Load New Budget’.
Click ‘Get Started’.
From this screen, you will see a tick-box called ‘MRR, Customers & Churn’.
Under this you will see a list of all your Customer tab reports.
Select the report (or reports) for which you would like to set a budget.
Click ‘Continue’ once you are happy.
Choose your start date, how many months to include in the budget and if you would like actuals to be included in the download file. Then, click ‘Generate Excel’.
Once you have generated and downloaded, you can edit this Excel file to set budgets for any category in the selected Customer tab reports, alongside any other selected financials, manual data and Google Sheets data. Metrics using combinations of these will be automatically generated.
See How to add a budget or forecast.
Upload this back to the system.
Heading to the ‘Reports’ tab, select the report you would like to compare the budget with or create a whole new one.
See How to create a new report from a template.
If you are using one already on the page, click ‘Edit’ and ‘Edit Report’.
If you click ‘Columns’, and then in ‘Add New Column’ option choose which time is relevant for you. In this example, I will choose 'Month'.
Select ‘Budget’.
Then where you see ‘Default Budget’, choose the budget you just uploaded (if not already set as the default). Click ‘Save’ and voila, you will now have your budget column added from the ‘Customers’ tab report.
