This guide explains the Rackbeat Sales Budgeting report. 

The report shows products, sales, and whether monthly sales have been budgeted for the product. Sales budgets are internal budgets within Rackbeat.

From the report, you can see products within the search criteria, the sales related to them, and whether a sales budget has been set for the product. The report shows how much of the product has been sold (invoiced) and the budgeted sales for the product. Additionally, the product displays the percentage of sales relative to the budget. 

Search criteria can include only budgeted products or all products. Additionally, the search can be limited by a time period. 


Keywords: sales, budget, sales budgeting

This article has been translated using an AI-based translation tool. The contents or wording of these instructions may differ from those in other instructions or in the software.


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