{"id":3876,"date":"2016-03-01T13:48:37","date_gmt":"2016-03-01T13:48:37","guid":{"rendered":"https:\/\/www.businessanalyze.com\/?p=3876"},"modified":"2019-05-03T10:02:40","modified_gmt":"2019-05-03T10:02:40","slug":"better-budgeting-with-superoffice-analyze","status":"publish","type":"post","link":"https:\/\/www.businessanalyze.com\/en\/better-budgeting-with-superoffice-analyze\/","title":{"rendered":"Better budgeting with Business Analyze for SuperOffice"},"content":{"rendered":"

“We’re having our quarterly management meeting next Friday. Can you\u00a0give an\u00a0updated sales budget report?\u201d<\/p>\n

This sounds like a simple request, but if the thought of pulling the necessary facts and figures together sounds as much fun as pulling teeth, then there is help at hand.<\/p>\n

\"Sold-vs-Budget<\/p>\n

Traditionally, budget reports are created by extracting SuperOffice sales data and making spreadsheet comparisons. This gets the job done, but it also take time. Figures change quickly and there\u2019s no guarantee that what you present next Friday will be up to date. If a large deal closes, you want the tables and charts to reflect the real numbers.<\/em><\/p>\n

The other way to report, is to use budgeting dashboards. Updated sales data from SuperOffice is pulled into graphs or charts and compared to budget for selected time periods, people or parts of the organization. Bring your PC into the meeting, login to Business Analyze, to share the reports.<\/em><\/p>\n

Read on to find out how it works:<\/p>\n

    \n
  1. \n

    Input your budget<\/h2>\n

    Input budget per person under \u2018budget\u2019. People\u2019s names and their place in the organization structure are based on information already entered in \u2018company contacts\u2019. You do not have to repeat the process.<\/li>\n

  2. \n

    Compare actual to budget for a specific period<\/h2>\n

    The graph \u2018sales vs. budget\u2019 will automatically update with your figures.\u00a0Sales is composed of two elements: 1) the prognosis, which is total amount in the pipeline for the period, and 2) the amount that has been registered as \u2018sold\u2019. This is normally defined as the last stage of the pipeline.\"Sold-vs-Budget-trend\"<\/li>\n

  3. \n

    Check\u00a0the long-term trend<\/h2>\n

    Some salespeople can be overly optimistic and think they will sell more than expected.\u00a0If you chart percent of budget achieved over a longer period, such as several months, it’s easier\u00a0see if there is consistent under -budgeting or over budgeting and adjust forecasts accordingly.<\/li>\n

  4. \n

    Spot\u00a0the outliers<\/h2>\n

    If there is a large variance between sales and budgeted,\u00a0 you probably want to do something about it. By clicking on the graphs, you can explore underlying data case-by- case.\u00a0This makes it easier to review cases with sales reps.\u00a0If the reports show you are well ahead of budget, share the excitement with your colleagues and enjoy the feeling of success a little longer.<\/li>\n<\/ol>\n

    What other tricks do you have to manage budgets? We\u2019d love to hear from you.\u00a0Get in touch.<\/a><\/p>\n","protected":false},"excerpt":{"rendered":"

    “We’re having our quarterly management meeting next Friday. Can you\u00a0give an\u00a0updated sales budget report?\u201d This sounds like a simple request, but if the thought of pulling the necessary facts and figures together sounds as much fun as pulling teeth, then there is help at hand. Traditionally, budget reports are created by extracting SuperOffice sales data […]<\/p>\n","protected":false},"author":3,"featured_media":3877,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":""},"categories":[80],"tags":[],"class_list":["post-3876","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-news-en"],"acf":[],"yoast_head":"\nBetter budgeting with Business Analyze for SuperOffice - Business Analyze<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.businessanalyze.com\/en\/better-budgeting-with-superoffice-analyze\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Better budgeting with Business Analyze for SuperOffice - Business Analyze\" \/>\n<meta property=\"og:description\" content=\"“We’re having our quarterly management meeting next Friday. Can you\u00a0give an\u00a0updated sales budget report?\u201d This sounds like a simple request, but if the thought of pulling the necessary facts and figures together sounds as much fun as pulling teeth, then there is help at hand. 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