CRM Budget Planner

Manage income and expenditure throughout your organization with Sage CRM
 

The CRM Budget Planner takes all the main concepts of Budget Planning and Allocation and delivers a pragmatic and highly effective management tool which is installed on top of the Sage CRM platform. It is completely integrated into Sage CRM so that all the benefits of CRM including designs of user interface, searching, reporting and document management.

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Main Features of CRM Budget Planner:

  •  Margin & Graph Calculation
  •  Edit Budget Summary Details
  •  Budget line items
  •  Budget line item Summary
  •  Editing Income / Expenditure Line Items
  •  Budget line item Summary
  •  Expenditure Requests
  •  Approval of Expenditure Requests
 

Budget Planner will help you:

  •  Monitor costs
  •  Increase communications
  •  Delegate responsibility
  •  Manage forecasts
  •  Increase visibility on spend
  •  Budget line item Summary
  •  Create reports quickly
  •  Utilise the power of Sage CRM
 
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Each budget owner is provided with an expenditure limit per item. This limit is set in the Administration section under Users. See Documentation. Having created a new line item, See 3.6 and if the line item Amount is greater than the configured Budget Manager limit, the Budget Manager is prompted with an approval notification.

The Budget Administrator is presented with a panel containing information about the new line item requested. Actions buttons from the Drawdown Workflow allow the new Approval request to be either Approved or Denied.

Once a Budget item has been selected from the Find screen or a New Budget item has been created, the Budget Manager is shown the Budget Summary screen.

Budgets can contain line items (Stream) of type Income or Expenditure or both. The formula used to calculate what is displayed in the Margin field and on the Graph is as follows;

The Budget Manager Team needs access to Budget Entity.

Users can be assigned a Budget Line Item Limit. Within the User Details Tab the ‘More User Details’ panel contains the Budget currency field.