Understanding workflow and task assignment

This video gives an overview of the key elements of a forecast workbook, including how to save time using the ‘spread’ feature.

Variables such as inflation, exchange rates, price adjustments and so on can impact multiple areas of the budget. In this video Dan shows you how to use a Manual Entry tab to cater for a multi-currency situation. He covers tips such as putting the currencies into working lines on the budget worksheet.

In this video for the Finance Office, Dan shows you how to connect the budget to your Sales database using the Database Driver tab. This pulls in detailed revenue information, which you can map to your financial data and use as the basis to drive the budget. Dan also takes you through adding an additional level of detail that allows you to budget by Sales Rep and product class.

See history of cells and workflow.