Use your Sales database to drive the budget
4:59 min
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.
Phocas product
Budgets & Forecasts Category
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