budget creation

Question

1.how  to see total revenue budget for financial year and split to per month
2.to see the split of revenue per sales person ,agents and geographically sales split
3.to see revenue split per products ,product category and designer split
4.revenue split per customer and distributer
pls suggest any modules

Badr Elboudour Zahmoul · Answer

hello,
There is very few modules for the budget management in the apps store
You'd need to create the specific views and filter yourself
As an initial tip, I suggest you create a pivot view. This would allow you to have month/quarter/year periods, and columns grouping by all the other fields you mentioned

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