Budgeting in Zoined is easy!
Go to settings
Download a template with your chosen
Timeline
Time level (month/week/date)
Version (Budget/Forecast/Target)
Metrics (eg. Sales in €, Sales pcs and Sales margin %)
Grouping (eg. Stores/Product categories)
Fill in your figures into the excel template (Last year corresponding figures are available in the templates for easy use of excel formulas)
Upload the file back to Zoined
And voilá! Your budget is available for comparison in your reports.
Notice that you should have admin rights in order to upload a budget! Please contact your company admin in case you are missing the appropriate rights.
For more tips & tricks and best practices, check out our How-to-Zoined on budgets, or take a guided tour directly in the portal: