First of all:
Access Analytics from the toolbar
Click Sales and then Quotes in the sidebar
What is the Budget report
This is an automated report where all the data about your budgets is collected.
You can export each section of the report in Excel or PDF, filter by Tags and choose which is the graphic display that best suits your needs, between the bar and the line. With the star icon you can mark the report as your favorite and see it as soon as you enter the Reports section.
Understand the data
You have the possibility to filter the information you need to consult by date, with a maximum time range of 12 months.
This is the main category, where all the budget related data is gathered. The data shown is broken down according to:
The information about the cost that you have added in the tab of a product. In the event that there are cost variations, an average will be made between the indicated cost and the amount entered in the purchasing documents posted for that same product
The difference between Sales and Cost
The tax base: the total amount of sales without taxes
Budgets per client
This section collects all the data about your budgets classified according to the contacts linked.
Budgets by product
In this section of the report you will find the data about your budgets related to all the products added. The breakdown is organized by the name of the products.
Budgets per service
In this category you can consult the data on your budgets in reference to all the services added. The breakdown is ordered by the name of the services.
Budgets by account
This is where data is collected about your budgets distributed by those sales ledger accounts that you have assigned to them.