Home > Dashboard > Setting up BudgetsSetting up Budgets
Budget Maintenance is used to enter and maintain the budgets (also known as your targets or plan) you want to use on the Dashboard. The software gives you the flexibility to define hundreds of budgets or just a couple, it’s up to you. To open your budgets, you can either select Budgets from the main Maintenance > General (Studio) menu or you can select Set Up Your Budgets from the Options menu on the Dashboard toolbar. Watch the following video and take a look at the information in this topic to learn how to manage your budgets.
Here is a list of all the different types of budgets you can track in the software. Each Data Type (also known as a "Key Performance Indicator" or KPI) can be broken down into multiple Group By categories.
You will need to create monthly budgets for each year, data type, and group by option you want to be able to run budget comparison reports for.
Select the Year, Data Type, and Group By from the toolbar.
In the grid, enter the Group By Sub option. If you are grouping by Session Type for example, select the session type you are creating a budget for.
Enter the budget number for each month. This amount will either be a sales amount or count, depending on the data type you are using.
Note: You may want to export your budget numbers to Excel for review and verification purposes.
First, change the options on the ribbon to the desired year and data type in order to find the budget record you wish to modify. Once you are viewing the record in the data grid you want to modify, you can simply edit the budget values directly in the grid.
To delete a budget for a particular month, simply change that monthly budget value to 0 (zero). To delete a budget for an entire year, place your cursor anywhere in the row that you wish to delete and click Delete on the ribbon.
To print your budget, simply click Print on the ribbon. To export your budgets to Microsoft Excel, click Export to Excel on the ribbon.