Would you like to have more control over your sales projects by providing detailed sales forecasts?
With the "Business with invoicing budgets" app, define your potential sources of revenue, by product or service, and measure any discrepancies with actual invoicing.
Specify the revenue potential components of each business. Indicate product by product or service by service. Control your sales results. Make your sales potential for each business a reality!
Activating this app adds :
- A new block on deals, for entering forecast invoicing, by product or service, by collaborator and period
- A new page for statistical analysis of billing budgets for each case
1. Enter billing budgets on the case
The "Billing budgets attached to this case" block, present on each case, allows you to :
- Call up the products/services in your catalog to define the projected invoicing amount, excluding or including VAT, and the VAT applied.
- Whether or not to appoint a sales associate to bill for the service or product
- Select the month of the forecast sale
- Add a comment
- Automatic summary of planned and actual invoicing
In the "Invoicing budgets attached to this deal" block, you enter the breakdown of invoiced budgets product by product to make up the deal's sales forecast.
Actual sales are calculated automatically on the basis of invoices issued in the software and assigned to the business.
2. Allocate invoices to the business's invoicing budget
Actual results are generated by entering invoices.
For an invoice to be linked to a business invoicing budget, the business name simply needs to be associated with the invoice, via the "business" field on the invoice.
3. Analysis of business invoicing budgets
The statistics page is accessible :
- From a "case", via a "Billing budget analysis" link located in the "Billing budgets attached to this case" block, which gives access to the invoice analysis table for the case concerned.
- From the "business & opportunities" page, use the "View billing budget analysis" link in the shortcuts block to access the billing budget analysis table for all business items.
On this analysis table, select :
- The month to be displayed and the contents of the period displayed (the month's data or the month's data + previous months for a cumulative view).
- A specific case (if clicked since the case), or all current cases or cases with a specific % of progress.
- An employee
For each case, the table displays :
- General purchasing budget (= Sum of purchasing budgets for the case)
- Budget details including :
-> The product list (one line per product)
-> A "No product" line (line for other invoices linked to the case, not attached to an initial product budget)
The analysis shows for each of the above items:
Planned budget: excl. VAT and incl. VAT
Actual budget: excl. VAT and incl. VAT and % achieved
Remaining budget : HT
4. Export
The app lets you export your time analysis tables.
An export link on the table allows you to export your data for analysis and further processing.
