Account budgets help you as a sales manager to set annual sales budgets on accounts and thus get a better overview of the goals of your sellers.

How do you go about setting up a account budget? Have a look below!👇

Go to Settings -> Budget and select the Account tab.
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At the top right corner you can add a new account budget by clicking 'Add new'. Click 'Choose Account' to select account. Choose which year you want to budget for. Click 'Save' and open up the account in the list to start entering your numbers.

Now enter your annual budget for the account.

Enter the full amount of your budget first. Then you can choose to distribute it by even distribution per month or to Index Distribute per month.

You also have the option to copy last year's budget by selecting Copy previous year.

Or if you want to base your budget on your sales figures for this particular account last year select Retrieve from sales XXXX.

Once you go to the account, you can now follow the account's budget and results year by year 🙌
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