Whether or not you elect to create budget groups, you need to enter sales goals for each of your customers. Sales budgets can be as general as an overall yearly sales goal, or as complex as a month-by-month breakdown of each product or budget group.
The system provides several methods of entering sales budgets. If another customer's budget is similar to the one you are entering, you can copy either the entire budget or selected products or budget groups. You can copy last year's budget over into this year's budget and tweak the numbers. In addition, you can create a yearly overall budget, a yearly budget based on specific products or budget groups, or a budget broken down by product by month.
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