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Budget By Customer
I was looking into the budgets and noticed that we can assign budgets for customers. This is a great idea but I need a little more clarification into this.
For instance we have a large customer that we expect certain sales from each month. This is a parent customer that has many individual sub customers attached to it.
Are we able to assign a budget for this specific customer and compare how they are doing for the year? After importing the budget and assigning it to the correct customer, how do we compare how the customer actuals are doing against our projections? What does the budget categories do? Does it mean that we can do multiple budgets, i.e. optimistic and pessimistic budgets and compare all both against actuals?
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