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Budget Template Comparison Report - Overview

The Budget Template Comparison Report allows you to compare budget templates to each other. This is extremely valuable for managers that want to compare a Top Down template (or set of templates) to a Bottom Up template (or set of templates). For Salespeople it’s great to compare two years to each other and help guide you through a new budget season.

To create the Budget Template Comparison Report, please follow the below instruction:

1. Please navigate to Reports on the menu bar.

2. Click Revenue tab.

3. Click Budget Template Comparison Report link.

4. From the Hierarchy area, select at least one option.  Note:   You can select up to five options.

     -The hierarchy order determines how the data is nested in the report.

5. Optional: Select filters to remove the data that you do not wish to report on.

6. Click the Run button.



Name
The name of the budgetable attribute that you selected in #1
Template Grouping A
The sum of the budget amounts for the templates you selected in Group A in #2
Template Grouping B
The sum of the budget amounts for the templates you selected in Group B in #2
A:B Difference $
The difference between Template Grouping A and Template Grouping B as a dollar amount. 
A:B Difference %
The difference between Template Grouping A and Template Grouping B as a percentage.
<YEAR> Booked $
The sum of booked dollars for the year that you selected in #3
A:<YEAR> Difference $
The difference between Template Grouping A and the booked amount from the year selected in #3
B:<YEAR> Difference $
The difference between Template Grouping B and the booked amount from the year selected in #3


Keyword Search: budget comparison, how to compare budgets, previous year versus this year budgets

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