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New Budget Process - How to Add New Business into the Budget Template

To add the New Business into the Budget template, please follow the below steps:

  1. Please navigate to Budgets.
  2. Click on the Budget template that you wish to add the New Business.
  3. Optional: Click on either Budget Locally or Budget Nationally.
  4. Click either Fill out Budget or Budget By Salesperson and Outlet under For my team
  5. Click + Add Budget Item or New Business which is located at the bottom of the page.

6. Fill out all the necessary information. Note: Please leave the item that you wish to enter the New Business empty. For the below screen shot, the Account item is empty because the New Business is entered under this item.

7.  Click Save and Finish or Save and add more items.

Keyword Search: New Business, Budget

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