Allocating a budget to Clients and keep track of whether the client is a profitable one.
In this Budget view in the Contacts area, you can choose a Category from your Cost Matrix and apply a monthly Budget.
These figures are then used in four reports in the Live Reporting area:
- Revenue > Company Profitability Report
- Revenue > Client Revenue Report
- Clients & Contacts > All Client Budget Summary (by Month)
- Clients & Contacts > All Client Budget Summary (by Year)