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)
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