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Budget for salespersonell RRS feed

  • Question

  • I  am fairly new to CRM and need some input on how to create a way to register budgets on salespersonell i CRM 2013.

    What I want is that our users can register their budgets for the period (months).

    Guidance on how to do this would be highly appreaciated.

    In advance,

    thanks

    Wednesday, December 3, 2014 6:39 AM

All replies

  • Anyone? :)
    Monday, February 23, 2015 9:17 AM
  • Hi,

    As per my knowledge, I doubt about CRM having direct way to register the budgets.

    Just as an idea, You may use/customize the Goal concept in CRM for the budget capturing.

    Target as the Budget and Actual as Expenses., we do have financial year and rollup queries in goals same can be utilized for the budgets.

    For Goal Management please refer this link .


    Regards, Rekha.J

    Monday, February 23, 2015 11:52 AM