Sales budget vs sales

Salgsbudget puts what you planned to sell next to what you actually sold, month by month, so the gap is visible while the year is still running.

Choose who the budget is for. Virksomhed is the whole workspace, Individuel is one person, and Team is a team from Settings. Each one keeps its own budget, so a seller and the company can both have a figure without one overwriting the other. Vælg hvem budgettet gælder for, så vises tallene.

Type the budget straight into the table. The Budgetteret salg column is editable; the rest fill themselves in. Switch between Måneder and Kvartaler depending on how you plan: a quarter figure is shared evenly across its three months, and the quarter rows are always the sum of the months underneath them. Nothing is stored until you press Gem budget.

⟦Faktisk salg⟧ comes from your won deals. Faktisk salg er de aftaler, der blev vundet i måneden, talt på den dato de blev lukket. It is the same figure a revenue goal counts, so the budget screen and your goals can never tell you two different stories. A person's actual counts the deals where they are the owner or the co-owner, and a team's counts every deal owned by anyone in it.

⟦Afvigelse⟧ and Afvigelse (%) are actual minus budget: green when you are ahead, red when you are behind, and blank for a month nobody has budgeted yet, rather than pretending the budget was zero.

The year follows the same fiscal year as your goal periods, so a workspace whose year starts in July gets July to June here too. Use the arrows beside the year to look back at last year or plan the next one.