Sales budget vs sales

Försäljningsbudget 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. Företag is the whole workspace, Individuell 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. Välj vem budgeten gäller för så visas siffrorna.

Type the budget straight into the table. The Budgeterad försäljning column is editable; the rest fill themselves in. Switch between Månader and Kvartal 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 Spara budget.

⟦Faktisk försäljning⟧ comes from your won deals. Faktisk försäljning är affärerna som vanns under månaden, räknade på datumet de stängdes. 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.

⟦Avvikelse⟧ and Avvikelse (%) 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.