An easier way to create an accurate sales budget

Avoid the hassle of compiling your sales budget

A sales budget doesn’t just provide an overview of the company’s expected earnings; for many, it also serves as an important management tool in the pursuit of the next sale. It’s where the sales department begins to form concrete ideas about future sales opportunities.

The sales budget is crucial for those looking to optimize their company’s sales. However, it can be cumbersome to prepare.

Typically, it requires significant effort to collect input from various salespeople and consolidate all entries into one comprehensive budget.

You can overcome this challenge with InfoSuite, which makes it easier to enter and prepare a well-structured sales budget.

Full flexibility in budget entry

With InfoSuite, you can manage authorizations for different budget items, ensuring that each employee only enters data for the budget items relevant to them. Additionally, they can include text notes to explain the background of their entries.

As soon as the individual salespeople approve and save their own sales budgets, everything is automatically consolidated into one unified sales budget. This automatic consolidation saves you a lot of time and eliminates the many errors that arise from manually merging multiple budget spreadsheets.

Because you can easily decentralize data entry, InfoSuite Budget is an ideal solution for those managing a larger sales team, where each salesperson handles their own sales and clients.

Enter your sales budget at any level

With InfoSuite, you can input budget figures at any level. When you enter data at the top level, your figures are automatically distributed among the various salespeople. If each salesperson inputs data for their area, InfoSuite automatically sums it up into a total.

You can also enter budgets at the product level, customer level, or any other level that makes sense for your business — the choice is yours. No matter which level you enter data at, InfoSuite’s budget paths ensure that your values are accurately summed up in the overall sales budget.

You can also create your own budget paths for your sales budget. This means, for example, that you can decide whether the sales budget should be driven by the efforts of your salespeople, customer orders, or expected product sales.

Database-driven budget proposals give you an accurate sales budget

InfoSuite Budget is built on our ETL engine, making it easy to enter budgets that can actually be used as a strategic management tool.

You receive qualified budget proposals based on historical data and realized figures from both customers and salespeople. This way, you and your colleagues can quickly complete sales budgets based on factual information.

Additionally, integrated tools such as calculators, remaining budgeting, and distribution keys will make it easier and faster to enter qualified budgets.