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Posted in: QQube    General Usage

Budget information in Sales Reports

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  • Is it possible to add sales budget/forecast information to sales reports?  If so, how? 

  • Answered

    The sales subject contains information relating to sales items, profit margin, SO, Estimates - and including accounts, but not budgets.

    If you want to deal with budgets, forecasts, and actuals, you would use the General Ledger Subject.

    If you are using say Estimates vs Actuals, then you would use the Job Cost Subject.

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