Create a sales budget with multiple drivers
Dan demonstrates how to create a Sales budget using multiple measures for driver-based budgeting. In this example, Dan brings in quantity, price and margin as additional values and uses them to calculate cost of sales, as well as adding working and reference lines to help drive the budget.
Help & support
Have questions or need to report an issue with a Phocas product?Get support
Related video tutorials
Explore the forecast workbook
This video gives an overview of the key elements of a forecast workbook, including how to save time using the ‘spread’ feature.
Create a forecast
This video shows how to convert a budget into a forecast. It is suitable for users who have permission to manage budgets and forecasts.
Introduction to headcount driver
In this end-to-end overview of Budgeting and Forecasting's headcount driver Dan takes us through importing employee data, adding new hires, adjusting remuneration and allocating benefit plans for the period - all inputs which help drive salaries and wages in the main budget tab. He also shows how useful the headcount ‘Output’ is when budgeting variable workforce-related costs.
Create a benefits plan using headcount driver
In this video Jordena uses Headcount driver to create employee benefit plans and bring them into a budget. Jordena shows how to create benefits based on percent of remuneration, headcount or FTE, allocate the benefits plans and review the output within the overall budget.