Track sales rep performance against budget

Learn how to set up comparison rows, such as last year’s actuals or forecasts, to give your team context for smarter, data-driven budget edits with instant variance insights.

Use comparison rows in a budget or forecast worksheet to automatically include values from another data stream, such as last year's actuals, last year's budget, the current year's forecast and so on. You can use these values in formulas to calculate the new values or simply have it at hand for references purposes.

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.

Learn how to use custom mode to build next year’s budget based on the past two years’ sales, and take forecasting further by analyzing individual reps and their product classes.