How to navigate through the feature - Budget
Follow the step-by-step creation flow shown below.
Planner → Kanban Board → Budget
- Budget showcases the total allocated budget and the actual expense that was incurred, making it easier to understand your monetary position. It also shows the leads that were acquired and what the overall Cost per Acquisition (CPA) is, which is calculated by dividing the total Expense by the number of Leads generated.
- The Budget Split shows the amount of total budget spent on different factors, whereas the Expense Split shows the amount spent on different factors.
- The same data is represented in a graphical format in the Budget vs Expense bar graph.
- Budget Expense Distribution is an informative tabular distribution that shows your budget and the revenue generated in detail, as well as where the budget and expenses are distributed by segment. You can click on any column to specifically look at that particular factor's performance in the overall expenses.
- The page shows the budget report of All Activities by default, but you can also choose only to look at either Digital or Offline Activity by toggling the drop-down button in the top-right corner.