Budget Follow-Up
Financial Overview
Upon accessing the Budget Follow-Up report, you will encounter three pages. The Financial Overview page provides a comparison of your current year booking, billing, margin, quotation, and order numbers with those of the previous year and the budget.
display
Welcome to the Financial Overview page! Use the interactive buttons to navigate and understand the key information presented here.
Budget Follow-Up
Follow-Up USD
On the second page, you will find information about your best and worst customers or sales engineers. Use the filters to display the information according to your preferences!
display
Welcome to the Follow-Up USD page! Use the interactive buttons to navigate and understand the key information presented here.
Budget Follow-Up
Sales Statistics
On the last page, you will find detailed information about your customers and sales engineers. Use the filters to display the information according to your preferences!
display
Good job !!
You know how to use the Budget Follow-Up report ! Now, let's make sure you've understood everything correcty...
Budget follow up
Matthieu Lumeau
Created on July 18, 2024
Start designing with a free template
Discover more than 1500 professional designs like these:
View
Interactive Image with Information
View
Interactive Human Body Image
View
Interactive Artwork Image
View
Interactive Product Image
View
Essential Square Interactive Image
View
Akihabara Vertical Interactive Image
View
Interactive Nature Image
Explore all templates
Transcript
Budget Follow-Up
Financial Overview
Upon accessing the Budget Follow-Up report, you will encounter three pages. The Financial Overview page provides a comparison of your current year booking, billing, margin, quotation, and order numbers with those of the previous year and the budget.
display
Welcome to the Financial Overview page! Use the interactive buttons to navigate and understand the key information presented here.
Budget Follow-Up
Follow-Up USD
On the second page, you will find information about your best and worst customers or sales engineers. Use the filters to display the information according to your preferences!
display
Welcome to the Follow-Up USD page! Use the interactive buttons to navigate and understand the key information presented here.
Budget Follow-Up
Sales Statistics
On the last page, you will find detailed information about your customers and sales engineers. Use the filters to display the information according to your preferences!
display
Good job !!
You know how to use the Budget Follow-Up report ! Now, let's make sure you've understood everything correcty...