Customer Budget Vs Actual

I have created some customer budgets, now I would like to show customer actual vs budget by month on the customer dashboard. I’m struggling a little figuring out the best way to do this. Ideally I would like to show just the current month as well as a YTD comparison, maybe with the ability to click to show a detail with all months, but if I had to show all months and YTD at once that’s fine too. Can anyone help with ideas to accomplish this?

Beginner Asked on December 4, 2019 in Dashboards.
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1 Answer(s)

Short version is that this cannot be done natively.

Budgets mostly exist only within the budget reporting tool and cannot be turned into a value in a saved search very well either.

Your best bet is a custom transaction that is non posting tied to customers to perform this. This is quite a bit of work to perform.

Another option would be a 3rd party excel tool called solution 7, though I don’t know how well they talk to budgets with regards to customers

Advanced Answered on December 9, 2019.

Thanks! I realized the budgets won’t get me where I need to be. I put custom fields on the customer records to hold the projection information and can report on it that way pretty easily, though I’m aware creating fields on the master record is not usually the best way to go.

on December 11, 2019.
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