Starting off from the ‘Customers’ page, ensure you have setup a relevant report you would like to have included within your budgets. Make sure you follow this guide in how to create a new report on the Customers page.: How to create a new report on the Customers page; How to use Customer page reports throughout the system.

For this example, we are looking to add a report called 'MRR new name'.

Next, make your way to the ‘Load Data’ tab and into ‘Budgets & Forecasts’.

From here, select ‘Load New Budget’.

Click ‘Get Started’.

From this screen, you will see a tickbox called ‘MRR, Customers & Churn’ from which this dropdown will give you the whole list of reports from the ‘Customers’ tab. Make sure to select the report you would like to have a budget for.

Click ‘Continue’ once you are happy.

Choose your start date, how many months to show and if you would like actuals to be displayed in the download file. Then, click ‘Generate Excel’.

Once you have generated and downloaded, you can then edit this excel file to display the figures for the relevant report you selected, similar to adding a normal profit and loss budget. How to add a budget or forecast.

Upload this back to the system.

Heading to the ‘Reports’ tab, select the report you would like to compare the budget with or create a whole new one. How to create a new report from a template.

If you are using one already on the page, click ‘Edit’ and ‘Edit Report’.

If you click ‘Columns’, and then in ‘Add New Column’ option choose which time is relevant for you. In this example, I will choose 'Month'.

Select ‘Budget’.

Then where you see ‘Default Budget’, choose the budget you just uploaded. Click ‘Save’ and voila, you will now have your budget column added from the ‘Customers’ tab report.