The Opportunity Budget to Actual report displays budget versus actual amounts, by account, for a selected opportunity budget. The variance and variance percentage are also displayed. This report is designed to provide a clear overview of spending as compared to the proposed budget for the opportunity, allowing for informed decision making.
Generate an Opportunity Budget to Actual Report
- Navigate to Reports and click Budget to Actual report on the navigation bar.
- Select a Budget from the drop-down menu on which to run the report, and then click Run Report.
- Edit the Start and End Months as needed.
- Check the Hide rows with only zeroes box to exclude revenue and expense accounts without budget data from the report.
Report Actions
Once run, the Opportunity Budget to Actual report can be copied and pasted into a spreadsheet, printed, and sorted by the column headers.
- Click Copy to Clipboard to copy the report's contents.
- The data can then be pasted into a spreadsheet.
- Totals will not automatically recalculate if values are changed within the pasted spreadsheet.
- Set up the formulas manually within the spreadsheet to automatically calculate the totals.
- Set up the formulas manually within the spreadsheet to automatically calculate the totals.
- Click Print Report to print the Opportunity Budget to Actual report.
- Click any column header to sort the report.
- Click Reset Report to select a different opportunity budget on which to run a report.