How to create a custom budgeting & forecasting portal
When it comes to budgeting, one size rarely fits all. Most businesses want budgets that work the way they work, rather than trying to adapt their processes to fit within the constraints of their budgeting software.
The problem: Creating a custom budgeting solution is time-consuming and expensive…so they make do with tools that don’t exactly fit their needs. Or, they just fill the gaps with spreadsheets.
But…what if you could create custom budgeting software easily? It’s not as difficult or time-consuming as you might imagine, and we made a video to show you how it’s done. In this video, we’ll show you how easily you can create custom budgeting and forecasting applications…without coding. In just 15 minutes, we’ll create:
- A multi-department budget that lets department leaders add and maintain their quarterly budgets. We even add multi-tenant security so each user can only see the data they’re authorized to see!
- A sales forecast that lets you add and maintain quarterly sales estimates by salesperson, category, and region.
- Reports that display all budgeting and forecasting data in an easily-digestible format.
- A secure portal where users can login and manage their budgeting and forecasting data.
This video walks you through the whole process from start to finish and explains each step along the way. Watch it below to learn how easily you can create custom budgeting and forecasting tools for your business.
Want to learn more? Set up a demo here: Set up a demo.
