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Forecasting and Budgeting Management

iAdapt CRM Forecasting & Budgeting Management allows your business to keep a tight reign on spending and budgeting. It encapsulates the controlling and allocating of budget figures within financial system. Budgets can be reviewed, dumped into an excel format for altering, imported back into the system, or changed within the CRM system itself, through the budget front-end. Bulk upload future budgets that have been prepared using Microsoft Office products can be included, or manually alter existing budgets using a Rand or percentage value. Extensive reporting includes Year to Date, Month to Date, and Budget Availability. Comparative reporting like Budget vs Actual, is available, for various years or month across all departments.

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