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Model your business processes in Dolibarr: a visual builder chaining steps with owner, delay and type, versioned templates, roles instead of people, running instances, user tasks, validations with reasons, business rules, automatic actions, dynamic forms, notifications, history and cycle-time reporting.
On 1 September 2026, receiving e-invoices becomes mandatory in France. No size exemption. Qwimo Relay makes your Dolibarr compliant and changes nothing to the way you invoice.
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It is essential for companies to be able to guide their decisions with the use of forecasting and planning tools projected in the short, medium and long term. This module is a planning tool, simple and flexible, which allows you to define in advance the revenues in a given period and therefore to evaluate any deviations from the original plan. The results are available also in chart form.
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Customers Budget |
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Author: O.P.G. |
Module version: 1.0 |
Functionality
Simple, yet powerful and versatile, the "Customer Budget" module is a planning tool that allows you to define, for a given period, the forecast sales data for:
and to compare them in the final balance with the turnover of the same period.
It is possible to generate any number of budgets, and have a synthetic or detailed analysis (by period, customer or seller).
A series of graphs allows immediate analysis of the results
Installation
For Dolibarr v9+
For Dolibarr v8-
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Demo On line demo |
User documentation |
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