New Customers Budget View larger

Customers Budget

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New

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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70,00 €

More info

Customers Budget

Author: O.P.G.
Compatibility: from 3.1 to 11.0+
License: Marcello Gribaudo / GPLv2

Module version: 1.0
User interface language: English (English) Français (French) Italiano (Italian) Spanish
Help/Support:[email protected]

 

 

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:

  • individual customers
  • homogeneous groups of customers


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+

  • Go into menu Home - Setup - Modules - Deploy an external module and submit the zip file
  • Module or skin is then available and can be activated.

For Dolibarr v8-

  • Download the archive file of module (.zip file) from web site DoliStore.com
  • Put the file into the root directory of Dolibarr.
  • Uncompress the zip file, for example with command unzip module_interventionenh-1.0.zip
  • Module or skin is then available and can be activated.

Demo

On line demo
User : demo_eng
Password : demo

User documentation

Video On You Tube

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