I can create a Budget Sheet

Learn how to create a budget from start to finish, including key setup steps and tips on customizing important details. By following this guide, you'll set up a budget and optimize key values tailored to your workflow.

Step 1: Open a purchase. It's also possible to start this process from the sales page.

Step 2: Go to the Budgets tab.

Step 3: Click Create a new budget.

Step 4: Enter a name for your budget.

Step 5: Select a template. Templates can be tailored to your specific needs.

Step 6: Click Create to generate your budget.

Step 7: Review key KPIs like revenue, cost, commercial margin, net margin, and purchase details. At this stage, you can also link another purchase, add a new purchase, or customize columns.

Step 8: To refine your calculations, add custom cost elements, such as a buy agent commission. These additions will automatically update your total price and margins.

Step 9: When your margin sheet is ready, click Save to finalize the budget.

Updated on: 31/08/2025