video1.0<iframe src="https://www.loom.com/embed/57c8c0eff12747319df25981d5a7d138" frameborder="0" width="1746" height="1309" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>13091746Loomhttps://www.loom.com13091746https://cdn.loom.com/sessions/thumbnails/57c8c0eff12747319df25981d5a7d138-055adcef107b1d50.gif510.853This Loom shows how to enter and manage sales budgets in the Sales Budget Data Entry screen. It explains that the budgeting year comes from the company file and can be derived from the organisation, and that budgets can be entered by salesperson, customer, and item, with level choices available if no budgets exist for a year. For easier preparation, it demonstrates exporting a budget to a spreadsheet, with options to export only items that already have a budget and to restrict customers to those with a primary sales rep set. It also covers editing the exported spreadsheet with formulas and then re-importing it to update the system, with data validation and confirmation after import.