Overview: Closing budgets is a key functionality within the Sales Budgets module in the Analytics platform. It allows users to finalise sales budgets in an organised manner, ensuring that recorded information is consolidated and protected from accidental or unauthorised changes.
Start from: The Analytics dashboard.
Navigate to Sales Budgets > Close Budgets from the main menu.
The screen will display a structured list of all budgets, including:
Budget Name
Business Unit
Year and Month
Status (Open/Closed)
Modification History
Close a Budget
Use Search, Filter, or Filter by Business Units options to find the budget you need to close.
Locate the budget and select its Open status to change it.
The budget status will update to Closed and the change history will appear on its row, preventing further modifications unless it’s reopened.
Notes: To reopen a budget, select the Closed status on its row. The status will then change to Open.
Closing multiple budgets in bulk
At the grid’s header, locate the Close all button (a closed padlock icon).
All selected budgets will now be marked as Closed.
Notes: You can reopen budgets in bulk by using the Open All (open padlock icon) button.