How can I set up a sales budget?

In Tenzo you can track your actual sales against a sales budget per location. By adding your budget into Tenzo you’ll be able to:

• Empower your team to understand how they’re performing against budgetary targets on a day by day basis - making them motivated to go that extra mile,
• Visually compare your actual sales against your budget overtime in the Tenzo app, and
• Get regular updates delivered into your inbox on your business' year to date performance. 

How to load a sales budget

It is now possible for customers to load their own budgets into Tenzo using our Budget Loading Tool. You will need to be an Admin to access this feature - if you need to access this but can't at the moment, please let your Customer Success Manager know.

Click here to know more about our User Admin view.

Click on 'Budgets' and it will take you to our Budget Loader.

Step 1: Generate and download a Budget Template

On the generate template tab select:

• Location(s)
• Date range
• Preferred time interval* for the budget.

*If you upload a monthly or weekly budget, Tenzo's AI engine will automatically break it down by day based on each location's past performance.

Step 2: Populate the template

Here is what the template will look like. These are the fields you should populate with data.

If you have any trouble visualising the template, please see our Troubleshooting Budgets article.

Please do not change the format of the template:

Specifically, you should always keep the following formatting:

• Date: YYYY-MM-DD
• Numbers: no commas; only dots for decimals
• Do NOT delete/edit the 10 first rows
• Do NOT create additional empty rows between numbers
• If budget for a day is 0, leave it empty or write "0"; Don't use "-"

Step 3: Load your Budget

• Click on the "Load budget" tab to upload your CSV file;
• The dates in the CSV will automatically update the budget date fields in the budget tool;
• Hit 'Upload Budget' and you will see the status of the budget load request update at the bottom of the page, and
• A new line at the bottom of the page will appear that says "finished" when the upload has completed. The budget should show in your Tenzo account within the next c. 30mins.

Viewing your loaded budget

When your budget has been loaded into Tenzo you will be able to see the budget loaded in:

Sales > Location > Trends > Budget metric.

You can choose to see how the budget has been distributed if you provided a top-level monthly budget by day or week. You can also choose to see this in either a table or line graph view:

If you have any questions, please let your Customer Success Manager (CSM) know. 

You can always send us an email at [e-mail]  - this email address is monitored 24/7 and is the fastest way to get in touch with the Tenzo team. 

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