Product

Budget

Download PDF

Budget

Budget

The Budget page gives ACME Creative Agency a complete financial picture across all projects — tracking what you've spent, what you've earned, and how you're tracking against your goals.

Key Features

  • KPI Summary: Four headline numbers at the top — Total Budgets, Total Spent, Total Revenue, and Overall P&L. The P&L turns green when you're profitable and red when you're not.

  • Monthly Objectives Grid: Set your budget and revenue targets month by month for the year. Just click any number and type a new value — it saves automatically. Rows show your targets alongside actual expenses and actual revenue so you can see how each month compares. Use the arrows to flip between years.

  • Monthly Spending vs Revenue Chart: A side-by-side bar chart covering the last 12 months. Red bars are expenses, green bars are revenue — a quick way to spot which months were your strongest.

  • Expense Breakdown: See where your money is going by category — Labor, Equipment, Subcontractor, Travel, Software, and more. Each category shows its share of total spending as a percentage bar.

  • Revenue per Year: A horizontal bar chart showing total paid revenue for each year ACME has been active. The current year is highlighted.

  • Project Budgets Table: Every active project listed with its annual budget, total spent, a % used progress bar, revenue target, revenue earned, P&L, and a status badge (Under / On Target / Over). Click any column header to sort. Click any row to open that project.

  • Recent Expenses: The 10 most recent expense entries across all of ACME's projects, with category, project name, amount, and date.

  • Add Expense: Log a new expense directly from this page without going into a specific project.

  • Export: Download the full project budgets table as a CSV file for reporting or accounting.

How to Use

  1. Open the Budget page from the sidebar to see your financial overview load automatically.
  2. Review the four KPI cards at the top for a quick health check.
  3. In the Monthly Objectives section, enter your spending budget and revenue targets for each month — type directly into any cell and it saves within a couple of seconds.
  4. Scroll down to the Project Budgets table to see how individual projects are performing. Use the search box to find a specific project quickly.
  5. Click Add Expense (top right) to log a cost — select the project, enter a description, amount, date, and category. Check "Billable to client" if the cost can be passed on.
  6. Click Export to download the project budgets as a spreadsheet.

Tips

  • A project's status badge turns red (Over) when spending exceeds its budget by more than 10% — a quick warning sign to investigate.
  • The Monthly Objectives grid auto-saves as you type, but you'll see the row turn yellow briefly to confirm it's been registered.
  • Clicking a project row in the table takes you directly to that project's detail page.
  • Categories in the Expense Breakdown are set when you log each expense — being consistent with categories (e.g., always using "Labor" for staff costs) makes the breakdown more useful over time.
Back to all documentation