This Sales Budgeting demo is based on a security model by Users and Roles.
There are 4 topics in this application, controlled by the user role:
The K4 menu handles Qlik® variables. The dynamic properties leverage the Qlik® variables to determine the display.
Here you can select the Sales year to display, show/hide specific rows/columns, etc.
Open the Smart Data Entry panel, freeze cells you do not want to modify and select different actions for the selected cells
(e.g. copy Sales in the Budget cells with a growth factor, add a shared comment to different cells, set the cells total
accordingly to the existing distribution or apply an allocation driver...)
After several entries, until a final Save, you can Undo/Redo the previous actions:
Adjustment cells are color-coded (thanks to Excel conditional formatting rules) accordingly to preset thresholds.
The user can modify the thresholds to visually highlight the adjustment weight.
After Over-assignment inputs, a compact display will give a clear overview of the adjustments.
This layout can be exported in an Excel file or shown in different QlikView® or Qlik Sense® documents.
E.g. the manager will send to the brand manager for his brands.
This a basic example of what could be explored with K4 features.
Based on a Status drop list (input, submitted, rejected, approved), each budget cell status can be edited.
Using the Smart Data Entry panel, you can change the workflow status by cell blocks (except for locked and held cells).
Using the triggered actions, you can reset all the cells to a specific status (e.g. all approved).
This way breaks the grid limitations (approx. 10.000 cells in the current display) to unlimited number of cells in the budget version.
The cells status is stored in the SQL table, useful to lock data entry depending on business rules, or color-coding the cells in different reports.This is the most intuitive way to re-forecast a running budget in a full integrated layout where you can:
· Close months when actuals are available, automatically locking the input for Actual cells.
· Edit remaining months, by cell or global actions
· Immediately display the Actual + Forecast by product, line or brand, and totals
· Highlight where the forecast achieves the initial budget target
· Focus the reforecast display and cells input, leveraging the Qlik® current selection.
Select a compact display to report the new budget for the remaining months: