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How to set Budget/Targets in Foodics BI?
In this guide, we will show you how you can set a budget or target for your business from Foodics BI and track the results.
- To start, go to the profile settings page first:
- Go to the Budgets (target) page by selecting on the left side menu
- To start, click on "Upload XLSX" where a prompt will show up with two templates:
- Weekly Budget Template
- Monthly Budget Template
- For example, let us assume we want to set monthly budget targets. Here is how the monthly template will look like.
- We fill in each month the target value
- Once done, save the file as XLSX and then head back to Foodics BI, and upload the excel file. The page should change to show the following results:
To view the results, we need to go to the analysis category and select "Budget vs Actual"