Budget vs Actual Reports?

(No more Excel gymnastics)

3 Questions Every Business Asks Monthly:
• Are we over budget?
• Which departments?
• By how much?

Traditional way: Export → Excel → Pivot → Format → Share
(And repeat next month...)

Smart way in Zoho Books:
• Variances calculate automatically
• Alerts for significant deviations
• Department heads get notified
• Historical trends show patterns

Best part? Reports refresh daily, not monthly.

Pro tip: We set thresholds by department
Marketing: 10% variance → Alert
Operations: 5% variance → Alert
Admin: 15% variance → Alert

Because catching budget issues early saves money.

Book a meeting - https://zurl.co/XeSu4

#ZohoBooks #BusinessIntelligence #Reporting

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