Budgeting and Purchasing for Salesforce

Get the big picture of where your organization is spending its money with Budgeting and Purchasing. You’ll be able to drill down to track the details of each purchase you make, from the moment a purchase order is created until the invoice associated with it is paid.

You can easily track expenditures to date against budgeted funds and learn how much a particular department is spending compared with other departments. With Budgeting and Purchasing, there is no reason for anyone in your organization to lose sight of how close you are to meeting your budget goals. Because all related purchasing documents are tied together, you can streamline the spending process.

Budgeting and Purchasing covers the entire purchasing lifecycle and helps you prioritize expenditures. Its trending and forecasting capabilities help you look ahead with greater assurance that future budgets will be based on fact rather than guesswork.

Note: Package does not include the sample reports and dashboards described on the information sheet.