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Instruction Guide for Budgeting in Numerik at Customer Level

Fatima Jamal avatar
Written by Fatima Jamal
Updated over 10 months ago

Step 1: Accessing the FY 2025 Scorecard

  1. Open Numerik and navigate to the FY 2025 Scorecard.

  2. Locate the Target Tracking section on the left-hand side.

Step 2: Opening the Hybrid Allocation

  1. Click the arrow next to Target Tracking to open the side menu.

  2. Select Hybrid Allocation from the list of options.

Step 3: Inputting Budget Numbers

Option 1: Manually Enter Numbers for Each Customer

  1. Within the Hybrid Allocation view, sort the column by average monthly sales or current/previous year revenue to position the largest customers at the top (sort by clicking on top of the column header).

  2. Allocate a specific budget amount to each customer.

  3. Ensure all entries are accurate before proceeding to the next customer.

Option 2: Copy-Paste Data from an Excel Sheet

  1. Prepare your budget data in an Excel sheet with list sort matching Numerik’s sort order.

  2. Copy the data from Excel (ctrl c + ctrl v).

  3. Paste it directly into the allocated column in Numerik for quick allocation.

Option 3: Use Last Year’s Revenue as a Base for Allocation

  1. Once the customer list appears, start adding allocations or budgets to each customer.

  2. To copy-paste data from another column within Numerik:

    • Click on the three lines in the Allocated column.

    • Select Paste Data from Another Column.

    • Choose an option, such as last year’s revenue, to populate the base amount.

  3. Review and update the numbers for the top-performing customers as needed.

Option 4: Drill Down to Product Group Level for a Specific Customer (Hybrid Allocation)

  • Select a customer from the list.

  • Drill down to view the product group level for that customer (click on the drill down icon).

  • Allocate budgets at the product group level for the selected customer.

  • Ensure allocations align with customer-level targets.

Step 4: Handling Budget Totals

Pre-Uploaded Total Amount

  1. If management provides a total budget amount, it will already be uploaded in Numerik.

  2. Allocate the provided total across customers as instructed.

Management Discussion for Final Amount

  1. If the total budget is undecided, discuss proposed allocations with your manager.

  2. Once a consensus is reached, input the final agreed amount into Numerik.

Step 5: Editing and Locking Budgets

  1. Budgets typically remain open for editing for a month or as per management’s preference.

  2. Make necessary adjustments during this period.

  3. Once finalized, the numbers will be locked and profiled for the monthly & quarterly scorecards.

For additional assistance or inquiries, contact Numerik support at support@numerik.ly.

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