The Analysis Module allows you to analyze and compare the variances between different entities/scenarios and time frames. You are now able to evaluate your worst-case and best-case scenarios or compare your initial budget to your actual results and analyse the variations.

  

This module will allow our users to document and provide explanations for important differences, to prepare management reports for their various partners, etc. Business owners must continually refer back to their budget as a way of measuring how they are handling their actual results vs. what was budgeted.

  

See your results in grid form for an overview of the numbers, or graph form for a more visual experience. 


Before you start, we recommend that you created multiple scenarios (budgets) and have actual data entered into both your BUDGET and your HISTORICAL DATA

To know how to import historical data into Budgeto, read the following article from our Knowledge Base: How to import HISTORICAL DATA into Budgeto

To access the Analysis module, start by clicking on the Analysis menu on the bottom of the Left-side menu.

(This new section (Beta) is available for free at this time; it will be a paying option in the future. This is a preview of a new Analysis Model with new features to be added).


1- First step is to enter the data you want to compare in the "Comparison parameters". 

  • Entity 1: Select which entity you want to use; Historical data, Budget 1, Budget 2, etc. (1).
  • Entity 2: Select which entity you want to compare with Entity 1. (2).
  • Start Month: Enter the start date of the parameters used for Entity 1, and Entity 2. (3).
  • End Month: Enter the end date of the parameters used for Entity 1, and Entity 2. (4).
  • Report Type: Select which type of report you want for your analysis; Profit and Loss Overview, Profit and Loss, Balance Sheet. (5).
  • Variance: Enter the amount you want to implement in your analysis. (6).


2- After entering the parameters you wish to use, click on the blue button "Generate".


3- See your variances/data between entities below. Notice your variance (difference) between numbers (in this example, optimistic and pessimistic scenarios) on the right side column.


4- Click on the GRID VIEW-GRAPH VIEW slider to get a more visual analysis experience.

In "Graph view", you can click on the BLUE ARROW BOX on the top right to find your graph settings. Use this mini-menu to modify the graph to best fit your needs.


You can click on the IN APP-FULL SCREEN slider to see your analysis graph report either in the Budgeto app itself (located under the Comparison Parameters) or full screen on its own.


We are currently working on implementing a new way to export your data and graphs from the Analysis Module. Take a look at our Roadmap for more upcoming features. In the mean time, you can screenshot the graphs and export them as a JPEG. Learn more by reading this article from our Knowledge Base:How to Screen Shoot (SS) Budgeto's Dashboard - Graphs - Reports


Still need help? These resources are for you!

1- There is a search bar at the top right of the screen, use it often! Use words that you see on the section you are dealing with in order to search for related articles in our Knowledge Base. 

   

2- If you haven't found an answer to your question, create a support ticket and our team will find an answer for you:

Click here to create a new ticket for help

3- If you have any other questions about Budgeto, write us an email at: support@budgeto.com


Happy Budgeting and know that we are here for you if you need help! 

The Budgeto Team


Related Articles (please refer to the links below)


- How to import HISTORICAL DATA into Budgeto

- How to ADD a blank budget

- How to SELECT a budget

- Budgeto Roadmap: Upcoming & Released Product Features

- How to Screen Shoot (SS) Budgeto's Dashboard - Graphs - Reports

- Budgeto Multimedia Gallery