Use this article to understand how to format your daily location budgets into the right format to be loaded into your tRS service.
About
tRS supports multiple budgets such as Board Budgets, Forecasts and Targets across multiple measures such as Sales and GP $. This article explains how to set up your budgets using the correct template to get them loaded into you tRS Service if you set your location budgets by day.
Please note that tRS also supports weekly budgets and a daily splits file to convert that number to a day budget.
Click here to read the article on weekly budgets with daily splits.
Daily Location Budget Template
Your daily location budgets must be formatted and maintained in a specific structure to be uploaded into your tRS service and this is best done in MS Excel.
When preparing your budget template, the final template with look like this
And will have the following column headings.
In summary, location code by DATE and budget type are in the rows containing the daily budget number.
As the daily budget is already at the date level, a daily splits or trading profile template is not required.