Matrix for Media

Monarch - New Business Comparison Report

If you add New Business as a budgetable item, then it can be pulled into this report. This report allows you to compare your New Business Budget Totals against your New Business Accounts.

If you add New Business any other way while budgeting it will NOT be tracked. This includes, but is not limited to, utilizing a specific Revenue Type, Account or other entity. 

You must use the User Interface as a standard way of tracking your New Business Budgets to accurately build this report.

To add a New Business row to your Budgets, leave a value blank (like the Salesperson or Revenue Type) then you are creating a New Business Budget Record.

NOTE - This also works for Classic Budgets as well

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