Dashboard

account_balance

Total Budget

$0.00

check_circle

Available Budget

$0.00

pending_actions

Pending Claims

$0.00

trending_up

Sales (Cost Ratio)

0.0%

Recent Activity

  • No recent activity

Budget Categories

Manage Categories

Category Name Total Budget Spent Available

Proposals

ID Title Category KPI Target Amount Status Actions

Claims (Cash Out)

ID Proposal Ref KPI Result Amount Status Actions

Available Widgets

Drag these into your report canvas.

pie_chart Budget by Category
bar_chart Proposal Status
ssid_chart Sales vs Promo Spend
text_snippet Executive Summary

Custom Report Canvas

User Roles Management

Email Address Role

Approval Path Builder

Drag and drop the roles below to set the sequential approval flow. Any proposal amount exceeding a limit requires approval from that node before moving down the chain.

Available Roles

drag_indicator Manager
drag_indicator Director
drag_indicator Commissary

Active Sequential Path (Top to Bottom)