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Business Plan

  • October 22, 2025
  • 1 reply
  • 30 views

Does Acumatica have a business plan within its software?  One that helps sales create their plan for the upcoming year and help them keep track of where they need to be?  

 

 

Best answer by lauraj46

HI ​@lhenry412 ,

You can create budgets within Acumatica which would certainly include revenue.  Lots of good info in the help and also on Open University course F230.

https://help.acumatica.com/(W(5))/Help?ScreenId=ShowWiki&pageid=55bf7202-4294-4ec6-90fb-9dd8971359ea

Hope this helps!

Laura

1 reply

lauraj46
Captain II
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  • Captain II
  • Answer
  • October 29, 2025

HI ​@lhenry412 ,

You can create budgets within Acumatica which would certainly include revenue.  Lots of good info in the help and also on Open University course F230.

https://help.acumatica.com/(W(5))/Help?ScreenId=ShowWiki&pageid=55bf7202-4294-4ec6-90fb-9dd8971359ea

Hope this helps!

Laura