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Manage Store Budget Data

Store Budget Data

Some reports (such as AutoSTATS Extended) can make use of store budget data loaded into Management Toolbox to provide comparison to budget data.

You must have permission to view or update store budget data, without the permission, the menu item will not be available.

View Budget Data

  1. On the Settings menu, select Store Management and then Store Budgets.
  2. Select the store group or individual store(s) and date range you want to view.
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  3. Click the View Select Stores button.
  4. The budget data will be displayed (if no budget data exists you will see a message).
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Set Budget Data

NOTE: If selected stores have existing budget data for some or all of the date range selected it will be replaced with the information you input here.

NOTE: Budget data is not saved for dates marked as CLOSED in GROW. This is based on the GROW calendar settings. If a date changes to CLOSED budget data is NOT removed automatically, you should remove existing budget data before marking a date as closed. 

  1. On the Settings menu, select Store Management and then Store Budgets.
  2. Select the store group or individual store(s) and date range you want to set.
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  3. Click the Show Set Budget button.
  4. The budget form will display.
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  5. Complete the form with the budget information for the selected stores and dates.
    NOTE: All fields are optional - if you do not want budget data for a particular metric, leave it blank.

    • Vehicle Count - enter the daily Vehicle Count budget as whole number
    • Ticket Average - enter the daily Ticket Average budget - do not enter a dollar sign, decimals are OK
    • Net Sales - this field will automatically calculate based on the Vehicle Count and Ticket Average
    • LHPV - enter the daily Labor Hour Per Vehicle budget
    • Labor % - enter the daily Labor Percentage budget as a number (e.g. for 20.5%, enter 20.5). Do not enter the percent sign.
    • MultiCare % - enter the daily MultiCare Percentage budget as a number (e.g. for 25.5%, enter 25.5). Do not enter the percent sign.

  6. Click the Save button.
  7. When the budget data is saved, a confirmation message will appear.
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  8. To view the saved budget data, see the View Budget Data section above.

Remove Budget Data

To remove budget data, follow the Set Budget Data instructions above but clear all the fields so they are blank.

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