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The Budget is the foundation of Controllership. Automatically generated from the monthly sales target, it considers seasonality, days of the week, and holidays, allowing adjustments to targets, limits, and scenarios.

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How the Budget Is Calculated

  • A. The system retrieves the target entered for the store and month.
  • B. If data corresponding to the current month is available, the system retrieves the daily and commercial category participation values from the same month of the previous year, respecting the days of the week and national holidays with fixed dates.
    • Example: The current month is 09/2019, so the calculation will be based on data from 09/2018.
    • Events based on days of the week, such as “Mother’s Day” and “Produce Wednesday,” are automatically considered by the system.
  • C. If no data is available for the current month, the system calculates the values based on the previous month.
    • Example: The current month is 09/2019, so the calculation will be based on data from 08/2019.
  • D. The entered average is used to calculate purchases, losses, breakage, and product consumption.
Contribution Margin Calculation:
Margin = 100 – (totalCustoComImposto / (totalVenda / 100) The Loss, Breakage, and Consumption displayed in Controllership are based on Purchases because they are directly related to the purchase of goods. Their averages are also added to COGS so that the Purchase Limit is more accurate and complete. The Loss, Breakage, and Consumption displayed in Analytics are based on Sales, allowing these percentages to be analyzed in relation to the sales completed. Click here to watch the Complete Video.

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How to Create a Budget

Follow the step-by-step instructions below to create a Budget.
  1. Controllership > Budget Create Budget 01 1
  2. Click the Create Budget button. Create Budget 02 1
  3. Select the store for which you want to create the Budget, as shown in the image below, and then define the period.
Create Budget 03
  1. Next, click the magnifying glass, as shown in the image below. The data will be calculated automatically.
Create Budget 04
  1. Carefully review each field indicated in the image below.
Create Budget 05
  1. As shown in the image below, enter a value for the growth rate. When you enter the rate, a value will be calculated automatically in the Suggested Target field. In this example, we used a 10% rate.
The Previous Period used in the budget calculation corresponds to the number of days in the period selected for the calculation.Period: 07/2026
  • The month has 31 days
  • PeriodStart = 22/06/2026
  • PeriodEnd = 22/07/2026

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Result for 23/07/2026

Create Budget 06
  1. Clicking the button indicated in the image above copies the values from Suggested Target and automatically pastes them into the Sales Target field. You can also adjust the value manually.
Create Budget 07
See the Sales Target value created in the image below.
The [Save and Calculate] button takes you directly to step 11. The [Save and Continue] button saves the budget and keeps the same window open so you can create another budget.
Create Budget 08
  1. The budget has been successfully Created.
Follow the next step to calculate the plan.
Create Budget 09
  1. To generate the reports, the budget must be calculated.
Click the Calculate button.
Create Budget 10
  1. You can select more than one store at the same time.
    Click the Calculate button.
    The Loss, Breakage, and Consumption displayed in Controllership are based on Purchases because they are directly related to the Purchase of Goods. Their averages are also added to COGS so that the Purchase Limit is more accurate and complete.
Create Budget 11
  1. The plan has already been calculated. Click the back button.
Create Budget 12
  1. The budget has been completed successfully. Its status is now Calculated.
Create Budget 13

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How to Calculate a Budget

Follow the step-by-step instructions below to calculate a Budget.
  1. Controllership > Budget
Image 31
  1. Select the store whose Budget you want to Calculate. The Calculate button only appears after you select a store.
02
  1. You can select more than one store at the same time.
    Click the Calculate button.
    The Loss, Breakage, and Consumption displayed in Controllership are based on Purchases because they are directly related to the Purchase of Goods. Their averages are also added to COGS so that the Purchase Limit is more accurate and complete.
03
  1. The plan has already been calculated. Click the back button.
04
  1. The budget has been calculated successfully. Its status is now Calculated.
05

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How to Change or Recalculate a Budget

Follow the step-by-step instructions below to recalculate a Budget.
  1. Controllership > Budget
Image 13
  1. Select the store whose Budget you want to Change. The Change button only appears after you select a store.
Change Budget 02
  1. Carefully review the fields below. Fields marked with colors can be edited.
    To complete the changes, click SAVE.
    Contribution Margin Calculation:
    Margin = 100 – (totalCustoComImposto / (totalVenda / 100)
Change Budget 03

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How to Export a Budget

Follow the step-by-step instructions below to export a Budget.
  1. Controllership > Budget
Image 13
  1. Select the store whose Budget you want to Export. The Export button only appears after you select a store.
Export 02
  1. You can select more than one store at the same time. Click the Export button.
Export 03

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4 Ways to Edit Sales and Commercial Category Targets

There are four ways to Edit Sales Targets. See the details of each method below.
4 Editing Methods 02A

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How to Edit Sales Targets by Day/Month

Click here to watch the Complete Editing Video.Follow the steps shown in the images below.
  1. Controllership > Budget
Edit Budget by Day Month 01
  1. Click Edit and select one of the editing options. In the example below, we are editing by Day/Month.
Edit Budget by Day Month 02
  1. This screen allows you to manually adjust the indicators used to distribute the daily Sales Target, making it possible to adapt the plan according to holidays, seasonality, special events, or specific sales strategies.
    The system automatically recalculates the changed values, maintaining the consistency of the budget for the period.
Edit Budget by Day Month 03
  1. This feature automatically redistributes the values after a manual change, ensuring that the total target remains at 100% and that the indicators remain consistent. When you edit a value, the system automatically calculates the resulting difference and provides options to redistribute the balance among the remaining records.
Edit Budget by Day Month 04

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How to Edit Sales Targets by Day/Commercial Category

Click here to watch the Complete Editing Video.
  1. Controllership > Budget
Image 13
  1. Click Edit and select one of the editing options. In the example below, we are editing by Day/Commercial Category.
Edit Day Commercial Category 02
  1. See the columns that can be edited below.
Edit Day Commercial Category 03
  1. See the editing process below.
Edit Day Commercial Category 04
  1. See the target editing and redistribution process below.
Edit Day Commercial Category 05

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How to Edit Sales Targets by Month/Commercial Category

Click here to watch the Complete Editing Video.Follow the steps shown in the images below.
  1. Controllership > Budget
Image 13
  1. Select the store you want to Edit and choose the editing method shown in the image below.
Edit Month Commercial Category 02
  1. See the columns that can be edited below.
Edit Month Commercial Category 03
  1. See the editing process below.
Edit Month Commercial Category 04
  1. See how to edit the values in the example below.
Edit Month Commercial Category 05

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Average Margin (Budget) vs. % Contribution Margin

When calculating the Average Margin while Creating the budget, Controller360 provides the average from the previous two months, or the customer can enter the desired margin. This margin is used to calculate the Break-Even Point.
Average Margin 01
When proceeding to the next step, Calculating the Budget, Controller360 uses historical data to allocate the Sales Target by commercial category and then by day, respecting the seasonality of the period and defining the Contribution Margin, which is also based on previous months.The margin obtained after this calculation is the Contribution Margin displayed in the budget details and as the % Contribution Margin indicator on the Metrics card.
Average Margin 02

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Verify Controller360 Expenses Against ERP

See the Disbursement field below, where expenses entered in the ERP are displayed.
Verify Expenses 00
To verify the data, access:
Financial / Accounts Payable / SupplierVerify Expenses 01 1The image below shows how the data appears in the ERP for verification.Verify Expenses 02 1