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How to create a budget

1. Controllership> Budget

2. Click the “Create Budget” button

3. Select the Store for which you want to create the “Budget,” as shown in the image below, and then set the period.

4. Next, click the “Magnifying Glass,” as shown in the image below. When you click it, the calculated data will appear automatically.

5. Carefully review each field described in the image below;

6. As shown in the image below, enter a value for the growth rate in this field. Notice that when you enter the rate, a value will automatically be calculated in the “Suggested Target” field. In our example, we used a 10% rate. See the result

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Result: for the date 23/07/2026

7. When you click the button shown in the image above, it copies the values from the “Suggested Target” and automatically pastes them into the “Sales Target” field. You can also adjust the values manually if necessary;

9. Notice that the budget was successfully [Created]. Follow the next step to calculate the plan.

10. To generate the reports, you must run [Calculate]. Click the [Calculate] button;

11. You can select more than one store at the same time.
    Click the [Calculate] button;
    The Loss, Breakage, and Consumption shown in Controllership are based on Purchases because they are directly related to merchandise purchases. Their averages are also added to COGS, making the Purchase Limit more accurate and complete.

12. Notice that the plan has already been calculated. Simply click the back button.

13. Budget successfully created. Notice that the Status is now shown as “Calculated.”

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How to Calculate a Budget

1. Controllership> Budget

2. Select the Store whose Budget you want to “Calculate.” – Notice that the “Calculate” button will only appear after you select the store.

3. You can select more than one store at the same time.
   Click the [Calculate] button;
   The Loss, Breakage, and Consumption shown in Controllership are based on Purchases because they are directly related to merchandise purchases. Their averages are also added to COGS, making the Purchase Limit more accurate and complete.

4. Notice that the plan has already been calculated. Simply click the back button.

5. Budget successfully calculated. Notice that the Status is now shown as “Calculated”;

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How to Modify or Recalculate a Budget

1. Controllership> Budget

2. Select the Store whose Budget you want to “Modify.” – Notice that the “Modify” button will only appear after you select the store.

3. Carefully review the fields below. Fields marked with “Colors” can be edited.
   To complete all “Changes,” click SAVE.
   Contribution Margin Calculation:
   Margin = 100 – (totalCustoComImposto / (totalVenda / 100)

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How to Export a Budget

1. Controllership> Budget

2. Select the Store whose Budget you want to “Export.” – Notice that the “Export” button will only appear after you select the store.

3. You can select more than one store at the same time. Click the [Export] button;

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4 Ways to Edit Sales Targets and Commercial Categories

There are 4 ways to Edit Sales Targets
See the details of each one below

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How to Edit Sales Targets BY DAY/MONTH

1. Controllership> Budget

2. Click “Edit” and choose one of the editing options. In the example below, we are editing by “Days/Month.”

3. This screen allows you to manually adjust the indicators used to distribute the daily Sales Target, adapting the plan for holidays, seasonality, special events, or specific commercial strategies.
   The system automatically recalculates the modified values, maintaining the consistency of the budget for the period.

4. This feature automatically redistributes the values after a manual change, ensuring that the total target remains at 100% and the indicators remain consistent. When you edit a value, the system automatically calculates the resulting difference and provides tools to redistribute this balance among the other records.

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How to Edit Sales Targets BY DAYS/COMMERCIAL CATEGORIES

1. Controllership> Budget

2. Click “Edit” and choose one of the editing options. In the example below, we are editing by “Days/Commercial Categories.”

3. See below the columns that can be edited;

4. See the editing process below;

5. See the target editing and redistribution processes below;

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How to Edit Sales Targets BY MONTH/COMMERCIAL CATEGORY

1. Controllership> Budget

2. Choose the Store you want to “Edit” and select the Editing type, as shown in the image below.

3. See below the columns that can be edited;

4. See the editing process below;

5. See how to edit the values in the example below

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Average Margin (Budget) vs Contribution Margin %

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Check Expenses: Controller 360 vs VR Master