Budgets page in Shopperations has a couple of convenient features that allow users to find relevant budgets.
Using Filters
“Filters” located in the header of the page make it possible to search for budgets that belong to certain Categories (Business Units) or Brands, or Retail Teams.
Helpful Tips:
If your organization has more than one budget type, filtering by "Budget Type" may be a convenient way to summarize how much budget is available across all teams for a specific budget type:
If your organization has separate budgets for Media (Non-Coupon) and Redemption (Coupon) spend, filtering by "Designation" would allow you to look at them separately:
Finally, if multiple team members manage their budgets on the same page, filtering your view by “Owner” would let each team member create a focused and relevant view:
Please note, all applied filters stay on until you clear filters, either one by one or all at once:
Using Search:
Budgets can also be located by using “Search” functionality. Search is done either by using keywords from the Budget Name field:
Or by Budget ID, if you know it:
