========= Templates ========= Spreadsheet templates allow you to quickly create spreadsheets without starting from scratch. Several pre-built templates are available when creating a new spreadsheet from the **Documents** app, such as: - :ref:`budget reports `, - :ref:`pipeline revenue reports `, or - :ref:`sales commission report `. .. image:: templates/report-templates.png :alt: View of all the default templates You can also :ref:`save any spreadsheet as a template ` and :ref:`manage and edit existing templates `. Default templates ================= .. _templates/budget-reports: Accounting: budget reports -------------------------- Budget reports compare a company's actual spending with its budget over a defined period. Two templates are available: one uses quarterly intervals (:guilabel:`Budget Report (Quarterly)`), while the other uses monthly intervals (:guilabel:`Budget Report (Monthly)`). .. image:: templates/budget-report.png :alt: Extract of a budget report The cells under the :guilabel:`Actuals` column are automatically filled in with the amount of money made and spent over the corresponding period (month or quarter). The data is taken from posted journal items under :ref:`income and expense accounts `. .. warning:: Journal items under the :guilabel:`Other Income` account type are not considered when collecting data. To analyze your budget's performance, fill the cells under the :guilabel:`Budget` column with how much money you expect to make (:guilabel:`Income` rows) and spend (:guilabel:`Expenses` rows) over the related period and per account. Then, the performance (:guilabel:`Perf.`) column compares :guilabel:`Actuals` data to their corresponding budget, expressed as a percentage. Lastly, the :guilabel:`Net Profit` row represents the total :guilabel:`Income` minus the total :guilabel:`Expenses` for the :guilabel:`Actuals` and :guilabel:`Budget` columns. .. _templates/pipeline-reports: CRM: pipeline revenue reports ----------------------------- Two pipeline revenue reports are available. The :guilabel:`Pipeline Revenue Report (Monthly)` is dedicated to one-time revenue (:abbr:`NRR (non-recurring revenue)`), while the :guilabel:`MRR/NRR Pipeline Revenue Report (Monthly)` covers recurring and non-recurring revenue (:abbr:`MRR (monthly recurring revenue)`). .. tip:: Enable :guilabel:`Recurring Revenues` by going to :menuselection:`CRM --> Configuration --> Settings`. .. image:: templates/pipeline-revenue.png :alt: Extract of a pipeline revenue report The cells under the :guilabel:`Actuals` column are automatically filled in with the amount of monthly revenue from **won** opportunities. To compute the revenue performance, fill in the monthly revenue targets. - For the :guilabel:`Revenue by Team` sheet, fill in the cells under the :guilabel:`Target` columns for each sales team. - For the :guilabel:`Revenue by Salesperson` sheet, open the :guilabel:`Targets` sheet and fill in the cells next to each salesperson. Use the :guilabel:`Monthly Factor` table below to adapt the main targets depending on the month of the year. Then, the performance (:guilabel:`Perf.`) column compares :guilabel:`Actuals` data to their related budget, expressed as a percentage. Lastly, the :guilabel:`Forecasted` column gathers the monthly revenue of leads multiplied by their :guilabel:`Probability` percentage. .. note:: For actuals and forecasts: - The :guilabel:`Expected Closing` date found on leads is used to assign them to a month. - The recurring monthly revenue is used even if the recurring plan's number of months is set to a different value than 1 month. For example, a yearly plan's revenue is divided by 12 months. .. _templates/sales-commission: Sales: sales commission ----------------------- This report presents the monthly commission earned or due to each salesperson. .. image:: templates/sales-commission.png :alt: Extract of a sales commission report The :guilabel:`Rate` column is pre-filled with the percentage rate from the :guilabel:`Rates` tab, which can be customized for each product category according to the company's policy. Adjusting the rate for a specific product category automatically updates the commission amount for that category. The :guilabel:`Invoiced` column shows the total amount of untaxed invoices grouped by salesperson and month. Lastly, the :guilabel:`Comm.` column is computed by multiplying the invoiced amount with the rate percentage. .. _templates/save: Save a spreadsheet as a template ================================ Any spreadsheet can be saved as a template. From the menu bar, click :menuselection:`File --> Save as template`. Modify the default :guilabel:`Template Name` if necessary and click :guilabel:`Confirm`. .. note:: Templates are available to all users on the database. .. _templates/manage: Manage and edit templates ========================= Manage templates by going to :menuselection:`Documents --> Configuration --> Spreadsheet Templates`. Remove the :guilabel:`My Templates` :ref:`filter ` to view all templates in the database. To edit an existing template, click `✎ Edit` next to the desired template. Modifications are automatically saved. .. tip:: Use the download button under the :guilabel:`Data` column to export a template in JSON format. The file can be imported into another database.