Budgeting Dashboard

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Let’s talk a quick look around your budget dashboard or your overview page.  At the top you are going to see master progress bar showing how much you’ve spent (to what’s budgeted).  This is important so that you can quickly view at a master level and a granular level how you are doing (expense to budget).  You will have a quick view of your overall budget, amount raised (remember this does not influence any reconciliation reports), expense totals to date, and your current balance.  Below you will be able to explore each of the budget categories.  


Can we export any of our data?

Absolutely, it’s important that you have access to your data and have the ability to manipulate the fields as you need for other internal processes.  You can download both a reconciliation report and an expense report.  These export as Microsoft Excel files.  


Why the time frames?

ServiceReef breaks budgeting items into pre-event, event, and post-event.  This is helpful for you to create budgets for not only your main event but also retreats before the event and anything that might happen post event.  


What are the budgeting categories?

  • Travel
  • Meals
  • Lodging
  • Project & Supplies
  • Activities
  • Emergency
  • Other


Are the budgeting categories set?

Yes, in order to produce the meaningful reports you are looking for we need to have a streamlined categorization of categories.  Trust us, you’ll appreciate this in the long run!  


What do the colors mean?

  • Green - spent under 80% of the budget
  • Orange - spent over 80% but still under budget
  • Red - spent over 100% of budget

Who can access this page?

Only those admins who have been given general financial management have access to view and edit this page.  

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