Case Studies
SAP Business One Add-Ons & Integration
Sales Budget Add-on
Industry
Client
Geography
Business Challenges
The client faced critical roadblocks in managing and monitoring their sales budgets effectively:
  • Unstructured Budget Planning: Lack of organized processes made it difficult to track sales budgets by customer, item, or region.
  • No Real-Time Oversight: Inability to compare actual sales against planned budgets hindered performance tracking.
  • Lack of Control Mechanisms: Overspending or underperformance went unnoticed, affecting target achievement and resource allocation.
  • Manual Excel Dependency: Reliance on spreadsheets led to data inconsistencies, limited visibility, and error-prone analysis.
Business Needs
To improve sales budget management, the client needed:
  • Dynamic Budget Creation: The ability to set sales budgets by customer, region, and product category monthly.
  • Real-Time Budget Tracking: Tools to compare actual performance against budget in real time.
  • Comprehensive Reporting: Comparative views (Budget vs. Actual), variance reports, and visual dashboards for strategic insights.
Proposed Solution
We delivered a fully integrated Sales Budget Management Add-on in SAP Business One, including:
  • Custom Add-on Development: Built using SAP B1 SDK (UI & DI API) for a native experience.
  • Flexible Budget Entry: Designed User-Defined Tables (UDTs) and Fields (UDFs) for granular and structured budget input.
  • Automated Alerts: Linked budgets to live sales data to trigger alerts when thresholds are exceeded.
  • Advanced Reporting: Integrated Crystal Reports and dashboards for detailed performance analysis and visual tracking.
Business Success
The implemented solution transformed the client’s sales planning and tracking capabilities:
  • Centralized Budgeting: A unified system within SAP B1 now supports all budget activities.
  • Improved Oversight: Managers gain clear visibility into performance by region, customer, and salesperson.
  • Real-Time Decision Support: Live monitoring supports quicker, data-driven business decisions.
  • Reduced Manual Workload: Eliminated reliance on Excel, significantly cutting down time and errors.
  • Enhanced Sales Performance: Strategic planning is now supported by reliable data, boosting overall results.
PANFISH