Retailers Can Now Manage Proposal Expenses and Analyze Profit

Who Gets It: Retailers

What Is It: There is a new tab called a new tab ‘Expenses’ that you can see while in the 4th step of creating a proposal. Here you can add or remove expenses, analyze your profit for the current proposal, both with and without the additional expenses.

Proposal expenses

How It Works: To add a new expense, click the ‘Add expense’ button on the right and fill in the necessary fields.

Creating a proposal expense

Expense vendors and categories can be defined under Settings > Expenses and will be used as autocomplete options while you are creating the expense.

Expense settings

Why It Matters: Monitoring expenses and analyzing profits helps you reveal any spending issues, recognize any negative spending behaviors, meet your financial objectives, and ensure that your spending matches your priorities.