Target Budget

The Target Budget section allows users to define, edit, and manage financial target templates that are applied to planners. These targets help guide product development, assortment planning, and profitability goals across the business.

Each target budget includes financial benchmarks such as unit costs, selling price targets, margins, and planned quantities. Assigning target budgets to planners ensures that all planning is aligned with business strategy and financial performance expectations.

Managing Target Budgets

Add Target Budget

1. Click the Add New button at the top left.
2. Enter the required fields such as budget name, unit cost, margin target, or default quantity.
3. Click Save to finalize the new target budget.

Edit Target Budget

1. Click the pen icon next to the target budget you want to modify.
2. Update the necessary fields.
3. Click Save to apply the changes.

Delete Target Budget

• Single delete: Click the trashcan icon and confirm the deletion.

• Bulk delete: Use checkboxes to select multiple records, then confirm the deletion.

Other Actions

• Filter – Toggle between Enabled and Disabled target budgets.
• Export – Download the full list of target budgets in .xlsx format.
• History – Export the change log in .xlsx format for auditing and review.

Table Flexibility

Users can customize the target budget table layout with the following options:

Reference Price and Planner Group Totals

Each target budget template can define a Reference Price that drives how values roll up for comparison in the planner. In Planner › Styles, when a target budget is selected, Group rows show Total Value derived from that reference (and quantity), plus Target Budget and Budget Variance (Target Budget − Total Value). Supported reference prices include RRP ex tax, Total Cost, Buy Price, Sell Price, and Retail Price, depending on how the template is configured.

For how these fields appear in the Styles Group view, see Planner › Styles.

Troubleshooting