Watch Me Work| Next Level Budgeting in Martus

Ready to go beyond basic budget worksheets? This session explores advanced budgeting features: the Budget Lines page for cross-worksheet analysis, Special Purpose Worksheets with copy functionality, and choosing between the Forecast Module and mid-year reforecasts for multi-year planning. 0:00 - Introduction 1:42 - Agenda: Budget Lines, SPWs, Forecast Module 3:04 - Budget Lines Page: Admin-Only Feature Overview 4:24 - Best Practice: Archive Budget Before Using Budget Lines 18:32 - Special Purpose Worksheets Review & Copy Function 29:56 - Forecast Module vs Mid-Year Reforecast 48:00 - Q&A and Wrap-Up In this webinar: 🔷 Using the Budget Lines page to view and analyze budget data across all worksheets 🔷 Filtering and searching budget lines by account, department, or other dimensions 🔷 Reviewing Special Purpose Worksheets (SPWs) and their use cases 🔷 Copying SPWs to save time when creating similar calculation structures 🔷 Understanding the Forecast Module for high-level multi-year projections 🔷 Comparing Forecast Module vs mid-year reforecasts: benefits and drawbacks 🔷 Choosing the right forecasting approach for your organization 📚 For more information, visit the Martus Knowledge Base on our website. ***************************************************** Martus is a cloud-based budgeting, forecasting, and reporting solution built for nonprofits, faith-based organizations, schools, and mission-driven teams. Replace spreadsheets with a collaborative, intuitive platform that integrates with your existing accounting system. 🔗 Learn more about Martus: https://www.martussolutions.com/ 🔗 Request a Demo: https://www.martussolutions.com/reque... 🔗 Review us on: https://www.g2.com/sellers/martus-sol...