Budget Overview is the home of your plan: a hierarchical P&L you can pivot by department,
account, entity, and time, with budget, actuals, and variance side by side.
What it shows
- A roll-up hierarchy from total company down to individual accounts.
- Budget vs actual vs forecast for any period range, in your base currency.
- Variance in dollars and percent, with cost-direction coloring.
Working with the table
- Pivot by any dimension or by period to reshape the view.
- Drill into any cell to see the underlying transactions behind a number.
- Expand and collapse the hierarchy to focus on the level you care about.
- Export any view to Excel with typed numbers and format masks, so totals still sum.
Every amount is shown in base currency so figures across entities are summable. Native
currency is available where you explicitly need it.
Where the numbers come from
Budget Overview reads the GL universe. Your headcount and revenue plans derive into the GL
automatically, so this view always reflects the latest plan without a manual rebuild. 
