Start from: The Analytics dashboard.
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Navigate to Sales Budgets > Close Budgets from the main menu.
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The screen will display a structured list of all budgets, including:
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Budget Name
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Business Unit
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Year and Month
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Status (Open/Closed)
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Modification History
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Close a Budget
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Use Search, Filter, or Filter by Business Units options to find the budget you need to close.
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Locate the budget and select its Open status to change it.
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The budget status will update to Closed and the change history will appear on its row, preventing further modifications unless it’s reopened.
Notes: To reopen a budget, select the Closed status on its row. The status will then change to Open.
Closing multiple budgets in bulk
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At the grid’s header, locate the Close all button (a closed padlock icon).
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All selected budgets will now be marked as Closed.
Notes: You can reopen budgets in bulk by using the Open All (open padlock icon) button.
