{"id":12082,"date":"2025-08-18T15:54:41","date_gmt":"2025-08-18T13:54:41","guid":{"rendered":"https:\/\/help.mapal-os.com\/?p=12082"},"modified":"2026-01-26T12:01:06","modified_gmt":"2026-01-26T11:01:06","slug":"gerer-les-budgets-depuis-l-outil-de-ventes-analytics","status":"publish","type":"post","link":"https:\/\/help.mapal-os.com\/fr\/analytics-fr\/ventes\/gerer-les-budgets-depuis-l-outil-de-ventes-analytics\/","title":{"rendered":"G\u00e9rer les budgets depuis l'outil de ventes Analytics"},"content":{"rendered":"<p><strong style=\"font-size: revert;\">Point de d\u00e9part : <\/strong><span style=\"font-size: revert;\">Le module Analytics.  <\/span><\/p>\n<div>\n<ul>\n<li data-aria-level=\"1\" data-aria-posinset=\"1\" data-font=\"Symbol\" data-leveltext=\"\u00b7\" data-list-defn-props=\"{'335552541':1,'335559683':0,'335559684':-2,'335559685':720,'335559991':360,'469769226':'Symbol','469769242':[8226],'469777803':'left','469777804':'\u00b7','469777815':'hybridMultilevel'}\" data-listid=\"1\">S\u00e9lectionnez <strong>Ventes<\/strong> dans le menu principal.<\/li>\n<\/ul>\n<p><img decoding=\"async\" src=\"https:\/\/mapalcustomerselfservice.powerappsportals.com\/api\/data\/v9.0\/msdyn_knowledgearticleimages(fde352e0-1530-ef11-8409-000d3a2b178b)\/msdyn_blobfile\/%24value\"><\/p>\n<\/div>\n<div>\n<ul>\n<li data-aria-level=\"1\" data-aria-posinset=\"1\" data-font=\"Symbol\" data-leveltext=\"\u00b7\" data-list-defn-props=\"{'335552541':1,'335559683':0,'335559684':-2,'335559685':720,'335559991':360,'469769226':'Symbol','469769242':[8226],'469777803':'left','469777804':'\u00b7','469777815':'hybridMultilevel'}\" data-listid=\"2\"><strong>Configurez <\/strong>l'\u00e9cran Ventes pour afficher les donn\u00e9es dont vous avez besoin <strong>OU <\/strong>choisissez un <strong>Sc\u00e9nario <\/strong>existant o\u00f9 vous <strong>utilisez un Budget comme <\/strong><strong>Sc\u00e9nario de comparaison<\/strong>.<\/li>\n<\/ul>\n<\/div>\n<div>Pour en savoir plus sur la configuration des ventes, consultez <strong><a href=\"https:\/\/help.mapal-os.com\/fr\/analytics-3\/ventes\/filtrer-et-parcourir-les-donnaes-de-vente\/\" target=\"_blank\" rel=\"noreferrer noopener\">Filtrer et naviguer dans les donn\u00e9es de vente<\/a><\/strong>.<\/div>\n<p><img decoding=\"async\" src=\"https:\/\/mapalcustomerselfservice.powerappsportals.com\/api\/data\/v9.0\/msdyn_knowledgearticleimages(01e452e0-1530-ef11-8409-000d3a2b178b)\/msdyn_blobfile\/%24value\"><\/p>\n<div>\n<ul>\n<li data-aria-level=\"1\" data-aria-posinset=\"1\" data-font=\"Symbol\" data-leveltext=\"\u00b7\" data-list-defn-props=\"{'335552541':1,'335559683':0,'335559684':-2,'335559685':720,'335559991':360,'469769226':'Symbol','469769242':[8226],'469777803':'left','469777804':'\u00b7','469777815':'hybridMultilevel'}\" data-listid=\"3\">S\u00e9lectionnez dans le menu d\u00e9roulant le <strong>Budget <\/strong>que vous souhaitez consulter et g\u00e9rer.<\/li>\n<\/ul>\n<p><img decoding=\"async\" src=\"https:\/\/mapalcustomerselfservice.powerappsportals.com\/api\/data\/v9.0\/msdyn_knowledgearticleimages(04e452e0-1530-ef11-8409-000d3a2b178b)\/msdyn_blobfile\/%24value\"><\/p>\n<\/div>\n<div>\n<ul>\n<li data-aria-level=\"1\" data-aria-posinset=\"2\" data-font=\"Symbol\" data-leveltext=\"\u00b7\" data-list-defn-props=\"{'335552541':1,'335559683':0,'335559684':-2,'335559685':720,'335559991':360,'469769226':'Symbol','469769242':[8226],'469777803':'left','469777804':'\u00b7','469777815':'hybridMultilevel'}\" data-listid=\"3\">S\u00e9lectionnez <strong>Accepter<\/strong> pour voir le r\u00e9sultat de la configuration sur l'\u00e9cran Ventes.<\/li>\n<\/ul>\n<p><img decoding=\"async\" src=\"https:\/\/mapalcustomerselfservice.powerappsportals.com\/api\/data\/v9.0\/msdyn_knowledgearticleimages(06e452e0-1530-ef11-8409-000d3a2b178b)\/msdyn_blobfile\/%24value\"><\/p>\n<\/div>\n<div>\n<ul>\n<li data-aria-level=\"1\" data-aria-posinset=\"3\" data-font=\"Symbol\" data-leveltext=\"\u00b7\" data-list-defn-props=\"{'335552541':1,'335559683':0,'335559684':-2,'335559685':720,'335559991':360,'469769226':'Symbol','469769242':[8226],'469777803':'left','469777804':'\u00b7','469777815':'hybridMultilevel'}\" data-listid=\"3\">S\u00e9lectionnez le bouton <strong>Budget<\/strong>.<\/li>\n<\/ul>\n<p><img decoding=\"async\" src=\"https:\/\/mapalcustomerselfservice.powerappsportals.com\/api\/data\/v9.0\/msdyn_knowledgearticleimages(09e452e0-1530-ef11-8409-000d3a2b178b)\/msdyn_blobfile\/%24value\"><\/p>\n<\/div>\n<div>Une fen\u00eatre modale Budgets de Vente s'ouvrira o\u00f9 vous pourrez g\u00e9rer quatre blocs :<\/div>\n<div>\n<h2>Port\u00e9e du budget<\/h2>\n<\/div>\n<div>Dans cette section, vous d\u00e9finirez les donn\u00e9es g\u00e9n\u00e9rales du budget.<\/div>\n<div>\n<ul>\n<li data-aria-level=\"1\" data-aria-posinset=\"1\" data-font=\"Symbol\" data-leveltext=\"\u00b7\" data-list-defn-props=\"{'335552541':1,'335559683':0,'335559684':-2,'335559685':720,'335559991':360,'469769226':'Symbol','469769242':[8226],'469777803':'left','469777804':'\u00b7','469777815':'hybridMultilevel'}\" data-listid=\"5\">S\u00e9lectionnez le budget \u00e0 g\u00e9rer dans le menu d\u00e9roulant <strong>Budget*<\/strong>.<\/li>\n<li data-aria-level=\"1\" data-aria-posinset=\"1\" data-font=\"Symbol\" data-leveltext=\"\u00b7\" data-list-defn-props=\"{'335552541':1,'335559683':0,'335559684':-2,'335559685':720,'335559991':360,'469769226':'Symbol','469769242':[8226],'469777803':'left','469777804':'\u00b7','469777815':'hybridMultilevel'}\" data-listid=\"5\">S\u00e9lectionnez la<strong> Source de donn\u00e9es <\/strong>pour ce budget. Il peut s'agir de POS ou de Feuille de caisse.<\/li>\n<\/ul>\n<\/div>\n<div>\n<ul>\n<li data-aria-level=\"1\" data-aria-posinset=\"2\" data-font=\"Symbol\" data-leveltext=\"\u00b7\" data-list-defn-props=\"{'335552541':1,'335559683':0,'335559684':-2,'335559685':720,'335559991':360,'469769226':'Symbol','469769242':[8226],'469777803':'left','469777804':'\u00b7','469777815':'hybridMultilevel'}\" data-listid=\"5\">S\u00e9lectionnez le <strong>Centre*<\/strong> pour lequel vous allez configurer ce budget.<\/li>\n<\/ul>\n<\/div>\n<div>\n<ul>\n<li data-aria-level=\"1\" data-aria-posinset=\"3\" data-font=\"Symbol\" data-leveltext=\"\u00b7\" data-list-defn-props=\"{'335552541':1,'335559683':0,'335559684':-2,'335559685':720,'335559991':360,'469769226':'Symbol','469769242':[8226],'469777803':'left','469777804':'\u00b7','469777815':'hybridMultilevel'}\" data-listid=\"5\">D\u00e9finissez les dates <strong>De*<\/strong> et <strong>\u00c0*<\/strong> qui r\u00e9giront ce budget.<\/li>\n<\/ul>\n<\/div>\n<div>\n<ul>\n<li data-aria-level=\"1\" data-aria-posinset=\"4\" data-font=\"Symbol\" data-leveltext=\"\u00b7\" data-list-defn-props=\"{'335552541':1,'335559683':0,'335559684':-2,'335559685':720,'335559991':360,'469769226':'Symbol','469769242':[8226],'469777803':'left','469777804':'\u00b7','469777815':'hybridMultilevel'}\" data-listid=\"5\">S\u00e9lectionnez les <strong>Types de vente<\/strong> inclus dans ce budget. Utilisez le bouton <strong>Individuel<\/strong> ou <strong>Groupe<\/strong> pour d\u00e9finir s'il s'agira d'un seul groupe de types de vente ou de plusieurs.<\/li>\n<\/ul>\n<\/div>\n<div>\n<ul>\n<li data-aria-level=\"1\" data-aria-posinset=\"5\" data-font=\"Symbol\" data-leveltext=\"\u00b7\" data-list-defn-props=\"{'335552541':1,'335559683':0,'335559684':-2,'335559685':720,'335559991':360,'469769226':'Symbol','469769242':[8226],'469777803':'left','469777804':'\u00b7','469777815':'hybridMultilevel'}\" data-listid=\"5\">S\u00e9lectionnez les <strong>P\u00e9riodes de vente<\/strong> \u00e9tablies pour le budget.<\/li>\n<\/ul>\n<\/div>\n<div><strong>Remarques :<\/strong> Les champs marqu\u00e9s d'un<strong> *<\/strong> sont<strong> obligatoires<\/strong>.<img decoding=\"async\" src=\"https:\/\/mapalcustomerselfservice.powerappsportals.com\/api\/data\/v9.0\/msdyn_knowledgearticleimages(0be452e0-1530-ef11-8409-000d3a2b178b)\/msdyn_blobfile\/%24value\"><\/p>\n<\/div>\n<div>\n<h2>Donn\u00e9es de r\u00e9f\u00e9rence<\/h2>\n<\/div>\n<div>Dans ce bloc, vous d\u00e9finirez si le budget utilisera des donn\u00e9es de r\u00e9f\u00e9rence provenant d'un autre centre, d'une autre date ou d'une autre source.<\/div>\n<div>\n<ul>\n<li data-aria-level=\"1\" data-aria-posinset=\"1\" data-font=\"Symbol\" data-leveltext=\"\u00b7\" data-list-defn-props=\"{'335552541':1,'335559683':0,'335559684':-2,'335559685':720,'335559991':360,'469769226':'Symbol','469769242':[8226],'469777803':'left','469777804':'\u00b7','469777815':'hybridMultilevel'}\" data-listid=\"6\">Dans <strong>Reference Center<\/strong>, s\u00e9lectionnez si vous souhaitez utiliser le m\u00eame centre d'une ann\u00e9e pr\u00e9c\u00e9dente ou un autre centre sp\u00e9cifique.<\/li>\n<\/ul>\n<\/div>\n<div>\n<ul>\n<li data-aria-level=\"1\" data-aria-posinset=\"2\" data-font=\"Symbol\" data-leveltext=\"\u00b7\" data-list-defn-props=\"{'335552541':1,'335559683':0,'335559684':-2,'335559685':720,'335559991':360,'469769226':'Symbol','469769242':[8226],'469777803':'left','469777804':'\u00b7','469777815':'hybridMultilevel'}\" data-listid=\"6\">S\u00e9lectionnez si vous souhaitez utiliser les donn\u00e9es historiques ou un autre budget comme <strong>source de r\u00e9f\u00e9rence<\/strong>.<\/li>\n<\/ul>\n<\/div>\n<div>\n<ul>\n<li data-aria-level=\"1\" data-aria-posinset=\"3\" data-font=\"Symbol\" data-leveltext=\"\u00b7\" data-list-defn-props=\"{'335552541':1,'335559683':0,'335559684':-2,'335559685':720,'335559991':360,'469769226':'Symbol','469769242':[8226],'469777803':'left','469777804':'\u00b7','469777815':'hybridMultilevel'}\" data-listid=\"6\">Dans <strong>Date de r\u00e9f\u00e9rence<\/strong>, vous pouvez d\u00e9finir la p\u00e9riode sp\u00e9cifique que vous utiliserez comme r\u00e9f\u00e9rence pour votre budget. Il peut s'agir du m\u00eame jour de la semaine lors d'une semaine pr\u00e9c\u00e9dente, de la m\u00eame date lors d'une ann\u00e9e pr\u00e9c\u00e9dente, ou d'un jour comparable lors d'une ann\u00e9e pr\u00e9c\u00e9dente.<\/li>\n<\/ul>\n<\/div>\n<div>\n<ul>\n<li data-aria-level=\"1\" data-aria-posinset=\"4\" data-font=\"Symbol\" data-leveltext=\"\u00b7\" data-list-defn-props=\"{'335552541':1,'335559683':0,'335559684':-2,'335559685':720,'335559991':360,'469769226':'Symbol','469769242':[8226],'469777803':'left','469777804':'\u00b7','469777815':'hybridMultilevel'}\" data-listid=\"6\">En fonction du param\u00e8tre que vous utilisez dans Date de r\u00e9f\u00e9rence, vous pouvez s\u00e9lectionner l'<strong>Ann\u00e9e pr\u00e9c\u00e9dente<\/strong> ou la <strong>Semaine pr\u00e9c\u00e9dente<\/strong> que vous utiliserez comme r\u00e9f\u00e9rence.<\/li>\n<\/ul>\n<\/div>\n<div>\n<ul>\n<li data-aria-level=\"1\" data-aria-posinset=\"5\" data-font=\"Symbol\" data-leveltext=\"\u00b7\" data-list-defn-props=\"{'335552541':1,'335559683':0,'335559684':-2,'335559685':720,'335559991':360,'469769226':'Symbol','469769242':[8226],'469777803':'left','469777804':'\u00b7','469777815':'hybridMultilevel'}\" data-listid=\"6\">S\u00e9lectionnez si vous allez <strong>Utiliser les donn\u00e9es budg\u00e9t\u00e9es comme r\u00e9f\u00e9rence pour les dates futures<\/strong>. Si c'est le cas, d\u00e9finissez le <strong>Budget pour les dates futures<\/strong>.<\/li>\n<\/ul>\n<p><img decoding=\"async\" src=\"https:\/\/mapalcustomerselfservice.powerappsportals.com\/api\/data\/v9.0\/msdyn_knowledgearticleimages(0fe452e0-1530-ef11-8409-000d3a2b178b)\/msdyn_blobfile\/%24value\"><\/p>\n<\/div>\n<div>\n<h2>M\u00e9thode de projection et hypoth\u00e8ses<\/h2>\n<\/div>\n<div>Dans cette section, vous pouvez d\u00e9finir la mani\u00e8re dont vous souhaitez projeter le budget et si vous souhaitez \u00e9tablir des variations par rapport aux r\u00e9f\u00e9rences que vous avez d\u00e9finies.<\/div>\n<div>\n<ul>\n<li data-aria-level=\"1\" data-aria-posinset=\"1\" data-font=\"Symbol\" data-leveltext=\"\u00b7\" data-list-defn-props=\"{'335552541':1,'335559683':0,'335559684':-2,'335559685':720,'335559991':360,'469769226':'Symbol','469769242':[8226],'469777803':'left','469777804':'\u00b7','469777815':'hybridMultilevel'}\" data-listid=\"7\">S\u00e9lectionnez la <strong>M\u00e9thode de projection<\/strong> \u00e0 utiliser. Il peut s'agir de Ventes, Tickets et ticket moyen, Clients et ticket moyen par client, ou Tendance.<\/li>\n<\/ul>\n<\/div>\n<div>\n<ul>\n<li data-aria-level=\"1\" data-aria-posinset=\"2\" data-font=\"Symbol\" data-leveltext=\"\u00b7\" data-list-defn-props=\"{'335552541':1,'335559683':0,'335559684':-2,'335559685':720,'335559991':360,'469769226':'Symbol','469769242':[8226],'469777803':'left','469777804':'\u00b7','469777815':'hybridMultilevel'}\" data-listid=\"7\">Dans <strong>Hypoth\u00e8ses de vente<\/strong>, d\u00e9finissez une Variation en pourcentage, une Variation sp\u00e9cifique ou une Valeur particuli\u00e8re. Vous pouvez d\u00e9finir une valeur unique pour Tous les jours ou une valeur diff\u00e9rente Par jours de la semaine.<\/li>\n<\/ul>\n<\/div>\n<div>\n<ul>\n<li data-aria-level=\"1\" data-aria-posinset=\"3\" data-font=\"Symbol\" data-leveltext=\"\u00b7\" data-list-defn-props=\"{'335552541':1,'335559683':0,'335559684':-2,'335559685':720,'335559991':360,'469769226':'Symbol','469769242':[8226],'469777803':'left','469777804':'\u00b7','469777815':'hybridMultilevel'}\" data-listid=\"7\">D\u00e9finissez un param\u00e8tre de r\u00e9f\u00e9rence pour les <strong>Tickets <\/strong>et les <strong>Clients<\/strong>. Il peut s'agir de M\u00eame croissance que dans les Ventes, M\u00eame nombre de Tickets\/Clients qu'\u00e0 la Date de r\u00e9f\u00e9rence, M\u00eame croissance que les Tickets\/Clients et Ticket moyen par client.<\/li>\n<\/ul>\n<p><img decoding=\"async\" src=\"https:\/\/mapalcustomerselfservice.powerappsportals.com\/api\/data\/v9.0\/msdyn_knowledgearticleimages(12e452e0-1530-ef11-8409-000d3a2b178b)\/msdyn_blobfile\/%24value\"><\/p>\n<\/div>\n<div>\n<h2>R\u00e9partition par types de vente et p\u00e9riodes<\/h2>\n<\/div>\n<div>Dans ce bloc, vous pouvez d\u00e9finir des r\u00e9partitions budg\u00e9taires sp\u00e9cifiques par p\u00e9riodes et types de vente.<\/div>\n<div>\n<ul>\n<li data-aria-level=\"1\" data-aria-posinset=\"1\" data-font=\"Symbol\" data-leveltext=\"\u00b7\" data-list-defn-props=\"{'335552541':1,'335559683':0,'335559684':-2,'335559685':720,'335559991':360,'469769226':'Symbol','469769242':[8226],'469777803':'left','469777804':'\u00b7','469777815':'hybridMultilevel'}\" data-listid=\"9\">Choisissez si vous souhaitez effectuer la distribution <strong>Bas\u00e9e sur les donn\u00e9es de r\u00e9f\u00e9rence<\/strong> ou non.<\/li>\n<\/ul>\n<\/div>\n<div>\n<ul>\n<li data-aria-level=\"1\" data-aria-posinset=\"2\" data-font=\"Symbol\" data-leveltext=\"\u00b7\" data-list-defn-props=\"{'335552541':1,'335559683':0,'335559684':-2,'335559685':720,'335559991':360,'469769226':'Symbol','469769242':[8226],'469777803':'left','469777804':'\u00b7','469777815':'hybridMultilevel'}\" data-listid=\"9\">Choisissez si vous souhaitez <strong>Afficher tous les types de vente<\/strong> ou non.<\/li>\n<\/ul>\n<\/div>\n<div>\n<ul>\n<li data-aria-level=\"1\" data-aria-posinset=\"3\" data-font=\"Symbol\" data-leveltext=\"\u00b7\" data-list-defn-props=\"{'335552541':1,'335559683':0,'335559684':-2,'335559685':720,'335559991':360,'469769226':'Symbol','469769242':[8226],'469777803':'left','469777804':'\u00b7','469777815':'hybridMultilevel'}\" data-listid=\"9\">Vous pouvez <strong>Charger une distribution de base <\/strong>en choisissant une date sp\u00e9cifique dans les donn\u00e9es de r\u00e9f\u00e9rence.<\/li>\n<\/ul>\n<\/div>\n<div>\n<ul>\n<li data-aria-level=\"1\" data-aria-posinset=\"4\" data-font=\"Symbol\" data-leveltext=\"\u00b7\" data-list-defn-props=\"{'335552541':1,'335559683':0,'335559684':-2,'335559685':720,'335559991':360,'469769226':'Symbol','469769242':[8226],'469777803':'left','469777804':'\u00b7','469777815':'hybridMultilevel'}\" data-listid=\"9\">D\u00e9finissez<strong> les distributions en pourcentage<\/strong>. Dans le tableau, les lignes correspondent aux types de vente et les colonnes aux p\u00e9riodes.<\/li>\n<\/ul>\n<\/div>\n<div>\n<ul>\n<li data-aria-level=\"1\" data-aria-posinset=\"5\" data-font=\"Symbol\" data-leveltext=\"\u00b7\" data-list-defn-props=\"{'335552541':1,'335559683':0,'335559684':-2,'335559685':720,'335559991':360,'469769226':'Symbol','469769242':[8226],'469777803':'left','469777804':'\u00b7','469777815':'hybridMultilevel'}\" data-listid=\"9\">Gardez \u00e0 l'esprit que <strong>la somme de toutes les distributions doit \u00eatre \u00e9gale \u00e0 100 %<\/strong>. Vous pouvez consulter cela dans la ligne <strong>Total<\/strong>.<\/li>\n<\/ul>\n<p><img decoding=\"async\" src=\"https:\/\/mapalcustomerselfservice.powerappsportals.com\/api\/data\/v9.0\/msdyn_knowledgearticleimages(15e452e0-1530-ef11-8409-000d3a2b178b)\/msdyn_blobfile\/%24value\"><\/p>\n<\/div>\n<div>Une fois que vous avez compl\u00e9t\u00e9 chacun des blocs, s\u00e9lectionnez <strong>Accepter <\/strong>pour enregistrer les modifications <strong>OU Annuler <\/strong>pour les ignorer.<\/div>\n","protected":false},"excerpt":{"rendered":"<p>Analytics permet aux utilisateurs de g\u00e9rer les budgets depuis les analyses de ventes, afin de contr\u00f4ler et pr\u00e9voir les d\u00e9penses.  <\/p>\n","protected":false},"author":251210541,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"inline_featured_image":false,"footnotes":""},"categories":[132059],"tags":[],"class_list":["post-12082","post","type-post","status-publish","format-standard","hentry","category-ventes"],"acf":{"article_type":"default","post_id":"","post_url_text":"","post_url":"","info_box":{"title":"","info":""},"post_video":null,"import_category":"","overview_item":null,"troubleshoot_case":null},"_links":{"self":[{"href":"https:\/\/help.mapal-os.com\/fr\/wp-json\/wp\/v2\/posts\/12082","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/help.mapal-os.com\/fr\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/help.mapal-os.com\/fr\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/help.mapal-os.com\/fr\/wp-json\/wp\/v2\/users\/251210541"}],"replies":[{"embeddable":true,"href":"https:\/\/help.mapal-os.com\/fr\/wp-json\/wp\/v2\/comments?post=12082"}],"version-history":[{"count":0,"href":"https:\/\/help.mapal-os.com\/fr\/wp-json\/wp\/v2\/posts\/12082\/revisions"}],"wp:attachment":[{"href":"https:\/\/help.mapal-os.com\/fr\/wp-json\/wp\/v2\/media?parent=12082"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/help.mapal-os.com\/fr\/wp-json\/wp\/v2\/categories?post=12082"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/help.mapal-os.com\/fr\/wp-json\/wp\/v2\/tags?post=12082"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}