The Energy Budget Balance dashboard shows a total overview of current budget balances, current year budget sales, and prior year budget sales. A scatter plot of customers with their budget balances and current year budget sales is shown. The Customer Summary shows the last budget payment amount, last budget pay date, prior year budget sales, and current year budget sales. Memo Invoice details and credit actions on customers are also available.
Filter by Customer and/or Budget Cycle. This dashboard honors user restriction based on customer location.