Budgeting & Costing · a Zeymo module
Targets and costs, in one grid
Sales and collection targets your team can actually maintain — and costing sheets that turn into real orders.
unlimited users · works with the ERP you already have
Targets
A budget grid people don’t hate
- Sales targets per salesman, collection per customer, revenue per project
- Monthly / quarterly / yearly pivots with live totals
- Bulk fill: copy from another rep, one amount everywhere, or last year ±%
Costing
Cost it before you promise it
- Phase-based costing sheets: materials + labour per phase
- Live roll-ups per phase and per job
- Confirm converts the sheet into a Sales Order + Manufacturing Orders
Control
Plans that push back
- Budget-overrun approvals via the Approval Hub
- Target-vs-actual on rep dashboards, web and mobile
- Project budgets and P&L in the Projects module
✦ Ask Zed
Your budgeting & costing questions, answered from live data
Zed’s metrics catalog covers profitability, liquidity and expenses — each with trend direction and healthy/warning/critical interpretation.
Compare my expenses this month vs last month
How’s my gross profitability trending?
Better together
Start with Budgeting & Costing. Grow when you’re ready.
Pricing
Unlimited users
Essentials
$29/mo
Target grids
Professional
$59/mo
+ costing sheets & overrun approvals
Questions
Frequently asked
Can I import last year’s numbers?
Yes — "get from last year" with a plus/minus % uplift, per rep or per project.
What stops overspending?
Budget-overrun is one of the document types the Approval Hub governs — set a threshold rule and overruns route to the right approvers.
See Budgeting & Costing on your own numbers.
A 30-minute walkthrough with your industry’s demo company.