The Crafty dashboards help you easily understand changing financial conditions of your office food service program so you can make actionable decisions and gain visibility into:
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Individual budget breakdowns
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Budget group breakdowns
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Spend and fee breakdowns
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Individual budget comparisons
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Budget group comparisons
Available by program, location, payment profiles, month, year, and custom date range. Always know your spend with real-time data. You'll be sent notifications throughout the month to ensure you stay on top of spending.
Learn how to request a budget to get started.
Notifications
Once spending exceeds 60%, 80%, 100%, and 120% of the month's budgeted amount, all communication recipients will receive an automated email that links to the Budgets tab in your dashboard.
The Crafty system will run a daily review of budgets at 4 pm C.S.T. but will only send one alert once your budgeted amount hits above those thresholds!
Understanding Your Budget Data
The Budget Snapshot lets you see spend, budget, and remaining balance for each of your assigned budgets at a glance. At the top, you can select which budget you want a snapshot of selecting from a list of dropdown options. You will only be able to select budgets that the client user is assigned to.
Also, you have the ability to toggle between a Monthly and Quarterly view (the monthly view is restricted to viewing three months at a time, while the quarterly view is restricted to viewing four months at a time).
The download icon next to the date selection will allow you to download all the data in a .pdf or .xls sheet to share.
You will see two main categories of data. Learn about Spend v. Budgeted and Spend & Fees.
Comparison View
The Budget Comparison lets you view multiple budgets simultaneously, comparing spend, budget, and remaining balance! At the top, they can select a budget group from the dropdown menu. Each budget under that group will populate the graph. Learn more about the comparison view.
For more budgeting help or to get started, contact our support team for more assistance.