Budget

How it works

1
Every field becomes a column; you choose which to show.
2
Sorting and filtering happen on the data, not just the visible page.
3
Values stay editable in place where the field allows it.

Best for

Comparing many records across many fields.

Not the right choice for

A phone. A table is the first thing that stops working narrow.

Who uses this page

Event agency

Qualifies briefs, prices the obvious, and keeps every run-of-show and supplier straight.

Wedding planner

Qualifies couples on date, budget and guest count before you give up a Saturday.

Interior designer

Takes the brief with room, style and budget attached, and keeps every specification findable.

Questions

What data does the Budget page use?

It reads budget_line records the agent has collected. Allocations vs spend by category. Nothing has to be imported first — the page appears once there is something to show.

Do I have to build or configure it?

No. You describe what you need in a sentence and the agent chooses the view and fills it. Custom pages exist for the cases no built-in view covers, and those are reviewed before they go live.

When is a table the wrong choice?

A phone. A table is the first thing that stops working narrow. It is best for: comparing many records across many fields.

Does it stay up to date?

Yes. The page is a view over the data rather than a copy of it, so anything the agent learns afterwards shows up without a rebuild or a re-import.