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Budget (Real Time)

The Budget (Real Time) data model provides a clear, real‑time view of your Sage Intacct budget data. It displays period‑based budget values without extensive transformations or transaction‑level processing. The model is organized around core financial dimensions such as account, location, department, subaccount, and financial period. With this structure, you can quickly track budgets, analyze variances, and support planning activities without overloading your ERP system.

Benefits of this data model​

  • Access real‑time budget figures: Provides up‑to‑date budget values through a live ERP connection, without batch ETL or scheduled refreshes.
  • Improve performance: Uses summarized, period‑level budget data to keep queries fast and dashboards responsive.
  • Deliver accurate budget reporting: Supports original, revised, and current budget values for reliable tracking and analysis.
  • Align budgets to financial periods: Ensures consistent month‑by‑month comparisons between budgeted and actual results.
  • Analyze budgets across dimensions: Enables flexible reporting by account, branch, ledger, subaccount, and fiscal period.
  • Reduce maintenance effort: Avoids complex transformation pipelines, making it ideal for real‑time budget monitoring with minimal setup and upkeep.