Cost Allocations Business

Root-level or business-level cost allocation involves distributing the total costs incurred by a company to its various departments, products, or services. This process ensures that each segment of the business accurately reflects its share of the overall expenses, leading to more precise financial analysis, budgeting, and pricing decisions

Steps to create cost allocation at the business/root level:

1. Login to digitalEx as Owner/Editor

2. Click on menu

3. Click on Cost Allocations
   

   

4. Click on +Cost Allocation

5. Enter name & description

6. Select scope like none/perspective/custom

   1. None: If you select none you need to add cost allocations & shared cost manually

   2. Perspective: If you select a perspective, you need to choose the data source option, and based on your selection, the perspective will be displayed automatically

   3. Custom: If you select custom, then you can choose the filter of your choice

7. Select the cost options you want to apply i.e. Refund, Tax & credits, Discount, or Amortized

8. Enter the start date and end date i.e. from which month you want to start the cost allocation and until which month you want to see the allocation

9. Select the owner of the cost allocation

10. Select teams i.e. to which team you want to allocate the cost allocation note: teams are optional

11. Click on create
    

    

12. Cost Allocation is created and displayed as shown below
    

    

Steps to preview cost allocation business:

1. Click on preview icon
   

   

2. Preview will be displayed as shown below.
   

   

3. You can change the chart type by clicking on the chart type icon
   

   

4. You can download the chart data by clicking on the download icon
   
   

   

5. If you want to see the charts in fullscreen then you can do it by clicking on the full-chart view icon
   
   

   

   
   

6. To view in a separate dashboard, click on the view icon at the last
   

   

   
   

7. After Clicking the view icon you will see the cost allocation dashboard as shown below
   
   

   

Steps to download segments:

1. Click on the download icon
   

   

2. On clicking the Download icon the details of the segments will be downloaded in a CSV file

Steps to edit cost allocation:

You can only edit the name, description, owner and teams for the existing cost allocations

1. Click on the edit icon
   
   

   

2. On clicking the edit icon you will see the below view
   

   

   
   

3. Edit the fields you wish and click on update
   
   

Steps to delete cost allocation:

1. Click on the delete icon
   

   

2. On clicking delete icon you will see the delete confirmation box
   
   

   

   
   

3. On the popup type delete

4. On Clicking the delete icon the cost allocation will be deleted

Steps to create budget cost allocation:

1. Click on budget icon
   

   

2. On clicking budget icon you will see the Create budget
   

   

3. Enter the budget Amount

   1. You can enter all months

   2. You can enter by month also

4. Select the user to get the default alert when a 100% budget threshold is reached.

5. Select the channels to receive a default alert when a 100% budget threshold is reached.
   

   

6. Click on Create

7. Your budget will be created and you will see it on budget page also

Steps to edit budget cost allocation:

1. Click on budget icon
   

   

2. On clicking budget icon you will see the update budget
   

   

3. Enter the budget Amount

   1. You can enter all months

   2. You can enter by month also

4. Select the user to get the default alert when a 100% budget threshold is reached.

5. Select the channels to receive a default alert when a 100% budget threshold is reached.
   

   

6. Click on Create

7. Your budget will be created and you can view or manage it on budget page too.