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Planning & Forecasting

Planning & Forecasting that enables input, consolidation, and versioning through easy to use web-based Planning Screens.

For most businesses, understanding and planning an overall financial outlook quickly and easily at every level of detail seems like an impossible task.

Our Planning and Forecasting modules enable the input, consolidation, and versioning of various plan and forecasts through always available, easy to use web-based Planning Screens.

Financial Planning & Budgeting

This Financial Planning and Forecasting module gives users the ultimate flexibility for managing and tracking their departmental spending. In addition, it eliminates the typical planning pain points such as rolling up multiple financial projections, ensuring data accuracy and maintaining multiple versions.

P&L Planning

When your P&L Statement can be rolled up with the click of a button, you’ll free up time and resources to dig deeper into the insights it provides. Users can easily drill down to specific accounts across departments to identify key issues. Summarize invoice transaction level data and standard cost information. Quickly roll up payables & receivables for visibility into your business’s cash flow & equity.

Expense Planning

Empower department heads to quickly budget fixed expenses – like sales, general and administrative costs – with an easy-to-use online screen, giving users the ultimate flexibility for managing and tracking their departmental spending.Separating volume planning from price planning allows your employees to be laser-focused on their areas of expertise and accountability. For example, Sales staff can focus on sales volume planning, while finance can optimize the selling price for those goods.

Headcount & Wage

This Financial Planning and Forecasting module give users the ultimate flexibility for managing and tracking their departmental spending. In addition, it eliminates the typical planning pain points such as rolling up multiple financial projections, ensuring data accuracy and maintaining multiple versions.

 

Sales Forecasting

Our Sales Forecasting tool module enables a top-down and bottom-up approach to sales planning through intuitive web input screens.

Volume Planning & Forecasting

Always know what the future holds – down to the last penny. Using this tool, your marketing and sales staff can quickly input, edit or update their sales volumes and forecasts at any level of detail.

Price Planning

Separating volume planning from price planning allows your employees to be laser-focused on their areas of expertise and accountability. For example, Sales staff can focused on sales volume planning, while finance can optimize the selling price for those goods.

Cost of Goods

With our Cost of Goods planning tool pricing becomes a science. When you know exactly how much your goods costs is and what your margins are by both product and customer, you can take action to improve those margins and drive profits.

Procurement Planning

An ineffective procurement plan for raw materials often leads to increased costs, unmet orders, and delayed deliveries.

Raw & PKG Planning

Dynamic raw material planning enhances coordination between procurement and sales while streamlining the procurement workflow across your enterprise.

Commodity Forecasting

Stay a step ahead of commodity prices with Dynamic Raw & Package Planning. By forecasting future prices and analyzing effects on profit margin, procurement and sales can improve pricing communication and quickly take action to eliminate the risks of pricing problems.

Trade Management

Robust Trade Management tools allow your business to keep a tight rein on discounts across your organization with a multi-level approval process, matrixes to analyze gaps in trade or pricing strategy, calendars to view deal timing across your organization and much more. That’s the way planning & forecasting should be.

Discount Summary

Allows users to create a customized view for easier management.  Built-in workflow tools provide multi-level approval processes. Active Window also allows users to quickly evaluate and modify deals across the portfolio.

Discount Matrix

Users gain visibility of deals across customer/customer groups and products/product groups to help identify gaps in trade or pricing strategy.  Users can also evaluate and edit deals from this screen.

Discount Calendar

Users have the ability to create filtered views of the trade calendar to improve the visibility of deal timing across the organization. The Sync to Outlook feature provides integrated calendaring for enhanced customer management.

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