Effective budgeting helps you align the budget with strategy, by planning based on strategic initiatives and projects.
An effective rolling forecast is driver-based, so you can quickly adapt your forecast, based on key drivers behind cost and revenue items.
EFFECTIVEPLANNING brings self-service to planning and budgeting for small and medium businesses.
EFFECTIVEPLANNING can be used as a companywide planning and budgeting tool. It can also be used for individual departments and functions within the company. Finally, it is a convenient solution for consultants and experts handling planning and budgeting processes for their clients.
EFFECTIVEPLANNING does not limit you to working at lowest level or only working with base measures like quantity and unit prices. You can work at any level in the hierarchy and you can make changes to calculated measures and let the application spread out your entries automatically. This means you can plan your sales by adjusting revenue and gross margin percentage by product category, market or customer group, as an example. EFFECTIVEPLANNING also allows you to load your own data directly from spreadsheets, using a very simple and quick process.
Plan by account or account group at any level, by department, project and any other relevant dimensions. Build calculation rules to automate financial planning and create driver-based models.
Plan and forecast by products and product groups, customers and customer groups and any other relevant dimensions. Define your measures and calculations based on the needs of your business.
Purchase planning, Payroll planning, Investment planning, Production planning.