Any forecast in Business, is destined to go wrong even if
for a few hundred euros or for a few bottles, boxes or packets. You can, however, be able to close the gap
between what you have forecasted and the actual figures by continously monitoring your forecast and respond proactively to
your business needs.
Our Software, gives you the possibility to collaborate with your managers
by each creating his/her own Forecast which will then be consolidated with the least effort, for the whole organisation.
If you are currently doing this through Excel, our tool will narrow down the possibilities of errors and time to
consolidate figures. Every manager will see only his brand, branch, outlet or department. Sales can be entered
in Quantity and automatically converted into Values and vice versa. Our tool encourages collaboration.
Sales Forecasting & Budgeting Module |
- Collaborative Mult-User Environment with Users can be restricted
to view other department's or brand information while the Financial Controller and Top Management can see a consolidated
Forecast
- User Roles will define whether the user can just
view or edit figures
- Users can work in Quantities and get
Values automatically update or Values update Quantities
- Multi-level Structures - Company-Department-Brand-Category-SubCategory-SKU.
- Multi-Level Entities - Company-Customer-Customer Category-Type-Sales Rep
- User can work at any level within Multi-level Structures and Entities
- Handles Seasonality, 445weeks Quarters and Calendar Week, Months, Quarters and Years
- Handles Trading and Non-Trading days
- User can budget
at week level, at month level and at a Quarter Leve
- User can
replace a product with a similiar product or add a product 'assigning' the same sales figures of another product
- Forecasted Figures are replaced by Actual figures on a daily basis and Forecasted
Figures till the end of the year can be adjusted automatically
- Graphical
representation through charts on the same entry screen
- Software
works with multiple Measures - Actuals, Forecasted (or Latest Estimate) Figures and Budgeted (or Sales Targets) Figures
- Export to Excel Faciliy
- Software customisable
to include any formula to work out forecasts
Financial Forecasting & Budgeting Module |
- Multi-Company (In most cases we would be able to Consolidate)
- Multi-user and Collaborative, with User Roles and User Restrictions to View other
Companies/Departments/Business Units
- Handles Seasonality,
445 Quarters and/or normal Calendar Week, Month, Quarter and Year
- User can follow Month by Month or Year-To-Date Current Year vs Year-To-Date Last Year
- Can Analyse on normal Calendar Days or on Trading Days
- User
can take a bottom up or Top down approach to carry out his/her forecast and can work within any level with the Multi-level
structure
- Connects to Chart of Accounts with Multi-level
structure PL Account-Account Type-Category-SubCategory-Account
- During the year, the user can open more Nominal Accounts and 'assign' them the figures of another
nominal account
- Graphs Representation and Visuals in
the entry screen
- Multiple Measures - Actuals, Forecast (or
Latest Estimate), Budgeted (or Targets)
- Forecasted Figures
are replaced by Actuals on a daily basis
- Export to Excel facility
- Customisable to include any additional formula
