Planning Maestro BUDGETING

What is Planning Maestro BUDGETING?

With Planning Maestro, create a driver-based budget model in days. Test multiple scenarios, generate accurate, automated forecasts, and apply your account plan.

Creating a flexible driver-based budget

CFOs have the task of defining financial metrics as growth drivers and implementing initiatives for the entire company to focus on those metrics. Intelligent Planning links corporate goals to operational activities and then tracks performance and progress, so you can correct the course when needed.

• Create and monitor driver-based plans, accommodating factors such as seasonal trends for realistic financial forecasts.
• Identify the internal and external factors that affect the plan.
• Develop various planning scenarios and hypothetical scenarios to test endurance on a regular occasion.
• Evaluate the results that can arise if a particular scenario occurs.

Financial Consolidation

Intelligent Planning simplifies the process of multiple steps of aggregating multiple business entities into an organization and avoids duplication or overreach of financial data.

• Intelligent Planning's integrated financial consolidation process keeps you focused on results, no matter how many entities, locations, or products you have.
• Review the results with and without adjustments.
• Easily create and distribute consolidated financial reports in accordance with GAAP.

Workforce planning

Employees are often the most important - and expensive - expense of the company. An Intelligent Planning platform allows you to create a comprehensive and accurate workforce plan and assess in advance whether you have the right skills and resources to meet your company's goals.

• Enter data from your CRM or HR platforms to create a more accurate and valuable workforce plan.
• Track all workforce expenses - including salary-related expenses - for all employees in all periods.
• Integrated logic tracks overtime, overtime, and shift differentials that configure your work and pay cycles.
• Easily incorporate limits to FICA and FUTA, delays in the start of benefits and new hires from the middle of the month.

Revenue planning

The viability of each business depends on a revenue stream driven by the sale of products or services. Fully understanding the sales composition and performance of the sales team is essential to understanding the business and how to keep it growing.

• See a complete picture of previous sales performance and develop sales forecasts that can be obtained by aggregating all the different revenue streams into a comprehensive enterprise-wide view.
• Create driver-based plans, where sales projections are based on the number of reservations, sellers, number of stores, previous sales revenue, site visits, or other variables.
• Comot seasonal trends, opening new stores and other factors to create realistic forecasts.
• Easily upload actual sales figures to create continuous forecasts that include actual and predicted data.

System requirements:

CPU: 1.8 GHz dual core processor

RAM: 2 GB

HDD / SSD: 50 GB of free space on the main drive

Operating system: Microsoft Windows 10, Microsoft Windows 8 32-bit, Microsoft Windows 7 32-bit and Microsoft Windows Vista 32-bit

Resolution: 1024×768

Supported operating systems

Mac OS X 10.5 x (Leopard), Mac OS X 10.6 (Snow Leopard), Mac OS X 10.7 (Lion), Mac OS X 10.7 (Mountain Lion), OS X 10.9 (Mavericks) and Mac OS X 10.10 (Yosemite)

Hardware requirements

Memory - 1 GB of RAM and more

Free disk space - 50 MB

System type - 32-bit and 64-bit OS