Planning Maestro REPORTING & ANALYTICS

What is Planning Maestro REPORTING & ANALYTICS?

REPORTS AND ANALYSIS

With Planning Maestro, put actionable analytics-based reports and dashboards within reach of all stakeholders.

Performance Dashboards

Intelligent planning platforms provide timely and robust data across visually significant reports and dashboards, allowing business managers to make better decisions faster. Data from various systems, including CRM, payroll, ERP, GL, is standardized and layered to offer differentiated views of the business and all its moving parts.

• Organize and display data in several ways so that problems are immediately apparent.
• Search the sources to understand why variations occur.
• Generate operational reports, for example, use CRM data to display revenue by product, sales reports by product, by region, salesperson, customer type, or other metrics that are important to your organization.

Management Report

Smart Planning makes financial reporting quick and easy to build. Anyone with access can analyze, view, and present the information the way they want. KPI analysis, data visualization, and slice-and-dice analytics enable a direct view of enterprise performance – from a high-level, granular point of view.

• Track predefined financial and non-financial factors to quickly see what's happening in the company. Focus on what's important and respond faster to risks and opportunities.
• Business users can build and format presentation-style reports by adding charts, tables, and other visualizations to make the report easy to consume.
• Analyze detail data for underlying transactions, trend analysis, filters, and multidimensional hierarchies.
• Distribute financial reports automatically. Simply select which reports go to whom and automatically deliver those reports only with the information that is relevant to them.

Self-service analytics

Intelligent Planning promotes self-reliance for business users, especially for analytics and reporting. Each controller and financial analyst would like to create reports once - with the financial rigour firmly established to ensure integrity - and then pass the reins to the VP of Finance or CFO.

• The CFO and other stakeholders can easily monitor performance against plan, cash flow or P&L monthly or even weekly.
• Monitor and analyze actual results against plan, general business, and by department
• Select from predefined parameters to filter existing visualizations for deeper insights and information.
• Enable other executives to query and report independently without the help of Finance or IT.

Detailing Report Data

Knowing what happened is important - but understanding why the results occur is absolutely essential to respond to opportunities and mitigate problems. Managers need to be able to drill down into sources to understand why variations occur. In many cases, it is the business managers who need to do the investigation, not the financial team.

• Individual users choose which KPIs they want to monitor.
• Dashboards allow users to organize and display data in a variety of ways so that problems are immediately apparent.
• Analytics engines allow users to drill down into the dataset to understand why things happen this way.

Variance Report

In an ideal world, business planners likep off the actual values with the plan, course correction, and monthly redesign so they can assess whether course corrections are producing the desired results. At best, forecasting is an itenative process that helps business planners maintain strict control over the health of the company. Intelligent Planning makes it easy to:

• Quickly generate budget variation reports, actual numbers, and forecasts again.
• Drill down into the summary at the level of detail to understand why variations occurred.
• Compare multiple predictions based on real.
• Facilitate collaboration between all budget owners to enable quick responses to real results while maintaining a centralized view of the overall plan.

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