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Drilling Down to Vendor-Level Forecasting in Dynamic Planning | Renew Financial & Whitley Penn


Dynamic planning takes you into the world of flexible, data-driven business planning so you can make better, faster decisions. Renew Financial was able to take Planful Dynamic Planning to the next level by focusing it on vendors. In this session, we’ll explain how and why we did it, how we mapped data using vendor names, and more. We’ll also show how we created a vendor budget model in Dynamic Planning that pulls financial data in automatically while linking to existing structured planning data.

About the speakers

Alex Cvetkov

Strategic Finance, Renew Financial

Jonathan Li

Sr. Manager of Solutions, Whitley Penn

Sowmya Acharya

Director of Delivery, Whitley Penn

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