Build Rolling Forecasts
Continual forecasting for more accurate financial plans, increased agility, and optimized financial results.
Forecasts that Keep Up
With Your Business
Annual budgets are static, and therefore have difficulty accounting for market volatility, shifting trends, and developments happening in real time. In other words, the things that impact your business on a day to day.
But rolling forecasts allow you to better align real-time market trends to your strategic goals and objectives, using recurring periodic updates to keep the forecasts current. You can then better prepare for and react to current risks, have the agility to respond to shifting market demands, and continually update your outlook with current data for more accurate forecasts. That means that you have greater control over your financial destiny.
With Planful, quickly migrate from a static, spreadsheet-based annual budget to a dynamic, modern rolling forecast that keeps pace with your business. Increase agility and accuracy while eliminating the pain of spreadsheets and manually gathering data, managing tasks, and collaborating with the business.
Annual Budgeting & Forecasting
Rely on static, out of date assumptions to make strategic predictions
Create accurate rolling forecasts to make real-time business decisions
Struggle to manage data and budgets across spreadsheets
Have confidence in budgets and forecasts with seamless access to dynamic data
Siloed budgeting process with lack of clear ownership
Build aligned rolling forecasts in less time and with less effort
See What Happens When Teams Use Planful
to Automate Manual Finance Processes
Control the periodic forecasting process
Track tasks, assign responsibilities, stay ahead of deadlines, and collaborate with budget owners to ease budgeting and forecasting. Use workflow to manage periodic forecasting contributions, reviews, and approvals to ensure everything is vetted properly and completed on time. Quickly run a workflow status report to see submission status of every department and automatically send updates to relevant stakeholders so they know when action is required.
Empower budget owners
Give budget owners the power of Planful to avoid cumbersome spreadsheets and instead complete periodic tasks with just a few clicks and in terms they understand. Let them make adjustments to a budget or forecast based on preset groups of actions, and streamline the workload with pop-up forms that prompt budget owners for needed information. Visually compare forecasts to budgets and targets to see variances.
Make Excel better with robust data connections
Harness the power and familiarity of Excel for information presentation while ensuring “one version of the truth” from a centralized, secure data store. Once a report is created in Excel it can be accessed anywhere—Excel, web or mobile interface. Spotlight delivers data security, data integrity, and full audit trail by relying on the Planful platform as its foundation and the single source of truth.
Related Use Cases
A trusted leader in Continuous Planning
Planful, formerly known as Host Analytics, Named a Leader in the 2019 Gartner Magic Quadrant for Cloud Financial Planning and Analysis Solutions.
Named a Major Player in EPM Analytic Applications
Leader in CPM Value Matrix for Seven Years Running