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Rolling Forecasts

Build a plan that adapts as your business changes.

Rolling Forecasts

Plan Often and Accurately to Keep Up with Change

Annual plans start to go stale on day one, unable to account for ongoing market volatility and shifting trends. Static information puts your business at risk when you make decisions without adjusting for today’s new insights or reframing the periods ahead.

Relying on static, outdated assumptions?
Struggling to manage your data?
Siloed budgeting processes?

Planful uses rolling forecasts to help your business adapt to sudden changes while staying aligned with your strategic goals. Continually rolling planning periods keep your forecasts current and your business agile because you can adjust key drivers. Give your team insight into the impact of decisions over the next 12 months, not time-boxed into the current fiscal year.

“We’ve transformed from 2 forecasts per year, to quarterly forecasts, and now to monthly forecasts.”

Tim ZueEVP & CFO at Boston Red Sox

How Planful Helps You

Reduce time spent updating forecasts. Automatically assess the impact of actuals on forecasted trends and use key drivers to update forecasts and adjust for changes and market shifts.

Identify opportunities and risks quickly as the business landscape changes. Adjust assumptions, alter budget allocations, and pivot spending as you promptly respond to shifts with more informed decisions.

Focus your efforts on the most critical drivers to make a more significant impact on the business. Collaborate across departments, and align rolling forecasts in less time, with less effort, and with more attention to outcomes.

Make Decisions Using Accurate Financial Performance Data

Understand the real-time drivers of performance to optimize current period results and inform future plans. Use accurate rolling forecasts to provide more insights, redirect resources, and align priorities with business objectives.

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Control the Forecasting Process

Track submission status, assign responsibilities, stay ahead of deadlines, and collaborate with budget owners to ease budgeting and forecasting. Automatically send updates to relevant stakeholders with action items and prompts for needed information.

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Respond to Time-Sensitive Changes with Centralized Data

Ensure a single source of truth from a centralized, secure data store that brings together disparate operational systems, spreadsheets, and financial plans. Gain control and governance over all your data.

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Get Started with Planful

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    How much time will you save?
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