Planning Through Uncertainty: Samples, Tips, and Tricks (23m 43s)

This short video shows various examples for quickly updating your base plan/budget/forecast with a mix of detailed and summary adjustment.  Topics covered include:

• Creating new what-if versions and controlling who can view them.
• Quickly updating your plans related to travel, workforce, and capital.
• Making summary adjustments to key account groups like revenue and expenses.
  • Easily adjust total revenue or various revenue streams independently.
  • Create adjustment accounts for unplanned expenses (e.g.  Employee relief programs, updates to payroll)
• View the impact of the changes in real-time on Net Income and Cash Flow (if you already forecast cash), via web reports and dashboards.
• Creating sheets to be able to quickly model out several scenarios for each version of your plan.
  • Setup drivers to quickly model a summary P&L across multiple scenarios.

Note that dashboards are briefly used for some examples and are an optional feature, they may not be part of your subscription.