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.