Ctrl-z undo functionality inside a sheet
Custom calculation of allocations for shared costs and revenue
Custom code is not required to setup the product
Customer support has accounting or finance backgrounds and can assist us with real world problems
Customers are notified when new features are available for use
Customizations made during implementation are not impacted by core application upgrades
Customized documentation is created for our specific implementation
Dashboard can be clicked to show the source of their calculations
Dashboard can reflect multiple versions of the plan on one screen
Dashboard can render multiple tiles each representing a unique set of data
Dashboard components can be output in a PDF format for sharing outside the product
Dashboard that allows for drill down on chart elements
Dashboards can be built using a collection of pre-defined chart-types
Data does not have to be processed after entry before running reports or entering data
Data may be reported in annual time granularity and higher
Data may be reported in daily time granularity and higher
Data may be reported in monthly time granularity and higher
Data may be reported in quarterly time granularity and higher
Data may be reported in weekly time granularity and higher
Data storage in the system will not cause financial or technical issues as use of the system expands
Datacenter has a hot failover available at all times should a catastrophic issue occur
Dedicated functionality that performs profitability and cost analysis
Dedicated labor model for a units-based business that calculates labor needed based on units produced or consumed
Different versions of the budget can be easily put side by side for comparison to actuals throughout the year
Dimension hierarchy changes can be configured from a specific date forward
Dimensions are all independent of each other and not concatenated upon import
Dimensions can be aliased for the sake of more understandable reporting
Double-Declining Balance depreciation is supported for Capital Asset Planning
Drill-down directly to the source system from any Actuals field
Drill-down into summarized transaction detail from a bottom-level actuals field
Drill-down into summarized transaction detail from any Actuals field
Driver-based revenue and expense allocations
Drivers available to calculate asset disposal costs at end-of-life
Easily change currency from base currency to reporting currency on any page or sheet
Easily place different time dimensions (month, quarter, year) side by side in a report with columns for the delta between periods
Email notifications can be sent if certain audit activities occur
Email notifications when tasks are due, past due, and completed
Excel plug-in that works natively with a Mac (not the Microsoft Office 365 web version)
Factor in different pay types such as salaried, hourly, on-call, overtime
Finance can make topside adjustments that cascade in a user-defined method through lower level detail
Finance can make topside adjustments that cascade proportionally through lower-level detail
Finance can make topside adjustments that do not impact the lower level detail
Financial statements can be shown for any dimension such as Department
Forecasted prepaids can be easily removed by the user when the actual prepaid is executed and loaded into the system
Forecasted prepaids can be entered into the system for tracking
Forecasting is aided by AI tools that learn from a broad set of datasources
Forecasting is flexible. It can be produced as a tops down, bottoms up, or mix of the two.
Forecasts and budgets can be compared to any version with minimal effort
Formula builder or assistant in the product allows the user to easily access pre-built functions that can be applied on demand much like Excel
Formulas may be applied to a specific cell or be shared globally
General Ledger data may be imported on a timer or on-demand
General ledger data is immediately available upon import into the system
Grants can be allocated by percentage or dollar amount across any dimension
Grants can be planned using a different fiscal calendar than the rest of the budget
Grants can be tracked as restricted and un-restricted for the sake of reporting to stakeholders
Granular security roles allow specific users to be provided access by dimension, sheet, cell, functional area
Group depreciation is supported for Capital Asset Planning
Handles employee transfers by retaining historical costs and budgets when the transfer is made
Helpdesk provides actual product support as opposed to just technical support
Historical data can be used in conjunction with predictive methods to populate a forecast
Implementation team has experience with customers from our industry
Implementing the product requires no support from internal IT teams
Import data from an ERP that goes beyond the general ledger, such as Products, Units, or SKUs
Import revenue schedules from source system for planning
Imports opportunity-level data from a CRM to produce a new business forecast
Imports opportunity-level data from a CRM to produce a renewals forecast
Imports opportunity-level data from a CRM to produce an upsell forecast
Include revenue guarantees in the budget and forecast cash accounts
Include seasonal labor in the budget
Includes a pre-built demand planning solution that I can use to predict discrete manufacturing component needs over time
Includes a pre-built demand planning solution that I can use to predict process manufacturing supply needs over time
Includes a pre-built demand planning solution that I can use to predict product inventory needs over time
Income Statement may be sliced by multiple dimensions
Income Statement planning is included for multiple entities
Income Statement planning is included for one entity
Individual accounts may be spread in a straight line based on a sum
Individual accounts may be spread proportionally based on a new sum and compared to prior year actuals
Individual cells can show supporting detail such as expected transactions that will take place in that month
Individual sheets can be exported into a flat file for offline usage
Instructor-led training is included
Integration with a Human Resources tool that pulls costs associated with an employee by department or other dimension by named employee
Integration with data analytics tools such as Tableau, PowerBI, Oracle Analytics Cloud, Looker
Intercompany transactions are shown on a single interface with sorting by dimension and other attributes
Interface for making budget transfers with associated tracking
Itemize planned expenses under certain types of accounts such as travel, projects, assets with drivers building the full cost
KPIs may be calculated and shown on both reports and dashboards
Leave of absence flag for employee to temporarily adjust their expense burden
Lock specific portions of the budget while other portions are still in progress
Maintain multiple revenue models in the system to accommodate a diverse business model
Maintenance-free as time goes on with seamless integrations to our source systems
Marketplace where users can access pre-created models and import them into their model
Master currency conversion table with starting and ending rates
Master view of all departments showing which user has not submitted their budget
Master view of tasks and associated workflow for all collaborators
Metadata in the system (dimensions, tags, definitions) can be managed in the admin interface by a non-IT user
Method to request projects that are routed for budget approval
Metric or calculated accounts may be created in the system and used in modeling
Microsoft Word connectivity to create reporting including refreshable charts, tables, and verbiage
Modified Accelerated Cost Recovery System (MACRS) depreciation is supported for Capital Asset Planning
Monte Carlo simulations can be applied at different levels of the account hierarchy
