Multiple currencies are handled natively without workarounds or consulting solutions
Multiple fiscal calendars can be used for the plan
Multiple predictive algorithms are available to use for any account in the forecast
Multiple support packages are offered with different SLAs (service level agreements)
Multitiered allocations using dimensions
Non-financial metrics may be used for planning such as unit and component counts
On-premise or traditional license to SaaS conversion reporting
One users activities in the system will not adversely impact others in the same instance
Opportunity-level data can be automatically imported for forecasting
Output budget into format that can be uploaded into corporate parent master budget system
Plan by Vendor with flexible, detailed expenses for each
Plan by class of employee such as full time, part time, contractor with associated benefit expenses and tax treatment
Plan by position with employee names, titles, and drivers such as 401k contribution that sum up their fully-burdened cost
Plan for sales commissions as a simple driver
Plan for salespeople commissions in a dedicated financial model
Plan headcount hires by individual named employee
Plan headcount hires by role, not by individual employee
Plan headcount needs by production forecast
Plan new hires based on other new hires
Plans can be rejected and sent back to the user for clarification
Plug-in that is compatible with the web version of Excel
Portions of the data can be shared with certain stakeholders
PowerPoint or Google Slides integration to automatically update presentations with any version of a budget or forecast
Pre-built SaaS revenue model including common metrics such as MRR, ARR, Churn, Upsell, Downsell, ACV, ASP, Renewals
Prepaids can be associated with various amortization schedules based on asset type
Prepaids should be imported from our accounting system and be tracked as they are consumed
Primary user interface takes place inside Excel
Produce Pro-Forma financial statements for new retail store openings
Product can connect to a third-party machine learning API
Product can model lease vs buy scenarios for assets
Product can snap-shot a report at a specific period of time for later use
Product can sum up all of our entities, departments and other dimensions into one master budget
Product releases come as a cadence that we consider reasonable and worthy of a long term investment
Reminder emails can automatically go out to specific user groups, such as Department Heads
Report bundles and packages can be output for a specific time period
Report multi-national results in constant currency and true conversion rates
Reporting can be displayed using GAAP rules and non-GAAP in the same application
Reporting meets IFRS standards
Reporting templates can be created to standardize their appearance across the application
Reporting tool is flexible, allowing the user to easily create new columns, calculations, and formats without developer assistance
Reporting tool with sufficient formatting capabilities such that I do not have to export into Excel
Reports can be automatically sent to specific collaborators on a set schedule
Reports can be exported to a formatted Excel file
Reports can be saved without making them available until the creator considers them complete (drafts)
Reports can be shared via an understandable sharing mechanism
Reports can be viewed as a selection of specific members of a dimension, including some while excluding others
Reports can suppress zeros or show a unique character to signify a null value
Reports for restricted grant usage are pre-formatted and easily provided to stakeholders
Restricted grants can be configured with restriction rules tied to any dimension
Revenue planning capabilities are flexible enough to accommodate our constantly changing revenue model
Rolling forecast versions are easily created by the user
Rounding rules can be set globally, sheet by sheet or cell by cell
Rules can be created such that planned assets are converted to purchased assets automatically
Rules can be created to validate cell level inputs by users
Run a sensitivity analysis of multiple scenarios simultaneously, showing which variables expose the most risk
Run ad-hoc reporting within an Excel or Google Sheets plugin
SAML 2.0 is supported
SOC1 and SOC2 compliant
SSO login with Google is out of the box
SSO login with Microsoft 365 is out of the box
Sales channel analysis with dollars and units as a dimension
Sandbox changes can be migrated to production with minimal effort
Scenarios and versions can be secured for specific users only
Search for a specific user's changes and reverse them
Secure data from certain users via locking out specific dimensions
Seed the forecast with budget data
Set a target termination data for an employee
Should an asset shift ownership within an organization, allow the asset to be transferred with the historical data remaining intact
Show Budget to Actual variances using any time granularity in the system with on-demand calculations
Show TBH (to be hired) employees as a separate tab and consolidated with existing employees for any dimension combination
Show contracted revenue with editable start and end dates, forecasted revenue, and the two blended
Spend reporting by vendor with dollars and unit volume
Split employee costs across multiple dimensions (departments, projects, products etc)
Straight-Line depreciation is supported for Capital Asset Planning
Submit a budget request that includes department, request type, line items, amount, justification
Subsidiaries may have different ownership percentages that are reflected upon roll-up
Sum fully burdened cost for all employees and TBH and slice by any dimension
Sum-of-the-Years' Digits (SYD) depreciation is supported for Capital Asset Planning
Supplemental training is offered via pre-recorded content that is always available, free of charge
Support for FTP or SFTP flat file transfers
Support for sharing dashboards among users
Support hours match our working hours
Supporting detail via a file attachment can be uploaded to a specific cell or sheet for reference
Supports 13-period calendar
Supports 4-5-4 calendar
Supports 5-4-4 calendar
Supports a 4-4-5 calendar
System can be broken into multiple instances
System can import metadata rules from a Master Data Management system
System can support users working offline and synchronize submissions at a later date
System enables users to model lease vs buy scenarios for capital assets, showing the impact of the decisions over time on a side-by-side report
System offers drag and drop pivots of data via dimensions with near instant results
System supports the amount of years of historical actuals that our organization requires
System will not slow down as we grow and add complexity
Task management interface that allows assignment of task to individuals and groups of users
Test environment where changes can be trialed before committing to production
The application works on desktops, phones, and tablets with no loss of features
The balance of risk-reward related to the implementation of this product is beneficial to us
The bench on the implementation is deep enough such that if a consultant quits, we will not experience major delays
The entire budget can be produced automatically using predictive calculations on top of historical data
