Budgeting and FP&A
Plan vs actual by area, visual roll-ups, forecast-driven revenue, and live what-if scenarios.
Plan your year and watch it against live actuals, all rolled up by area.
What's new
- Plan vs actual by area. Every account rolls into Sales, Materials, Production, People, or Overhead, with year-to-date variance per area and per account.
- Visual roll-ups. A plan-by-area treemap, a budget-to-actual net-income waterfall, and an area-by-month heatmap.
- Forecast-driven revenue. Seed your revenue budget straight from the approved demand forecast with one click.
- Live what-if. Drag revenue and expense levers to model the full-year plan, see the sensitivity, and save the result as a scenario.
- Scenarios. Create budgets from actuals, by cloning, or blank; edit on a simple grid; promote any one to active.
- Export. Download budget vs actual as a CSV.
Find it under Financials > Budgeting.