Table of Contents

Modules

Overview

The success of most rolling Forecast solutions is largely dependent on how easy and efficient is it for the casual user to provide input. Planner, therefore, offers a rich set of Modules to make it convenient for users to provide input on:

  • Input on Account - traditional and easy but not necessarily easy for non-finance users.
  • Payroll input - allow for input on employee or employee category and headcount and percent of full-time. Here you can input additional costs for benefits.
  • CapEx - plan for investments.
  • Loan - plan for loans including ongoing loans.

Applies to: img Planner 5.3 or later

  • Finance advanced input - advanced input on native financial engine sources. Here you can create input models operating directly on the native financial engine sources for Sales, Purchase, Payroll and/or Expense. This can be useful in cases where more oerationalized modules can not be used or for gaining a better understanding of the financial engines and the transactions they produce.

Applies to: img Planner 5 or later

  • Driver based - driver-based planning. Here you can model to drive a set of income and cost inputs from one single input (e.g. quantity sold).

Applies to: img Planner 4.x

  • Sales Forecast - driver-based forecast input. Here you can model to drive a set of income and cost inputs from one single input (e.g. quantity sold).
  • Sales Gross Margin budget input - allow to input sales and gross margin for the budget.

Input modules are optional and configurable to be able to cover most cases from simple on-account input to complex driver-based planning.

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