Planning and forecasting with SAP Analytics Cloud
We replace planning spreadsheets with planning models in SAP Analytics Cloud. Departments enter their figures in one place, plans are approved in a workflow, and plan and actual are compared in the same tool.
What you get
- Budgets and forecasts with versions
- Allocations and plan-versus-actual comparison
- Data actions that automate planning steps
- Input tasks and approval by department
Is this for you?
The budget travels by email
Every department fills in its own spreadsheet, and finance merges them by hand.
Nobody knows which version counts
Several files with similar names circulate, and changes are hard to trace.
Plan and actual meet too late
The comparison is built after month end, when it is too late to react.
One planning cycle, repeated
Planning is not a yearly event. Each round starts from what the last one taught you.
Plan
Departments enter budgets in their input tasks.
Approve
Plans are reviewed and approved by department.
Compare
Actuals arrive and are set against the plan.
Reforecast
The forecast is updated and the next round begins.
What we do
01
Planning models
Budgets and forecasts with versions, so plans, forecasts and actuals sit side by side.
02
Allocations
Costs and revenues allocated by rules you define, instead of formulas hidden in spreadsheets.
03
Data actions
Recurring planning steps, such as copying a version or applying a growth rate, run at the press of a button.
04
Input tasks and approval
Departments receive input tasks, enter their figures and submit them for approval.
What the cost depends on
- What you plan: costs, revenue, headcount or more
- How many departments enter figures
- How many allocations and automated steps you need
- Where the actuals come from
Before you plan
Actuals first
Planning needs actuals to compare with. If your reporting is not yet in SAP Analytics Cloud, we start there.
Frequently asked questions
- Where do the actuals come from?
- From your SAP systems, through a live connection or a scheduled import, including SAP Business One.
- Can several people plan at the same time?
- Yes. Each department works in its own input task, and the figures come together in one model.
- Do we have to give up Excel completely?
- No. Many teams keep spreadsheets for side calculations. The plan itself lives in one model, so there is one valid version.
More about SAP HANA, BW & Analytics Cloud
Free consultation
Talk to a specialist about your systems
Discuss your current systems and what you need in a 30-minute video call. Afterwards, you receive a written recommendation for the next steps, with no obligation.
- 1Tell us briefly about your company and systems
- 2Meet a specialist in a 30-minute video call
- 3Receive a written recommendation