Budgets & Forecasts

The Budgets & Forecasts module, available in BusinessVision 32 Standard and SQL Editions, is designed to facilitate the rapid development of plans, and has the facility to refine those plans in order to produce an accurate “yardstick”, against which you can measure the performance of your business.

Features

• Links to actual performance information in the General Ledger.
• Budgets last year, this year and next year.
• Permits keyboard “shortcuts” as an alternative to the mouse.
• Performs automatic roll-up of departmental budgets to total company budget.
• Calculates budgets using previous year’s actuals or budgets automatically.
• Distributes annual budget amounts automatically, based on user-defined seasonal trends.
• Performs inflation calculations and adjustments automatically.
• Permits user-defined rounding.
• Allows revised budget while maintaining original budget.
• Provides forecasting based on year-to-date performance and balance-of-year budgets.
• Performs automatic forecasting and budget revisions using performance versus plan trends.
• Generates “what if” scenarios for accurate forecasting.
• Exports budget, actual and forecast data to a spreadsheet in one easy step.
• Displays budget, forecast and performance values graphically.
• Generates multiple comprehensive reports, including budget worksheets, actual versus budget/forecast, budget detail report.