Financial Planning


Financial Planning Model

Enables forecasting of revenue and expenses across all entities.


Cable/TV/Media, Casino/Gaming/Hotel, Financial Services, Healthcare, Life Sciences, Manufacturing, Retail, Services


Budget Variances, Budgeting, Planning, Profitability Analysis


Budgeting & Planning:

  • Supports both top-down and bottom-up planning.
  • Pre-built input forms facilitate quick generation of multiple iterations of a plan.
  • Use customizable business rules to automate plan calculations and allocate indirect costs to products and/or entities.
  • Input multiple planning scenarios to provide what-if analysis.

Variance Analysis Reporting:

  • Profitability by product and entity comparison to plan reports.
  • Operating expense variance reports for analysis by each department responsible for costs.
  • Comments and variance explanations are stored in deFacto viewable within the report.
  • Book publish allows automated generation and distribution of reports to users.
  • Use drill through and drill down capability to investigate plan variance.