Power Planner Features

Key Benefits

Built on Power BI Power BI has further enforced Microsoft’s lead in the BI space according to Gartner’s latest Magic Quadrant. Power Planner is the only tool that is fully integrated with Power Planner for Business Performance Management.
ERP Integrations Power Planner has built integrations with Dynamics AX, NAV and GP. This provides quick start programs to get a head start with Power BI and Budgeting and Forecasting.
Budgeting Planning and Forecasting Power Planner enables write-back for Power BI cubes and models, which in essence extends Power BI as more than a Dashboard tool, but now you can make projections in Power BI, and see the immediate impacts on your KPI’s, gauges and maps in Power BI.

Power Planner is used for:

Budgeting, Forecast and Planning Features
Product and Sales Planning Power Planner (PP) has a robust feature set for the sales team to model sales forecast by SKU, Client, Quantity, Discount or Price by Unit. Users can drive numbers with allocations from prior year sales, and change top-level targets for easy, automated allocations.
Cost of Goods Sold COGS calculations can be derived from sales numbers based on model calculations or Excel Formulas. Standard Costs and Theoretical Cost of Materials can be modeled with Excel formulas, and updated in the model for easy reporting and Gross Profit analysis.
Selling, General & Administrative Business Trips, IT Spending, Office and Legal Expenses are easily added with comments by contributors. The Line Item Detail and commenting feature makes it easy to get a picture of discretionary spending
Employee and Onboarding By uploading the company roster, salaries and benefits to Excel, Power Planner proposes a new Employee Expense Budget or Forecast Scenario. By applying simple formulas like ‘inc10%’, an employee’s salary will increase by 10%. Employment and withholding taxes are automatically transferred to the SGA budget.
Balance Sheet Balance Sheet projections are derived from the P&L with simple rules describing the relationship of Accounts Receivable/Payable, Cash, Retained Earnings and Short-Term Debt. Other items like Assets and Depreciation can be modified in the BS directly in order to get a complete overview over corporate performance and funding requirements.
Cash Flow Impact Analysis In order to analyze impact from Operations, Investing and Financing Activities, the integrated Cash Flow section of Power Planner provides powerful insight into the effects or projected operations and the financing activities required to keep a ‘going concern’.
Spreading, Allocation and Overhead Taxes, depreciations and other variable driver based spending is built into the model with Excel based calculations, or more advanced DAX modeling language.
Forecasts With virtually unlimited budget and forecast versions, PP empowers the model to handle an automated 12 month rolling forecast, with the ability to compare versions back in time to analyze what has changed.
Goal Seeking Power Planner’s unique Goal Seeking features integrates all key modules; Product, Employee, SGA, P&L, Balance Sheet and Cash Flow in order to set targets, and analyze the impact on operations. I.e. our clients analyze impact in Net Profit by seeking to adjust quantities sold.

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