Planning Maestro is a cloud-based budgeting software for businesses of all sizes preferably for the architecture, engineering and construction (AEC), business services, software and technology, distribution, education, energy, healthcare, insurance, manufacturing, non-profit and retail industries.
A preview of Planning Maestro’s budgeting module
Thorough Budgeting Practices
You can create a driver-based budget that houses factors like seasonal trends with Planning Maestro’s budgeting tool. This accessory can recognize internal and external factors that affect your plans as well as exhibits varying planning and what-if scenarios. The integral financial consolidation function ensures you stay focused on results no matter the amounts of entities, locations or products. You can evaluate results with or without adjustments and produce generally accepted accounting principles (GAAP) compliant documents.
Intricate Revenue Planning
The revenue planning module can also initiate revenue planning by studying past sales performances to generate practical sales estimates. These sales projections are in reference to the quantities of bookings, salespeople, stores, past sales revenue, website visits and other factors.
Sort and Send Reports
You can view typical and intricate views of your business insights such as CRM, payroll, ERP, general ledger and more with the reporting and dashboarding module. You can trace pre-defined and non-financial drivers to discern what’s happening throughout your enterprise so you can effectively respond to opportunities and risks. This tool permits you to build and format reports, graphs, charts and other visualization tools in a presentation style. You can also determine which report goes to the ideal internal or external stakeholder and instantly send them with accurate information that pertains to that specific individual.
The self-service analytics feature allows the CFO and internal stakeholders to supervise performance vs. plan, cash flow and profit and loss on a weekly or monthly basis. You can pick and choose predefined benchmarks to filter current views as well as allow executives to conduct queries and construct reports.
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More Mentionable Modules
Although Planning Maestro has the typical features of a budgeting solution, there a few tools worth mentioning that can further streamline your budgeting methods. These accessories include:
- Forecasting: It’s possible to develop precise, blended, in-sync statements of cash flows, balance sheets, profit and loss statements, and several other management reports as well as compare numerous forecasts with actuals thanks to the forecasting tool.
- Scenario Planning: This function allows you to assess plenty of assumptions and predict their impacts on your financial statements with built-in automated workflows and compliances for a transparent view of your general ledger.
- Workforce Planning: You can let other users schedule their workforce from their CRM or HR programs for efficient workforce plans and follow workforce-related costs, overtime, premium time and shift differentials with the workforce planning module.