Board & QBR Ready Presentations

The CEO and board ask tough questions, all year long. With Planning Maestro, you can present fast, detailed answers, backed up by data. Our financial presentation software can help when you need to show the ramifications of opening an LA office or digitizing your customer operations, you can accurately calculate and demonstrate the impact of those business decisions on your future financial health.

Sine at Your Next QBR
Think about your next QBR presentation. Are you ready to deliver a forecasted financial position of the company, synchronized to the budget, responding to changes in the budget, and including various versions and “what-if” scenarios? Are you prepared to answer questions – on the fly – by drilling down into the statements to show where the numbers come from and immediately demonstrate the impact of ideas as they happen? You will be with Planning Maestro. Presenting financial information to your stakeholders does not have to be a tedious and stressful experience
Present Your Financial Future
Planning Maestro, our financial presentation software, connects to standard office and BI tools, so you (and your business users) can build and format presentation-style reports. Add graphs, charts and other visualization to make the report easy to consume which is critical when presenting financial information. More than a pretty picture, intelligent reports let you drill-down to underlying transaction detail data to analyze, visualize and present information in any way you’d like.
Achieve Deeper Insights
Easily visualize key financial data and metrics such as variance comparisons with customizable financial performance dashboards allowing CFOs and their Finance teams to discover and drill in for deeper insights.
DELIVER ROLLING FORECASTS, CASH FLOW PROJECTIONS, AND SCENARIO PLANNING

Download our Forecasting Toolkit to learn how intelligent forecasting increases efficiency for your business.

WHAT CAN PLANNING MAESTRO DO FOR YOU?

Planning
Improve visibility with better insight into the health of the business. Integrate data from multiple sources, making it easier to know what to do first and why.
Budgeting
Build budgets around personnel requirements, revenues, tax expenses, and more based on key drivers. Stay in touch with budgets over time to compare performance and make changes as necessary to continually meet your goals.
Reporting & Dashboarding
Gain a granular view of financial performance through user-friendly charts and graphs.
Analytics
Analyze financial performance through comprehensive reports and connect with shareholders to instill confidence in your company's cash flow.
Workforce Planning
Track all workforce expenses such as overtime, shift differentials, and taxes to determine accurate pay cycles. Use data from your HR platforms to develop a workforce plan that addresses your company goals.
Collaboration
Keep departments and budget stakeholders connected to build a comprehensive financial plan.
Intelligent
Review simple, easy-to-digest views of business performance data that users across the organization can explore to take action in their business.
Scenario Planning
Prepare for possible changes to your cash flow and assess risks to make your company more agile amidst new projects, structural changes, and more.
Structural
Consolidation
READY TO CONNECT WITH OUR TEAM?

Schedule a personalized demonstration to answer all of your questions.