Rolling Financial Forecasts

Planning Maestro’s ability to forecast and deliver synchronized financial statements, projected out four to six quarters ahead (or whatever makes sense for your business), and irrespective of the calendar date or year, allows you evaluate the heath of the business, and adjust accordingly, as the year progresses. Your management team can understand trends and opportunities as they arise, and make decisions more quickly based on live numbers, not just assumptions. 

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Easily Adopt a Rolling Planning System

Trying to account for factors that may (or may not) occur over a year in advance is difficult in the best cases, and nearly impossible when the market or your industry is experiencing uncertainty or volatility. Planning Maestro’s rolling forecast capabilities mean decisions made in the third or fourth quarter of a fiscal year aren’t dependent on projections that are eight to twelve months old. Instead, these numbers will have been updated in the last month or quarter (or even week, depending on the structure of your system).

 

Coordinate Financial and Operational Planning

Rolling forecasts remove the time and energy suck of doing all the planning and financial forecasting at one fixed point during the year. And because performance of key drivers is reflected in Planning Maestro’s synchronized financial statements, a rolling approach also allows for more coordination between departments, making the finance team a key player in the operational side of the business.

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 INTELLIGENT PLANNING DO FOR YOU?

Planning
Budgeting
Reporting & Dashboarding
Analytics
Workforce Planning
Collaboration
Intelligent
Scenario Planning
Structural
Consolidation
Still trying to budget and forecast using spreadsheets?

Let us show you a better way with Planning Maestro.

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Schedule a personalized demostration to answer all of your questions.