Planning Software for Software & Technology

Planning Maestro® is a strategic FP&A asset that redefines how

Software and Technology providers budget, forecast, analyze and report.

Whether making your first move away from spreadsheets or implementing corporate performance management, Planning Maestro will work for your organization. You’ll get an accurate line of sight into your business, speed decision-making and continually deliver the financial intelligence your leadership needs to make faster, more confident decisions

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Easy-to-use what-if scenario capabilities allow you to change assumptions and immediately see the impact on your revenue, expenses, and cash flow. For example:

If our competitor drops their prices, can we match their price and still remain profitable?
Will we need to add personnel to deliver a new release next quarter?
Do we have the cash flow to launch a new product, invest in new technology, or expand to new markets?
What will the impact of increase in website traffic have on customer service staffing?

WITH PLANNING MAESTRO YOU CAN

Assess revenue streams

Model revenue for subscriptions, licenses, maintenance, professional services, etc. with varying recognition schedules (upon booking, even payments, over the life of a contract)
Easily apply revenue recognition and accounts receivable schedules to your assumptions and immediately see the impact of deferred revenue and cash on your P&L, balance sheet and cash flow
Forecast revenue for subscription renewals based on retention rates

Monitor cash flow

Better understand the effects of new product investment on cash flow
Manage costs associated projects by measuring cash flow more precisely
Ensure cash availability to develop new technology and investment initiatives

Manage growth

Be ready for growth with frequent re-forecasting based on updated actual data, new orders, what-if scenarios, etc.

Sustain appropriate resources

Integrate personnel required levels for all employees (i.e. services, support, sales)

Create driver-based plans

Use key business drivers to develop revenue and cost of sales/goods sold forecasts
Measure corporate performance against your industry

Planning Maestro makes intelligent financial planning and analytics available to organizations across software and technology sectors. Whether you are looking for a solution to help drive efficiencies, reduce costs, or boost performance, Planning Maestro will work for your organization.

YOU’LL GET
Accurate insight into your organization
More granular control of project and program budgets
Faster, more confident decisions

Unlimited Dimensions for Budgets and Reports

Create detailed plans with various revenue streams based on key drivers

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Granular Personnel Budgeting & Allocations

Plan labor needs, incorporating overtime, premium, and shift differentials for accurate costing and headcount forecast

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Scenario Planning

What-if scenarios allow you to change assumptions and immediately see the impact on your revenue, expenses, and cash flow

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Cash Flow Projections & Forecasts

Manage cash flow reporting, analysis and allocation in real-time at the corporate and subsidiary levels

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Dashboards & Reports

Instantly create the reports your stakeholders want, your bank demands, and your company needs

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Rolling Forecasts

Regulate seasonality and unknowns through continuous forecasting

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