Plan and Budget

Financial planning and budget control solution for your business.

Set targets, reach goals

Financial planning and budget control solution for your business.
Build expense and revenue scenarios and follow your performance in real time.

Businesswoman planning the quarter

Quarterly sales plan with planned and actual figures

Current performance with expense and revenue execution

Performance summary with planned and actual revenue and expense

Budget lines by category with planned and actual figures

Chart of the plan execution over time

Define multiple scenarios, track every case

Build different scenarios for different goals and follow their evolution and performance in real time.

List of plans with execution capacity, revenue, expense and current performance

Detailed analysis

Set goals for each cost type, cost centre or project and analyse their evolution in detail.

Plan detail with revenue and expenses classified month by month

Editing budget lines with planned and actual figures by category — Edit mode
Set goals for each classification by day, week, month, quarter or year.

List of revenue and expenses with planned and actual figures and their deviations — Plan revenue and expense
Understand the deviations between forecast and actual figures in each time unit and each classification.

Laptop showing the quarterly sales plan in graphic form — Focus on what matters most
See in the big picture of your plan where the main deviations are, both in revenue and expense, and at which point in time they stood out the most compared to what was initially planned.

Performance analysis

Performance analysis

A dashboard that lets you quickly read how fast your business is accelerating compared to what was projected.

Current deviation of the sales plan with execution evolution and current performance

Execution capacity

A quick read at any moment to see whether, with the current deviation, the forecast expense is secured until the end of the plan period.

Current performance and plan execution capacity cards

Largest overruns by classification with nominal and percentage variation — Know exactly what is happening
Understand exactly the cause of the problem or the reason for the success, with a dashboard that highlights where the largest deviations from the initial projection are happening, both in nominal and percentage terms, by revenue and expense classification.

* monthly equivalent for annual subscription.