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Product Overview
ProForecast is a leading strategic planning and financial forecasting tool for business and midmarket companies. High-level forecasting or Drill Down allow for a greater level of granularity than any other forecasting tool in the market turning weeks of work into days and days into hours whilst seamlessly integrating with Excel and 85 of the most widely used accountancy packages such as Accounts IQ, Microsoft Dynamics, NetSuite, Sage Intacct, Sage 200, Sage 50, S4 Hana, QuickBooks, Xero and 85 other ERP and Accounting Systems.
The Importance of Scenario Planning
All businesses are facing challenges at the moment, and one of the biggest challenges is uncertainty. Now more than ever, every businesses need to be budgeting and planning in a volatile business environment. This includes cash flow planning, forecasting and scenario planning so you are prepared for every possible scenario your business may be facing.
Introduction to MyPlans
Within MyPlans, Basic Setup allows the user to rename a plan and set a description that is easily identifiable to the plan. Plan parameters such as plan start & end date, benchmarking settings, currency and tax configuration and VAT and Accounts payable settings and colour schemes are defined here. Alongside base configuration users can add Revenue Models in any combination, to reflect a business’s revenue stream.
Data Visualisation
Data driven graphs can be generated quickly and exported in a variety of different formats to be implemented in reports and shared as and when needed. Graphs are a common method to visually illustrate relationships in the data and by easily changing their format you can ensure that the graphs produce meet both your own, and your client’s unique requirements.
Company Structure
The company structure menu enables the user to build departments & divisions. Default Central Departments – are Central Overheads and Central Sales, each has its own detailed Departmental Report which allows a more accurate examination of costs, these can both be found within the Data Entries screen by default.
Adding Divisions
Creating a Division creates a divisional sales department. This can be useful even if the business does not operate a divisional structure as it can be used for Project Accounting enabling the costs and revenues to be kept separate.
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