Integrated Planning, Budgeting and Forecasting


Oracle NetSuite Planning and Budgeting Cloud Services (PBCS) enables quick adoption of world-class financial planning and budgeting across lines of businesses with flexible and customizable deployment options. Oracle NetSuite PBCS facilitates both company-wide and departmental financial planning with modeling capabilities, approval workflows and reporting within one collaborative scalable solution. Oracle NetSuite PBCS uses a powerful calculation engine which can accommodate a wide range of business logic with fast in-memory aggregation and instant financial planning analysis and reporting.

Oracle NetSuite PBCS offers comprehensive integration with Microsoft Office tools such as Microsoft Outlook, Excel, Word and PowerPoint with Smart View for Office. Users can leverage Excel as the environment for adding custom members on the fly, slicing and dicing data and ad-hoc modelling. Common financial planning actions, such as spreading and allocation, are available within planning data grids rendered within Microsoft Excel.

Intuitive User Interface

The mobile-ready and intuitive interface of Oracle NetSuite PBCS combines task lists, instructions, dashboards and graphical reports.

SIMPLIFY COMPLEX OPEX PLANNING

Oracle NetSuite PBCS enables flexible driver-based planning to help connect operational assumptions to financial outcomes and supports a hierarchical planning process that encompasses both corporate finance and lines of business within a company.

Simplify Complex OPEX Planning

STREAMLINE COMPREHENSIVE CAPEX PLANNING

Oracle NetSuite PBCS enables the management, prioritization and planning for capital expenses and its impact on overall expenses and financial statements. You can create a model of your company’s capital expenses, and provide an effective way for decision-makers and managers to communicate throughout the request, justification, review and approval process.

Streamline Comprehensive Capex Planning

ENABLE DYNAMIC MODELING, ANALYSIS AND BI-DIRECTIONAL INTEGRATION WITH SMART VIEW

Oracle NetSuite PBCS provides comprehensive integration, including single-click refresh, with Microsoft Office tools such as Microsoft Outlook, Excel, Word and PowerPoint with Smart View for Office. You can use Excel as the environment for slicing and dicing data and ad-hoc modelling. Common planning actions, such as spreading and allocation, are available within Microsoft Excel.

Enable Dynamic Modeling and Analysis And Bi-Directional Integration With Smart View

IMPROVE FORECAST ACCURACY WITH PREDICTIVE PLANNING

Oracle NetSuite PBCS Predictive Planning allows users to optimize planning and forecasting estimates with a rigorous, pre-built statistical modeling engine. With a few clicks, Predictive Planning will collect historical data, match it to industry standard statistical models and generate a dashboard, offering predictions for future results and enabling users to apply predicted values directly into their plan or forecast.

Improve Forecast Accuracy with Predictive Planning

EMPOWER EFFECTIVE DECISION-MAKING WITH POWERFUL REPORTING CAPABILITIES

Oracle NetSuite PBCS provides comprehensive reporting and analytics for management, narrative and regulatory reporting. The drag-and-drop report builder puts powerful, yet easy-to-use, web-based reporting into the hands of finance and business managers providing a secure, collaborative, process-driven approach for defining, authoring, reviewing and publishing financial and management reports.

Empower Effective Decision-Making with Powerful Reporting Capabilities

Benefits

Reduce Planning Cycle Times

Collect inputs and assumptions, review iterations and present consolidated results in a timely manner.

Improve Forecast Accuracy

Compare and analyze actual versus projected results regularly to refine forecasts.

Align the Organization

Centralize your budget with forecast and actual information in one place, providing a single version of the truth.

Timely Information and Insight

Drill across budget, forecast and actuals to see the impact on business performance.


Resources


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