Financial Planning

Get to Where Your Company Needs to Be


While corporate strategy helps determine the long-range vision for your company, the business environment is constantly changing, which impacts your current operations. NetSuite's financial planning solution provides flexible, "what-if" financial modeling capabilities to help companies meet their budgeting and ongoing forecasting needs. Model and evaluate different financial scenarios to set targets for your annual operating plan, in a bottoms-up or top-down manner, and then analyze the variance between actual and projected results to manage business performance.

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.

Features

Flexible Modeling

Create and consolidate driver-based plans with customized data entry sheets and reusable formulas and allocation methods using proper assumptions.

"What-If" Analysis

Compare and evaluate different "what-if" scenarios between actuals and projections—and update forecasts as needed during the course of business.

Comprehensive Reporting and Analysis

Provide self-service and easy-to-use reporting across the company.

White paper

Rising to the Challenge—Achieving Real-Time Visibility Across the Organization
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