Sage Budgeting & Planning is an application that enables businesses to drop time-wasting practices like reconciling numbers on spreadsheets. It enables users to quickly react to last minute information and changes in financial scenarios while delivering analytical reports. With access to multiple users enterprise wide, this planning software turns budgeting into a collaborating process while attaining a true picture with analytical insight into the financial performance your company’s operations.

Solution Capabilities Guide

  • Management

    Sage Budgeting and Planning offers an array of management features to deliver a more effective and efficient budgeting process. For businesses looking to gain functionality in revenue target allocation, comprehensive cost projection, or consolidate several budgets, this software solution integrates into the existing organizational structure and provides a purpose-built solution. By utilizing a combination of bottom-up or top-bottom budgeting processes, you’ll be able to encourage budget collaboration across your company, while controlling access to sensitive data.

  • Robust Analysis

    Sage Budgeting and Planning delivers powerful insight into business operations. With sophisticated multidimensional analysis tools, businesses get insight into budgeting and planning data organized by the company’s business drivers and can easily manipulate changes in assumptions. Data can be easily spliced with click and drag capabilities that report back to the Plan Sheet. Sage Budgeting and Planning provides you with analysis capabilities, including multidimensional tools to view budgeting and planning data, perform what-if analyses, and compare actuals to budgets for greater fiscal accountability.

  • Calculations

    Sage Budgeting and Planning uses a comprehensive and powerful engine to retrieve and work with values for budgeting, planning, and analysis. This solution allows businesses to gain greater command by connecting key business drivers to budget, model seasonal trends, spread costs or review targets over defined periods of time. Sage Active Planner's calculation capabilities include creating an unlimited number of formulas and formula lines with defined global and local formulas. You’ll also have access to flexible spreading techniques, where you are able to track up to six period balances.