Public Recordings

Quick and Easy Forecasting with Dynamic Budgets (June 2020) 

Jul 22, 2020 12:08 PM

Presented by @Zubin Gidwani
Presented by @Liz Jorgensen
Presented by @Cindy Tsang
Presented by @Shelly Memberto
Presented by @Julia L Bingham
Presented by @Ross Hollander

We’ll start with a brief introduction and then jump right into a live Q&A with existing customers who can share their experiences building various scenarios in response to COVID-19:

  • The World Series Champions Washington Nationals Baseball Team
  • Ortho Carolina
  • Little River Casino
  • The Jewish Federation of Greater Phoenix/Martin Pear JCC/Ina Levine Campus

During this webinar you will learn:

  • How to set up and refresh your data to the cloud
  • How to use the Forecast Builder Tool to create blends:
    • Actuals and remaining months budget
    • Actuals and annualized (remaining months year-to-date average values)
    • Actuals and prior year budget
    • This year and last year
  • How to add percentage and/or dollar value adjustments
  • Review out-of-the-box reports to show your line-item budget inputs
  • How you can replace Management Reporter with:
    • Monthly Budget vs Actual Variance reports
    • Transaction drill down reports
    • Power BI dashboards
    • Designing other custom reports
    • Refreshable Excel reports
By registering for this ISV Solution Showcase, you agree to be contacted by this partner regarding their products and/or services


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Quick and Easy Forecasting with Dynamic Budgets 6.9.2020.mp4   122.92 MB   1 version
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