Top Down Budgeting in Planning Analytics

In the first post of this series we looked at some of the considerations for implementing Top down budgeting, you can find this post here.

Planning analytics leverages the existing Actuals reporting to make Top Down Budgeting a simple enhancement. Planning analytics data spreading functionality enables budget holders to input high level values to be automatically allocated into business units.

To highlight a top down budget, I have created a copy of the Profit and Loss cube which holds data by version, period, years, regions, chart of account line and measures:

The great thing about working with Spitfire Analytics is their financial background.  We can just explain what we need in our own terms and they understand exactly what needs to be done.

- Phil Talbot, Finance Director – Robertson Group

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