Optimize financial planning with integrated data, automation, and scenario simulations
Unify financial planning by seamlessly integrating all departments, actuals, and forecasts into one system based on SAP Analytics Cloud for planning. Automatically link sub-plans to keep P&L, balance sheet, and cash flow up to date. Leverage AI-driven forecasts, real-time scenario simulations, and automated reports to enhance accuracy and decision-making. Predefined best-practice models ensure rapid deployment and data-driven insights.
Overview
Achieve smart, fully integrated financial and corporate planning in one system
Seamlessly integrate data from various sources and departments to create a single source of truth. Empower controlling teams with real-time financial insights for faster, data-driven decision-making. Automate planning processes and ensure a unified view of P&L, balance sheet, and cash flow—enabling proactive financial management, more accurate forecasts, and greater strategic agility.
Accelerate planning with rolling forecasts and scenario simulation
Empower controllers with agile financial decision-making through rolling forecasts and scenario-based planning. Quickly evaluate the impact of market shifts, budget changes, or strategic initiatives to ensure proactive steering. Gain real-time insights to enhance responsiveness, reduce financial risks, and improve the accuracy of long-term planning - enabling more confident, data-driven decisions.
Drive AI-powered forecasts for enhanced accuracy and precision
Enhance planning reliability with AI-driven forecasting models that adapt to historical trends and external factors. Reduce uncertainty by generating more precise predictions, allowing controllers to proactively manage financial risks, optimize budgets, and improve strategic decision-making with greater confidence.
Automate reporting to improve accuracy, speed, and financial transparency
Streamline reporting with automated dashboards that provide real-time financial insights. Gain visibility into key metrics, track variances, and identify trends instantly. Role-specific dashboards ensure CFOs, controllers, and department heads get relevant data. Automated reports enhance accuracy, reduce manual work, and enable faster decisions. Improve collaboration with a single source of truth and empower management with strategic insights.
Save costs and time with standardized processes
Cut planning costs and time by standardizing processes and automating data management. Leverage predefined best-practice models to quickly tailor planning to your company’s needs, reducing manual effort and ensuring accuracy. A streamlined, automated planning cycle enhances efficiency, improves resource allocation, and enables faster, more reliable financial decision-making.
Details
Solution type
Extensions and Add-ons
Industry
Cross-Industry, Industrial Manufacturing, Utilities, Engineering, Construction, and Operations, Professional Services
Compatibility
Works with
This product is compatible with or enhances the functionality of these SAP solutions but doesn't require them.
Features
Integrate financial dashboards for instant insights and streamlined decisions
Get an overview of all sub-plans with a customizable dashboard in SAP Analytics Cloud for planning. Plan across departments like finance, HR, and project management, while focusing on specific areas. Connect all planning elements in one interface, tailored to your business for improved efficiency.
Gain granular financial control with employee and cost center-level planning
Execute personnel planning at the employee or cost center level in SAP Analytics Cloud for planning to create tailored workforce strategies. From individual employee planning to capacity management, ensuring accurate forecasts and optimized resource allocation for strategic workforce planning.
Achieve financial oversight by integrating P&L, balance sheet, and cash flow
Connect P&L and cash flow for a clear, data-driven financial picture. Align key elements like sales, receivables, and cash while using IBCS-compliant visuals to simplify reporting and provide actionable insights.
Manage Opex with automated allocations, variance analysis, and drill-down
Optimize Opex planning with automated cost center allocations, historical data transfers, and variance analysis. The smart planning module offers drill-down functionality for deeper insights and better cost management. Gain full visibility and control to make confident, data-driven decisions.
Ensure accurate sales forecasts with flexible methods for strategic planning
Improve decision-making with precise sales forecasts using multiple methods. Evaluate error values to find the most accurate predictions, ensuring data-driven insights. Incorporating external factors, this approach delivers reliable forecasts to support strategic planning and market responsiveness.
Plans and pricing
All plans include:
- Source integration enables seamless data connections, real-time updates, and enhanced data accuracy.
- Drill-down and drill-through features allow users to explore data at varying levels of detail and navigate through related datasets for deeper insights.
- Real-time dashboards provide up-to-the-minute data visualization, enabling instant insights and decision-making.
- Scenario planning allows users to model and analyze different future outcomes based on varying assumptions and data inputs.
- Initiatives management enables the tracking, prioritization, and execution of strategic projects to achieve organizational goals.
- Role concepts and self-service features empower users with tailored access and control, enabling efficient, independent task management based on their roles.
- Artificial intelligence enhances decision-making by providing predictive insights, automating tasks, and optimizing processes through advanced data analysis.
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- Adaptation to your requirements.
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- Seamless installations for a smooth setup.
- Enhance your processes for maximum efficiency and performance.
- Leverage all modern features of seamless planning, including AI-driven enhancements.
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- Integrated financial planning includes P&L, balance sheet, and cash flow.
- Driver-based planning and rolling forecasts are used for better accuracy.
- Scenario analysis helps with "What-if" situations.
- Automated consolidation and real-time data integration streamline processes.
- Predictive analytics and AI-driven forecasts improve decision-making.
- Workflow and approval processes enhance collaboration and control.
- Audit trail and compliance (IFRS) ensure transparency and regulatory adherence.
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Technical Information
Technical details
| Solution type | Extensions and Add-ons |
| Category | Extended Planning and Analysis |
| Industry | Cross-Industry, Industrial Manufacturing, Utilities, Engineering, Construction, and Operations, Professional Services |
| Works with |
|
Deployment and operations
The following information is provided by the publisher and applies to the latest app version available on the SAP Store. SAP does not control these policies and procedures; the publisher is solely responsible for the accuracy of the provided information.
| Deployment |
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| Globalization |
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| Operations |
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Security and compliance
The following information is provided by the publisher and applies to the latest app version available on the SAP Store. SAP does not control these policies and procedures; the publisher is solely responsible for the accuracy of the provided information.
| Security |
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| Compliance |
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| Privacy policy |
SAP's privacy policy is not applicable to the use of this app. Please refer to the privacy policy provided by this app's partner. |
terms-and-conditions-url
https://smartpm.solutions/terms-of-service/
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Resources
Read More in the New Factsheet
Get a Clear Overview of the Topic with the Info Sheet
Learn More Through Our Company Brochure
Three in One - Check Out Personal Experiences in This Case Study.
Publisher
SmartPM.solutions GmbH
We deliver business solutions for maximum impact, offering predefined, user-friendly tools focused on Project Performance Management, Sales Performance Management, and Integrated Financial Planning. With over 25 years of project experience, our consulting team ensures seamless deployment and measurable results. Save up to 50 percent in implementation time and costs while benefiting from ongoing support and guidance for high customer satisfaction and scalable solutions.
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