Host Analytics MyPlan

The only planning, budgeting, and forecasting tool designed for budget owners

Host Analytics MyPlan is the first product designed specifically for budget owners, allowing finance to fully engage and collaborate with them in the planning, budgeting, and forecasting process. MyPlan drives budget owner accountability, reduces the support and training burden on finance, and increases the accuracy and timeliness of budgeting and forecasting data. With an easy to use, task-oriented design, MyPlan empowers the budget owner to efficiently allocate and reallocate resources, build budgets fast, and get back to running the business.

 
The Evolution of Enterprise Performance Management

EPM has evolved with advancements in professional skills, business processes, and EPM technology. Three distinct phases of evolution have emerged around these three elements: Reactive, Proactive, and Optimized. An optimized EPM environment is characterized by continuous, connected, and collaborative planning. See the on-demand webinar presentation as we take a deep dive into collaborative planning with MyPlan.

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Key Features of MyPlan

Easy-to-use, task-oriented design

Rather than forcing budget owners to learn complex finance jargon, everything a budget owner needs is presented in a single location, in the terminology they understand. All tasks can be completed with just a few clicks, because the actions are in the context of the things budget owners think about when running their business.

Visual charts that show you where you stand

MyPlan gives budget owners a quick snapshot into the current state of their business by displaying period-to-date performance against budget. Choose between month-to-date, quarter-to-date, or year-to-date views, or any other cut of the data that provides meaningful insight. Charts can be customized to show information that is most relevant to the individual budget owner. Chart data is sourced from the Host Analytics Platform, providing accurate and timely insights into the business.

Freedom to create budgets and update your forecasts

MyPlan provides a comprehensive yet succinct view of your forecast & budget in a single interface. Visually compare forecasts to the budget and your budget to target to see where and what the variances are. Create budgets and update your forecasts in just a few clicks.

Action oriented design

Make adjustments to a budget or forecast based on preset groups of actions – for example, add or adjust headcount, add a new marketing program, or purchase a laptop for a new employee. A customizable pop-up form prompts the budget owner for the information required to make the updates.

One-Click Fix It

Need to fix a variance? One-click Fix It automatically spreads the variance equally or proportionally over the remaining months in the period.

Activity Manager

Activity manager tracks the updates made to budgets and forecasts, so a budget owner can get a comprehensive view of all the changes made within a session. Users can undo any changes regardless of order with a single click. Activity manager takes the guesswork out of remembering the changes you’ve made.

Finance Controlled Process

Finance maintains control over the planning, budgeting, and forecasting process because MyPlan is an alternative interface in Host Analytics Planning designed specifically for budget owners. Finance can customize and personalize the interface, add notes for the budget owner, and even set timelines for updates.

Easy-to-use, task-oriented design

Rather than forcing budget owners to learn complex finance jargon, everything a budget owner needs is presented in a single location, in the terminology they understand. All tasks can be completed with just a few clicks, because the actions are in the context of the things budget owners think about when running their business.

Visual charts that show you where you stand

MyPlan gives budget owners a quick snapshot into the current state of their business by displaying period-to-date performance against budget. Choose between month-to-date, quarter-to-date, or year-to-date views, or any other cut of the data that provides meaningful insight. Charts can be customized to show information that is most relevant to the individual budget owner. Chart data is sourced from the Host Analytics Platform, providing accurate and timely insights into the business.

Freedom to create budgets and update your forecasts

MyPlan provides a comprehensive yet succinct view of your forecast & budget in a single interface. Visually compare forecasts to the budget and your budget to target to see where and what the variances are. Create budgets and update your forecasts in just a few clicks.

Action oriented design

Make adjustments to a budget or forecast based on preset groups of actions – for example, add or adjust headcount, add a new marketing program, or purchase a laptop for a new employee. A customizable pop-up form prompts the budget owner for the information required to make the updates.

One-Click Fix It

Need to fix a variance? One-click Fix It automatically spreads the variance equally or proportionally over the remaining months in the period.

Activity Manager

Activity manager tracks the updates made to budgets and forecasts, so a budget owner can get a comprehensive view of all the changes made within a session. Users can undo any changes regardless of order with a single click. Activity manager takes the guesswork out of remembering the changes you’ve made.

Finance Controlled Process

Finance maintains control over the planning, budgeting, and forecasting process because MyPlan is an alternative interface in Host Analytics Planning designed specifically for budget owners. Finance can customize and personalize the interface, add notes for the budget owner, and even set timelines for updates.

Host Planning

MyPlan is an easy-to-use interface designed specifically for budget owners to quickly plan, budget and forecast on top of the industry-leading planning application, Host Analytics Planning. Host Analytics Planning allows your finance team to leverage pre-built, best-practice templates or build your own to meet the financial, workforce, capital, and initiatives planning for your organization. Support continuous planning with rolling forecasts and driver-based planning, to keep up with your fast-moving business.

View the full planning solution