How to Forecast Sales Revenue
Host Analytics | Aug 29 2018
Nearly every Planning application has a version of Sales Forecasting. The Keen Vision version incorporates an integrated approach to Sales Targeting, Zero-Based Sales Planning and Sales Simulations using break-back. Sales Targeting provides a higher-level mechanism to establish macro-level targets and quotas across the sales organization. Sales Targeting takes a driver-based approach versus prior sales performance to efficiently develop the Target Scenario. Sales Planning on a ‘zero-based’ approach is captured at the Rep level with inputs on a Customer and/or Product Line basis depending on the industry.
Learn how to use this solution to provide visibility to Actual history, as well as Sales Targeting info.
With standard reporting tools providing trailing twelve month statements can be time consuming with each individual month brought into the report and then summed in Excel. This modeling solution provides custom measures selections available in cloud based reports. In addition to the standard Month-to-Date, Quarter-to-Date, and Year-to-Date filters for reports, custom filters will apply Trailing Twelve Month values to any time period or scenario. This solution automates the math required to convert financial statements Measures dimension to provide trend based analysis without additional math manually built in Excel. UHY will show you how to use this solution.Read Now >
This Keen Vision modeling solution is designed for FP&A teams. The solution provides the ability to generate 7-10 year business plans. It utilizes business drivers to project future performance. Driver inputs can be partitioned along your organizational segments. The model automatically seeds 3 years of historical balance and driver data. The drivers include customer metrics, pricing, revenue growth, cost of revenue elements, operating expense and balance sheet dynamics. The solution generates quarterly financial statements (P&L, Balance Sheet, Cash Flow), incorporating actual data as of the most recent close period and 7-10 years of projected results.Read Now >
The purpose of the ALLL is to reflect estimated credit losses within a bank’s portfolio of loans and leases. Estimated credit losses are estimates of the current amount of loans that are probable that the bank will be unable to collect given the facts and circumstances since the evaluation date (generally the balance sheet date). That is, estimated credit losses represent net charge-offs that are likely to be realized for a loan or group of loans as of the evaluation date. The ALLL is presented on the balance sheet as a contra-asset account that reduces the amount of the loan portfolio reported on the balance sheet. Much analysis goes into to reporting accurate numbers for ALLL. Blue Line Planning will demonstrate how to manage the results you need for proper ALLL reporting.Read Now >
Many corporate expenses touch every aspect of an organization and need to be allocated for appropriate sharing of cost. These expenses may include such things as rent, IT expenses, depreciation, etc. This solution automates the allocation or chargeback of costs for either actual time periods or for forecasts based on headcount in departments or cost centers. Regardless of whether new Departments/Cost Centers are added, new Legal Entities, or other dimension combinations change, this solution will automatically adapt without additional maintenance or inserting new rows to templates or spreadsheets. Join as UHY walks through how to use this solution.Read Now >