Inforiver

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The fastest way to ​plan, forecast & budget ​
in Power BI

 Plan forecast budget

Create a plan from scratch

Create a new plan/budget for the upcoming cycle from scratch (Zero-based budgeting)

Create a plan based on an existing series

Create a budget for the next cycle based on current cycle performance and make finer adjustments

Perform top-down planning

​Enter budgets at the top level and distribute them to descendants (departments, teams, geographies, months etc.)

Perform bottom-up planning

Enter granular targets & projections that roll up to the top; supports data entry from multiple users

Allocate based on your most recent actuals/forecast

Allocate budgets and projections based on past performance or value drivers

Lock values

Lock forecasts or budgets for specific categories (years, geographies, months) and disable editing; supports locking specific cells and entire hierarchy branches

Create rolling forecasts

Get an accurate picture of your business’s future performance by leveraging rolling forecasts

1-click variance analysis

Perform one-click variance analysis between various versions of budgets, plans, forecasts and actual performance

Save forecasts & projections​

Write data back to a destination of your choice; supports Azure, Snowflake, OneDrive, SharePoint and more

Featured blogs

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input-edit-sales-forecasts-in-a-power-bi-report-featured-image

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Highlights

1. Create a plan from scratch

Create a new plan/budget for the upcoming cycle from scratch (Zero-based budgeting)

 create a plan from scratch

2. Create a plan based on current performance​
​

Create a budget for the next cycle based on current cycle performance and make finer adjustments​

Create a plan based on current performance

3. Perform top-down planning

Enter budgets at the top level and distribute them to descendants (departments, teams, geographies, months etc.)​

Perform top-down planning

4. Perform bottom-up planning​

Enter granular targets & projections that roll up to the top; supports data entry from multiple users​

Perform bottom-up planning​

5. Allocate based on your prior performance

Allocate budgets and projections based on past performance or value drivers​

Allocate based on your prior performance

6. Lock values

Lock forecasts or budgets for specific categories (years, geographies, months) and disable editing; supports locking specific cells and entire hierarchy branches​

Lock values

7. Copy values across periods​

Copy a value across remaining periods or apply a trend based on growth rate​

Copy values across periods​

8. Create rolling forecasts

Get an accurate picture of your business’s future performance by leveraging rolling forecasts​

Create rolling forecasts

9. One-click variance analysis

Perform one-click variance analysis between various versions of budgets, plans, forecasts and actual performance​

One-click variance analysis

10. Save forecasts & projections​

Write data back to a destination of your choice; supports Azure, Snowflake, OneDrive, SharePoint and more​

Save forecasts & projections​

Looking for more?

Explore manual data input in Power BI

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IBCS Certified
Power BI certified
About Inforiver!

Inforiver drives business productivity and business performance with faster time to insights inside Power BI through an intuitive no-code experience. The product is developed by Lumel Technologies (formerly Visual BI), which has a decade of experience in building add-on solutions on top of BI platforms (SAP BI and Power BI) with our suite of innovative products such as ValQ, xViz, and BI Hub
Headquarters
5920 Windhaven Pkwy, #130
Plano TX 75093
ValQ
xViz
BI Hub
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