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

Highlights

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

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

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

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

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

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

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

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

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

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

Looking for more?

Explore manual data input in Power BI