Planning, Budgeting and Forecasting

Gain agility in planning with support for strategic, financial and operational planning needs in a single, unified solution.

 

OneStream XF Unifies Planning, Budgeting, and Forecasting with Financial Reporting

Replace spreadsheets and legacy applications that provide limited flexibility and lack integration with financial reporting and other solutions.
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Simplify Use

Use familiarity of Microsoft Excel and Guided Workflow for simplified planning, budgeting, and forecasting.

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Improve Agility

Leverage one unified financial planning software system that supports financial and operational planning, budgeting, forecasting and reporting for maximum agility.

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Accelerate Planning Cycles

Spend less time collecting data and more time analyzing results and supporting decisions across the enterprise.

Key Features

Strategic Planning and Modeling

Drive long-term strategy and analyze alternative value creation scenarios. Quickly develop baseline plans for organic growth strategies and potential M&A initiatives.

  • Pressure-test assumptions and flex key value drivers to evaluate impact on financial results
  • Analyze the impact of alternative what-if scenarios and funding options on key liquidity, profitability, and performance ratios as well as debt covenants and capital structure
  • Quickly analyze the sensitivity of your cost structure, revenues, or capital structure to external drivers such as commodity prices and evaluate FX and interest rate exposure
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Financial Budgeting and Forecasting

Simplify the entry of budget and forecast revisions by leveraging dynamic web forms or the comfort of Excel to instantly create or update the plan or forecast.

  • Guided Workflows, advanced spreading and allocations speed data collection and entry
  • Support top-down, bottom-up, driver-based planning, rolling forecasts and other advanced planning techniques
  • Extensible Dimensionality® enables support of corporate and line of business requirements in a single application
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Detailed Operational Planning

The XF MarketPlace contains a full set of specialty planning solutions that all leverage and extend the OneStream XF Platform.

  • People Planning, Capex Planning, Sales Planning, Cash Planning, Thing Planning (think anything)
  • Relational Blending balances the right mix of where analytical and operational data resides for the best performance and analysis
  • Visualize the impact of planning decisions on profitability and margins with “What-if” driver-based planning
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There is no substitute for having one application that can share and extend dimensions to deliver multiple solutions without the technical complexity of having to install, implement, maintain, learn and upgrade multiple products, applications or modules. The fact that we were able to deliver a world-class budgeting solution – from design kick-off to go-live, in two months says a lot about how agile and scalable this system is. Erik Hokanson | Accounting Manager | Johnson Outdoors

Johnson Outdoors Unifies Consolidation, Reporting, Budgeting and Forecasting in OneStream

Learn how Johnson Outdoors implemented OneStream to unify and align their financial reporting, budgeting, and forecasting for both corporate and business unit operations. Read the Case Study
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OneStream XF

Hundreds of organizations have made the leap from spreadsheets and legacy CPM applications to OneStream and never looked back. Join the revolution!