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Integrated FP&A 3 Statement Planning with Detailed Headcount Forecasting

Mission Statement:

To be able to forecast accurately our Existing Customer License Revenue and Prospective Pipeline connected directly from Salesforce. Leveraging Anaplans capabilities we need the ability to analyse Customer KPI's, Sensitise Forecasting Drivers and be able to Plan OPEX at an individual level. 

This will include an integrated 3 Statement Model, more granular hiring plans and resource budgets including all people, their roles, their associated capital expenditure driving through to the Cash Flow in real-time. Anaplan will automate our Management Reporting process containing the metrics that turn the needle in the business; performance By Team, ARR – additions, subtractions, churn and easier comparisons of actuals against forecast and budget with the ability to spin off What If Scenarios.

Use Cases:

Existing Customer and Prospective Customer Revenue Forecasting

Logic Driven Direct COS Forecasting

HR Payroll Planning

Multi-Driver Based OPEX Planning

Live Company P&L, Balance Sheet and Cashflow Statements

Automated Management Accounts Reporting Packs

Customer Insight Analysis and KPI Sensitivity Modelling

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