This web based planning software is a tool for forecasting and budgeting.
Our web tool manages account mappings and P&L formulas between accounting systems and different hierarchies.
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Oivalo Oy is an Official Qlik Partner.
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Why Oivalo Planning
You have a budgeting model currently in Excel but it is not flexible to handle different budgeting versions, update actuals, compare forecasts, and consolidate numbers from multiple files.
You want to collect and consolidate drivers and planning details from multiple units quickly and easily.
You want to use complex planning drivers
You need to create Profit and Loss planning and more detailed operative planning – Oivalo Planning will combine sales drivers to EBITDA in one planning model.
You want to have budgeting and forecasting numbers as references besides actuals in your reporting system.
Oivalo Planning is easily integrated into any BI tool (Qlik, Power BI, etc) that reads data from REST API. Oivalo has developed a model for Qlik and Qlik extension to quickly set up a professional finance reporting solution.
For Qlik users Oivalo has developed a model with Qlik Sense Extension to quickly set up a professional finance reporting solution.
You are looking for an enterprise-level tool for planning that is giving the flexibility you need in your budgeting process without high starting costs on the project and software itself. With Oivalo Planning you will be surprised!
If interested, ask for demo!
Driver based Planning - Create plans based on your own KPIs and business logic
Combine business targets and P&L forecasts directly within same driver based planning models
Easy daily level outcome
Create easily daily/weekly sales budgets directly from planned monthly forecasts.
Follow operations vs. targets in your BI-tools on day level.
Simple follow up and control
Follow and steer planning process, approve plans, summarize multiple units or review planned data on your own reporting structure.
Compare plans to actuals, other planning period, last year in realtime.
Planning Main features
Multi costcenter - collect data from all costcenters
Multi currency and multi language are supported natively
Multiple planning rounds - Manage easily planning rounds and versions
Fast rolling forecasting process - use previous forecast or actuals as base data for new planning round. Create planning model with for example 3 months actuals, 9 months forecast
Flexible planning model Simple or more advanced planning model, you choose! Combine sales drivers and P&L into same model. Oivalo Planning supports various driver based planning schemes and P&L structures
Reference values Use history values as reference numbers.
User hierarchy for approval flow, versatile commenting. Manage user access rights and hierarchies to show data with correct user easily. No risk for Excel leaking company actuals.
Several planning input methods:
|Absolute value||P&L accounts, amount of customers, business days|
|Driver based||Multiply amount of customers with avarage spend, Plan salaries using hours and hourly salary, Use reference value like number of weekend days in a month multiplied with another value|
|Percentage planning models||Personel side costs with pre defined percentage, product category sales margin as a percent from planned sales, set a cost based on sales|
|Summary and info rows||can be used in the planning model to give user information how for example Gross Margin % will set, how many weekend days are in planning round.|
|Monthly or annual input||Plan on annual level and distribute values to monhts using pre-defined multipliers, previous year actuals, previous input or evenly. Or change individual month manually.|
- actuals for reference numbers
- costcenters structure
- designed and ready planning model
-> In most cases this planning tool can be taken in to use in one - two days! Pricing after startup project will be monthly.
Simple integration to BI tools (Rest API).
SaaS - no other IT costs
For controller use: Export planned values to CSV/excel for further analysis