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Forecasting & Scenario Planning

A better way to create forecasts
and what-if scenarios

UniFi Forecasting and Scenario Planning allows you to produce forecasts based on a mixture of actuals and budgets, prior year trends, different scenarios and dynamically changeable variables for what-if scenarios.

Multiple budgets or forecasts can be held and reported against, and budgets can be stored in multiple currencies and revalued as exchange rate trends become apparent.

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What is included with UniFi Forecasting & Scenario Planning?

  • What-If scenario modelling with user-changeable parameters showing the effects of changes on the current forecast.
  • UniFi BI reporting feature can generate forecasts based on mixtures of actual and budget data, plus other rules/parameters relevant to your business. Data can be drawn from other sources such as sales systems (e.g., pipeline forecast).
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Example of Forecasting & Scenario Planning Dashboards

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  • Forecasting and Scenario Planning Attributes
  • Powerful BI features for sophisticated modelling of data from various sources.
  • Sensitivity analysis to assess how changes and variables could affect your overall forecast.
  • Have as many budgets, forecasts, and scenarios as you need and updated according to your schedule (annual, quarterly, monthly etc.)
  • Version control of budget and forecast changes. This enables you to track the accuracy of past forecasts against actual outcomes.
  • Reports can be continually refined to ensure the latest information is reflected.
  • UniFi flexibility means the user can customise all reports and assumptions - no expensive consultancy required.
  • Highly configurable workflow process management for the correct flow of data.
  • Forecasting and Scenario Planning Key Benefits
  • Quickly analyse your budget by filtering, pivoting, and applying different criteria.
  • Run different scenarios and create new parameters as things change.
  • Use data from UniFi, your core accounting software, and other applications with the powerful integration feature, ensuring you have a single view that is always up to date.
  • Get a quick overview of all your forecasts including assumptions made without needing complex interlinked spreadsheets.
  • Easily drill-down and filter on different areas of analysis to quickly zoom in on issues and areas requiring attention.
  • Why UniFi Forecasting & Scenario Planning Is Different

Fully flexible reporting using the same tools as other UniFi Applications.

Easily bring in data from multiple sources including UniFi, accounting software, other ERP systems. Work with spreadsheets, CSV and other file formats and database types.

Customisable dashboard design that can easily be personalised to departments or individuals as required.

UniFi is user configurable – no expensive ongoing consultancy required.

  • UniFi Budgeting and Forecasting Integration

UniFi Budgeting and Forecasting integrates seamlessly with your core accounting software. Nominal, analysis and other coding can be selected from dropdowns that source the values directly from the underlying accounting system, and new budgets, revisions and amendments can be uploaded to the budget area of your accounting software automatically upon approval.

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Other Budgeting and Forecasting Use Cases

If you have a unique requirement or use case that is not listed on this page, it is highly likely that it is creatable or configurable in UniFi. Please speak to our team and we will be happy to discuss your options.

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