09 Jun

Quick and Easy Forecasting with Dynamic Budgets

Quick and Easy Forecasting with Dynamic Budgets

Tuesday, June 9, 2020 (1:00 PM) to Tuesday, June 9, 2020 (2:00 PM) (Eastern Time)

Virtual Meeting ISV Showcase, PowerApps
Cindy Tsang, Julia Bingham, Liz Jorgensen, Ross Hollander, Shelly Memberto, Zubin Gidwani

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Dynamic Budgets is a budgeting, forecasting, and reporting solution, an alternative to Excel and a replacement for Forecaster. We were frustrated other products were too painful to manage, too complicated for end users, and too expensive; so we changed the rules! We offer unlimited users, install in 1 hour, and customers can go-live within a week. Our competition is expensive and requires 100-200 hours to deploy! Did you know we now offer monthly subscriptions and cloud hosting?

During this webinar you will learn:
- How to set up and refresh your data to the cloud
- How to use the Forecast Builder Tool to create blends:
• Actuals and remaining months budget.
• Actuals and annualized (remaining months year-to-date average values)
• Actuals and prior year budget
• This year and last year
- How to add percentage and/or dollar value adjustments
- Review out-of-the-box reports to show your line-item budget inputs
- How you can replace Management Reporter with:
• Monthly Budget vs Actual Variance reports
• Transaction drill down reports
• Power BI dashboards
• Designing other custom reports
• Refreshable Excel reports

We’ll wrap up with a Q&A session with several of our existing customers who can share how easy it has been to build various scenarios in response to COVID-19.


By registering for this ISV Solution Showcase, you agree to be contacted by this partner regarding their products and/or services

Cindy Tsang

Julia Bingham

Liz Jorgensen

Ross Hollander

Shelly Memberto

Zubin Gidwani