Sage Active Planner
Sage Active Planner is an enterprise-wide, purpose-built planning and budgeting application designed to help enable quicker, more informed business decisions by shortening your budgeting and planning cycles. It makes the planning process easier and more efficient, encourages collaboration across all lines of business, and ties budgeting activities to organizational performance.
Sage Active Planner Customer Success Stories
Key Features
Management Features
Sage Active Planner offers robust management features to help make your budgeting and planning process more efficient and effective.
Encourage budget collaboration across the enterprise
Strong management capabilities allow for seamless integration of budget submissions from multiple departments, using "Plan Sheets" that have a familiar spreadsheet look and feel. Plus, Sage Active Planner's "Web View" provides access to budgeting Plan Sheets at any time and from any location for participants across the enterprise.
Take command of your budget
The Plan Manager, the command center of Sage Active Planner, coordinates the consolidation and distribution of your Plan Sheets into an efficient, seamless and flexible budgetary system. Within Plan Manager, Plan Sheets are established, reviewed for status and revision, locked for control and managed for consolidation and distribution.
Control access to sensitive data
Sage Active Planner provides comprehensive security so you can easily limit use of plan sheets to authorized users - as well as define their ability to view, edit or modify information.
Perform what-if analyses
Easily reorganize budget structures, including planning assumptions and variable drivers so you can view the impact of potential changes to your plan. This enables you to make more effective and predictive management decisions.
Compare actuals to budgets for greater fiscal accountability.
Sage Active Planner provides the ability to compare actuals to budgets on an ongoing basis. For example, if the plan is developed based on products by customer by salesperson, you can compare and analyze actual, plan and variance values in an OLAP cube. With quick and easy data management and analysis, you'll increase your organization's fiscal awareness and accountability.
Create an unlimited number of formulas and formula lines
Use formulas to annualize sales for the last quarter for a fast growing company, derive account values as a percentage of previous year's sales, compute average daily balance of debt for an interest calculation, or use database queries to retrieve enterprise-wide information.
Flexible spreading techniques
Use formulas to annualize sales for the last quarter for a fast growing company, derive account values as a percentage of previous year's sales, compute average daily balance of debt for an interest calculation, or use database queries to retrieve enterprise-wide information.
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