Budgeting & Forecasting

9DOTS’ driver-based Budgeting & Forecasting solution gives organizations built-in best practices that support timely data collection, collaboration, and analysis enabling organizations to reduce budgeting cycles & increase forecasting frequency.

Reduce time spent budgeting
Forecast on-demand & at regular intervals
Maximize end-user productivity
Forecast Key Metrics like Utilization, Multipliers, and Net Revenue by employee
Securely distribute and collect budget information from all levels of the organization
Dynamic driver-based modelling
Eliminate clerical spreadsheet errors
Advanced “what-if” scenario creation
Effectively support critical business decisions

EXPENSE PLANNING

Working from a forward-looking Profit & Loss template, users build up the budget by entering information into the centrally managed application for each account for the defined business unit (i.e. Company, Region, Office, Department). Working schedules allow for more complex line items to be broken out and managed at a lower level of detail. Management controls the process by entering rules for guidance and validation in the administration interface. Administrators are also able to create comparatives and what-if scenarios.

STAFF PLANNING

Give your line managers the ability to plan for expected attritions and requested new hires.

COMPENSATION PLANNING

Easily plan salaries, taxes, and benefits associated with each employee.

Model raises and compensations at all dimensional levels of the organization – company, business unit, department, title, or individual employee

Plan compensation changes to occur all at once or individual hire date

BOTTOM-UP REVENUE PLANNING

Allows user to plan for, report, and forecast key metrics associated with the employees of their company. Track Metrics like Utilization %, Multiplier, Labor Revenue, Net Revenue, Billed Hours, and Average Billing Rate. Users are also able to see this by profit center or discipline.

TOP-DOWN REVENUE PLANNING

Allows users to plan for, report, and forecast their hard backlog as well as their opportunity pipeline. This sub-module allows users to track revenue by project manager, client, location, and/or department.

GAP-ANALYSIS REPORT

This report marries the Bottom-Up Revenue Plan (Supply) with the Top-Down Revenue Plan (Demand). It not only shows historical data but also provides users with a 12 month view into the future. This information is crucial for the key decision makers of the organization, allowing them to be Proactive opposed to Reactive.