Planning in
Power BI

Plan, budget, and forecast within your favorite analytics tool for various business areas, enhancing decision-making and driving profitability

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Choose Your Planning Focus

Explore the essential areas of planning that allow you to tailor your approach for financial success. Dive in and find detailed information for your planning needs!

Profit & Loss

Identify profitability, manage costs, and make informed decisions to drive growth and sustainability

Operating Expenses

Manage expenses, optimize resource allocation associated with daily business operations, and ensure financial stability

Headcount

Forecast hiring requirements, manage labor costs, and ensure the right talent is in place to drive performance and achieve goals

Revenue

Predict future sales using historical data, market trends, and business conditions to establish annual revenue goals

Capital Expenditures

Plan long-term investments in assets, property, equipment, and technology essential for running your business

Supply Chain

Forecast demand, manage inventory levels, and optimize logistics to ensure timely delivery of products and services

4 Steps to a Tailored and Efficient Planning Solution

Boost efficiency with rapid implementation, flexible workflows, data integration, and planning options that fit your planning strategy

Accelerated Implementation
Leverage existing data models to build your plans, reducing implementation time from days to just hours.

Top-Down or Bottom-Up Approach
Whether you prefer top-down or bottom-up planning, both options are fully supported with WeWrite.

Customizable Workflows
Create plan versions, add positions, implement confirmation processes, and tailor the entire planning workflow to suit your specific needs.

Seamless Integration
Import data effortlessly from your existing platforms like ERP, CRM, PMT, and more, ensuring your planning is always based on up-to-date information.

Simplify NumberS Management

Bulk Edit Numbers in the Matrix Visual

With our matrix visual, you can bulk edit multiple numbers within the hierarchy. When you modify a total field, the child positions automatically adjust, making number manipulation straightforward, especially for planning purposes.

Whether you prefer a top-down or bottom-up approach, you can easily distribute numbers among child positions using either weighted or equal methods.

Dynamic Number Adjustments

Create Effortless Calculations

You can perform calculations directly within our tool using operations like

Addition

Subtraction

Multiplication

Division

Percentage Adjustments

This feature allows you to easily adjust numbers on the fly without needing to complete the calculations in advance.

Robust Version Control

Manage Versions of Plans, Budgets, and Forecasts

Our visual offers plan versioning. You can easily add or remove versions of your plans, budgets, and forecasts.

Additionally, you can assign confirmation statuses and ownership to each version, ensuring clear accountability and effective management throughout your planning process.

Reduce Implementation Time

decreased implementation time

Take Your Plans to the Next Level

faster financial planning

more accurate plans

Move Beyond Excel

Eliminate the need for cumbersome Excel files, complex VBA customizations, and performance bottlenecks. With WeWrite in Power BI, you can handle larger datasets seamlessly, improving efficiency and scalability without the limitations of spreadsheets.

Improve User Experience

Deliver an unparalleled UX with intuitive interfaces and enhanced functionality. WeWrite is designed to improve workflows, making planning more efficient and enjoyable than ever before.

Start Planning in Power BI with WeWrite!