Planning in
Power BI
Plan, budget, and forecast within your favorite analytics tool for various business areas, enhancing decision-making and driving profitability
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 Power BI Planning Solution
Boost efficiency with rapid implementation, flexible workflows, data integration, and planning options that fit your planning strategy
Leverage existing data models to build your plans, reducing implementation time from days to just hours.
Whether you prefer top-down or bottom-up planning, both options are fully supported with WeWrite.
Create plan versions, add positions, implement confirmation processes, and tailor the entire planning workflow to suit your specific needs.
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
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
Take Your Plans to the Next Level
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.