Operating Expenses (OpEx) are a core part of your financial planning, covering everything from office rent and software subscriptions to logistics, travel, and professional services. Managing these costs effectively helps you stay within budget, improve financial accuracy, and make faster decisions. Now, with WeWrite, you can plan OpEx directly in Power BI, where your actuals and forecasts come together in one place.
💰Why plan OpEx in Power BI?
Most companies still manage OpEx planning in Excel. That means:
- File versions everywhere
- Difficult collaboration
- No real-time insights
With WeWrite, you can plan directly on top of your data model in Power BI, the same place where you already analyze your actuals.
No exports. No syncing. Just planning where it makes sense.
Watch how OpEx planning works in Power BI
What you gain by planning in Power BI
- Control budgets across departments
- Let team leads input or adjust their own cost plans
- Plan monthly, quarterly, or yearly – your choice
- Build workflows for approvals or reviews
- Combine actuals and plans for better variance analysis
Use cases
- Annual budgeting of departmental costs
- Rolling forecasts of marketing, HR, or IT expenses
- What-if analysis based on changes in supplier costs or service pricing
- Integration with P&L plans
🏁How to Get Started
- Prepare Your Data: Make sure your previous years’ data is complete and accurate.
- Set Up Your P&L Structure: Define revenue, cost, and profit categories relevant to your business.
- Leverage the Writeback Functionality: Use WeWrite to update your planning data in real time.
- Review and Adjust: Continuously monitor your plan against actual results and adjust where necessary.
If you’re ready to take the next step and move your planning from Excel to Power BI using WeWrite, OpEx planning is a great place to start. It’s often a straightforward process to bring into a modern environment, and it gives you immediate value by turning static spreadsheets into dynamic, data-driven decisions.
Want to see how this fits into broader financial planning? 👉 Check out our main article on P&L Planning in Power BI