Integrated Budget Plan Sheets
Active Planner has the familiar look of spreadsheets for ease of use, but also offers powerful budgeting functionality. Its web based Plan Sheets also allow remote and distributed input via a Browser.
Flexible Calculations and Seamless Data Integration
Active Planner provides a powerful formula engine to quickly construct virtually any budget calculation with unlimited formula lines, which can link to account and range balances, fixed amounts, external database queries or other plan sheet values, providing unparalleled power and flexibility.
Powerful Variance and Forecasting Capabilities
With Active Planner, real-time budget variance analysis can be done with the click of a mouse, and calculations based on anticipated unit sales can be updated anytime to display current sales and price/unit variances for more informed decision-making.
Distributed Budget Management
Active Planner’s Plan Sheet control allows you to roll up or consolidate budget information, or push down strategic targets and common global values. For easy administration, you can perform operations on all or sections of the plan, such as locking, changing status or adding a new revision.
Pro-Forma Financial Statements and Analysis
Active Planner provides analysis and report preparation and creates pro-forma financial statements that retrieve the actual results from your Epicor General Ledger for closed periods and combine with the remaining plan for a rolling forecast.
Insightful Analysis
Active Planner comes complete with multidimensional visualization tools that leverage Microsoft® SQL Server Analysis Services (SSAS) to provide sophisticated information through online analytical processing (OLAP).