Rolling Forecasts

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The budget process, without CALUMO, can be arduous. The idea of a rolling forecast using the traditional tools (Excel) is scary.

CALUMO fully automates the rolling forecast process. From creation, calculations, input, aggregations to reports, CALUMO helps you manage the process seamlessly.

Rolling forecasts

Case study: trying to get forecasts from 130 geographically-spread managers, every month

Rachel Waters from Mantra had the problem of acquiring input from over 130 people all located in hotels around the country. The hotel industry can be volatile so the latest forecasts are vital.

With CALUMO, Rachel can collect data via CALUMO web input templates from all 130 sites. Rachel hits one button, the forecast is prepared and an email sent out. By the end of the day, the forecast is complete. This is done monthly and is an 18-month rolling forecast.


Features

  • Sophisticated modelling when you need it.
  • Input template distribution via email or your Intranet portal.
  • Driver-based forecasting.
  • Bottom-up or top-down planning.
  • All forecast are stored and comparable.
  • Workflow to manage the forecast process.
  • Single platform for the most timely instant.

Benefits

  • Reforecast at a moment’s notice.
  • Remove the constraint of financial year end for decision making.
  • Decrease time required for the budget process.
  • Train the organisation to think more closely about costs and revenue.
  • Training the business to forecast and budget significantly more accurately.
  • Know what’s driving your business as often as you need it.


1. Save significant time for finance people.

2. Remove key man risk. Report should not be dependent on 1 or 2 people.

3. Self-service BI – business users access their reports and can answer questions themselves.

1. Built and run by Finance People.

2. Dramatically reduce the time and cost involved in the budget process.

3. Significantly increase accuracy. Remove the risk of human error involved in manual data handling.

1. Instant access for Instant visibility.

2. Analyze with ease.

3. Built for finance people and business analysts.

1. Reforecast at a moment’s notice.

2. Remove the constraint of financial year end for decision making.

3. Decrease time required for the budget process.

1. Get answers Instantly, save hours of efforts.

2. Reduce spend on audit fees.

3. Reduce Finance’s investigation time.

1. Access all your data. Make decisions now.

2. Access to your data at any time

3. Don’t wait for other people for information

1. Save days, weeks and months while dramatically improving user satisfaction

2. No more dumping 1,000’s of transactions and massaging in the hope of finding answers.

3. No more waiting for IT or Finance to produce special analysis

1. Get answers Instantly, save hours.

2. Reduce spend on audit fees.

3. Reduce Finance’s investigation time.

1. Dynamic, live and interactive.

2. Month-end is complete when the last journal is posted.

3. No more printing required.

1. Professional and really good looking

2. Use data from any source

3. Always have the very latest data

1. No bottlenecks. You are not dependent on other people.

2. Build Reports with speed and ease

3. Use your existing knowledge of Excel for fast report building

1. Keep Excel as your report authoring tool

2. Remove the excess workbooks you don’t need with Excel

3. Convert Excel sheets to dynamic web pages

1. Fast report building – Finance people and Business Analysts can build and share reports in minutes.

2. Self Service BI i.e. no reliance on IT to produce reports.

3. Trusted and enterprise grade database.

Caas-Network
Web Users have read and write (reporting, budgeting and forecasting) access to all CALUMO Web Portal content.
Office Connected Users have access to CALUMO Office integration with Microsoft Excel, Word and PowerPoint.
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