Planning & scenarios
Versions, the planning grid, the matrix grid, and comparing scenarios.
- The planning gridEdit a grouped P&L — Revenue, Cost of Revenue, OpEx, Tax & Financing — with subtotals, net result and end-of-month cash.
- The matrix grid (Plan / Actual)See every account by month with inline variance against a comparison version, and drill any cell to its line items.
- Compare two versionsPut a budget next to a forecast (or any two versions) and read the variance per row, then drill into the line items behind a number.
- Versions & lockingCreate budgets, forecasts and scenarios, copy from another version, and lock an approved plan so it can't drift.