Planning, budgeting & forecasting

Visual Planner for Power BI

Easily and quickly see what would happen to results if there was an adjustment in the number of orders within the sales reports in Power BI. Or see how much you can still produce when fewer raw materials are available. With the addition of Power ON with Hillstar’s standardized BI environment and integration with Power BI, that capability is there. You can now easily write back data to the Tabular model of BIRDS and quickly draw conclusions about future results in the event of deviating expectations. For example, Planning, Budgeting and Forecasting allows you to compare live actuals with budgets and adjust and present live budgets.

Planning, budgeting and forecasting is a broad concept. Below we have explained which functionalities you can expect.

Product and sales planning
With the Visual Planner integration in Power BI you have a robust set of features for the sales team. Model sales forecasts by SKU, customer, quantity, discount or price per unit. Users can adjust numbers with changes to previous year’s sales and change targets at the highest level for easy, automated adjustment.


Cost of goods sold
Cost Of Goods Sold (COGS) calculations are derived from sales figures based on model calculations. Standard costs and theoretical material costs can be modeled with formulas, and are updated in the tabular model for easy reporting and gross profit analysis.


Sales, General & Administration
Business travel, IT expenses, office costs and legal fees are easy to add with comments from employees. The ‘Line Item Detail’ and comment function makes it easy to get a clear impression of these expenses.


Employees and onboarding
By uploading the schedules and for example wages, Visual Planner proposes a new ‘Employee Expense Budget’ or ‘Forecast Scenario’. By applying simple formulas such as ‘inc10%’ the wage of an employee will increase by 10%. The employment and withholding taxes are automatically transferred to the budget.
Balance sheet forecasts are derived from the P&L with simple rules describing the relationship between accounts receivables/credits, cash, retained earnings and current liabilities. Other items such as assets and amortization can be adjusted immediately to provide a complete overview of business performance and financing needs.


Cash flow
The Cash Flow section provides an Impact Analysis to analyse the impact of operations, investments and financing. This integration within Visual Planner provides a powerful insight into the effects or expected activities and the financing activities required to maintain a healthy organisation.


Diversification, allocation and overhead
Taxes, depreciation and other variable expenses based on drivers are built into the model using advanced DAX modeling language.


With virtually unlimited budget and forecast versions, Visual Planner enables the model to process an automated 12-month rolling forecast, with the ability to compare versions back in time to analyze what has changed.


Visual Planner’s unique Goal Seeking feature integrates all key modules; product, employee, P&L, balance sheet and cash flow to set goals and analyze the impact on operations. This means that our customers analyze the impact on net profit by adjusting the quantities sold.

Do you want to know what advantage you have by using planning, budgeting and forecasting?

We are happy to show you how to use this solution. We will walk you through the solution in a demo of half an hour.

Please contact us via sales@hillstar.nl

Standaard Power BI voor Microsoft Dynamics NAV, AX D365 FO, BC en Exact Globe