Planning, Budgeting and Forecasting with OneStream
Experience Corporate Performance Management
Licenses, Consulting, Implementation, Training Support
We are looking forward to advise you
Main features | OneStream XF
1. strategic planning and modeling
Drive your long-term strategy and analyze alternative value creation scenarios. Quickly develop plans for baseline scenarios for organic growth strategies and potential M&A initiatives.
- Test assumptions and flexible value drivers to assess impact on financial results.
- Analyze alternative what-if scenarios and financing options in terms of liquidity, profitability, debt obligations, capital structure, and more.
- Quickly analyze the sensitivity of your cost, revenue, or capital structure to external drivers such as commodity prices and assess foreign exchange and interest rate risk.
2. agile planning and scenarios without compromise
Intelligent support for top-down, bottom-up, driver-based planning, rolling forecasts, and scenario analysis.
- Simplify the entry of planning revisions with dynamic web forms or conveniently via Excel to instantly create or update plans or forecasts.
- Guided workflows, advanced distributions, and allocations speed data collection and entry.
- Extensible Dimensionality® enables support for enterprise, business unit, and granular operational plans in a single solution.
3. advanced planning & analysis (XP&A) and integrated business planning
Extend planning and analysis
across the enterprise, collaborate with business partners, and align granular operational plans with financial goals.
across the enterprise, collaborate with business partners, and align granular operational plans with financial goals.
- Increase performance and governance and simplify financial and operational planning with a unified user experience.
- Workforce planning, capital planning, revenue planning, cash planning and free-form planning provide maximum flexibility while optimizing financial performance and analysis.
- Dynamically visualize the impact of planning decisions on profitability and margins with driver-based “what-if” planning.
4. predictive analyses
Download Predictive Analytics 123 from the OneStream Marketplace, configure predictive models and use them in all planning processes
- Manage, create, and maintain forecast models without requiring technical or data science knowledge.
- Automatically generate powerful predictions using more than 10 built-in model types, including Holt-Winters, Exponential Smoothing, and ARIMA.
- Create and integrate forecasting models across the OneStream platform, including workflows, planning processes, reports, and dashboards.
