Business Planning with Sage ERP Budgeting Tools


With Sage ERP Budgeting tools, you can make quicker, more informed budget forecasts. This easier and more efficient planning process within your ERP solution ties budgeting activities to organizational performance. It is a natural link that often is a challenge to establish and maintain.

Sage ERP Budgeting tools take you a step deeper into ERP. With them, you may free yourself from time-consuming spreadsheet mechanics. Automatic integration of your most important financial information is available directly from your general ledger. Two Sage 100 ERP sources will give you most of the information you need: GL Accounts and GL History.

Once you extract the important data and create relationships between data points to illustrate patterns, trends, and exceptions that indicate how your business is doing, you may apply calculations using factors such as seasonal trends, business drivers, prior-year credits and debits, net sales, cost of sales plus margin, expenses and net income.

After querying the database for the prior year’s actual financials and other account data, you may export to an Excel worksheet, take the set of data and manipulate it in different scenarios until you feel good about the forecast you have created for the following year. Then fashion an income statement and pivot tables that reflect the manipulated inputs to set your budget for the coming year.

With more control over your budgeting process, you can create budgets and forecasts in far less time, with far greater accuracy. And because your process is data dependent, it will render a true analysis of company performance. Sage ERP Budgeting tools provide a purpose-built solution.


To learn more about how to streamline your budgeting process using Sage ERP Budgeting tools, join ISM for a live webinar on November 17 at 11:30 AM PT. Please register for the event.