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NETSUITE PLANNING AND BUDGETING

Integrated Planning, Budgeting and Forecasting

NetSuite Planning and Budgeting is used by companies worldwide to meet organization-wide business planning needs. It is designed to address a wide variety of financial, sales, contractual and operational planning use cases across multiple industries, and is accessible via rich interfaces through Web or Microsoft Office.

Key Benefits


  • No hardware or IT investments
  • Fully customizable and owned by Lines of Business.
  • Migrate from disconnected planning tools and spreadsheets.
  • Work with latest version of the software.
  • Multiple environments and global data centers for deployment.
  • Low cost and time to implement.

NetSuite Integrated Organization-Wide Planning and Budgeting Process


In most companies, Planning and budgeting is done using spreadsheets which results in delays, less collaboration, more inefficiency and is usually error prone.

NetSuite Planning and Budgeting facilitates both company-wide and departmental planning with modeling capabilities, approval workflows and reporting within one collaborative scalable solution. Sales and operationally driven strategic plans can be linked to long-term and near-term financial plans. The solution uses a powerful calculation engine which can accommodate a wide range of business logic with fast in-memory aggregation and instant analysis and reporting.

Key Features

  • Intuitive, role-based web and MS Office interfaces.
  • Flexible driver based what-if modelling capabilities
  • Built-in financial intelligence and spreading logic.
  • Built-in commentary and annotation capabilities.
  • Flexible workflow and plan management capabilities.
  • Robust reporting and ad hoc analysis with formatting and charting support.
  • Integration with NetSuite Financials

Robust Modeling with Sandboxing and Predictive Analytics

Demand is volatile, costs fluctuate and the business landscape is constantly changing. NetSuite Planning and Budgeting enables the ability to stay ahead of the competition by understanding volatility and modeling financial and operational changes quickly using flexible assumptions. Use sophisticated modelling techniques, predictive analytics, multiple whatif scenarios and rolling forecasts to minimize uncertainty in the business.

Connect Users with an Intuitive, MobileReady User Interface

The NetSuite Planning and Budgeting interface allows users easy access to view plans and reports on the web or their mobile devices. Robust dashboard and report creation capabilities are built-in for streamlined access to information.

Smart View Benefits


  • Quickly navigate plan versions and details in Excel.
  • Full ad hoc and free form analysis capabilities.
  • Report creation in Excel, Word and PowerPoint.
  • Data access from multi-dimensional sources.
  • Create unique data perspectives for users.
  • Dynamically refresh Office documents with a single click.
  • Support for highly formatted grids in Microsoft Excel.

Oracle NetSuite is a trademark/copyright of Oracle Corporation

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