SUMMIT 2011

April Olson Program Manager Microsoft Corporation

What is Forecaster Walkthrough of the Planning Cycle with Forecaster Management Reporter Integration Q & A

Accurate financial budgeting, planning and forecasting Purpose built modules for modeling Revenue, Expenses, Human Resources and Capital Expenditures Eliminates spreadsheet errors resulting from bad formulas, broken links and incorrect roll-ups

Budget Creation/Targets Set Template Preparation Budget Submission Departmental Reviews Finance Reconciliation, Review, and Consolidation Final Budget Approval Priorities are determined and targets are set

Budget Creation/Targets Set Template Preparation Budget Submission Departmental Reviews Finance Reconciliation, Review, and Consolidation Final Budget Approval Department heads enter fixed costs, required budget items and assumptions

Budget Creation/Targets Set Template Preparation Budget Submission Departmental Reviews Finance Reconciliation, Review, and Consolidation Final Budget Approval Cost center or project owners begin budgeting

Budget Creation/Targets Set Template Preparation Budget Submission Departmental Reviews Finance Reconciliation, Review, and Consolidation Final Budget Approval Department heads or VPs review consolidated budget

Budget Creation/Targets Set Template Preparation Budget Submission Departmental Reviews Finance Reconciliation, Review, and Consolidation Final Budget Approval Finance department validates final numbers, makes final adjustments

Budget Creation/Targets Set Template Preparation Budget Submission Departmental Reviews Finance Reconciliation, Review, and Consolidation Final Budget Approval Budgets approved and locked

Transfer budget data in Microsoft Forecaster to the budget tables in Microsoft Dynamics SL, Microsoft Dynamics GP, or Microsoft Dynamics AX Use Management Reporter to create reports containing both actual and budget information

Forecaster SP4V.NEXT Usability enhancements “Better together” with Management Reporter Stronger integration with Dynamics ERP 2013+

m Search for existing suggestions and vote Enter new suggestions Blog Blog with additional information

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