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Financial Planner, Integrierte Planung, SAP Analysis for Office (AfO), SAP Analytics Cloud
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CubeServ Financial Planner
Only comprehensive business content for
cost center planning, financial planning and investment planning
in the SAP environment
Benedikt Bleyer
Management Consultant
CubeServ Financial Planner - the key to shorter planning cycles
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More InformationThe CubeServ Financial Planner offers a comprehensive and integrated planning solution in the SAP environment at a fixed price.
- Cost center planning
- Financial planning (P&L, balance sheet, cash flow)
- Investment planning
The modular structure of CubeServ Financial Planner makes it easy to add further sub-plans, for example:
- CubeServ Personnel cost planning
- Sales Planning
- Inventory planning
- Ressourcenplanung
The CubeServ Financial Planner was developed on the basis of our many years of project experience and best practices in the planning environment in collaboration between CubeServ and Evosight. The pre-developed modules significantly reduce project runtimes, planning cycles and costs.
With CubeServ Financial Planner, all desired modules can be freely selected.
Regardless of whether you are using SAP Analytics Cloud (SAC) or SAP Analysis for Office (AfO) – you plan intuitively in the front end that is best suited for your planning.
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Highlights
- Fully integrated business planning as Business Content in the CubeServ namespace
- Flexibly expandable for customers
- Modular structure: cost center planning, financial planning and investment planning can also be used individually
- Real-time access to ERP data
- Scenario planning
- Intuitive user interface with the CubeServ Financial Planner toolbar
- Automated forecast possible with AI algorithms
- Out-of-the-box solution in the CubeServ namespace on SAP BW on HANA or SAP BW/4HANA, can be implemented as a pure SAC solution without SAP BW if desired
- Integrated reporting
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Cost center planning
Integrated cost center planning
The following functionalities are included in the cost center planning:
- Primary/secondary cost planning
- Statistical key figures
- Internal activity allocation (optional)
Primary cost element planning
With CubeServ Financial Planner, you start your planning with an overview of the up-to-date actual values of the primary and secondary cost elements.
Depending on the system load, you are also provided with live access to actual values.
On the second tab, you perform the planning for a subset of primary costs manually. Various functions are available as planning aids.
For example, the last actual period can be updated to the end of the year with a simple click of a button, and comments can be entered for each line and year.
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A special highlight is the deep integration with the source system: Using the buttons “get plan values”, “send plan values” as well as “check plan values”, plan values can be loaded from the source system, sent back and checked – and this in the shortest possible time. All planning activities are logged in the “Action Log”.
Statistical key figures
You can also plan statistical key figures with the same user-friendly look and feel. It makes no difference whether you plan totals or fixed values.
Internal cost allocation
The internal cost allocation also forms part of the Financial Planner. The best course of action here is as follows:
- The "planned output", the "planned capacity" and the "fixed/var tariff" are recorded. The representation on periods can also be used.
- In column "N" you already get an overview of the "scheduled service
- After recording, the plan values are simply sent to the target system at the push of a button
In the case of activity input, important information such as “allocation cost element” and “planned tariff” is directly available.
After entering the planned quantities, the planned amounts are calculated automatically. The system also automatically generates the appropriate debit and credit postings.
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Financial planning
The Financial Planning module includes the planning types below:
Balance sheet planning
P&L planning
Cash flow planning
P&L planning is the heart of financial planning. If cost center planning is used, there is seamless integration with P&L planning. The results of the investment planning also flow into the financial planning.
The highlights of financial planning are:
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- Seamless integration with the other cost center and investment planning modules
- Percentage growth planning
- Top Down Distribution
- Multi-year planning
- Comment
- Maintenance and application of seasonality factors
- Transparency through booking and offsetting entry (booking journal)
Investment planning
With the investment planning module, you can minimize the risks of your planned investments through exact projections and track the decision to realize investments.
Through the modern user interface, individual investment projects of different asset classes and master data can be easily recorded. Once the investments have been approved, they are integrated into the P&L and balance sheet planning in the form of depreciation, asset additions or changes in value adjustments.
This allows you to simulate the impact of one or more investment(s) on the result of the respective organizational unit.
Investment planning
Webinars (in German language)
Webinar
Financial Planner, Financial Planning, Planung
Webinar
BPC, Financial Planner, Integrierte Planung, Planung
Our Offer
Interested? We would gladly present the extensive function scope of the Financial Planner to you in a live demo. Get in touch with us!
To find out more about planning we recommend that you read our quick guide to the topic:
“Schnelleinstieg in SAP BPC optimized for S/4HANA”.
(only available in German).
