KURT ALEXANDER
Budgeting and Forecasting for Business Professionals
The Budget Cycle Agree Financial Objectives Identify areas for improvement
Compare actual vs budget
Agree highlevel targets
Continuous Improvement Complete budget Commence budget period – record actuals
Discussion • Which BI tools have you used in the past? – Business Objects – Hyperion – Tableau
• Can you get the reporting you need, or do you simply revert to using Excel?