Use cases in Planning & Forecasting
Successful management starts with precise planning. With ValueWorks, you can organise your forecasting and planning processes quickly, flexibly and based on data – perfectly tailored to the requirements of growing companies.
Why Planning and Forecasting is so important
Traditional planning processes are slow, error-prone and inflexible. Managers need real-time insights and dynamic forecasts in order to be able to react to changes.
- Fast and flexible planning without Excel chaos
- Better coordination between teams thanks to transparent processes
- Automated forecasts based on historical and current data
- Integration of current operational data into planning
Plan more precisely. Make better decisions.
Discover how to bring together strategic goals, operational data and financial planning – all in one intelligent system
Headcount Planning
Plan your personnel requirements efficiently and with foresight – in line with your corporate strategy and financial targets.
- Transparent overview of current and planned team structures
- Complete financial planning with integration of salary and additional costs
- Automatic updating in the event of changes in the data systems
- 'What-if' scenarios to support strategic decisions
Expense & Investment Planning
Enable precise and flexible planning of your cost structures and investment activities. Whether you’re managing departmental budgets, cost centers or capital expenditures – our platform supports you with intelligent, driver-based logic and granular control over payments and allocations.
- Driver-based planning: Link expense categories to business drivers (e.g. headcount, usage, revenue).
- Ongoing and one-time expenses: Plan recurring vs. exceptional costs separately – for cleaner forecasts.
- Payment terms: Integrate timing and liquidity effects into your cost planning.
- Department & cost center planning: Allocate budgets across organizational units with full traceability.
- Investment planning: Plan capital expenditures including payment schedules and depreciation logic.
Revenue Forecasting
ValueWorks combines pipeline data, statistical models and explainable AI to deliver accurate and dynamic revenue forecasts. From new business to churn risk – every scenario is backed by real-time data and intelligent analysis.
- Forecasting by stage & deal probability: Apply weighted probabilities across all pipeline stages, including historic conversion rates
- Statistical forecasting: Use time series analysis to identify trends, seasonality and fluctuations in revenue performance.
- AI-powered forecasting: Make complex models transparent – understand why forecasts change and where risks emerge.
- Churn forecasting: Detect and project potential revenue loss using statistical indicators or AI models.
Cashflow Forecasting
Reliable cashflow planning & forecasting going much beyond a simple liquidity tool, reflecting a broad set of data sources.
- Reduction of manual maintenance effort by eliminating manual interfaces
- Seamless interaction with reporting in ValueWorks (direct comparison between budget / forecast and actuals) incl. alert function
- More accurate sales and therefore also cash flow forecasts, in particular through better sales forecasts using statistics + AI based on CRM and accounting data
- Better support for decentralized planning of personnel and material costs (individual plans can be easily merged)
- Better decision support, including through scenario planning
Your advantages with ValueWorks Planning & Forecasting
Real-time data integration from all important sources (e.g. HR systems, ERP)
User-centred interface for intuitive scenario planning
Dynamic forecasting models
Easy budgeting
Real-time data integration from all important sources (e.g. HR systems, ERP)
User-centred interface for intuitive scenario planning
Dynamic forecasting models
Easy budgeting
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