Budgets and forecasts

Comprehensive tracking of actuals v forecasts. 
Intelligent variance analysis in a few clicks.

Comprehensive tracking of actuals v forecasts. 
Intelligent variance analysis in a few clicks.

How can I simplify tracking actuals v budgets?

Combine data across systems.

Actual data is imported from Xero, QuickBooks, Sage, Hubspot, Salesforce, all systems shown here. Forecasts are loaded directly into ScaleXP.

Tracking is comprehensive, from sales targets to financial forecasts, even conversion rate of new deals in the CRM pipeline. Your budgets and forecasts create a single source of truth across the company. 

Integrations updated

How can I simplify tracking actuals v budgets?

Integrations updated

Combine data across systems.

Actual data is imported from Xero, QuickBooks, Sage, Hubspot, Salesforce, all systems shown here. Forecasts are loaded directly into ScaleXP.

Tracking is comprehensive, from sales targets to financial forecasts, even conversion rate of new deals in the CRM pipeline. Your budgets and forecasts create a single source of truth across the company. 

Budget Variance Analysis

Tracking actual performance and variance analysis is dramatically simplified in ScaleXP. You simply select the relevant budget or  forecast to include in each report or dashboard.  

This is designed to make it each to track budget variance in the way which is most meaningful for your business – by department, by team, by country.  Budget variance analysis is simplified, and data is easy to share.

Budgets & forecast graphic

Budget Variance Analysis

Budgets & forecast graphic

Tracking actual performance and variance analysis is dramatically simplified in ScaleXP. You simply select the relevant budget or forecast to include in each report or dashboard.  

This is designed to make it each to track budget variance in the way which is most meaningful for your business – by department, by team, by country.  Budget variance analysis is simplified, and data is easy to share.

Why is ScaleXP the best solution for tracking budget vs actuals?

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Update the data just once

Tracking variance analysis across budgets and forecasts in spreadsheets can be complex, with different forecasts throughout the year and different targets by team.  

ScaleXP simplifies comparisons, ensuring you update the data just once. All changes instantly filter through the system, ensuring your actuals and budget comparisons are always accurate.

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Track multiple forecasts

Tracking and comparing multiple budgets for forecasts in ScaleXP is easy.  

Multiple forecasts can be imported, either from your accounting system or directly into ScaleXP. Dashboards and reports can be prepared by team or business segments in a few clicks.

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Provide variance analysis in a few clicks

ScaleXP makes variance analysis much simpler, allowing you to provide granular analysis in dynamic dashboards. Colors indicate where targets have been met or exceeded.  Instant ‘drill down’ makes it easy to understand anomalies or get answers quickly. Creating a single source of truth across the company is suddenly much easier.

Share data easily

ScaleXP seamlessly integrates data from your accounting system and a spreadsheet version of your budget or forecast. Dynamic online dashboards can be shared in a click, making it easy to share data with the CEO, the board or investors.

Automate variance analysis for complex metrics

Variance analysis for business critical metrics can be fully automated using the ScaleXP metric library.  For subscription based companies, this includes unit economics, CAC payback, MRR and much more.

Read about subscription metrics here ->

KPI and single source of truth

Automate variance analysis for complex metrics

KPI and single source of truth

Variance analysis for business critical metrics can be fully automated using the ScaleXP metric library. For subscription based companies, this includes unit economics, CAC payback, MRR and much more.

Read more about subscription metrics here ->

Budget and forecasts FAQs

Yes, the system can track numerous versions forecasts and budgets.  Forecasts can be imported from Xero or Quickbooks.  They can also be loaded directly into ScaleXP. 

Multiple forecasts can be imported and tracked in ScaleXP. This make it easy to track targets by team, including the CEO and the sales team.

Yes, the system provides several template reports and presentations, which are easy to customise. This includes a suite of graphs which should actual v. budget performance.

Yes, of course. Forecasts and targets are imported in a businesses home currency. Variance analysis and performance reports can be shown in any currency. 

Budget and forecasts FAQs

Yes, the system can track numerous versions forecasts and budgets.  Forecasts can be imported from Xero or Quickbooks.  They can also be loaded directly into ScaleXP. 

Multiple forecasts can be imported and tracked in ScaleXP. This make it easy to track targets by team, including the CEO and the sales team.

Yes, the system provides several template reports and presentations, which are easy to customise. This includes a suite of graphs which should actual v. budget performance.

Yes, of course. Forecasts and targets are imported in a businesses home currency.  Variance analysis and performance reports can be shown in any currency.