Twelve Month Rolling Forecast Model for SaaS Companies using Dynamics 365 Business Central

Unlocking the Potential of Modern Rolling Forecast Models for SaaS Companies

In the dynamic landscape of Software as a Service (SaaS) companies, staying ahead requires not just innovation in products but also in planning and decision-making processes. Enter the realm of modern Rolling Forecast Models, revolutionizing how SaaS companies automate and simplify their continuous planning processes. By implementing solutions like Solver, a best-in-class Corporate Performance Management (CPM) platform, SaaS companies can leverage the power of web-based forecast models to enhance their financial management strategies and drive competitive advantage.

Challenges Faced by SaaS Companies Without Automated Rolling Forecast Models

• Manual Data Entry Overload: SaaS companies often find themselves buried under the weight of manual data entry tasks, leading to inefficiencies and errors in their forecasting processes.
• Lack of Accuracy: Static annual budgets fail to capture the dynamic nature of the SaaS industry, leaving executives with outdated and inaccurate financial projections.
• Delayed Decision-Making: Without real-time insights, executives may find themselves making decisions based on outdated information, leading to missed opportunities and suboptimal outcomes.
• Complexity of Excel Spreadsheets: Relying solely on manual Excel spreadsheets for financial forecasting not only consumes valuable time but also increases the likelihood of errors and inconsistencies in data analysis.

Benefits of Modern Rolling Forecast Models for SaaS Companies

• Automated Accuracy: Rolling Forecast Models like the Twelve-Month Rolling Forecast Template offered by Solver automate the process of data entry and calculation, ensuring accuracy and reliability in financial projections.
• Continuous Planning: With a rolling 12-month outlook, SaaS companies can adapt to market changes and make informed decisions in real time, fostering agility and responsiveness in their operations.
• Streamlined Decision-Making: By providing executives with timely and actionable metrics, modern forecast models enable faster decision-making, empowering SaaS companies to seize opportunities and mitigate risks proactively.
• Enhanced Security and Workflow: Web-based access to forecast models ensures data security and facilitates collaborative workflow, allowing teams to work seamlessly across departments and locations.

About the Twelve-Month Rolling Forecast Template

If your company uses a continuous planning process this model enables monthly updates (or new forecasts) on a rolling 12-month basis. To aid the user, the first columns display Trailing 12 Month actuals as well as YTD and Annualized figures. A spreading tool with line-item detail and comments is available to speed up input and capture important details.

For this and many other ready-to-use templates from Solver, visit our web-site Marketplace page and download the free SaaS eBook.

Empowering SaaS Companies with Solver's CPM Solution

Consider Solver's CPM solution as a comprehensive answer to the challenges faced by SaaS companies in financial reporting, analysis, and budgeting. With its Twelve Month Rolling Forecast Template and suite of pre-built reports, dashboards, and budgeting templates, Solver equips SaaS companies with the tools they need to automate and streamline their planning processes. By embracing modern Rolling Forecast Models as part of Solver's CPM platform, SaaS companies can unlock new levels of efficiency, accuracy, and agility in their financial management practices, positioning themselves for sustained success in a competitive marketplace.

 

For more information about all the SaaS templates from Solver check out these resources:

• Solver SaaS model information and demonstration video
• Take a self-guided tour of the Solver FP&A suite
• Contact Solver for a personal demo or a quote

About Solver