Budgeting & Forecasting for Business World

Budgeting & Forecasting – Advanced course and extension to Planner Intro with more hands-on and exercises to include setting up timeframes, period links, versions, comparisons, entering planner transactions, fixed registers setup, forecasting setup, budgets and balance tables setup and updating, import transactions, using Excelerator, and planner workflow overview and usage. 

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Duration : 2 days


*Select number of attendees above.  By booking, you agree to the Terms & Conditions. An invoice with details on how to pay will be sent to your registered email address.


Course content…


Chapter 1 : Planner Overview


Chapter 3 : Setting up planner


Chapter 5 : Setting up Forecasting


Chapter 2 : Planner process


Chapter 4 : Setting up Balance tables and reporting


Chapter 6 : Planner Workflow 


Excellent training course; good manual and exercise book provided at the course

Excellent training provided; training manuals provided are to a very high standard.

The course gave me a clearer understanding of the background to the system and the way it works.

Trainer was an excellent. Very patient.

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