1. PRESENTER: Derek Krebs, MSX Group
Host:
Laura Gariano
MANAGEMENT FORECASTER: Introduction for Beginners, Avoid Excel Pains in Budgeting
PRESENTER:
Derek Krebs, MSX Group

2. Microsoft Forecaster – Improve the Forecasting Process
Presenter: Derek Krebs, MSX Group
12 years Consulting at Microsoft working strictly on Budgeting & Reporting Software
4 years with MSX Group – all former members of FRx & Forecaster consulting, support & development teams
Derek has done over 200 client Implementations spanning 16 years; MSX Group has helped train, implement and support over 10,000 users!

3. Upcoming Series Webinars
Event
Date/Time (Eastern)
Management Reporter – Introduction for Beginners, Bring the Easy Button to Your Financial Reporting
10/25/17 3:00 PM
Forecaster – Steps for Next Year's Budget
11/29/17 3:00 PM
Management Reporter – Year End Reporting, Audit Schedules, and Upkeep for Next Year
12/20/17 3:00 PM
There’s lots more in store for you on your User Group website!

4. Learning Objectives
Upon completion of this session, participants should be able to:
Provide a summary of Microsoft Forecaster key functionality
Learn how to do budget input and setup using standard templates linked using rollup trees
See how Forecaster budget detail screens may be used for HR, Revenue & Capital budgeting
Leverage other key features: security, workflow with audit trail, and reporting

5. Agenda Budget Segments & Rollups Data Input screen
Convergence 2011
5/29/2018
Agenda
Budget Segments & Rollups
Data Input screen
Detail Budgeting for HR, Revenue, Capital
Security & Workflow for Budget Approval Process
Reporting and Analysis
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The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

6. What is Microsoft Forecaster?
Purpose built financial budgeting, planning and forecasting application
Pre-built modules for modeling Revenue, Expenses, Human Resources and Capital detail
Extras like Workflow, Audit Trail, Allocations, Foreign Currency, Top Down Adjustments, Reporting, and more!

7. Budgeting Challenges Too many spreadsheets, formulas, broken links
Too much time to set up
Difficult to collaborate without workflow, security, and audit trail
Data integrity, version control, consolidation

8. Forecaster Benefits
Written by Microsoft and part of the Microsoft Dynamics suite!!!
Quicker Budgeting Cycle
Minimal year to year setup
No broken links, formulas, and multiple spreadsheets
Powerful & easy rollups for quick consolidation or reorganization
Budget Control
Centralized setup stored in database
Workflow, User and Group Security, Audit Trail
Easy to Use! Microsoft Office navigation, Spreadsheet design

9. Product Overview

10. Questions?

11. Thank you! Call or Email Anytime with Product Questions
User group benefit: free 1 hour remote session to review your reporting and budgeting setup and goals with FRx, Forecaster & Mgt Reporter for tips, questions, training and efficiencies to gain Phone:
Website: