Maximize Your Financial Planning and Analysis Capabilities

Using budgeting and forecasting in Business Central is crucial for businesses aiming to achieve financial stability and strategic growth. By leveraging these tools, organizations can create detailed financial plans that align with their business objectives, allowing for more accurate predictions of future financial performance. Budgeting helps in setting financial targets, controlling costs, and ensuring that resources are allocated efficiently. Forecasting, on the other hand, enables businesses to anticipate market trends, adjust strategies proactively, and make informed decisions based on historical data and predictive analytics. Together, these processes support effective financial management, improve cash flow planning, and enhance overall organizational agility, thus driving better business outcomes.

Agenda

· G/L Budgeting Fundamentals

· Overview of G/L Budgeting

· Creating and Managing G/L Budgets

· Customer Sales Budgeting

· Understanding Customer Sales Budgets

· Utilizing Copilot for Sales Budgeting

· Strategic Forecasting

· Introduction to Forecasting Techniques

· Using Historical Data for Accurate Forecasts

· Conclusion and Q&A

By the end of this concise webinar, you will have a foundational understanding of how to elevate your budgeting, forecasting, and reporting capabilities using Copilot for Microsoft 365 in Business Central. We look forward to your participation!