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Sage Active Planner

A flexible and powerful planning and budgeting application

Take control of the budget process and bring strategic insight to business planning with Sage Active Planner, an enterprisewide, purpose-built budgeting and planning application. With Sage Active Planner, you can make quicker, more informed business decisions by shortening budgeting and planning cycles. And with a planning process that is easier and more efficient, you can encourage collaboration across all lines of business and tie budgeting activities to organizational performance.

Organize and manage the budgeting and planning process

Free yourself from time-consuming spreadsheet mechanics and focus on strategic budgeting and planning. With Sage Active Planner, you improve the flow of key information, such as business drivers and transaction data, through templates, automatic distribution and consolidation of the budget, central control over budget revisions, real-time seamless integration of data sources, and built-in security mechanisms. With more control over your budgeting and planning process, you can create effective, more accurate budgets and forecasts, and render a true analysis of company performance.
Features of Sage Active Planner:
  • Allocate budgets from bottom up, top down, or a combination of both. You can also consolidate several different budget plans.
  • Strong management capabilities allow for seamless integration of multiple department budgets, using “Plan Sheets” that have a familiar spreadsheet look and feel.
  • Automatic integration of your most important financial information is available directly from your general ledger.
  • Create “what if” analyses to reorganize budget structures so you can view the impact of potential changes to your plan.
  • Extract important data and create relationships between data points to illustrate patterns, trends, and exceptions that indicate how your business is doing—and where it is going.
  • Apply calculations to a group of columns and spread back to individual periods using factors such as seasonal trends, business drivers, and prior year balances.
Sage Active Planner
Questions about Active Planner? Please call us at 1-949-583-9500 x2500 or email us at .