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Extending Odoo with a comprehensive Budgeting and Forecasting Capability
Functional Demo Community
Location: Studio 8 - 10/1/20, 3:00 PM - 10/1/20, 3:30 PM (Europe/Brussels) (30 minutes)
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Extending Odoo with a comprehensive Budgeting and Forecasting Capability
Richard Jardine
Chief Operating Officer at Essatto Software
Richard Jardine
Chief Operating Officer at Essatto Software

Richard Jardine has extensive experience in Data Analytics and Enterprise Performance Management, and is Chief Operating Officer of Essatto. Richard is responsible for product development, consulting services, support and strategic customer accounts.  In his role Richard works with clients across a diverse range of industries, and is experienced in dealing with complex business challenges to deliver sound business solutions. 
Prior to assuming this role, Richard was an Associate Director of Ioppolo & Associates, where he was responsible for a number of large-scale Enterprise Performance Management implementations including  Vodafone,  GE Consumer Finance, Westpac, Coca Cola Amatil and Air New Zealand. 

Essatto is a comprehensive budgeting and forecasting solution with features that will supercharge your management and regulatory reporting, improve your profitability by providing you with greater business insights whilst saving you money and time by reducing the effort required to produce management and regulatory reports. Essatto allows you to create multi-layered budgets and re-forecasts over time by individual Product, Customer, Salesperson, Department and Geography.


During this session, we will demonstrate how with Essatto you can; create and store multiple multi-layered budgets and forecasts and compare them to each other and analyse against Odoo Actuals across time periods. Build a detailed top down multi-layered Budget using Essatto’s Fast Budget Feature. Capture bottom up budget and re-forecast inputs from the field using Essatto’s Excel write-back feature. Adopt a “closed loop” budget/re-forecast cycle by combining Essatto’s Top down and Bottom up Budgeting and Re-forecasting features and so much more!

Quiz

Essatto Fast Budgets allows easy creation of rules to produce budgets or forecasts using previous results or targets, the rules created
are not reusable, produce budgets or forecasts using summary level prior sales data and reduce effort required to create a budget or forecast require developer effort to program produce budgets or forecasts using detailed actual data, prior budget or forecast data can use business driver data like quantity, hours and unit price and reduce effort required to create a budget or forecast can be created by business users, produce budgets or forecasts using detailed actual data, prior budget or forecast data, can use business driver data like quantity, hours and unit price, and improve variance report detail and frequency and can reduce effort required to complete budget or forecast processes
Essatto Excel forecast packs can be created for managers situated in many locations using the Essatto Excel add-in, it features the ability:
for business users to create “live and interactive” templates to report or “write-back” data, is easy to learn, automatically captures and consolidate forecasts, can reduce forecast effort required by managers, allows more frequent and detailed variance reporting against targets equire developer effort to create input templates to “write-back” forecasts, easy to learn, automatically captures and consolidate forecasts, reduces forecast effort required by managers, allows more frequent and detailed variance reporting against targets for business users to create templates that report data only, difficult to learn, automatically captures and consolidate forecasts, reduces forecast effort required by managers, allows more frequent and detailed variance reporting against targets
to get more information about Essatto please visit us at
www.forecasts.com www.budgeting_101.com www.essatto.com/essatto-for-odoo