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[Peter Michelsen]

Hi

My Company produces clothes, which are sold widely in most of Europe, either by Agents and or by our own Sales Teams.

We require the Sales Teams and Agents to forecast on the number of each Style  (one colour, all sizes) they are able to sell. Likewise we would like them to forecast on the turnover on each of their customers/customer groups.

Does anyone know of a tool or method, which would help the Sales Teams and Agents to input this and match turnover for the customers with the value of the number of items sold? 

Today we use Excel, which works, but is a real hassle, since we have 18 different areas, that alle have to be correlated into totals. If the Management then require a different (higher?) result from each area, we have to start over.

We do not necessarily need this information inside Nav, but should be able to utilize the results of the budgetting inside PowerBI or timeeXtender, meaning that the data should be stored in a standard database in a way that is accessible for standard Microsoft tools.

Thank you in advance – and happy new year.

Peter Michelsen

Navision Manager
Seeland International A/S
Denmark

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Peter Michelsen
Seeland International A/S
Greve
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[Noah Moseley]

Hi Peter.

You can do all of this in Microsoft Forecaster. You already own it and you probably have unlimited licenses. Installation and setup can usually be done in about a week. Usually we copy your chart of accounts from the GL, but any additional statistical values/codes can be added as needed. As soon as someone inputs new balances and clicks save, they are stored in the Forecaster SQL database and automatically consolidated for reporting in Forecaster. I can show you a demo today or Friday if you’re interested.

Happy New Year!

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Noah Moseley
Senior Partner/Consultant
MSX Group
Noah.Moseley@MSXGroup.com
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[Jason Nicolaou]

Which version are you using?  NAV 2016’s budgeting tool allows a template to be exported, then allows the values from that template to be added to the current budget values.  Having the ability to “add-to” versus “replace” allows each user to enter his/her forecast at any time that will ultimately drive the budget numbers for the firm.  Your 18 users could be trained how to do this pretty quickly.

Good luck!

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Jason Nicolaou
Solutions Architect
Socius
Dublin OH
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