For most, understanding and planning an overall financial outlook quickly & easily, at every level of detail, seems like an impossible task.

The story of two financial analysts, and the impact of one competitive advantage.
Why planning is made 100x easier with Catalyst.

The visibility created by the Catalyst Cubes, Dashboards and Reporting solutions would not be complete without the accountability driven by its best-in-class planning and forecasting modules.  The dream of planning without Excel is now a reality.  Plan or forecast from the top-down, bottom-up or anywhere in-between, and be confident your estimates have been allocated correctly down to the granularity you need to manage the critical details of your business. CatalystD’s comprehensive, web-based financial and profitability planning/forecasting modules are extremely easy-to-use, and typically cut cycle times in half with improved accuracy.

 

Finance Planning

Finance Planning

For most businesses, understanding and planning an overall financial outlook quickly and easily at every level of detail seems like an impossible task. Our P&L, Balance Sheet and Departmental Expense planning modules offer a solution, empowering department heads to quickly budget fixed expenses – like sales, general and administrative costs – with an easy-to-use online screen.

The Catalyst by EBM Software Financial Planning suite gives users the ultimate flexibility for managing and tracking their departmental spending. In addition, it eliminates the typical planning pain points such as rolling up multiple financial projections, ensuring data accuracy and maintaining multiple versions. When your P&L Statement can be rolled up with the click of a button, you’ll free up time and resources to dig deeper into the insights it provides.

Departmental Expenses

Empower department heads to quickly budget fixed expenses – like sales, general and administrative costs – with an easy-to-use online screen, giving users the ultimate flexibility for managing and tracking their departmental spending.

Headcount & Wages

As one of your greatest fixed costs, it pays to carefully monitor and plan your headcount and wages. Easily add, move, transfer, remove, edit or analyze your business headcount with this flexible tool.

Sales & Forecasting

Volume Planning

Always know what the future holds – down to the last penny. Using this tool, your marketing and sales staff can quickly input, edit or update their sales volumes and forecasts at any level of detail – anytime, anywhere.

Cost of Goods

With our Cost of Goods planning tool pricing becomes a science. When you know exactly how much your goods costs is and what your margins are by both product and customer, you can take action to improve those margins and drive profits.

Price Planning

Separating volume planning from price planning allows your employees to be laser-focused on their areas of expertise and accountability. For example, Sales staff can focused on sales volume planning, while finance can optimize the selling price for those goods.

Trade Management

It’s easy to lose sight of the end game when managing price agreements, trade deals and discounts. They’re supposed to increase your company’s bottom line. But when left unchecked, they often have the opposite effect.

Total Dynamics Solutions Trade Management allows your business to keep a tight rein on discounts across your organization with a multi-level approval process, matrixes to analyze gaps in trade or pricing strategy, calendars to view deal timing across your organization and much more.

Product Features

  • Accrual Management (Catalyst 4.0 – Spring 2017)
  • Capital Planning (Catalyst 4.0 – Spring 2017)
  • Cash Flow Forecasting (Catalyst 4.0 – Spring 2017)
  • Headcount Planning (Catalyst 4.0 – Spring 2017)
  • Long Range Planning (Catalyst 4.0 – Spring 2017)
  • Web-Based with Dynamic Filters & Favorites
  • Financial Planning (Summary Account Detail)
  • Financial Driver-Based Planning
  • Profitability Planning (Customer/Store)
  • Profitability Planning (Item/SKU)
  • Profitability Rate Planning
  • Rolling Forecasts
  • RACI Workflow & Responsibilities
  • Fully Integrated to the Data Warehouse & MS-Excel