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“Fixed Price, Guaranteed Results”
Advanced Budgeting
and Forecasting for
Dynamics GP
 Introductions
 Duration
 Mute all
 Special offer!
 Q&A
 Feedback
Housekeeping
Grantley Smith, CA-CMA
Senior Solutio...
A budget is a plan expressed in amounts that acts
as a road map to carry out an organization's
objectives, strategies and ...
A budget is a plan expressed in amounts that acts
as a road map to carry out an organization's
objectives, strategies and ...
A budget is a plan expressed in amounts that acts
as a road map to carry out an organization's
objectives, strategies and ...
A budget is a plan expressed in amounts that acts
as a road map to carry out an organization's
objectives, strategies and ...
A budget is a plan expressed in amounts that acts
as a road map to carry out an organization's
objectives, strategies and ...
Pros
• Familiarity
• Ease of use
• Simple
Cons
• Workflow
• Visibility
• Security
• Backups
• Combine/consolidate
• Revisi...
Pros
•Security
•Consolidation
•Workflow
•Backups
Cons
•Syntax
•Formulas
•Integration
•Unsupported
•Discontinued
MS Forecas...
 Protection
 Cell linking
 Collaboration
Improving Excel
However, as you grow:
More control
More input
More detail
More...
 Ease of use
 Workflow
 Visibility
 Centralized
 Advanced functionality
 Automatic rollups
 Security and audit
 Re...
True Sky Quick Features
For qualifying prospects –
“We’ll show you how True Sky will help your
organization using a tailored proof of concept”
Kat...
Any questions?
Grantley Smith
Senior Solution Architect
gsmith@tgo.ca
Kathleen Wong
905-470-6830 x 285
kwong@tgo.ca
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Advanced Budgeting and Forecasting for Microsoft Dynamics GP

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Advanced Budgeting and Forecasting for Microsoft Dynamics GP

  1. 1. “Fixed Price, Guaranteed Results” Advanced Budgeting and Forecasting for Dynamics GP
  2. 2.  Introductions  Duration  Mute all  Special offer!  Q&A  Feedback Housekeeping Grantley Smith, CA-CMA Senior Solution Architect gsmith@tgo.ca
  3. 3. A budget is a plan expressed in amounts that acts as a road map to carry out an organization's objectives, strategies and assumptions. What is a budget?
  4. 4. A budget is a plan expressed in amounts that acts as a road map to carry out an organization's objectives, strategies and assumptions. What is a budget?
  5. 5. A budget is a plan expressed in amounts that acts as a road map to carry out an organization's objectives, strategies and assumptions. What is a budget?
  6. 6. A budget is a plan expressed in amounts that acts as a road map to carry out an organization's objectives, strategies and assumptions. What is a budget?
  7. 7. A budget is a plan expressed in amounts that acts as a road map to carry out an organization's objectives, strategies and assumptions. What is a budget?
  8. 8. Pros • Familiarity • Ease of use • Simple Cons • Workflow • Visibility • Security • Backups • Combine/consolidate • Revisions Excel
  9. 9. Pros •Security •Consolidation •Workflow •Backups Cons •Syntax •Formulas •Integration •Unsupported •Discontinued MS Forecaster
  10. 10.  Protection  Cell linking  Collaboration Improving Excel However, as you grow: More control More input More detail More people More iterations More variables More reporting More visibility
  11. 11.  Ease of use  Workflow  Visibility  Centralized  Advanced functionality  Automatic rollups  Security and audit  Reporting and dashboards TGO recommends…
  12. 12. True Sky Quick Features
  13. 13. For qualifying prospects – “We’ll show you how True Sky will help your organization using a tailored proof of concept” Kathleen Wong 905-470-6830 x 285 kwong@tgo.ca Special Offer
  14. 14. Any questions? Grantley Smith Senior Solution Architect gsmith@tgo.ca Kathleen Wong 905-470-6830 x 285 kwong@tgo.ca

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