Your Data’s in Qlik – But Is Your Budgeting & Forecasting Still in Excel?

Your dashboards and analytics may already be in Qlik, but budgeting and forecasting can still mean spreadsheets, multiple versions, manual consolidation, and lengthy approval processes.

When planning sits separately from your analytics, teams are left moving information between systems, consolidating changes, and trying to keep track of who has submitted what, which figures have been approved, and how actual performance compares with the agreed budget.

What if your planning process could sit alongside the data you already use to make decisions?

Join us for a 40-minute webinar with Simon Kirby, Chief Solutions Officer at Inphinity, to see how Inphinity Forms can create a more controlled and connected approach to budgeting, forecasting, and approvals directly within Qlik Sense.

You will learn

• How to use prior-year data as the baseline for your next annual budget
• How to reduce reliance on Excel and manual consolidation
• How to manage managerial reviews and signature-based approvals
• How to amend values using aggregation and distribution methods
• How to track actual performance against the approved budget

This webinar is perfect for

• Qlik BI Managers and Developers
• Finance and Controlling Teams
• Planning and FP&A Managers

Everyone looking for a more controlled way to manage budgeting and forecasting within their existing Qlik environment!

Put it into practice

Attendees will also get free Inphinity SaaS licences, giving you the opportunity to put what you’ve seen into practice.

Watch on demand

See how you can bring budgeting, approvals, and forecast tracking directly into Qlik Sense with Inphinity Forms.