Budget Planning
Revenue projection, broken down by product, by project and by month.
Volume, price and mix by product line and by project — with the result reaching the projected P&L without anyone moving figures from one tab to another.
- The interface
- Revenue Forecast
- Duration
- 53 s
- Area
- FP&A and Planning
Companies already operating on LeverPro
5 business days
for the P&L to be ready at Distrivisa — before, it only closed on the 15th
Distrivisa
+100
ERPs integrated natively, the Brazilian ones included
12
native surfaces reading the same base
ISO 27001
information security management
WHAT HOLDS IT UP TODAY
The sales projection and the P&L never meet
It is not a lack of effort: it is the format. A spreadsheet has nowhere to hold the rule, the trail and the permission at once.
The sales projection does not talk to the P&L
Sales projects in one file, finance rebuilds it in theirs. The two figures diverge and nobody knows which one is in the presentation.
Changing the mix means rebuilding the model
The breakdown by product was done by hand. Changing the assumption means going through it line by line.
Actuals never come back into the projection
The forecast is rebuilt from scratch every month, because there is nowhere projection and actuals live together.
BUDGET PLANNING
Revenue Projection running in LeverPro
53 seconds of the platform really running, recorded from the interface itself. Press play.
Revenue and sales forecast in LeverPro, broken down by product line and by project.
WHAT YOU SEE ON SCREEN
Volume and price becoming revenue in the statement
Four things happen on this screen, and each one settles a piece of the month.
- 0:06
Revenue broken down by line
Product and project at the same level actuals are recorded at, so comparing is immediate.
- 0:18
Volume and price as assumptions
The projection is the calculation between them, not a typed value. Change the assumption and everything below recalculates.
- 0:33
The month-by-month curve
Seasonality shows up in the series, and the year adds up to what is on screen.
- 0:45
Revenue reaches the projected P&L
No transfer. The projected statement reads the projection's own base.
BEFORE AND AFTER
The same operation, in both formats
How it runs today
- Sales projects in one file, finance rebuilds it in theirs
- Breakdown by product done by hand, and redone with every change
- Forecast restarted from scratch every month
- The projected P&L gets the figure by copy-paste
With LeverPro
- One single projection, on the base actuals feed
- Volume and price are assumptions; the rest is calculation
- Actuals come in and the forecast adjusts
- The projected P&L reads the projection, with no transfer
Want to see this on your own figures, and not the video's?
Book a diagnosticHOW IT WORKS
From the ERP entry to the interface
Three steps, and the second is the one most tools skip.
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Actuals are already in the base
Billing by product and by project comes from the ERP and sets the projection's floor.
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The assumption is an object
Price, volume and mix are fields in the model. Changing one changes the result, not the formulas.
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The projected P&L is a surface
It reads the projection. There is no consolidation step in between.
WHO USES IT
What each role takes from this
FP&A
Runs the forecast with actuals beside it and brings the revision onto the same base.
Sales
Projects at the level it sells at, without translating into finance's format.
CFO
Sees the projection's effect on the P&L and on cash on one screen.
“With LeverPro we gained organized information and confidence in decision-making. The P&L, which used to close only on the 15th, is now ready in 5 business days — and the forecast went from one-off to routine.”
Distrivisa · Distribution
RELATED INTERFACES
Other FP&A and Planning interfaces
The same base, a different operation.
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Budget Planning
Budget Control
The whole cycle: tasks, owners and approval by authority limit.
See the interface
-
Budget Planning
Scenario Simulation
Versions of the P&L side by side, with the assumption changing and the result along with it.
See the interface
-
Budget Planning
Financial Modeling
P&L, revenue and assumptions as a single model, with no broken formula.
See the interface
-
Budget Planning
Org Chart and Payroll
Headcount, roles and projected payroll, with the effect reaching the P&L.
See the interface
-
Budget Planning
Cost and Bills of Materials
Bill of materials, ABC curve of inputs and pricing by product.
See the interface
- See FP&A and Planning in full The area's 6 interfaces, what holds it up today and who uses it. Open
QUESTIONS
What people usually ask about this interface
If yours is not here, ask — we reply within one business day.
Can it project by customer, as well as product and project?
Does the projection affect cash?
And the rolling forecast?
Does Sales need to be on the platform?
RECOGNITION
Four years running in the 100 Open Startups ranking.
HOW YOUR DATA IS KEPT
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Who gets in
Corporate authentication through the identity provider the company already uses.
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Who sees what
Permission by area and by slice, on the same base — with no copy of the file.
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Where the figure came from
A trail from the consolidated figure to the source accounting entry.
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How the data comes out
Export guaranteed. The data belongs to your company.
Let's look at your budget cycle
Thirty minutes with people who do this every day, about how your planning runs today.
You leave knowing what can be solved first — or with us telling you it doesn't make sense.
No spam and no mailing list — we reply within one business day.
What happens in the conversation
- You tell us how planning runs today
- We point out what can be solved first
- Where LeverPro fits into your ERP and your spreadsheets
- Or we tell you it doesn't make sense, and that's that
How your data is kept
ISO 27001LGPDSSO / SAMLExportable data