Combine the first-year budget with assumptions for the following years. Compare growth scenarios and see how changes in revenue, costs and investments affect the financial plan.
The agreed first-year plan in the same layout as the following years.
Revenue, costs and results in the years ahead.
Volume, prices and costs as model parameters.
CAPEX assigned to projects and years.
Comparing the base, conservative and growth scenarios.
Checking how a change in revenue or costs affects the plan.
Plans by company, unit and project.
Comparing current assumptions with the previous plan version.
Results and capital expenditure compared in one summary.
In this example, the first year comes from the annual budget. The next two years have their own sales, cost and capital expenditure assumptions.
Base values · illustrative data
All scenarios start from the 2027 budget. In this example, faster growth delivers a 2029 result PLN 1.5m higher than the base scenario and assumes PLN 2.5m of additional investment over the whole period.
Results and capital expenditure are separate model items. The summary lets you compare the expected result and the scale of investment in each scenario.
Connect the detailed first-year plan with the assumptions needed to assess further decisions.
A starting point based on agreed revenue and cost plans.
Growth assumptions and capital expenditure by year and project.
Compare a new plan version after changing assumptions or the investment schedule.
Show scenario results alongside planned investments. Compare how much additional capital expenditure the faster-growth scenario assumes and what result it projects at the end of the horizon.
Data access in line with assigned permissions.
Dashboards and reports based on model data.
Project and financial data from accounting, ERP and Excel.
Updating assumptions and templates within your permissions.
Sample report layout · illustrative data
An annual budget is a detailed plan for the coming year. A multi-year plan extends it with assumptions for the following years – revenue, costs, results and capital expenditure.
Yes. The first plan year comes from the annual budget, in the same layout as the following years.
No. You can match the horizon length to your organization's needs and the decisions the plan is meant to support.
Yes. Each scenario has its own CAPEX schedule, and the report sets out the results and investments of all scenarios.
Save a new plan version with the changed assumptions and compare it with the previous one – by year and line item.
As a proof of concept, we’ll rebuild your reporting or planning model in Fincorex® and show it to you at our next meeting.
Book a demo