Oracle Planning Cloud Features

Financial Insight (3)

Budgeting: Based on 23 Oracle Planning Cloud reviews and verified by the G2 Product R&D team. Uses collected data to assist organizations in understanding what they can afford now, and in years to come.
Forecasting: Based on 22 Oracle Planning Cloud reviews and verified by the G2 Product R&D team. Creates a continuous and recurrent planning process that can be calculated according to a specified and customizable timeline.
Planning: Based on 24 Oracle Planning Cloud reviews and verified by the G2 Product R&D team. Leverages data from budgeting and forecasting processes to help corporations understand their reality and make decisions accordingly.

Data Visualization: Based on 23 Oracle Planning Cloud reviews and verified by the G2 Product R&D team. Offers methods of visualizing data via customizable dashboards, statistical graphs, and charts.
Data Analysis: Based on 24 Oracle Planning Cloud reviews and verified by the G2 Product R&D team. Scours data for actionable insights.
Custom Reporting: Based on 20 Oracle Planning Cloud reviews and verified by the G2 Product R&D team. Allows users to customize their own reports according to business needs.
Reporting Templates: Based on 21 Oracle Planning Cloud reviews and verified by the G2 Product R&D team. Provides pre-built reporting templates to organize data for payroll, manufacturing, and other company factions.

Collaboration: Based on 21 Oracle Planning Cloud reviews and verified by the G2 Product R&D team. Allows for searchable communication within the tool via notes, checklists, and discussions to ensure clarity between users.
Version Control: Based on 22 Oracle Planning Cloud reviews and verified by the G2 Product R&D team. Reflects updates immediately, ensuring users have the most recent data while maintaining records of past performance.
Real-Time Data Updates: Based on 24 Oracle Planning Cloud reviews and verified by the G2 Product R&D team. Updates varying factors in real-time, assuring forecasts and inferences are continually made according to the most recent information.
Scorecards: Based on 21 Oracle Planning Cloud reviews and verified by the G2 Product R&D team. Displays and shares company performance data to increase transparency across the board.

Data Import: Import trial balance, monthly P&L, balance sheets, and other types of financial data This feature was mentioned in 17 Oracle Planning Cloud reviews.
Budget Hierarchies: Define budget structure elements and how they are linked hierarchically This feature was mentioned in 17 Oracle Planning Cloud reviews.
Versioning: Keeps track of all versions of a budget and allows users to compare versions This feature was mentioned in 17 Oracle Planning Cloud reviews.
Formulas: Include budgeting formulas to estimate direct and indirect costs, operating and non-operating revenues 17 reviewers of Oracle Planning Cloud have provided feedback on this feature.
What-If: Test the potential financial impact of business decisions on revenues and expenses This feature was mentioned in 15 Oracle Planning Cloud reviews.
Budget Periods: Users can customize standard budget periods (3, 9, or 12 months) 17 reviewers of Oracle Planning Cloud have provided feedback on this feature.

Consolidation: Consolidate multiple budgets from different departments or business entities This feature was mentioned in 15 Oracle Planning Cloud reviews.
Adjustments: Based on 15 Oracle Planning Cloud reviews. Users with administrative access rights can modify budgets
Workflows: Workflows are used to define the steps required to alter budgets and who needs to approve changes 14 reviewers of Oracle Planning Cloud have provided feedback on this feature.

Historical Data: Forecasting is based on past transactions and historical financial or operational data 17 reviewers of Oracle Planning Cloud have provided feedback on this feature.
Reforecast: As reported in 16 Oracle Planning Cloud reviews. Ability to recreate forecasts to include new information that may impact budgets
Forecast Types: Support multiple types of forecasts such as balance sheet and cash flow forecasts This feature was mentioned in 16 Oracle Planning Cloud reviews.
Rolling Forecasts: As reported in 16 Oracle Planning Cloud reviews. Used to review and update budgeting assumptions for a predefined period (usually one year)
AI: Uses AI algorithms and models to predict future trends and outcomes, based on historical data and patterns

Variance Analysis: Based on 16 Oracle Planning Cloud reviews. Project out as the year progresses to accommodate trends that affect key business drivers.
Forecasts Comparison: As reported in 16 Oracle Planning Cloud reviews. compare Income Statement, Balance Sheet, and Cash Flow for multiple periods
Forward Looking: Forward-looking Balance Sheet and Cash Flow Statements are synchronized with GL data 15 reviewers of Oracle Planning Cloud have provided feedback on this feature.