Hoot Finance Planning & budgets
Plan it, then watch the variance.
Set budgets by account, period and team, compare them with what you actually spent, and see your margin by customer, product and channel.
Planned Status
2 Workflows
4 Record types
4 Integrations
What it covers
Planning & budgets
The records you work with in this area.
- Budgets
- Budget lines
- Forecasts
- Cost allocations
How the work flows
The steps this area takes you through, from start to finish.
Budget-to-Actual
Planned- 01 Budget
- 02 Commitments
- 03 Variance
Profitability (cost to margin)
Planned- 01 Segments
- 02 Overhead allocation
- 03 Margin run by customer, product and channel
- 04 Reconcile to the ledger
- 05 Publish
Works with
Services and tools this area connects to, and where each one stands.
- abacum Global Planned
- anaplan Global Planned
- cube Global Planned
- pigment Global Planned
Also in this suite
General ledger
Every invoice and payment updates your accounts as it happens. Close a period, report by department or project, and see your statements at any time.
Learn more Fixed assetsRecord what you own, depreciate it automatically and book a sale or write-off with its gain or loss.
Learn more Revenue recognitionSplit a contract into what you owe the customer, and recognise each part of the price as you deliver it.
Learn more