From sales volumes to financial outcomes, IDU connects the plan.
Plan and forecast sales at a detailed level, linking customer, product, and volume-based inputs directly to revenue, cost, and financial outcomes.
Sales, finance, and operations working from the same numbers.
A governed planning environment connected to your ERP.
From disconnected sales planning to financial alignment.
Disconnected. Sales forecasts sit outside the financial plan, with volumes, pricing, and revenue translated manually. Operational impact is only visible after the fact.
Connected. Sales volumes, pricing, and revenue are planned together, with financial and operational impact calculated automatically and aligned to the broader plan.
From sales inputs to financial outcomes.
Plan at the level your business operates.
Sales teams plan by customer, product, region, or any combination of these. Planning can be done at unit level, aligned to how the business operates.
Built on actual performance.
IDU integrates with your sales ledger, using historical actuals as the foundation for planning and forecasting.
Financial impact calculated automatically.
Revenue, cost, and margin are calculated as part of the plan, with changes in volume or pricing reflected immediately.
Connected to operations where required.
For manufacturing environments, sales volumes can be translated into production requirements using bill of materials data.
One plan. Immediate financial visibility. No manual translation.
Sales planning that finance, ops, and sales share end-to-end.
Sales inputs, captured at the source
Sales teams plan at the level the business operates, by customer, product, or region, with volumes and pricing captured directly in the model. Inputs sit within the plan, not in a separate workbook.
Financial impact calculated automatically
Revenue, margin, and cost are calculated as part of the plan, with changes reflected immediately.
Version control built-in
Manage multiple versions of your sales plan in parallel. Compare revenue, cost, and margin across scenarios, with full visibility of changes and outcomes.
Audit trail across the cycle
Every input, adjustment, and submission is tracked and attributed. Finance has full visibility of how the plan evolved, with a complete audit trail.
IDU eliminated manual collation and gave us a single, reliable source of truth for our budgets.
For the first time we have been able to include more people in the budgeting process, increasing involvement and transparency.
One S&OP cycle, one source, one set of decisions.
Bring sales, finance, and operations onto one plan, with volumes, revenue, and cost aligned from the start.