Microsoft Forecaster

Forecaster for Microsoft Dynamics ERP helps you manage financial performance through accurate budgeting and planning. With Microsoft Forecaster, you can meet your financial planning and budgeting requirements with easy-to-use templates that help you build budgets collaboratively and plan for the future realistically. With Forecaster, you can set financial goals for your organization that are closely aligned with specific business objectives and firsthand knowledge of market conditions. Then as the business climate changes, managers can respond more successfully by adjusting forecasts and budgets to control finances, contain costs, and prevent fiscal surprises.

Additional capabilities:

  • Budget building based on key financial information pulled from your general ledger to help save time and preserve the integrity of your financial information.
  • Templates that work like familiar software people use every day, such as Microsoft Office Excel, to help budget contributors easily enter cost center data.
  • Customizable workflows to help budget administrators keep the process on track, with features such as automatic e-mail notification.
  • Budget building tied to strategic business objectives, so you can develop budgets for human resources and capital expenditures, allocate and adjust company overhead or other items, and model revenue and profit margins.
  • Streamline processes, including creating individual budgets, changing budget models, consolidating budgets, and collaborating among departments.
  • Flexible control over how your data summarizes, so your budget administrator can easily organize company charts of accounts; control how posting data consolidates; and create rollups for accounts, cost centers or accounting entities that your organization requires.
  • Quickly view current budget-to-actual comparisons to help you understand the effect of changing numbers on your plans

For more information on Microsoft Forecaster, please visit

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