Live webinar

Move budgeting and forecasting from Excel to Qlik, with real-time control

Build a structured, real-time budget and forecast process in Qlik, without version conflicts and manual consolidation.

Move budgeting and forecasting from Excel to Qlik, with real-time control

Turn last year’s numbers into this year’s controlled, real-time budget and forecast process directly inside Qlik Sense using Inphinity Forms.

🌟 Why attend?

You will see how to quickly move budgeting and forecasting from Excel to Qlik Sense. We’ll also cover managerial reviews and signature-based approvals, plus tracking actual progress against the approved budget.

You will also get free Inphinity SaaS licenses, so you can put everything into practice immediately.

👉 What will you learn?

  • How to use prior year data as the baseline for the next year budget.
  • How to set managerial reviews and signature based approvals
  • How to easily amend values using powerful aggregation and distribution methods.
  • How to create a forecast tracker that will compare actual progress with the approved budget

🎯 Who is this webinar for?

  • Qlik BI managers and developers
  • Finance leaders and controlling
  • Planning and FP&A managers

If you are tired of version conflicts and manual consolidation, this session covers a controlled way to work inside Qlik Sense.

Watch now

Inphinity will handle your data pursuant to its Privacy Policy.

Speakers

Simon Kirby
Enterprise Solutions Director at Inphinity
Guilherme Approbato
Country Manager/ Qlik Expert