Pivotal Insights for Dynamics NAV
Budgeting and forecasting for Microsoft Dynamics NAV
Planning and reporting for NAV 2013 to 2018, and for Business Central installed on your own server, without an upgrade project.
What comes over
- The same small agent used for Dynamics GP, installed next to your SQL Server. It connects out over HTTPS only
- Companies, posting accounts and their headings, the two global dimensions, accounting periods and G/L entries
The budget back to Dynamics NAV
The approved budget comes back as a file for the G/L Budget page's Import from Excel. Existing NAV budgets can be brought in as a starting point.
Good to know
- Year-end closing entries are left out, so income statement history stays intact
- Currently in testing with early clients
What you get
- Department budgets in a grid managers already understand, with last year and this year's actuals beside them
- Submissions, approvals and send-backs, with notes on any cell
- Budget-versus-actual reports, dashboards and a 13-week cash forecast that update when the month closes
- Each manager's department results by email after close
- Workforce, revenue, capital and project plans that feed the budget
- Unlimited users at one price per company, set up by consultants who know Dynamics NAV
Also connects to: Acumatica, Dynamics GP, Business Central, NetSuite, QuickBooks Online, Sage Intacct. See every system.