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THE APPLETS

MARKETPLACE FOR INDIVIDUAL PERFORMANCE

The modular system for your controlling: Applets are building blocks of the overall solution.

Integrated Financial Planning   Sales Forecast   more Applets

Integrated Financial Planning

The model of integrated financial planning transfers the success planning into the income statement, the balance sheet and the cash flow. Direct planning of the income statement is also possible. The interaction of the applets for integrated financial planning provides all the necessary functions, but they can also be used stand-alone if necessary.

Sales Planning

Sales are planned very differently depending on the company. The applets for sales planning provide the corresponding planning and calculation models.

Sales Planning According to Quantity * Price

The simplest case of sales planning calculates sales based on product sales * price. Planning entries can also be made directly in sales with back calculation to the quantity or price. Entry of price adjustments in bulk or in detail.

Sales / Turnover Planning with Transfer Prices

Decoupled planning of prices from quantity, differentiable according to market / customer and, if necessary, intercompany relationship.

Sales Planning with Unit Costs up to DB1

Planning of the product / customer contribution margin I directly in connection with the sales planning. A detailed contribution margin calculation is carried out using the cost accounting module.

Sales Planning Cost

The simplest case of sales planning: the costs of the company are passed on with a mark-up in the group.

Sales planning according to projects

Project services are planned, which are invoiced depending on the progress of the project.

Subscription and rental models

For example for maintenance and rental contracts: determination of sales over the term of the contract. Closing volumes and churn rates are planned.

More Applets

An overview of existing applets, the interaction of which results in the overall system. This list is constantly being expanded.

 

Scheduling via Gantt Chart

Intuitive visualization for project planning, but also for controlling the planning workflow: which step is carried out when, taking into account dependencies and milestones

Automated Forecast

Determination of default values from the past. Either by simply updating the past, actual + plan, actual + plan taking into account already deviated plan deviations etc. Alternatively, you can also use AI algorithms.

Purchase Requisitions

Triggering of order processes in SAP from the CoPlanner interface.

Operating Accounting Form (BAB)

Company accounting form (BAB) serves as a calculation scheme and data basis for cost accounting.

Bottom-Up, Top-Down, Counter-Current Process

Different planning of the planning process is possible, depending on whether it is a forecast, a budget or a multi-year plan.

Sales Planning with Unit Costs Up to DB1

Planning of the product / customer contribution margin I directly in connection with the sales planning. A detailed contribution margin calculation is carried out using the cost accounting module.

Purchasing planning

Planning of supplier quantities and prices for the necessary materials / merchandise.

Determination of personnel cost rates

Determination of the cost rates for internal allocation (see PAYG calculation and DB invoice).

Total cost process, cost of sales process

Both types of income statement are possible, also in parallel to each other.

IC voting cockpit

Coordination of decentralized planning (or actual data): The partners involved are shown their own data, but also the relevant data of their IC partners, and deviations are shown. These can be currency amounts (possibly also in transaction currency), but also service units such as hours.

 

Leader-Follower-Principle

"What is Uhl to one is nightingale to another." When using the leader-follower principle, internal relationships are not planned and coordinated depending on both partners, but one side of the relationship specifies the value for the other side. Entering A thus creates values for B.

Initiative planning

You cannot hunt all the hares at the same time: the applet for initiative or measure planning goes beyond the usual comparison of plan variants (base case, best case, wordcast): The influence of measures or external changes in the framework conditions on the income statement and balance sheet is calculated completely . A specific scenario then arises from the compilation of which initiatives are activated and which are deferred.

Internal order planning

The "Internal orders" applet treats internal orders as a special form of cost center planning: The costs of the cost center result from their planned costs and "their" internal orders. This helps to allocate the costs according to the causer and to allocate them later.

Capacity planning

Planning of the possible performance of the cost centers, comparison with the demand indicated by the sales / sales planning.

Cashier management

Allocation of cash inflows and outflows to the relevant cost centers or projects. If this cannot be determined directly by the ERP, this applet offers support for operational operations.

AI: Sales Prediction

Determination of a sales forecast over 1-2 years based on the past, including seasonalization. Requires a healthy database.

Cost center planning - decentralized

Planning of the costs or cost centers by the decentrally responsible. Inspirations in the -> workflow, possibly supplemented by -> internal order planning, -> capacity planning. Planning directly from costs or with reference to quantity (quantity * price)

Cost center planning - central costs

Planning of selected cost types by a central point for other cost centers. (e.g. rental expenses)

Leasing planning

Planning of expenses based on existing or future leasing contracts.

Cost center planning - personnel costs

Planning of personnel costs for the cost center, but not differentiated according to individual people. Alternatively or in addition to the module -> personnel cost planning

Production - parts lists

Based on product sales: Planning of production including the need for raw materials, semi-finished products and resources based on the parts list resolution of the products. This enables -> capacity leveling.

Process cost planning

Determination of the planned costs for individual sub-processes in the company - for the coordination and validation of the overhead costs and appropriate billing.

Registration of travel expenses

Pragmatic and simple recording of employees' cash expenses - not as sophisticated as the specially developed program offers, but integrated into the CoPlanner environment and thus without a system break in the workflow.

Reporting Web Analytics

Clear and extensive web statistics (January to December) including organic search access and comparisons with the previous year. Data is imported from Google Analytics or other systems.

Seasonalization

Distribution of annual values over months - based on predefined seasonal curves or sample distributions from the actual or reference plan.

Season planning

Relevant for the fashion industry.

SAP standard interface

For various source systems and content (e.g. SAP FI + CO, Navision etc.), the interface applets offer standards that can be quickly implemented.

Standard reporting actual and plan

A set of standard reports for which only the adaptation to the CI of the company has to be made.

Allocation planning

Planning of internal allocations / activity allocation according to fixed or dynamic keys.

Company valuation (DCF)

Determination of the enterprise value according to the discounted cash flow method based on the multi-year planning -> financial planning

Contract management

A place for the joint presentation and storage of current contracts (leasing, renting etc.) -> IFRS 16

Sales planning - Sales funnel

Planning future sales based on the sales funnel: Lead - prospect - deal

User-friendly, quickly implemented and suitable for all industries.

With CoPlanner, we were able to achieve significantly higher transparency at the disvision level. The entire planning process of all subsidiaries is thus comprehensible and can be influenced in a centralized and timely manner.

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