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Description

Cost centers have the ability to enter their data directly into a unified platform. Ensure that everyone is aligned by comparing actual results with forecasts and gathering insights on discrepancies as part of your analysis process. Regardless of whether you refer to last year’s figures or apply a zero-based approach, it is essential to establish precise revenue targets to unify the team. Utilize Finicast to model and project your financial statements effectively. Revenue can be forecasted using historical data along with a comprehensive range of relevant business dimensions. Assess sales performance across various segments, products, and verticals to enhance predictions for future bookings and requirements. Import historical data and incorporate algorithms to facilitate a uniform scoring and segmentation analysis. Optimize coverage and establish quotas that are linked to your sales forecasts. Encourage sales activities by designing plans tailored for teams, regions, and products. Additionally, anticipate pipeline activity by analyzing historical trends, current channels, budgets, and other vital business dimensions. This comprehensive approach ensures all aspects of the sales process are integrated, providing a clearer pathway to achieving strategic financial goals.

Description

The Operis Analysis Kit, commonly referred to as OAK, is an Excel add-in designed to streamline the process of developing and auditing intricate spreadsheets by evaluating model structures and pinpointing errors. Our company recognizes the importance of assisting spreadsheet users, which is why we chose to extend access to what was previously a proprietary tool. OAK, developed and utilized daily by our distinguished modeling team, aids in recognizing deviations from industry-standard modeling best practices and enhances the overall quality of models during their creation. It has become the go-to Excel add-in for financial modelers at leading global banks, prestigious corporations, and government agencies. For those currently leveraging Operis’ other offerings, we encourage you to reach out about incorporating an OAK license into your existing services. With a robust suite of advanced tools, OAK empowers users to detect potential risks and elevate the quality of their models, ensuring compliance and excellence in their financial modeling endeavors. Ultimately, OAK is not just a tool; it's a vital resource for anyone looking to enhance their spreadsheet accuracy and reliability.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

Microsoft Excel
Salesforce

Integrations

Microsoft Excel
Salesforce

Pricing Details

No price information available.
Free Trial
Free Version

Pricing Details

$375.99 per year
Free Trial
Free Version

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Vendor Details

Company Name

Finicast

Country

United States

Website

www.finicast.com

Vendor Details

Company Name

Operis

Country

United Kingdom

Website

www.operis.com/excel-add-ins/

Product Features

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