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Plan

MAKE THE RIGHT BUSINESS CHOICES

Once your forecast is set up, use Plan to easily model the impact of different scenarios on your cashflow.

Being able to adapt in business is crucial, whether it’s adjusting costs or a hiring plan, but before you make a change, it’s important to understand the implications. Start planning and make smart decisions for your business now.

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How does it actually work?

Intelligent scenario planning

How it works

Our Plan feature sits on top of our existing automated cashflow forecasts to help businesses plan for ‘what if’ scenarios, and for accountants to assist their clients with different modelling options.

  • What if my office lease increases considerably in the next few months?
  • What if I hire someone new with a salary of £30,000? What’s the difference if their salary is £40,000?
  • What if one of my key customers halves their normal order numbers?

We take your forecast as the base and guide you through elements to consider making adjustments or additions to, using simple sliders to increase or decrease values.

Watch your plan adjust and develop on our graph and compare this to your current cashflow and any other scenarios.

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SIMPLE AND EASY TO USE

A range of pre-configured plans

And for each scenario, we’ve selected a range of options that cover all the elements you are likely to consider. These include pre-configured sliders to adjust specific values and auto calculations on tricky costs.

Our current plans include:

Staffing

Hire for a new role (and see the cost implications of varying salaries) or model the impact of redundancies.

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Safeguarding

Keep the business above water by modelling different solutions for getting through a tight patch.

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Opportunities

Look at opening in an additional location or launching a new product.

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PREPARE FOR DIFFICULT TIMES

Easily model revenue changes

Unfortunately, due to the current climate a lot of businesses will be looking at a reduction in revenue.

Our Plan feature makes modelling for the effects of a revenue change in Fluidly incredibly easy. Fluidly picks up your forecasted revenue, so you just need to adjust sliders up and down to see how your future cash position is affected.

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Drop in Revenue

MONITOR CASH IN AND CASH OUT

See the impact of funding and support

Assessing your costs on a regular basis is good business practice. And right now, reducing costs may be essential.

If you’re able to take advantage of the government’s support measures, such as deferred VAT payments or applying for funding through the CBILS scheme, Plan can show you instantly how it will affect your cashflow.

If you do think a loan could help, our Fund feature can find you tailored offers for your business.

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scenario planning

Frequently Asked Questions

WHAT’S THE ADVANTAGE OF SCENARIO PLANNING?

Scenario planning allows you to make plans for your business without affecting your cashflow forecast. You can play with different variations of a plan and see which has the best outcome before going ahead and committing cash to it – allowing you to make the right decisions with full context of the possible outcomes.

WHICH ACCOUNTING PACKAGES DOES PLAN SYNC WITH?

We currently work with Xero and QuickBooks Online.

HOW DO I KNOW WHEN THE RIGHT TIME TO MAKE A PLAN IS?

Because the planning feature doesn’t affect your cashflow forecast, you can make a plan whenever you’re curious of the outcome of a decision.

We have pre-defined plans for hiring, growth and recovery, so if you are thinking about starting a new team, opening in a new location or modelling the effects of a loss in revenue, you can do this with Plan any time.

HOW DOES THE PLAN RELATE TO THE BASE FORECAST FLUIDLY HAS PREDICTED FOR ME?

Plan mirrors the data from your base forecast so that you can easily build on top of this. This also allows you to see your plan visualised next to your current cashflow and view  the difference.

DO I NEED TO KNOW EXACT FIGURES ABOUT MY PLAN & FORECAST TO USE GOAL PLANNER?

No, you don’t. Fluidly will automatically pull through data from your base forecast which you can build upon. The feature will also guide you through logical amounts to add in for each slider option. If you don’t know the exact value of a purchase, for example, use a % change to add in a good estimate.

Testimonials

Not our words

What our clients and partners think, is what matters most to us.

Goal Planner ticks all the boxes as a scenario planning tool I’m confident to share with my clients. The feature guides clients through planning, automatically picking up certain costs with intuitive adjustments.

Seth Proctor
Reconynge

It has given us factual intelligence going forwards that the business will survive, and if sales carry on, come through stronger which is obviously a big load off of our minds.

Gordon Willford
BRF Motorcycles
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