IDU Sales Planning and Reporting

Align Sales Plans with Financial Performance

IDU brings sales planning, budgeting, forecasting, and reporting together in one connected platform. By giving sales managers real-time visibility into plans, targets, and actual performance, organisations can move beyond spreadsheets and create a more collaborative, accountable planning process.

Designed to make financial intelligence accessible beyond finance, IDU enables sales teams to contribute directly to planning while providing leadership with a clear, consolidated view of performance. Plans can be built at a customer and product level, aggregated in real time, and aligned with broader financial objectives.

With integrated reporting and analysis, users can monitor performance, review variances, and make informed decisions based on current information. Managers gain direct access to the insights they need, helping improve accountability, visibility, and decision-making across the business.

Key Features of the IDU Sales Planning and Reporting Solution

• Plan sales budgets by customer and product
• Capture and aggregate sales plans in real time
• Create sales budgets and targets in a single process
• Support both top-down and bottom-up planning
• Analyse plans and performance across multiple reporting structures
• Enable users to review, comment on, and respond to variances
• Compare actual performance against budgets and forecasts
• Analyse performance in units and values
• Support complex and component-based calculations
• Drive multiple calculations from a single input
• Enable flow-through calculations across planning models
• Generate production volumes and costs from revenue projections using BOM structures
• Provide interactive reporting and analysis capabilities
• Empower managers to take ownership of planning and performance
• Improve visibility, accountability, and collaboration across teams

Connected Planning and Reporting

IDU integrates with existing ERP systems, bringing budgets, forecasts, and actual performance together in a single source of truth. By connecting sales planning with financial reporting, organisations can improve visibility, reduce manual effort, and make more informed decisions based on real-time information.

Built for both finance and operational users, IDU enables organisations to align sales plans with financial objectives while providing the reporting and insight needed to manage performance with confidence.