Allocations are commonly used throughout the process of planning and budgeting, mostly to distribute shared costs or revenue target over different entities, products, projects or any other dimensions. Kepion supports different types of top-down allocations driven by user input. These can include, but are not limited to:
- User-entered percentages
- User-entered dollar amounts
- Pre-defined spread methods, where users can choose by drop-down
Typically, customers will have specific requirements for their top-down allocation process, dictated by their industry and planning workflow. Robust, flexible, yet still user-friendly, Kepion can design calculations tailored to your specific requirements. Take a look at three examples to see how your Application(s) can be designed to match your unique needs.
Example #1: Management has the ability to calculate sales revenue increase for the following five years, in their Strategic Planning Dashboard. The team allocates percentage mix rates by different brands. In this example, Kepion has been configured to take the percentages from the User Input Form and calculate the Revenue Target along the Product Hierarchy.
Example #2: The CFO wants to create top-line dollar budgets at the departmental level. Kepion has been configured to allocate those numbers down to individual account items within the expense category, while holding Salaries and Benefits constant.
Example #3: The business analyst wants to set the budget goal by year and use pre-defined distribution methods to spread the total dollar amounts across the year. In addition, they want the flexibility of manually entering their numbers at the monthly level. Kepion has been configured to handle both scenarios.