Bring your budget to life and lead your team into the future.
You know your financial targets, but does everyone
know what they have to do to hit them?
A budget without a Playbook is just numbers on a page.
Budget Playbook is an Online Tool That Helps You Reach Your Budget Goals
Align Your Budget to an Action Plan
Quickly Update Your Team
Hit Your Targets
and Stay On Track
Use Dashboards
to Tell the Story
The Game Plan You Need to Execute Your Vision.
Stay on Track with Dashboards and Timeline Charts
that bring your whole plan to life!
Dashboard
The Dashboard quickly shows if projects are on track. Traffic-light symbols draw attention to successful action items and those at risk of falling behind.
Timeline Chart
The Gantt chart displays the flow of activities in your plan. You’ll quickly see if your action steps are appropriately sequenced and realistic based on current workloads.
Plus, other features help you…
Collaborate
Budget Playbook engages your team to creatively identify and execute the Objectives and Action Plans needed to hit your targets.
Objectives add focus while Action Plans layout the specific activities to
achieve them.
Empower
Assigning responsibility to Action Plans empowers the owner to set reasonable timelines and success measures.
Automated emails alert your team when it’s time for a status update. A single ‘click’ lets them report their progress without even logging in – fast and easy!
Execute
Budget Playbook’s blend of big picture and detailed views supports confident decisions and steady progress to your goals.
Everyone knows where to go and how to get there.
Improve Communication
Company-wide results and progress notes can be reviewed ahead of time. Meetings are streamlined and focused on constructive discussion.
You’ll achieve better communication, better team engagement,
and better results.
Watch a 2-Minute Video to See How Budget Playbook
Helps You Execute Your Budget.
Ready to Create A Game Plan to Reach Your Budget Targets?
Getting Started is Easy!
Receive a Personalized Demo
Start Using Budget Playbook
Execute Your Vision
Is your planning process built on a firm foundation?
Bolster your budget development using
5 key pillars for success.
Read our free white paper to learn how to embrace them
and implement a productive planning process.
Products
Contact
1827 Walden Office Square, Ste. 350
Schaumburg IL 60173
Toll Free: 1.800.323.3281
Local: 1.847.359.4045
Fax: 1.847.705.8200
info@plansmith.com
Account Projections Overview (9:14)
Learn how this screen allows you to model the growth, pricing, income and expense of the Balance Sheet and Income Statement.
Forecasting Overview (13:42)
Forecasting: Applying Manual Edits and Growth Models to the Balance Sheet
https://youtu.be/NrWRbnM65MU
Forecast Editing Tools (11:49)
The Quick Edit feature provides great power with several shortcut and calculation aides
Forecasting Webinar (57:32)
This 57-minute webinar reviews the different types of growth models, how to forecast using these growth models, and methods for forecasting non-interest income and non-interest expense.
Pricing Models Overview (11:20)
Learn how to link Interest Rates to the Yield Curve with spreads, floors & ceilings.
Pricing Models Webinar (1:17:45)
View this 77-minute session to learn about the essential components of pricing models, creating assumptions, and the application of pricing models in rate shock and budgeting.
Prepayment Utility (28:30)
Learn how Compass captures the financial instution’s specific prepayment experience and allows both simple and complex
prepayment modeling at the account or category level.
Rounding Out Your Assumptions Webinar (1:05:49)
View this 65-minute session to learn how Optionality is addressed in Compass through the Put/Call Feature and Prepayment Modeling. Understand the application of Decay and Alternate Discount Rates on Non-maturing Deposits (NMD). Review the input and functionality of Taxes and Dividends within the model.
Best Budgeting Practices (25:50)
This 26-minute webinar reviews best practice techniques for creating your annual budget and locking your budget for the new year.
https://youtu.be/02BH_rAVtN0
Suspend Auto Reforecasting During Budget Approval (10:45)
Learn how to suspend auto
https://youtu.be/Ogyrp_nSMFM
Locking the Budget (6:33)
Learn how to use the Lock Budget feature to transfer the projections into the Budget Tab.
https://youtu.be/13_yuOAYe-8
Year-End Shift (8:21)
This tutorial reviews the process referred to as shifting the database which is necessary to accommodate projected data for a new 12-month period by moving the prior year’s actual data and storing it as history
https://youtu.be/5wqkHnVGELk