CloudBudget Solutions for the Public Sector
Via the Salesforce platform CloudBudget 3.0 provides high security, centralized management of financial resources and provides users with accessibility from anywhere, utilizes real-time data updates while integrating with accounting packages and other force.com applications such as Salesforce CRM, Marketing Cloud and others. Once set up for your organization CloudBudget saves time, reduces the risk of errors, and provides a more convenient, efficient, and secure way to manage finances.
Here are some screenshots of some basic CloudBudget features that allow you to plan and measure in real-time the financial stability of your organization.
General Profit and Loss Report
Here is a standard P&L report showing the comparison of Actual data pulled from the accounting system and planned data from CloudBudget. All CloudBudget reports are dynamic with the ability to filter the data as needed and to create and save variations on the fly.
Budget Line Entry and Editing
Budget lines are created and edited with an Excel type interface with the system. It is possible to apply formulas and other rules where needed and it is also possible for those who prefer working in Excel to, in one click, export budget data to Excel, to make additions and changes and to quickly and easily reload the data into CloudBudget.
Budget Lines Approval Process
CloudBudget utilizes the Salesforce platform’s approval process to manage the budget process in terms of dates and deadlines and to make sure that all data in the consolidated budget has been vetted and approved.
Dashboards
CloudBudget takes advantage of the force.com platform dashboards module so that you can create a wide array of visual representations of your data.