Planning

Ready for the next generation of your financial planning? Planning with strategy and drive.

SAP FP&A leverages SAP Analytics Cloud (SAC) as a flexible, modular system, allowing you to design precisely the planning processes your company needs. From cost centers and profit planning to investment appraisal, integrated data models guarantee a seamless connection between SAC and S/4HANA. Predefined integrations provide direct access to master data, rates, and calculation components – without any additional licensing costs.
Your advantages
Advantages

Your added value at a glance – why SAC-based FP&A is worthwhile

  • Individual modeling using a modular system

Only design what you really want to plan (cost centers, balance sheet, forecasts…)

  • Seamless integration with S/4HANA

Master data, hierarchies, and calculations flow seamlessly into your planning.

  • Efficient forecasts and budgets

From top-down to bottom-up, you decide the planning approach.

  • Faster data processing

Eliminate interfaces and consolidation – true real-time performance.

  • No hidden costs

Standard SAC functions are included in your S/4HANA license.

Define the planning process together

  • Planning model: Which sub-area should be planned? (Cost center, balance sheet, etc.)
  • Planning strategy: How should the planning be carried out? (Top-down, bottom-up, etc.)
  • Planning scenario: What should be planned? (Annual plan, forecast, etc.)
  • Planning data: Determine the data basis for actual, planned, and master data.

Establish a planning calendar

  • Planning calendar: Define the time period for the planning area
  • Processes and tasks: Define the start and due dates of the subtasks
  • Responsibility: Assign individuals to planning, monitoring, and approval.

Planning forecast from the “Prediction” column

  • Forecast basis: Define the time series and content to be considered
  • Planning proposal: Transfer the suggested values ​​from the prediction into the planning.

Detailed planning

Planning values: Enter new values ​​or adjust imported values

Visualize data in the “Reporting / Analytics” column

  • Data validation: Review of planned data (individual & consolidated views)
  • Dashboards: Visualize key performance indicators (KPIs) or simulations
  • Variants: Display of actual vs. planned deviations

Anschluss der Planung des jeweiligen Planungsbereiches

  • Planungsfreigabe: Freigegebene Plandaten zur Verfügung stellen
  • Planungssperre: Planung für Änderungen sperren
  • Planungstransfer: Freigegebene Plandaten zurück ins S/4HANA übermitteln
The planning process in 5 steps

Planning process in a nutshell – from preparation to finalization

Core modules in the FP&A toolkit

Modules that will make your financial planning fit

  • Cost planning

Managing overhead costs, project planning, and allocations

  • Product costs

Material and activity costs are calculated transparently.

  • Sales & Profitability Planning

Display revenue, contribution margins, and distribution costs.

  • Investment planning

Plan capital requirements in a structured manner

  • Balance sheet / income statement

integrated profit and loss statement

  • SAC‑Reporting & Analytics

Dashboards for planning, actual comparison, key performance indicator analysis

Integration of financial planning and analytics

The individual planning modules are executed according to your requirements. Depending on the module, integration offers a crucial advantage. Data planned in upstream steps can be processed directly by the requesting planning module.
Ihre Finanzplanung im Zusammenspiel

End-to-end: FP&A as part of your integrated financial model

Standard integrations between SAC and S/4HANA create a seamless planning process – without data silos or complex interfaces. Changes are synchronized directly, and plan values ​​are fed back live – ensuring your financial planning is always up to date.

Start now

Your roadmap to FP&A success

1 || Kick-off & Current State Analysis

Determine requirements and define target image

2 || Demo & Scenarios

Experience and evaluate a real planning model

3 || Implementation & Go-Live

Configuration, training, go-live

4 || Optimization & Support

Hypercare, monitoring, continuous adjustment
Arrange a demo appointment

Act now – start with SAC FP&A and secure your success.

Leverage the power of SAC integrated into your S/4HANA – start structured, efficient, and transparent financial planning with FP&A. Contact us for a demo or consultation!

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