We're not stopping after the major overhaul of our Budget and Forecast tools. We know that power users demand flexibility, detailed insights, and the ability to work with their data their way. That's why we've been busy rolling out a suite of quality-of-life improvements designed to make your financial planning faster, smarter, and much more integrated.
The big one: your data, now in Excel 📊
This is the feature you've been asking for, and we're pleased to deliver. You can now download your complete budgets and forecasts directly into a clean, customizable Excel spreadsheet!
Ultimate flexibility: Need to run custom scenarios, mash up data with other reports, or simply prefer working with pivot tables? Now you can take your entire financial model offline.
Seamless integration: Get your budget out of our system and into the hands of stakeholders or specialized analysts for further refinement without manual copy-pasting.
Enhanced insight with new viewing options 💡
We've supercharged how you view and analyze your financial projections right within Syft, providing immediate context and deeper comparison capabilities.
Variance at a glance: Instantly spot where your plan is working (or needs adjusting!). We've added dedicated columns that let you see Actuals and the Variance alongside your budgeted or forecasted values. No more jumping between reports to figure out the difference.
Dynamic time windows: Plans change, and your budget should too. You now have the flexibility to change the start or end date of any existing budget or forecast, allowing you to adapt to new fiscal years or project timelines on the fly.
Downloads get a major upgrade 📄
Sharing professional-looking reports is now easier and more comprehensive than ever. We've enhanced our PDF download functionality to turn your plans into compelling presentations.
Complete Reporting Package: Your PDF downloads now include the crucial top-level metrics: KPIs (Key Performance Indicators) and Scorecards. This means your executive summary is now fully baked into the downloadable report, making every share a complete snapshot of performance against the plan.
Closing thoughts 💭
These updates are all about putting more power and control into your hands. From the ability to drill down into the variance right on the screen to the game-changing Excel download, we're committed to building the most flexible and insightful financial planning tools available.
Which of these new features are you most excited to try first?