NetSuite Planning and Budgeting

Planning and budgeting

Companies from all industries leverage planning and budgeting with future scenario modelling to stay ahead of the competition.

Find out how technology is helping to increase forecast accuracy and reduce the impact of supply chain disruption.

See our recorded webinar or a 90-second explainer video.

Our Client Success

Slide 1

Unlock the Power of NetSuite: Download the Buyer's Guide Today

Navigating the diverse landscape of ERP software solutions can be daunting. With the NetSuite Buyer's Guide, you'll gain access to insider knowledge that empowers you to make the best decisions for your company. Get detailed insights into NetSuite's capabilities from operations, financial management, customer relationship management, and more.

NetSuite Buyers Guide 2023
Planning and budgeting challenges

The challenge with manual planning methods

Unexpected changes and rapid shifts in product category demands can inhibit decisive action.
Often, financial planning relies on spreadsheets that reference disconnected, static financial sources - and a little guesswork.
Finance teams spend too much time on operational processes and reactive reporting.

How spreadsheets increase business risk

Complex spreadsheets introduce a range of issues such as:

  1. Forecasts constantly change, making static data outdated quickly.
  2. Significant time is spent collating, maintaining, and verifying data in spreadsheets.
  3. Without a deeper connection to wider business operations, spreadsheets limit your view and fail to bring meaningful predictive insights.

NetSuite's financial planning and budgeting solution

NetSuite Planning and Budgeting (NSPB) is a cloud-based financial planning and budgeting solution that automates labour-intensive processes.
NSPB is platform-agnostic. It can be used with any back-end ERP or as a standalone system.
Finance teams can rapidly produce budgets and forecasts, model "what-if" scenarios and generate live reports - all from the one flexible, scalable solution.

Gain more accurate insights, save time, and amplify your financial success.

Book your no-obligation consultation now

Talk to a cloud technology expert about your financial planning and budgeting goals.

Take the next step to leap ahead - and amplify your success.

Slide 1

ERP Requirements Planning Tool Kit

Simplify the complex task of selecting the right ERP solution for your business with our comprehensive Requirements Planner. Our expertly designed tool helps you identify, prioritise, and articulate your organisations specific ERP needs, ensuring that you find the perfect fit for your unique requirements.

ERP Requirements Planner
Slide 1

Manage Your ERP Evaluation Team

Assign roles, track progress, and facilitate effective communication within the team, ensuring seamless collaboration and a well-coordinated evaluation process.

Build Your ERP Evaluation Team
Slide 1

Define Your ERP Module Requirements

Streamline your ERP evaluation by defining and prioritising the vital modules for your organisation's success. Select the ideal ERP solution customised to meet your module requirements and optimise your business operations.

Select Your ERP Module Requirements
Slide 1

Refine Your ERP Functionality Requirements

Enhance your ERP evaluation process by fine-tuning your functionality requirements with our comprehensive feature list, organised by module. Simplify the task of identifying and prioritising the specific functionalities your business needs to streamline operations.

Refine Your ERP Functionality Requirements
Slide 1

Create Your ERP Evaluation and Implementation Timeline With Your Target Milestones

Effortlessly outline your ERP evaluation and implementation journey with our customisable timeline feature. Set target milestones and track progress as you navigate through the process. Our intuitive tool empowers you to plan and visualise key stages, ensuring a structured and successful ERP evaluation and implementation within your desired timeframe.

Create a Detailed ERP Implementation Project Plan
Slide 1

Get a Visual Representation of Your ERP Project Implementation Progress

Gain a clear and visual representation of your ERP project implementation progress with our dynamic tracking feature. Our tool provides intuitive charts and graphs that showcase key milestones, tasks, and their completion status. Stay informed, monitor progress, and ensure a smooth and successful implementation of your ERP solution.

Visualise Your ERP Evaluation Project
previous arrow
next arrow
Planning and budgeting challenges

How will you amplify success

with NetSuite's planning and budgeting solution?


You no longer have to deal with static spreadsheets or disconnected data between departments.
With NetSuite Planning and Budgeting, everyone accesses a single, cloud-based environment.
Data management is faster and easier for all stakeholders. Finance teams can finally get meaningful input and better collaboration from business and operational managers.



Data is entered and managed in one central system. You then work with a single, agreed-upon version of your financial and operational data.
Any changes made within the system are automatically reflected in reports and dashboards.
NetSuite Planning and Budgeting delivers a clear vision of your business position.

More benefits of planning and budgeting
  1. Reduce your planning cycle times with templates and workflows for ease of inputs and assumptions.
  2. Everyone enters data using the same process. All changes are tracked, and data is consistent. Stakeholders no longer rely on emails or spreadsheets.
  3. Improve your forecast accuracy by easily comparing and analysing actual versus projected results to refine your forecasts.

Use the solution with any back-end ERP system. If you're using NetSuite ERP, you'll also gain pre-built synchronisation to leverage real-time financial and operational data immediately.
Gain more accurate insights, save time, and amplify your financial success.


Talk to a technology expert

about amplifying your success

DWR delivers the tools to amplify success; by bringing the right technology, process framework, and team of business experts together.

We're an award-winning NetSuite ERP partner based in Sydney and Melbourne.

Talk to a business technology expert about your challenges, needs, and business growth goals.