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CloudBudget, Budgeting on Salesforce

Budgeting on the Salesforce platform for any organization

Overview

See How CloudBudget, Budgeting on Salesforce Works

  • Cloud-based budgeting made affordable, scalable, and secure

  • Automated budget analysis and reporting with actuals, planned and forecast data

  • Coordinate and communicate with your team via an approvals workflow

Save Time and Money CloudBudget solves spreadsheet budgeting difficulties by bringing powerful planning tools within the reach of all organizations via the Salesforce platform: ✅ Removes the hidden costs inherent to spreadsheet budgeting approaches ✅ Embedded financial logic ✅ Analytic dimensions ✅ Dynamic, customizable reporting (planned, actual, forecast, variance, dimensions) ✅ Workflow - approval process ✅ Customizable interface and dashboards ✅ Import and Export to and from Excel ✅ Mobile interface Dedicated modules for planning: ✅ Income ✅ Expenses ✅ Accounts Receivables ✅ Accounts Payable ✅ Employee related expenses ✅ Taxes ✅ Consolidation Users gain: ✅ No more formula errors ✅ A affordable yet powerful solution ✅ Fast implementation ✅ Scalability ✅ Workflow control ✅ Easy integration with Salesforce and other force.com apps

Categories

Business Needs
Productivity
Finance
Collaboration
Industries
Government
Public Sector
Nonprofit
Personas
Business Operations Manager
Business User
Consultant
Features
No Limits
This product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in Help
Lightning Ready
Optimized for Salesforce orgs that use Lightning Ready.
Multiple Currencies
Supports Salesforce orgs that use Multiple Currencies.
Managed Package
This product is installed in your Salesforce org as a managed package and receives automatic upgrades.
Lightning App Builder
Ready to use in the Salesforce Lightning App Builder.
No Limits
Lightning Ready
Multiple Currencies
Managed Package
Lightning App Builder

Compatibility

Required Salesforce Products
This solution requires these products in order to work. Before you implement the solution, check that you have these products.
None
Compatible Salesforce Products
This solution is tested to work with and extends the value of these products, but doesn't require them.
Sales Cloud
Government Cloud
Nonprofit Solutions
Salesforce Editions
Professional
Enterprise
Unlimited
Developer
Essentials
Supported Languages
English