Planning, Budgeting & Forecasting

Lumel EPM offers enterprise-level capabilities for planning, budgeting, and forecasting. With Lumel Planning, you can execute plans, scenarios, and simulations directly on top of your semantic models and also instantly write them back to preferred data destinations. Numerous customization options are also available, enabling business users to efficiently create plans and forecast workflows within a user-friendly interface without the need for coding.

Highlights of Lumel Planning

✅ Plan directly on your live data platform—no need to duplicate data.

✅ A single, unified data platform for planning, analytics, and data apps.

✅ No-code, self-service planning designed for casual business users.

✅ Agile and flexible, with the ability to plan, simulate, and run scenarios in minutes.

✅ Writeback and save plans to one or more destinations of your choice.

Let us look in detail at the various planning capabilities that are available:

What-if Analysis & Simulations	Create what-if scenarios and quick simulations on the fly using a graphical slider. Roll up or spread down the changes across hierarchies.
Scenarios	Create, compare, and analyze multiple what-if scenarios against each other and with the baseline to determine the results.
Goal Seek	Determine the exact values of input drivers needed to achieve a specific result.
Budgeting & Allocations	Create quick financial budgets and plans from scratch or historical data. Hierarchies allow both top-down distributions and bottom-up aggregations across rows and columns. Distribute equally or based on previous weights or weights from other measures.
Forecasting	Perform forecasts, rolling forecasts, and re-forecasts with methods such as copying the period range, averaging the period range, manual inputs, and so on. Generate half-yearly or fiscal period forecasts using the time intelligence and time extension features. After obtaining the actuals, close the forecast, update it, distribute deficits, and extend projections.