At a click of a button Numina will instantly calculate and create a 12 month Financial Plan based on the improvement plan and potential that you have created with the client.

A Financial Plan is a 12 month budget, here we can plot the target figures for each month and compare the plan to actual for the year to date and for either a specific month or quarter.

Numina will ask you if you would like to create a Financial Plan based on a historical trend (utilising the data you already have in the accounting software) or straight line (using even figures for a 12 month period)

After selecting whether you want the plan based on Historical Trend or Straight Line, Numina will ask you to confirm what date you want the plan to start on

Numina will then ask you if you would like the plan to begin with actual numbers, these numbers will come from the clients software if they are connected to one.

If you choose Yes, Numina will ask you to select a date to use as the actual numbers in the beginning.

You may want actual numbers in the beginning of your plan if you are already a few months into the action plan. Numina will take the actual figures from the connected accounting software and then proceed to fill in the remaining months (of the 12 month period) to ensure the targets set can be met.

If you choose No, Numina will create the Financial Plan without actual numbers in the beginning of the plan.