Revenue Planning.
Budget Forecasting.
Built for Standard Product Manufacturers.
ORAGO Planning replaces the Excel-based budget process for manufacturers with standard product portfolios. Plan revenue, prices, surcharges, and volumes across customers, products, and plants — on a shared live platform with four dedicated roles, budget versioning, and PowerQuery connectivity.
For manufacturers with defined product catalogs selling to multiple OEM customers. Not a quoting tool for custom parts — that is Cost Controlling.
Planning is the right fit for:
- Standard product manufacturers with defined product portfolios — sensors, connectors, bearings, sealing systems — selling to multiple OEM customers
- Companies operating 2 to 20 production plants who need to consolidate budget input from multiple locations
- Controllers who currently manage the budget process across Excel files exchanged by email — and spend days on manual consolidation
- Organizations that need to move from annual budgeting to rolling quarterly or monthly forecasts
- Finance and sales teams that need to separate price variance from volume variance from surcharge variance when actual revenue deviates from plan
Not designed for:
- Custom parts suppliers who respond to OEM RFQs — if your team calculates costs from scratch for each new inquiry, Cost Controlling is built for that job
- ERP financial accounting, production scheduling, procurement, or inventory management
- Companies whose product costs are highly variable and require bottom-up process-based recalculation per order
Revenue Is Derived, Not Entered.
Every budget line in ORAGO Planning is defined by three commercial drivers: BasePrice, Surcharges (material, energy, logistics — configurable per deployment), and Quantity. Revenue is always computed as (BasePrice + ΣSurcharges) × Quantity — never entered directly.
This means every budget line is auditable down to the individual driver that changed. When revenue deviates from plan, you know exactly whether the cause was price, volume, or surcharge — not just a single unexplained number.
- Budget line = Product × Customer × Plant × Month
- Three drivers per line: BasePrice, Surcharges, Quantity
- Revenue always computed, never manually entered
- Monthly granularity across a 3-year horizon
- Supports 50,000+ budget lines with 50 concurrent users
The Budget Round Your Team Actually Recognises.
Sales fills in their sheet. Sends it to controlling. Controlling consolidates. Finds errors. Sends it back. Three weeks of email chains, conflicting versions, and manual number reconciliation — for a budget that is stale within two months.
- Engineers spend hours preparing data exports for Controlling
- Budget models are stale by the time they reach management
- No drill-down from budget totals to individual product costs
- Multi-plant aggregation requires manual consolidation
- Variance analysis has no clear answer on root cause
One Platform. All Roles. Always Current.
ORAGO Planning gives your entire budget team a shared live workspace. Import data from Excel, SAP exchange tables, or enter manually. No re-entry, no broken links, no version conflicts.
- Multi-user budget rounds with role-appropriate views
- Flexible data input: manual, Excel upload, SAP exchange tables
- Plant-level consolidation with automatic roll-up
- Budget versioning with copy-and-adjust workflow
- Rolling forecast with monthly or quarterly cycle
Own the Budget Structure.
Every Version, Rate, and Dimension.
The Controller has full cross-dimensional access: manage master data (Plants, Customers, Products, Surcharge Types), create and publish budget versions, configure exchange rates, and oversee the entire planning cycle. RBAC is enforced at the data layer — not just the UI.
Budget Versioning
Create named budget versions via copy-and-adjust. Versions are immutable after publication — no in-place editing. Copy granularity: full budget, by plant, by customer, or by product family.
Master Data Management
Manage Plants (with hierarchies), Customer groups, Product families and lines, and configurable Surcharge Types. All master data enforced by referential integrity — no orphan budget lines.
Exchange Rate Management
Define exchange rate assumptions per budget version. Rates in published versions never change. Budget data entered in transaction currency, consolidated to reporting currency automatically.
Plan Your Customers.
See Only What’s Yours.
RBAC scopes Sales to their assigned customers and products. Enter BasePrice, Surcharges, and Quantity assumptions per product line. No visibility into other managers' customer segments. Copy from previous version — update only what changed.
Dimensional Scoping
Write access scoped to assigned customers and products only. Sales managers see their own segment — filtered automatically. No accidental changes to another manager's scope.
Price & Surcharge Entry
Enter BasePrice and Surcharges per product/customer/month. Surcharge types are configurable per deployment (material, energy, logistics, tooling). Revenue is always derived.
Copy-and-Adjust
Start from the previous version — update only the lines that changed. Unchanged data carries forward automatically. No re-entering 10,000 budget lines when 200 changed.
Your Plant. Your Numbers.
Consolidated Automatically.
Plant Managers see only their assigned plant. Review volumes, validate feasibility, and track transaction data. Automatic roll-up to group view for Controlling and Finance. Import actuals from SAP exchange tables or Excel upload — idempotent, with full audit trail.
Plant-Scoped Access
Write access scoped to the assigned plant only. RBAC enforced at the data layer. Plant Managers cannot see or modify data from other production sites.
Transaction Data
Monthly actual data imported from ERP (SAP exchange tables). Current year automatically updates with actuals. Historical months locked for planning input — enforced at the data layer.
Import & Upload
Excel upload with standardised import templates for bulk data loading. Actuals import is idempotent — re-running produces the same result, no duplicates. Import validation with error reporting.
Company-Level Visibility.
Approval Authority.
Finance has read access to all dimensions — all plants, customers, products across the company. Their role is oversight and approval: review consolidated budget performance, compare scenarios, and approve versions before publication. No write access to individual budget lines.
Full Read Access
See all plants, customers, and products across the company. Drill down from company-level KPIs to individual budget lines without requesting new reports.
Version Approval
Approve budget versions before publication. Published versions are immutable — no retroactive changes. All versions retained for comparison and audit purposes.
PowerQuery Reporting
Connect Power BI or Excel directly to the planning database via PowerQuery. Schema is stable and documented. No CSV exports — live data connection for board-ready reporting.
Plan Once a Year, or Continuously.
The Choice Is Yours.
Planning's copy-and-adjust workflow is designed for how controllers actually re-forecast: take the last plan, update what changed, leave the rest. New budget versions capture the state at each milestone. When a key customer changes their call-off volume, you update that line — not the entire budget.
Budget Creation
Build your annual budget with multi-user input and role-based views. Sales enters volume and price assumptions, Plant Management provides capacity context, Finance consolidates and approves.
- BasePrice, Surcharges, and Quantity per product/customer/plant
- Monthly granularity across 3-year horizon
- Plant-level consolidation to group view
Copy-and-Adjust Workflow
Keep your financial outlook current with rolling forecasts. Copy the last budget version, update only the lines that changed. Historical months are locked — enforced at the data layer. Forward-looking months can be re-planned freely.
- Version immutability after publication
- Current year auto-updated with ERP actuals
- Currency effects calculated per version
Plan vs. Actual Comparison
Import actuals from SAP exchange tables or Excel. Actuals import is idempotent — re-running produces the same result. Compare plan vs. actual at any aggregation level: product, customer, plant, or company.
- Idempotent actuals import (safe to re-run)
- Drill-down from portfolio total to single budget line
- All changes logged with user, timestamp, old/new values
When Revenue Misses Plan,
Know Exactly Why.
Budget data is structured by three commercial drivers: base price per unit, surcharges (material, energy, logistics), and planned quantity. When actual revenue deviates from plan, Planning shows immediately whether the variance came from price, volume, or surcharge — not just a single unexplained number.
- Price variance isolated from volume variance
- Surcharge variance tracked separately (material, energy, logistics)
- Currency effects quantified per customer and plant
- Drill from portfolio total to individual product contribution
Phase 2: Deeper Analysis,
Smarter Reconciliation.
The next phase of ORAGO Planning brings variance bridge decomposition, top-down/bottom-up reconciliation, profitability reporting, and capacity planning. Previewed below — all features are currently in development.
- Variance bridge decomposition: Price Effect, Volume Effect, Mix Effect, Currency Effect
- Product cost import from ERP (COGS) for contribution margin planning
- Top-down targets vs. bottom-up aggregation with gap quantification
- Capacity planning from planned volumes with configurable resource mappings
- Customer and product profitability reporting with drill-down
Phase 3: Workflow Automation
and Broader ERP Connectivity.
Automated planning workflows with scope assignment, deadline tracking, completion visibility, and version routing for approval. Plus pre-built ERP connectors beyond SAP.
- Configurable workflow engine with deadline tracking
- Workflow cockpit for the controlling team
- Pre-built connectors: Microsoft Dynamics, Proalpha, Infor, abas
- Currency effect isolation (transaction FX vs. translation effects)
Your Data. Your Way In.
ORAGO Planning works standalone with imported data or integrated with your ERP. Flexible data input supports manual entry, Excel upload, SAP exchange tables, or direct connection to ORAGO Cost Controlling for automated data flow. A secure REST API lets you push and pull planning data programmatically.
- Manual data entry for ad hoc planning
- Excel upload with standardised import templates
- SAP exchange tables for ERP actuals integration
- PowerQuery connectivity for Power BI / Excel reporting
- REST API with JWT authentication — budget versions, revenue data, master data, and actuals available via documented endpoints
- Full audit trail: user, timestamp, old/new values
Configured to your reality at implementation
Every ORAGO Planning deployment is customised to match your product portfolio structure, plant hierarchy, customer segmentation, and budget workflow. Price escalation models, surcharge categories, currency configurations, and role-based input permissions are all configured to fit how your finance and sales teams actually work — not the other way around.
Replace the Excel Budget Chain
See how ORAGO Planning gives your entire budget team a shared live workspace — no exports, no spreadsheets, no version conflicts.