Planning Revenue and Expense

The Financials Revenue and Expense components provide several options to help you plan and forecast:

Table 4-7 Video

Your Goal	Watch This Video
Learn about revenue, expense, and income statement planning.	Performing Income Statement Planning in Oracle Enterprise Planning Cloud.

Table 4-8 Building Plans and Forecasts

Task	Description	Use These Forms	More Information
Overview	Review an overview of your financials in a dashboard format.	Revenue | Expense Income Statement Rolling Forecast Income Statement Rolling Forecast	Analyzing Financials with Dashboards
Driver and Trend Based	Enter values for the drivers, defined by an administrator, that generate your revenue and expense values. View the actual account values calculated by our drivers, and override the values if they don’t meet my needs. Evaluate the difference between planned or forecast values and historic actuals using different driver trends. Plan, without any internal driver-based logic, at the individual account level by manually entering and adjusting expenses.	Driver Based Revenue Planning | Driver Based Expense Planning Driver Based Revenue | Driver Based Expenses Revenue Trends | Expense Trends Trend Based Expense Planning	Specifying Drivers and Trends
Rolling Forecast	Plan revenue and expenses using a rolling forecast. Use these forms instead of, or in addition to, the forms on the Driver and Trend Based tab. Enter values for the drivers, defined by an administrator, that generate your revenue and expense values. View the actual account values calculated by our drivers, and override the values if they don’t meet your needs. Evaluate the difference between planned or forecast values and historic actuals using different driver trends. Make driver adjustments for rolling forecasts. Make trend adjustments for rolling forecasts.	Driver Based Revenue Planning | Driver Based Expense Planning Driver Based Revenue | Driver Based Expenses Trend Based Expenses Driver Adjustment Trend Adjustment Total Revenue | Total Expense	Planning Using a Rolling Forecast Specifying Drivers and Trends
Direct Entry	Enter and adjust account values that aren’t driver-derived. Manually enter rolling forecast values.	Enter Revenue | Enter Expenses Enter Revenue Rolling Forecast | Enter Expenses Rolling Forecast	Planning Using a Rolling Forecast Manually Entering Expenses and Revenues
Income Statement	View your Income Statement.	Income Statement, Income Statement - Contribution Margin	Viewing Your Income Statement