Business Planning and Budgeting

For OEMs

Implement your future. Today.

Snap-on Business Solutions has designed the recognized industry-leading dealer planning tool. Dealers and manufacturers can use our business planning and budgeting tool to analyze and understand the financial side of their business.

  • Overview

    Our comprehensive planning solution offers business plans in summary and detail views. Our Web-enabled planning models allow you to create both tactical, detailed budgets and strategic, high-level, long-term plans.

  • Features

    • User configuration of the structure of each plan to match the shape and structure of each dealer's business
    • Inter-department dependencies are fully automated
    • Users can plan against previous actual data, or against an array of benchmark averages
    • Create, edit, save, and print multiple plans at any time
    • Plan for the future
      • Investment planning - evaluate return on specific investments
      • Funds Planning – balance sheet generates working capital required to meet sales targets and forecasts any additional funding needed
      • Viability Studies – Show the return from a planned new facility or a prospect dealer
    • No deployment process; accessible directly via Web
    • Instantaneous plan submission
    • OEM can access data as soon as a user works on it
    • Consolidated sales plans for one to three years
    • Delegated security for greater planning flexibility, e.g. dealer line managers
    • Remote concurrent planning by field force and dealer
    • Online planning collaboration
    • Workflow and plan approval
    • Performance improvement guide options

  • Benefits

    • Fully integrated planning process that seamlessly links interactions between all departments
    • Plan from dealer actuals or a range of benchmark averages
    • Undertake "what-if" scenario planning at any time
    • Consolidate individual dealer plans to provide dealer group view
    • See what your network is really planning in terms of sales by model line through the year
    • Seamless plan upload and integration with Composite, Management Accounts, and any other data we hold for you
    • User-friendly system designed for use by department managers and dealer principals, not just accountants