Name: Pregunta al Agente: entrada y ajuste de datos gobernados | Board Video
Uploaded: 2026-10-16T10:13:31+00:00
Description: Tu plan prevé crecer un cinco por ciento. Pero ¿en qué productos, clientes y entidades debe materializarse realmente ese crecimiento? El Agente de FP&A de

Tu plan prevé crecer un cinco por ciento. Pero ¿en qué productos, clientes y entidades debe materializarse realmente ese crecimiento? El Agente de FP&A de Board contrasta tu plan con una previsión económica externa y recomienda qué ajustar, segmento por segmento, basándose en datos de planificación fiables de Board, en lugar de aplicar un incremento uniforme a todo el plan.

En esta demostración, el Agente de FP&A compara tu plan con la previsión e identifica la diferencia por segmento, junto con los factores que la explican: menor demanda en unos casos, presión de costes en otros. Antes de aplicar ningún cambio, señala cualquier recomendación que dependa en exceso de un único segmento. Una vez aprobado un ajuste, este se incorpora al plan en una columna propia, separada de cualquier dato introducido manualmente.

El agente propone el ajuste y muestra cómo ha llegado a esa recomendación. Tú decides qué aplicar. Y, meses después, puedes volver a abrir esa columna y ver exactamente qué cambió y por qué.

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2:54 min

0:00
Management sets
0:01
a direction.
0:02
Grow revenue 5%.
0:04
What nobody has decided
0:06
is which products,
0:07
which customers
0:09
and which entities
0:10
that lands on.
0:11
Translating
0:12
that direction
0:13
is the planners job
0:15
and it sits in no report.
0:17
That's where the Board
0:19
FP&A agent comes in.
0:20
It proposes
0:21
the adjustment
0:22
and it writes it
0:24
back to the plan
0:25
with you in control.
0:27
A plan
0:28
only means something
0:29
when you compare it.
0:30
In Board,
0:31
we do that for you.
0:33
Open your plan
0:34
and see it against
0:36
last year's
0:37
actuals,
0:38
your current plan,
0:40
your operational
0:41
forecasts
0:42
and an external
0:44
economic forecast
0:45
all at once.
0:47
Alongside the numbers,
0:49
it explains
0:50
what's behind them.
0:51
Like software
0:52
demand in one region
0:54
or cost pressure
0:56
limiting shipments
0:57
elsewhere.
0:59
Still deciding
1:00
how to manage
1:02
such a multitude of data
1:04
and comparisons
1:06
can be overwhelming.
1:07
The agent lays out
1:09
the gap
1:10
between your plan
1:11
and the model, segment
1:13
by segment,
1:14
with the
1:14
suggested adjustment
1:16
for each one
1:17
below the numbers.
1:19
It tells you
1:20
what to check before
1:21
you act like,
1:23
whether the biggest
1:24
uplift
1:25
still makes sense,
1:26
or leans to
1:27
heavy on one segment.
1:30
When you're ready,
1:31
select Send
1:33
to Smart Import
1:34
and the suggested values
1:36
move straight
1:37
in your planning
1:39
workflow.
1:41
Your plan now
1:42
shows the agent
1:43
suggested quantity
1:45
right next to
1:46
your own target.
1:48
Nothing changes
1:49
until you select
1:51
Apply Agent Suggestion
1:54
and save it yourself.
1:57
Drill
1:57
down to the product level
1:59
to visualize
2:00
the distribution
2:01
of the newly suggested
2:03
quantity
2:04
by single product.
2:05
Apply
2:06
the agent suggestions
2:07
and open your PNL.
2:10
You'll find it in the
2:12
Agent Adjustment layer,
2:14
kept separate
2:15
from what
2:15
you submitted, ready
2:17
whenever you need it
2:19
to check it again.
2:20
So the plan moved
2:21
and every number
2:22
the agent
2:23
touched sits in its own
2:25
auditable layer,
2:27
separate from anything
2:28
a person typed.
2:30
The planner
2:30
still made the decision.
2:32
An agent that proposes
2:34
a human
2:34
who approves a plan
2:36
that stays auditable.
2:38
That’s what makes writing
2:39
back to the plan
2:41
something a CFO can
2:42
sign off.
2:43
To see how Board helps
2:44
you decide
2:45
what to changed,
2:46
,and defend it later,
2:48
book a demo today.

Pregunta al Agente: entrada y ajuste de datos gobernados

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