Name: Chiedi all’Agent: inserimento e rettifica dei dati governati | Board Video
Uploaded: 2026-10-16T10:13:31+00:00
Description: Il tuo piano prevede una crescita del cinque per cento. Ma su quali prodotti, clienti ed entità deve concretamente ricadere? Il FP&A Agent di Board

Il tuo piano prevede una crescita del cinque per cento. Ma su quali prodotti, clienti ed entità deve concretamente ricadere? Il FP&A Agent di Board confronta il piano con una previsione economica esterna e suggerisce gli aggiustamenti da apportare, segmento per segmento, sulla base di dati di pianificazione affidabili in Board, anziché applicare un incremento uniforme all’intero piano.

In questa demo, il FP&A Agent confronta il piano con la previsione e mette in evidenza lo scostamento per segmento, insieme ai fattori che lo determinano, come un calo della domanda in un’area o una maggiore pressione sui costi in un’altra. Prima che venga intrapresa qualsiasi azione, segnala le raccomandazioni che fanno eccessivo affidamento su un singolo segmento. Una volta approvata una modifica, questa viene inserita nel piano in una colonna dedicata, separata da qualsiasi dato immesso manualmente.

L’agente propone l’aggiustamento e mostra come è arrivato alla raccomandazione. Sei tu a decidere cosa applicare. E anche a distanza di mesi, puoi riaprire quella colonna e vedere esattamente cosa è cambiato e perché.

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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.

Chiedi all’Agent: inserimento e rettifica dei dati governati

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