This slideshow illustrates the advantages of using xlhub for applications such as budgeting and forecasting.

1. xlhubApplication Examples January 2010

2. The slide show illustrates using xlhub for: Budgeting Forecasting

3. Budgeting With xlhub

6. Marketing R&D Manufacturing 3/2/2010 6 Metric-X Confidential Today’s Process Departments enter their budgets in separate Excel sheets

7. Marketing R&D Manufacturing 3/2/2010 7 Metric-X Confidential Today’s Process The individual sheets are emailed to the Finance department Finance

8. 3/2/2010 8 Metric-X Confidential Today’s Process Finance combines the spreadsheets together and analyzes the request. Also compares the requested amount with the previous actuals, as well as any plan or targets. Marketing Amount Requested Actual Spend Amount Approved Plan R&D Finance Manufacturing

9. 3/2/2010 9 Metric-X Confidential Today’s Process After the analysis, the approved amounts are communicated back to the departments. Spreadsheets are manually updated. Marketing Amount Requested Actual Spend Amount Approved Plan R&D Finance Manufacturing

10. 3/2/2010 10 Metric-X Confidential Today’s Process Challenges Consolidation is done manually A lot of manual data entry is required Difficult to analyze data and compare with actuals Difficult to view Requested, Actual, Plan and Approved Amounts side by side Marketing Amount Requested Actual Spend Amount Approved Plan R&D Finance Manufacturing

14. With xlhub, spreadsheet data is written to a database No manual entries required No emailing spreadsheets Finance xlhub Marketing R&D Manufacturing 3/2/2010 14 Metric-X Confidential

15. Consolidation is performed at the push of a button Actuals can be pulled from the accounting system Finance xlhub Marketing R&D Manufacturing 3/2/2010 15 Metric-X Confidential Accounting System

16. Rich reporting and analysis capabilities are available Previous versions can be compared, and the change history is easy to get to Finance xlhub Marketing R&D Manufacturing 3/2/2010 16 Metric-X Confidential Accounting System

17. Benefits Simple consolidation No re-entering data in spreadsheets Powerful reporting and analysis capability Easily view Requested, Actual, Plan and Approved Amounts xlhub Finance Marketing R&D Manufacturing 3/2/2010 17 Metric-X Confidential Accounting System

18. Actuals are obtained from the Accounting System Budget amounts are stored in spreadsheets Accounting System

19. Summary With xlhub companies can retain their current Excel based budgeting process, while gaining these benefits: Version Control: Easily recall previous versions of the budget Audit Trail: Track who changed which cell Consolidation: Merge data from multiple spreadsheets System Integration: Combine data from accounting system and spreadsheets for richer analysis

20. Forecasting With xlhub(Supply – Demand Planning Example)

21. Scenario: Sales teams collaborate to create a global Sales Forecast Manufacturing team provides the Manufacturing Forecast The Supply and Demand data is analyzed Allocation decisions are made The Sales and Manufacturing teams are guided to adjust their plans xlhub Illustration: Supply-Demand Planning 3/2/2010 21 Metric-X Confidential

25. Revenue is also analyzedFinance American Sales Global Sales European Sales Supply – Demand Analysis Manufacturing 3/2/2010 27 Metric-X Confidential

27. Challenges With Manual Process Do we have the latest data? What changed since the last version? Who changed the these numbers? How does last month’s forecast compare to the actual sales? Can I make a last-minute change? 3/2/2010 Metric-X Confidential 29

30. Finance xlhub American Sales Global Sales European Sales Supply – Demand Analysis Manufacturing 3/2/2010 32 Metric-X Confidential

31. Summary With xlhub companies can retain their current Excel based forecasting and planning processes, while gaining these benefits: Version Control: Easily recall previous versions of the budget Audit Trail: Track who changed which cell Consolidation: Merge data from multiple spreadsheets System Integration: Combine data from CRM, ERP systems and spreadsheets for richer analysis Reduce re-entering data between spreadsheets

32. For questions or comments: sshah@metricx.com 1-248-495-4925 www.metricx.com