Payroll Forecast

What is a Driver-based Payroll Forecast Template? Payroll forecast input forms are considered a key part of automated forecast models and are used by HR and budget managers to develop hiring and salary expense plans. A key functionality in this type of forecast template allows the user to quickly enter the total target payroll expense and break it down to each position. Next, adjustments can be done at the indvidual/position level. You will find an example of this type of forecast template below.

Purpose of Driver-based Payroll Forecast Models Companies and organizations use Driver-based Payroll Forecast Models to quickly develop one or many forecast scenarios as part of their human capital planning process. When used as part of good business practices in a Financial Planning & Analysis (FP&A) or HR Department, a company can improve workforce planning strategic and cost-related decisions, as well as reduce risks for over- or under-spending that can potentially impact profitability dramatically.

Who Uses This Type of Forecast Template? The typical users of this type of forecast template are: Human Resources (HR) and budget managers. Other Forecast Templates Often Used in Conjunction with Driver-based Payroll Forecast Models Progressive Financial Planning & Analysis (FP&A) and HR Departments sometimes use several different Driver-based Payroll Forecast Models, along with additional forecast and budgeting models and other management and control tools.

Where Does the Data for Analysis Originate From? The Actual (historical transactions) data typically comes from enterprise resource planning (ERP) systems like: Microsoft Dynamics 365 (D365) Finance, Microsoft Dynamics 365 Business Central (D365 BC), Microsoft Dynamics AX, Microsoft Dynamics NAV, Microsoft Dynamics SL, Sage Intacct, Sage 100, Sage 300, Sage 500, Sage X3, SAP Business One, SAP ByDesign, Netsuite and others. In analyses where budgets or forecasts are used, the data most often originates from in-house Excel spreadsheet models or from professional xFP&A solutions.

This Solver planning template connects directly to your ERP data via the Solver Data Warehouse, enabling near real-time analysis with minimal setup. Designed for QuickStart deployment, it can be activated rapidly so your team can focus on analysis and decisions — not data preparation.

What is the Payroll Forecast in Solver? The Payroll Forecast is a pre-built xFP&A planning template in Solver that allows finance and business teams to submit planning data directly in Solver, with automatic roll-up to consolidated budget and forecast models.

Who uses this Solver planning template? Cfos, fp&a managers, and budget owners rely on this Solver planning template to streamline the budget and forecast submission process. It replaces disconnected spreadsheets with a single, controlled input point that feeds directly into consolidated models.

Where does the data come from? Data is sourced automatically from your ERP system through the Solver Data Warehouse, which integrates with platforms such as Microsoft Dynamics 365 Business Central, Dynamics 365 Finance, Acumatica, Sage Intacct, and other leading ERP solutions. Once connected, the template updates in near real-time with no manual data entry required.

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