Excel-Based PLanning Solution

for SAP

Create, modify, and upload new plans faster and more frequently

Elevate Your Planning and Forecasting

Many companies depend on Excel’s power and ease of use for creating and maintaining Planning models. Still, the manual processes required are inefficient and aren’t scalable for businesses. Before considering a complex and expensive solution, consider connecting Excel directly to SAP with Planning Wand. It enables the validation and upload of budget planning and forecasting data from Excel to SAP, reducing the frustrations of users and management.

  • Faster planning and forecasting cycles in Excel
  • Upload plan data across fiscal years
  • Maximize existing investments in SAP and Excel
  • Real-time actuals and budgets in Excel planning modules
  • Rolling forecast in Excel
  • Flexible layouts for non-disruptive integration with current Excel planning models

Creating rolling forecasts in Excel

Empower end users with their tool of choice – Excel

Upload plan data across fiscal years

Planning Wand enables the validation and upload of planning data from Excel to SAP

Real-time Excel models avoid constraints of manual, time consuming processes and empower companies to quickly update plans and produce new forecasts, hugely critical tasks in today’s economic environment.

  • Flexible workbook construction
    Build new or modify pre-existing Excel planning workbooks.
  • Easy-to-use wizards
    Simple wizards guide the creation of flexible planning templates.
  • Pre-integrated functions
    Cost Planning, New GL Planning, Activity Planning, and SKF Planning.
  • Automate distribution of planning templates
    Send planning templates to cost center managers for easy updates.


Planning Wand is a very straightforward, flexible, easy-to-use tool for loading our budgets and forecasts into SAP FI and CO.

Mark Schweikert
Senior Finance Manager
Consumer Goods Industry

“insightsoftware is very easy to use and always provides us with top-notch customer service.”

Shawn Carrico
Director of Finance
Valley Health – Shenandoah Memorial Hospital

“I have been working with insightsoftware for about 5 years. They have great customer service and their product is one of the best software packages I have worked with for budgeting, reporting, and financial planning.”

Roderick Williform
Administrative and Finance Manager 
City of Houston 


Planning Wand:
Learn more with a free demo

Get Started Now with Planning Wand

and see how to gain faster planning and forecasting cycles in Excel

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