Name: Poindexter
Author: Poindexter

Communications Outsourcing

Help Desk

Web and Video Conferencing

Customer Support

Innovation Management

Development

Business Intelligence (BI)

Collaboration

Enterprise Feedback Management

Interactive Voice Response (IVR)

Manufacturing Execution

Payment Facilitation

Supply Chain Management

Enterprise

Accounting

CTRM

Corporate Performance Management (CPM)

Finance and Accounting

Applicant Tracking

Corporate Learning Management

Course Authoring

HR Compliance

HR Management

Payroll

Professional Employer Organizations (PEO)

Talent Intelligence

Talent Management

Workforce Analytics

Workforce Management

Human Resources

Cloud Storage

Enterprise Flash Array Storage

File Sync and Share

Fraud Detection

High Availability Cluster

In-Memory Databases

Integration Platform as a Service (iPaaS)

Internet Security

Network Operating Systems

Network Performance Monitoring

Remote Monitoring and Management

SaaS Management

Software Defined Storage (SDS)

Threat Hunting

User Virtualization

Wireless LAN

Information Technology

A/B Testing

Ad Serving & Retargeting

All-in-One Marketing

Content Management

Digital Signage

Email Deliverability

Email Marketing

Graphics

Headless CMS

Marketing Automation

Online Reputation Management

Retail Media Advertising

Social Media Management

Social Media Publishing

Survey & Forms Building

Technology Review

Web Analytics

Marketing

Field Service Management

Project Management

Professional Services

Customer Relationship Management (CRM)

Social Commerce

Sales

Intrusion Detection

Security

Auto Repair

Building Information Modeling (BIM)

Construction Management

HIPAA Compliance

Homeowner's Association (HOA) Management

Insurance Agency Management

Investment Portfolio Management

Law Practice Management

Legal Billing

OSS/BSS (Operations Support/Business Support)

Retail Analytics

Vertical-Specific

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Poindexter is a financial planning and forecasting software designed to assist businesses in making informed financial decisions. According to the vendor, the software simplifies the budgeting and forecasting process by eliminating the need for spreadsheets. It is suitable for businesses of all sizes, from small startups to large enterprises. Professionals and industries that the vendor claims would benefit from Poindexter include business owners, entrepreneurs, managers, executives, financial analysts, accounting professionals, e-commerce, retail, software as a service (SaaS), and manufacturing.

**Simple Financial Planning**: Poindexter allows users to quickly create expert-level forecasts and pro-forma financial statements without relying on spreadsheets, according to the vendor.

**Drive Better Decisions**: The vendor claims that Poindexter provides instant feedback on the financial impact of business decisions, helping users understand how their choices today may affect their bank account and financial performance in the future.

**Setup in Minutes**: The vendor states that setting up a Poindexter account and making updates is a quick and straightforward process that takes only a few minutes, allowing users to get started right away.

**Plan Together**: Poindexter enables users to delegate responsibilities and collaborate with key stakeholders, ensuring that everyone is on the same page in the financial planning process, according to the vendor.

**Personal Support**: Poindexter offers personal support to users, answering questions and providing guidance to ensure a smooth user experience, according to the vendor.

**Marketing & Sales Planning**: According to the vendor, Poindexter allows users to create detailed conversion funnels and run multiple scenarios to understand the ROI of customer acquisition activities, helping them manage cash flow effectively.

**Investment Planning**: The vendor claims that Poindexter enables users to answer sophisticated financial questions by planning debt, equity, or asset-based scenarios, providing insights into the financial implications of different investment decisions.

**Edit & Read-Only Sharing**: Poindexter allows users to invite collaborators, customize access levels, and securely share financial information with stakeholders, according to the vendor.

**Full Pro-Forma Financial Statements**: According to the vendor, Poindexter automatically produces full pro-forma financial statements, including profit and loss statements, balance sheets, and cash flow statements, simplifying the process of creating financial documents.

**Monthly Goal Dashboard**: Poindexter provides users with an up-to-date dashboard that breaks down monthly customer acquisition goals into daily tasks, helping them stay on track and achieve their monthly goals, according to the vendor.

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Poindexter

Budgeting and Forecasting

Budgeting, Planning, and Forecasting

These activities are designed to assist with both data-driven operational, short-term planning and strategic long term planning

Long-term financial planning

Financial budgeting

Annual budget for revenue and operating expenses, headcount/compensation, capital expenses, projects, etc.

Forecasting

Combining actuals and budgets, rolling forecasts, driver-based models.

Scenario modeling

Financial or operational modeling of alternate future states and planning for each.

Management reporting

Budget vs. actual or forecast, P&L’s, performance over time, between products etc.

Budgeting Tools

Allot financial resources to guide your organization's spending

Automated Budgeting

Automated reporting and cash flow tracking reacts to real-time changes to more efficiently plan budgets.

Financial Planning Collaboration

Collaboration tools coordinate finance team members’ budgeting-related task completion through file sharing and chat features.

Budget Customization

Customizable templates and forms for performance visualization

Departmental Budgeting

Division of budget across multiple departments according to an individual team's spending and resources.

Import & Export Tools

Importing of financial data to accurately budget resources and exporting of reports to share across your organization.

Analytics and Reporting

Dashboards and scorecards for KPI monitoring and benchmarking

Personalized dashboards

Create custom dashboards and reports without the help of IT or administrators.

Color-coded scorecards

Track and analyze performances with interactive, color-coded balanced scorecards.

KPIs

Select from a library of more than 6,000 key performance indicators, and incorporate KPIs into your planning process.

Cost and profitability analysis

Cost and profitability analysis provides data for business decision making.

Benchmarking with external data

CPI, daily exchange rates, industry KPIs. with scheduled data refreshes.

Revenue Forecasting

Key Performance Indicator setting

Ability to set key performance indicators for measuring progress towards goals.

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Budgeting and Forecasting Software

Poindexter

Overview

What is Poindexter?