SAP Training: Driver-based Planning, Forecasting and Budgeting


Driver-based Planning, Forecasting and Budgeting

Do you want to champion balanced scorecards with KPIs, driver-based budgeting and rolling financial forecasts at your company? In this third course from Gary Cokins, learn how performance-based budgeting involves the shift from historical reporting to predictive costing with capacity-sensitive driver-based rolling financial forecasts.

In this course you will learn:

4  Reviews    4.5 of 5.0

Course Goal

  • Understand the Strategy Map concept for Strategy Execution
  • Recognize the Purpose of a Strategy Map with a Balanced Scorecard and KPIs
  • Review basic concepts of Managerial Accounting Needed for Predictive Costing
  • Calculate Costs from Expenses Based on the Causality Principle
  • Recognize Problems with the Traditional Annual Budget
  • Link Strategy/Risk Management to the Budget and Rolling Financial Forecasts


  • Consultants
  • Executives and Managers

Lesson Plan

Lesson Description Preview
1 Instructor and Course Agenda Preview
Understanding EPM
2 What is Enterprise Performance Management?
Strategy Maps and the Balanced Scorecard
3 Understanding the Strategy Map Architecture
4 Cascading KPIs and Dynamic Strategies
Review of Managerial Accounting
5 The Taxonomy of Accounting
6 Activity-based Costing & Cost Assignment Network
Why is the Annual Budgeting Process Broken?
7 Looking at Spreadsheet Budgeting
Rolling Financial Forecasts
8 Looking at Performance Based Budgeting
Resource Capacity Planning
9 Resource Capacity Planning and Costing
The ROI of Information
10 The ROI of Information / Course Summary
PDF of Course Content
11 Handout


Gary Cokins

4.8 Average Rating

11 Reviews

74 Students

3 Courses


Cary, NC, USA

I am the founder of Analytics-Based Performance Management LLC. It provides advisory services to organizations, consulting firms, and software vendors with their challenges with how to get started, implement, and get leverage from enterprise corporate performance management (EPM / CPM) methods. These include activity-based costing (ABC), customer profitability value analysis, analytics, driver-based budgeting and rolling financial forecasts, strategy maps, balanced scorecard KPIs, dashboards PIs, and enterprise risk management (ERM).

More Courses by Gary Cokins:
Measuring and Managing Customer Profitability


Analytics-Based Enterprise Performance Management


Student Feedback


Average Rating







Level: Intermediate
Duration: 1.50 hours
Type:  Instructor-led
Delivery: Online, instructor-led
Category: SAP Financials

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