harmony Forecasts helps teams improve forecast quality, streamline forecasting processes, and accelerate decision making

harmony Forecasts is a comprehensive cloud-based software solution for teams responsible for product and portfolio forecasts that:

  • Standardizes forecasting methodologies (e.g., 15 year Epi DCF, 3 year SOV, etc.)

  • Consolidates disparate internal & external data

  • Enables rapid and easy model creation by non-technical users

  • Easily creates consolidated views of any number of forecasts (e.g., global rollups across numerous products)

  • Seamlessly solicits and aggregates input from colleagues via integrated surveys

  • A single spreadsheet can be updated simultaneously by multiple users

  • Provides the ability to fully annotate and document underlying assumptions and spreadsheet cells with notes, questions, files, links, and surveys

Key Feature Highlights of harmony Forecasts

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Step-By-Step Model Wizard

A user-friendly, step-by-step wizard that walks users through creating standardized models, in minutes!

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Easy Consolidations

Consolidate any number of forecasts in real-time to generate portfolio views in seconds!

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Integrated Surveys

Send surveys to your team members to collect feedback on assumptions directly from the application.

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Documented Assumptions

Users can add any number of comments, questions, notes, links, files, and survey responses directly to cells and assumptions. Full briefs and business cases can be incorporated to capture rationale for underlying model assumptions.

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Built-In Charts and Reporting

Interactive charts and summaries within application provide visual overviews of forecasts. Additionally, all assumptions and summary financials can be exported to MS PowerPoint. And fully-functioning spreadsheet models can be exported to MS Excel.  All at the click of a button.

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Automatic Versioning & Auditing

Every change your team members commit to a spreadsheet is audited and annotated for full data transparency. Each time your team makes changes, your forecast is versioned, with the ability to view and revert to previously saved versions anytime.

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Interactive Timeline

Track the key events that may impact your forecasts. A real-time, editable timeline displays and stores the event dates and details that are important to your team with the ability to edit and add events at any time.

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Product Profiles

Reference all the details of your products in-app, with the ability to capture indications, trials, SWOT analysis and more.

 Feature Summary

Model Wizard

  • Generate models in minutes via a form-based, step-by-step wizard

  • The user-friendly wizards generates standardized models so that models can easily be consolidated or rolled-up

Consolidated Forecasts

  • Generate consolidated portfolio views easily and quickly using a simple drag-and-drop interface

  • Roll-up any number of individual forecasts

  • Automatically generate summary charts and consolidated financial statements

Integrated Surveys

  • Send customized surveys to any number of respondents to collect feedback on assumptions

  • Responses are aggregated and summarized in the system for easy review

Comprehensive Reporting

  • Export a fully functioning spreadsheet model to MS Excel in seconds

  • Export charts as pre-formatted slides in MS PowerPoint in a single click

Fully Documented Assumptions

  • Users can annotate spreadsheets with comments, questions, survey responses, files, and links at both the individual spreadsheet cell-level as well as on assumptions

Spreadsheet Versioning

  • Spreadsheet versions are saved every time a user commits a change(s) to the spreadsheet

  • When viewing a version, changes are highlighted for easy identification of what changes were made

  • Users can easily view previous spreadsheet versions and reinstate any version as the current version at any time

Spreadsheet Auditing

  • Every change made to a spreadsheet is documented

  • When saving a spreadsheet version, users are prompted to provide a description of the overall changes made as well as commentary at the individual cell-level to ensure complete transparency on data updates

  • The system automatically alerts users of unsaved changes if a user previously navigated out of a spreadsheet without saving, to avoid loss of data updates

Charted Assumptions

  • Assumptions are documented and automatically charted to allow easy visual inspection of the data comprising each forecast

Sensitivity Analysis

  • A built-in, easy-to-use tool performs sensitivity analysis on key variables

Interactive Timeline

  • Key market and product events that may impact forecasts are easily tracked with a built-in interactive timeline

  • Users can easily add events or update event details and dates as timelines change

Product Profiles

  • For each and every product related to your forecasts, the system stores an editable product profile

  • Capture product information to keep a record of product indications, trials, dosing and administration information, SWOT analysis, and more

 Feature Summary

Model Wizard

  • Generate models in minutes via a form-based, step-by-step wizard

  • The user-friendly wizards generates standardized models so that models can easily be consolidated or rolled-up

Consolidated Forecasts

  • Generate consolidated portfolio views easily and quickly using a simple drag-and-drop interface

  • Roll-up any number of individual forecasts

  • Automatically generate summary charts and consolidated financial statements

Integrated Surveys

  • Send customized surveys to any number of respondents to collect feedback on assumptions

  • Responses are aggregated and summarized in the system for easy review

Comprehensive Reporting

  • Export a fully functioning spreadsheet model to MS Excel in seconds

  • Export charts as pre-formatted slides in MS PowerPoint in a single click

Fully Documented Assumptions

  • Users can annotate spreadsheets with comments, questions, survey responses, files, and links at both the individual spreadsheet cell-level as well as on assumptions

Spreadsheet Versioning

  • Spreadsheet versions are saved every time a user commits a change(s) to the spreadsheet

  • When viewing a version, changes are highlighted for easy identification of what changes were made

  • Users can easily view previous spreadsheet versions and reinstate any version as the current version at any time

Spreadsheet Auditing

  • Every change made to a spreadsheet is documented

  • When saving a spreadsheet version, users are prompted to provide a description of the overall changes made as well as commentary at the individual cell-level to ensure complete transparency on data updates

  • The system automatically alerts users of unsaved changes if a user previously navigated out of a spreadsheet without saving, to avoid loss of data updates

Charted Assumptions

  • Assumptions are documented and automatically charted to allow easy visual inspection of the data comprising each forecast

Sensitivity Analysis

  • A built-in, easy-to-use tool performs sensitivity analysis on key variables

Interactive Timeline

  • Key market and product events that may impact forecasts are easily tracked with a built-in interactive timeline

  • Users can easily add events or update event details and dates as timelines change

Product Profiles

  • For each and every product related to your forecasts, the system stores an editable product profile

  • Capture product information to keep a record of product indications, trials, dosing and administration information, SWOT analysis, and more

With Forecasts we now have an up-to-date and well documented global financial model that replaced over 400 individual Excel files.

 

It’s simple to use and tracks all changes. We are no longer using spreadsheets for this! Great solution, great team!”

– VP, [Company Confidential]

Technology Your Team Can Trust

Validated Enterprise Technology

Sophisticated access control

GDRP Compliant

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End-to-end encryption

Fully separated and redundant cloud-based architecture

Consistent with ISO 27001 and ISO 27002

Exceptional Service and Support

Dedicated Account Manager

Dedicated Technical Support

Robust Online Support Portal (articles, videos, FAQs, and more)

Learn More

Please call us at 610-625-2526, email us at success@orbytelgroup.com, or submit the form below to discuss your needs and learn more about our solutions.

Note: For all information and scheduling requests, please indicate which harmony product(s) you're interested in below!