Planning season is coming. If your team is still wrestling spreadsheets, version control, and slow approvals, this session shows how NetSuite Planning and Budgeting connects your financial and operational data so you can plan faster and make better decisions. You will see how built‑in AI highlights trends and flags issues, how scenario modeling improves forecast accuracy, and how Smart View for Office lets you work in Excel without losing control in the backend.

What you will learn

• How to cut planning cycles with templates, workflows, and real‑time collaboration. 
• Using AI‑powered predictive planning to surface drivers and anomalies. 
• Scenario planning across revenue, OPEX, and headcount for rolling forecasts.
• Building dashboards and linked, trended statements for faster variance analysis.
• Working in Excel with Smart View while keeping a single source of truth in NetSuite.

Event details

Date: Friday, 17 October 2025
Time: 9:45 AM – 12:00 PM
Location: Precinct Flex, HSBC Tower, 188 Quay Street, Auckland
Hosts: Project Salsa & Pivot2 team
Cost: Complimentary. Limited seats.

FAQ

• Is this relevant if we already use NetSuite? Yes. NSPB is an add‑on that syncs with your NetSuite financials to automate planning and forecasting. 
• Will there be a recording? This is an in‑person session. We will share follow‑up materials after the event.
• Accessibility and dietary needs? Please note this on the form.