Forecasting and Business Planning


Simple, intuitive forecasting

Everyone feels they need to plan or budget better, but where to start?
Vision is the answer. An easy-to-use approach with results from an experienced source.
Our templates are curated by experts to provide a straight-forward structure when building a new forecast or financial plan.


Plan ahead, manage risk

What is your Vision of the future?
Create multiple views of the future and compare with actual results as they occur, all in a visual environment.
Collaborate in real-time across small teams to ensure transparency, and keep everyone focused on the same goals.

Forecast with real-time comparison to previous expectations.


Highlighting how key parts of a plan are contributing to the overall results.

Track key goals, monitor performance

Use Vision to instantly monitor the health of your personal finances, organisation or corporation.
Preconfigured analysis gives you a graphical summary of your forecasting, and helps keeps you on course.
See how you are performing on a personal level, or benchmarked against your peers or competitors.


Forecasting for everyone

Effective practical forecasting whether for personal finances, organisational growth or financial control has been out of reach of most people. Solutions have either been unreliable spreadsheets or expensive enterprise software.

Just by using a web browser on our Cloud Infrastructure, Vision by Crowd Data Systems brings the power of large solutions to everyone. For a personal user or small organisation, this is FREE to use.

There are still places in our beta test program. Sign up today.


Small Business

Many curated templates are available whatever your type of business, allowing you to manage sales forecasts, plan cash control, and compare your expectations to budgets.

Imports are available to bring your existing data into our cloud whether you use Xero, Quickbooks, other financial systems or spreadsheets.

Clubs and Societies

Managing the cash of a club or society is time consuming and fraught with difficulties. Inconsistent spreadsheets and poor communication hinder planning club activities and finances.

Our club templates give you control and an organised structure. Team collaboration ensures everyone is working together.

Third Sector

Charities and Not-for-Profit organisations have a duty of care with the subscriptions and donations they manage. Forecasting how they use their resources is key to this process.

Our special templates allow these organisations to combine subscription/donation information with campaign costs and operational spending to give a holistic picture.

Personal Finance

On a personal level we all have a feel for where our money goes. Household templates enable you to visualise your finances over time and track where the problems are likely to occur.

Plan for large spending such as holidays, and ensure sufficient money is put aside into savings.