training training

Driver-based planning, budgeting and forecasting with business intelligence

This training is held in German.
What are the drivers of success? This training teaches the basics of driver-based corporate planning. It shows how drivers are used in strategic and integrated corporate planning to gain quick and reliable insights into relevant cause-and-effect chains. It also covers how the driver logic is visualized with IBCS® standards and how forecasts are checked for plausibility. Finally, an outlook is given on AI-supported simulations and scenario analyses for optimized planning.

Contents

Basics of driver-oriented planning

  • Planning as a prerequisite for corporate management.
  • Give sufficient consideration to competing objectives in the planning process.
  • Use drivers for mapping cause-and-effect chains as part of corporate management.

Selected aspects of planning and forecasting

  • From driver-oriented planning to driver-oriented forecasting.
  • driver logic in reporting and visualize it according to the IBCS® standards.
  • Conceptual connection between profit, financial and balance sheet planning.

Exercises

  • PC Exercise: Driver-based profit, financial and balance sheet planning.
  • AI-supported prediction models for the optimization of budgeting processes.
  • Use of AI to automate and validate forecasts.
  • Case study: Development of a driver and control concept for the operational control of an operational process.

Learning environment

In your online learning environment, you will find useful information, downloads and extra services for this qualification measure after you have registered.

Your benefit

You will learn from many practical examples,

  • which success factors characterize modern corporate management,
  • how planning and corporate management are linked,
  • how you can identify the causal drivers for a successful business and thus make your planning more transparent and substantiated,
  • how profit and loss, financial and balance sheet planning are linked,
  • how you can automate forecasting and improve forecast quality,
  • how you can improve your planning processes and thus the quality of the planning results,
  • how to create a driver-based plan yourself and use it to create an integrated profit, finance and balance sheet plan and
  • how to identify the key drivers in an operational process.
  • Faster and more precise planning through the use of AI-supported driver analysis.

You can optionally take an e-exam and receive a certificate of attendance based on the exam result.

 

trainer

Methods

In-person events

Practice-oriented lecture, case studies and exercises on the PC, discussion and optional e-exam.

Live online events

Practice-oriented lecture, case studies and exercises on the PC, discussion and optional e-exam.

 

Technical information (live online event)

  • The training is carried out in a virtual training environment so that you have access to the required programs during the training .
  • Please note that in order to use the virtual training environment, you will receive a so-called RDP file (Remote Desktop Protocol) from us, which you must open on your computer. Please speak to your IT department in advance to find out whether this is possible.
  • By default, the Remote Desktop Client is only available on Windows Professional and not on Windows Home.
The following third-party tool can be used in the event:

Recommended for

Specialists and managers and those responsible for planning and budgeting in controlling.

Optional e-exam

After successfully completing the training , you can take an optional e-exam to obtain an additional certificate in addition to your confirmation of participation. The e-exam is an online-based exam on your PC and lasts 60 minutes. You can take the exam in your familiar environment at a time of your choosing. The exam is based on single or multiple choice questions. Once you have completed the exam, you will immediately be shown whether you have passed or failed. Once you have successfully passed the e-exam, you will receive a certificate corresponding to the exam result.

Open Badges - Show what you can do digitally too.

Open Badges are recognized, digital certificates of participation. These verifiable credentials are the current standard for integration in career networks such as LinkedIn.

With them, you digitally demonstrate the competences you possess. After successful completion, you will receive an Open Badge from us.

Read more

Further recommendations for "Driver-based planning, budgeting and forecasting with Business Intelligence"

Attendees comments

"I would be interested in the online training of Haufe Akademie because the concept works for me and there's no travel expense involved. The small group of six participants was great for engaging in conversation with the seminar leader and asking questions.
The event lived up to the framework set out in the content description."

Olaf Gerlach
Cotesa GmbH

"I liked the mix of practice and theory. It was modern and contemporary and there was a pleasant atmosphere."

Oliver Bauer
Signal Iduna

"I particularly liked the open exchange."

Alexander Fehlig
TenneT

"There were interesting approaches to follow up in day-to-day business."

Marcus Zappe
DekaBank

Seminar evaluation for "Driver-based planning, budgeting and forecasting with business intelligence"

4.2 from 5
with 136 ratings
training content:
3.9
Content comprehensibility:
4.2
Practical relevance:
3.6
Trainer expertise:
4.5
Participant orientation:
4.4
Method variety:
4.2
On-site training together
Booking number
3788
€ 1.490,- plus VAT
2 days
in 3 locations
with certificate
4 Events
German
In-person trainings
Joint online training
Booking number
32991
€ 1.490,- plus VAT
2 days
Online
with certificate
2 Events
German
Live online events
Train several employees internally
Pricing upon request
  • Customized training courses according to your needs
  • Directly at your premises or online
  • Cost advantage from 5 participants
  • We contact you within 24 hours (Mon-Fri)
2 days
In-person or Online
with certificate

Start dates and details

  Select time period
0 events
03.06.2025
Frankfurt a. M.
Booking number: 3788
€ 1.490,- plus VAT.
€ 1,773.10 incl. VAT.
Venue
Com Center
Com Center
Dreieichstraße 59, 60594 Frankfurt a. M.
Arrival via Deutsche Bahn
Train tickets to this event starting at € 51,90.
Days & Times
2 days
Limited number of participants

Tuesday, 03.06.2025

09:00 am - 5:00 pm

Wednesday, 04.06.2025

09:00 am - 5:00 pm

Fee includes
The participation fee includes
  • one joint lunch per full seminar day,
  • Catering during breaks and
  • extensive working documents.
The participant will settle the hotel accommodation costs directly with the hotel. You will find a reservation form for hotel bookings in your learning environment.
17.09.2025
Live-Online
Booking number: 32991
€ 1.490,- plus VAT.
€ 1,773.10 incl. VAT.
Course
zoom
zoom
Technical notes
We use various software to conduct our online events.
Days & Times
2 days
Limited number of participants

Wednesday, 17.09.2025

09:00 am - 5:00 pm

Thursday, 18.09.2025

09:00 am - 5:00 pm

09.10.2025
Hamburg
Booking number: 3788
€ 1.490,- plus VAT.
€ 1,773.10 incl. VAT.
Venue
WBS Training AG
WBS Training AG
Heidenkampsweg 45, 20097 Hamburg
Arrival via Deutsche Bahn
Train tickets to this event starting at € 51,90.
Days & Times
2 days
Limited number of participants

Thursday, 09.10.2025

09:00 am - 5:00 pm

Friday, 10.10.2025

09:00 am - 5:00 pm

Fee includes
The participation fee includes
  • one joint lunch per full seminar day,
  • Catering during breaks and
  • extensive working documents.
The participant will settle the hotel accommodation costs directly with the hotel. You will find a reservation form for hotel bookings in your learning environment.
26.02.2026
Live-Online
Booking number: 32991
€ 1.490,- plus VAT.
€ 1,773.10 incl. VAT.
Course
zoom
zoom
Technical notes
We use various software to conduct our online events.
Days & Times
2 days
Limited number of participants

Thursday, 26.02.2026

09:00 am - 5:00 pm

Friday, 27.02.2026

09:00 am - 5:00 pm

10.06.2026
Munich
Booking number: 3788
€ 1.490,- plus VAT.
€ 1,773.10 incl. VAT.
Venue
CBT Training & Consulting GmbH
CBT Training & Consulting GmbH
Elektrastr. 6A, 81925 Munich
Arrival via Deutsche Bahn
Train tickets to this event starting at € 51,90.
Days & Times
2 days
Limited number of participants

Wednesday, 10.06.2026

09:00 am - 5:00 pm

Thursday, 11.06.2026

09:00 am - 5:00 pm

Fee includes
The participation fee includes
  • one joint lunch per full seminar day,
  • Catering during breaks and
  • extensive working documents.
The participant will settle the hotel accommodation costs directly with the hotel. You will find a reservation form for hotel bookings in your learning environment.
13.07.2026
Frankfurt a. M.
Booking number: 3788
€ 1.490,- plus VAT.
€ 1,773.10 incl. VAT.
Venue
Com Center
Com Center
Dreieichstraße 59, 60594 Frankfurt a. M.
Arrival via Deutsche Bahn
Train tickets to this event starting at € 51,90.
Days & Times
2 days
Limited number of participants

Monday, 13.07.2026

09:00 am - 5:00 pm

Tuesday, 14.07.2026

09:00 am - 5:00 pm

Fee includes
The participation fee includes
  • one joint lunch per full seminar day,
  • Catering during breaks and
  • extensive working documents.
The participant will settle the hotel accommodation costs directly with the hotel. You will find a reservation form for hotel bookings in your learning environment.
Sufficient places are still free.
Don't wait too long to book.
Fully booked.
Training is guaranteed to take place
Booking number: 3788
€ 1.490,- plus VAT.
€ 1,773.10 incl. VAT.
Details
2 days
Limited number of participants
Fee includes
The participation fee includes
  • one joint lunch per full seminar day,
  • Catering during breaks and
  • extensive working documents.
The participant will settle the hotel accommodation costs directly with the hotel. You will find a reservation form for hotel bookings in your learning environment.
Booking number: 32991
€ 1.490,- plus VAT.
€ 1,773.10 incl. VAT.
Details
2 days
Limited number of participants
Book later
You are welcome to make a non-binding advance reservation.
No suitable date?
You are welcome to be notified by e-mail as soon as new dates are released.
Also bookable as in-house training
demand-oriented adaptations possible
on-site or live online for multiple employees
save time and traveling expenses
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