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Lumel enters into strategic first-party alliance with Microsoft to launch Enterprise Planning in Microsoft Fabric - Read more →
Planning is now a first-party capability in Microsoft Fabric

Your FP&A team deserves one platform for the full plan-to-report cycle.

Budget, forecast, and report directly on the semantic models your organization already runs in Microsoft Fabric. No ETL pipelines to build. No separate data store. Plans and actuals coexist in one governed environment, so variance is a live calculation, not a monthly reconciliation exercise.
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Home Planning Model Format Writeback Scenario
Forecast Extend Time Scenario Compare Driver Model Cube Rules
FP&A 2026 1
Volume: 112.5M +3% × Net Revenue: 13.6M +4% × +3
Month Name Grand Total Jan Feb Mar Apr
Account
%Plan
%Plan
%Plan
%Plan
%Plan
⊟ Operating Income (EBIT)
+8%5,319.5
+8%333.3
+8%314.9
+8%379.7
+8%439.4
⊟ Gross Profit
+4%9,316.3
+4%583.5
+4%551.2
+4%664.6
+4%769.5
⊟ Net Revenue
+4%13,568.3
+4%849.8
+4%802.7
+4%967.9
+4%1,120.6
⊟ Gross Revenue
+3%15,880.8
+3%994.6
+3%939.4
+3%1,132.8
+3%1,311.6
Volume (Barrels, mm)
+3%112.49
+3%7.0
+3%6.7
+3%8.0
+3%9.3
Revenue per Barrel
141.2
141.2
141.2
141.2
141.2
Less: Federal & State Excise Taxes
1,310.4
82.0
77.5
93.4
108.3
Less: Distributor Allowances & Rebates
847.9
53.1
50.1
60.5
70.0
Less: Returns & Breakage
154.2
9.7
9.1
11.0
12.7
⊟ COGS
+1%4,252.0
+1%266.3
+1%251.5
+1%303.3
+1%351.2
⊟ Brewing Materials (Malt, Hops, Adjuncts)
+3%2,153.0
+3%134.8
+3%127.4
+3%153.6
+3%177.8
⊟ Malt
+3%1,074.2
+3%67.3
+3%63.5
+3%76.6
+3%88.7
Malt Cost per Barrel ($)
9.5
9.6
9.6
9.6
9.6
Volume (Barrels, mm)
+3%112.49
+3%7.0
+3%6.7
+3%8.0
+3%9.3
⊟ Hops
+3%656.9
+3%41.1
+3%38.9
+3%46.9
+3%54.3
Hops Cost per Barrel ($)
5.8
5.8
5.8
5.8
5.8
Volume (Barrels, mm)
+3%112.49
+3%7.0
+3%6.7
+3%8.0
+3%9.3
Adjuncts
+3%421.8
+3%26.4
+3%25.0
+3%30.1
+3%34.8
Adjuncts Cost per Barrel ($)
3.8
3.8
3.8
3.8
3.8
Volume (Barrels, mm)
+3%112.49
+3%7.0
+3%6.7
+3%8.0
+3%9.3
⊟ Packaging (Cans, Bottles, Kegs, Labels)
1,686.2
105.6
99.7
120.3
139.3
Packaging Cost per barrel ($)
15.4
15.4
15.4
15.4
15.4
Volume (Barrels, mm)
109.2
6.8
6.5
7.8
9.0
Water & Utilities
412.8
25.9
24.4
29.4
34.1
Fabric Planning for Finance

The full FP&A lifecycle, built natively in Microsoft Fabric

Your semantic models already codify your chart of accounts, cost centers, and business logic. Fabric Planning reads them directly, so your first budget can be live in minutes, not months

Budgeting & Forecasting

Top-down budgets with rolling forecasts, driver-based plans, allocations, scenarios and collaborative planning built-in.

Integrated Plans (xP&A)

Link financial plans to sales, HR, and operations plans. Changes in any plan cascades to the company P&L.

Financial Reporting

GAAP/IFRS-compliant statements, management reports, and variance analyses. Scheduled, pixel-perfect delivery.

Audit Trail & Governance

Every input, change, and approval workflow is traceable. Enable role-based access, cell-level locking, with Fabric security inherited.
Connected Planning

Your P&L is the sum of every function's decisions

When departmental plans share the same Fabric data foundation, integration is inherent, not engineered. A change in revenue targets, headcount, or supply costs flows into consolidated financials automatically. No export, no import, no reconciliation.

Sales → Finance

Pipeline forecasts and revenue targets feed your top-line projections in real time. No CRO-to-CFO handoff.

HR → Finance

Headcount and compensation changes update your largest P&L line item instantly, with your plans staying consistent.

Operations → Finance

Supply chain costs, inventory, and CapEx connect to working capital and cash flow forecasts automatically.
Value Driver Planning

Driver-based models your CFO can actually read

Connect the operational levers you control to the business outcomes management cares about. Change a driver, see the P&L impact instantly.
View models as hierarchical tables or graphical driver trees
Drill from EBITDA to individual revenue, COGS, and OpEx drivers
Change any driver and everything downstream recalculates instantly
Line ItemValueDriver
EBITDA$4.2MRevenue − COGS − OpEx
Revenue$12.8MASP × Volume
ASP$48.20Input
Volume265,600Input
COGS$5.1M(Material + Labor) × Vol
Material$14.30/uInput
Labor$4.90/uInput
OpEx$3.5MPeople + Facilities
People$2.1MHC × Avg Comp
Facilities$1.4MInput
One Platform

Plan, report, and govern financial data in one place on Fabric

Fabric Planning unifies three capabilities your FP&A team uses every cycle. Plans write back to Fabric SQL. Reports read from the same models. Reference data is governed in one place.

Planning

Budget & forecast
Driver-based budgets, rolling forecasts, and scenarios. Both structured annual cycles and ad-hoc what-if analyses.

Intelligence

Report & analyze
Board-ready P&L statements, variance analyses, and management reports. Actuals and plans in one real-time view.

Data Management

Govern & manage
Chart of accounts, cost center hierarchies, and financial metadata in governed apps. The reference data behind every plan and report.
Collaborative Planning

Budget owners and FP&A, finally in sync.

Every budget cycle involves dozens of contributors, reviewers, and approvers. Fabric Planning keeps the full conversation alongside every number, so nothing gets lost between spreadsheets and email threads.
Cell-level commenting with Teams notifications
Attach comments to any data cell and @mention colleagues. When you tag a cost center owner or reply to their comment, they get notified in Microsoft Teams. Context lives alongside the data, not in a separate email chain.
Multi-role workflows
Department heads enter forecasts, FP&A challenges and adjusts, the CFO approves. Each role sees exactly what they need. Challenge-approve cycles happen inside the plan, not across tools.
Governed approvals
Rule-based and multi-level approval workflows with full audit trails. Every submission, revision, and sign-off is tracked automatically.
Budget Owner Enters departmental forecast
Contributor
FP&A Analyst Reviews & challenges assumptions
Reviewer
MT
Mike Thompson on cell Q3 • T&E Budget

"This is 30% above last year's run rate. Can you break out the conference spend so we can validate against the events calendar?"

CFO Approves consolidated budget
Approver
Top-Down & Bottom-Up Planning

Central targets and departmental reality, reconciled in one place.

The CFO sets revenue and margin targets. Department heads build ground-up forecasts. The two rarely match on the first pass. Fabric Planning lets both happen in the same model, with variance visibility at every level.
1
Set top-down targets
Executive team publishes revenue, margin, and headcount guardrails that cascade to every department.
2
Build bottom-up plans
Cost center owners enter detailed forecasts based on their operational knowledge and pipeline data.
3
Compare and reconcile
FP&A sees the gap between targets and submissions in real time. Negotiation happens inside the plan, not over email.
Executive Targets Revenue: $52M • EBITDA Margin: 18%
Sales $54.2M submitted
Operations $31.8M costs
HR 412 FTEs, $28.6M
Marketing $4.8M budget
Consolidated P&L Gap: +$2.2M revenue vs target • EBITDA: 16.4% (1.6pp below target)
METRICBASE CASEUPSIDEDOWNSIDEVARIANCE
Revenue$52.0M$58.4M$44.2M+14.2M
COGS$21.8M$23.4M$19.5M+3.9M
Gross Margin58.1%59.9%55.9%+4.0pp
OpEx$22.8M$24.1M$20.2M+3.9M
EBITDA$7.4M$10.9M$4.5M+6.4M
EBITDA Margin14.2%18.7%10.2%+8.5pp
Committed Plan Base case approved by CFO on Mar 14Locked
Scenario & What-If Analysis

Model the range of outcomes before committing to one.

Every plan is a bet. Fabric Planning lets you model multiple scenarios on the same data, compare them side by side, and commit the one that matches your risk appetite.
Side-by-side scenario comparison
Create base, upside, and downside scenarios. Toggle between them instantly without duplicating workbooks or breaking formulas.
What-if on any driver
Change a revenue growth rate, cost assumption, or headcount figure and watch the P&L recalculate through every downstream line item.
Lock and commit
When the CFO approves a scenario, lock it as the official plan. Locked scenarios become the baseline for variance reporting.

See how Fabric Planning works for FP&A

Bring financial planning to Microsoft Fabric. Budget, forecast, and report on the semantic models you already have. Plans live in minutes, not months.
Request a Personalized Demo →

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Learn how Lumel helps enterprises deliver real-time integrated reporting and planning applications

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Request a demo

Learn how Lumel helps enterprises deliver real-time integrated reporting and planning applications

Get Lumel Brochure

Enhance your BI, analytics and xP&A use cases with our no-code Data App suite for Power BI.
Download now
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