Ph: 703.476.1992 | info@upperquadrant.com
Cloud Technology Since 2004

Brand Finance

Budgeting, forecasting and reconciliation across all brands, business functions and geography

Automated reconciliation of invoices to marketing activity

No one will see what you don't want them to see. UQube has multiple levels of security for forecast, allowing users or vendors to only access their information. You have control down to the row and column level for who can access the data. Our clients trust our security layers so much, they invite all their agencies in because they can only see what is associated to them.

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The comfort of a spreadsheet backed by the power of database here, there, everywhere.

I'll say it, it looks like a spreadsheet and acts like one. Your team knows how to use Excel, that is why our media grid is Excel like but with features like:

  • Exports to Excel
  • Import from Excel
  • Dropdown List Management
  • Rapid Autofill
  • Grouping
  • Filters
  • Your workflow column views

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No more waiting to update the forecast!

Let's say that you want to, need to, update, analyze, reference, access your forcast. Somewhere out there, however, someone else has the forecast open. They've gone to lunch. They're in a meeting. They'll be back in a few hours. But you need the forecast now. You, after all, have stuff to do, too.

UQube pushes past the hazards of shared files on FTP servers. Built to keep the team working together without collisions and overwrites, UQube lets you select a hand full of rows, make your updates, and go without locking the whole team out of the plan. Auto notifications lets the team know when any previously locked rows are available, so if you do need to update a handful that you couldn't access initially, you can update them now.

  • Row level locking keeps you up and running and the rest of the forecast free
  • Auto notifications let you know when locked records are ready for your input
  • Permissions based access to columns and views
  • One version of the forecast for updates and analysis

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Your team, your terms, your rules.

Your team is extensive; comprised of multiple people from your company, your agencies and your vendors. They all work within your forecast. They all have different roles and responsibilities. Some get to see your forecast in it's entirely, others can see only what they are authorized to see.

UQube's rules based permissions give team members the access they need. Don't want to share cost or quantities? Easily hidden. Don't need to share shipping information with the creative agency? Flick a switch. Want to see everything under the sun? Done. (We're talking about your plan, not actually everything under the sun.)

  • Self-service permissions settings
  • Easily configured
  • Updates in seconds
  • Rules for individuals and/or groups

Teamwork and workflow that works the way you do .

Want a single system that connects your entire team to your plans and is configured by you -- for you -- whenever you want to make a change?

Personalize your workbench to your workflow to simplify your day. Create and save views of your grid that streamline your daily and occasional tasks and access them whenever you need them. Drag and drop and hide columns, filter and sort your data, create views specific to your particular tasks.

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