Planning Horizon

Drive strategic initiatives with flexible planning time periods.

Having the ability to define a multi-year horizon enables businesses to strategically plan for growth, including market expansion, product development, and diversification. It allows for flexibility and adaptation to changing market conditions, technological advancements, and economic fluctuations.
Insert Image

Plan Time Periods

Define your base units of the time dimension that address your planning needs.

Standard or Custom Fiscal Years

Leverage your CRM Fiscal year configuration to automatically define corresponding planning time periods.

Auto-create additional Periods

Easily create additional plan time periods beyond the initial 5 year timeline during installation

Backlog Year

Specify the year from which you want to enable Backlog calculation. It is important that you have actuals populated for that year.

Enable multi-year planning and Rolling Forecasts for your organization.

Easily manage your planning time periods.

 Take PLNR for a Spin
Resources

Test-Drive PLNR

Explore PLNR for yourself inside a real Salesforce Org. Available instantly on AppExchange. No need to speak with anyone.

1

Sign up for test drive on AppExchange

You will get access to a Test-Drive Org with PLNR pre-installed along with sample data so you can experience the features and benefits, first-hand.

2

Follow orientations on the Welcome tab

We've prepared an easy-to-follow guide for you to help you navigate the test-drive org. It includes text and video. It will be the first thing you see when you access your Test-Drive Org.

3

Get help any time you need

You can easily schedule a call with one of our team members during your test drive. We're always here to help.

 Take PLNR for a Spin