Planning Data
Easily manage your planning data.
Utilize built-in functionality to manage and prepare your datasets for planning.
Manage and Prepare your datasets
We have built-in functionality to easily manage your datasets from within your CRM to avoid manipulations outside of your system of record, ensuring compliance with data privacy and security
Feature
Advanced Copy
Manage and prepare your datasets so you can easily budget and forecast your business. Create various scenarios for planning and analysis.
Transform
Easily transform your existing planning dataset creating alternative versions.
Transpose and Remap
Remap your datasets to new dimensions and measures.
Merge
Merge existing datasets for additional planning scenarios and analysis.
Data Integration + Automation
Augment your planning activities with external dataset by leveraging various APIs and existing automations.
Data Processes and Integration tools
Summarize Plan
Run a process to aggregate and summarize data from the Opportunity and Account Plan Models for consolidated analysis and reporting.
Clear Plan
In cases where you need to clear out a planning dataset or scenario, you can utilize this functionality. Ensure you have a backup as this process is not reversible.
Plan Status
When running certain processes, you can easily review the status of each step contained within.
Salesforce API framework
Access all your planning datasets using out-of-the-box APIs in a secure manner.
