Planning KPIs

Forecast your most valuable Key Performance Indicators.

Enable your team to define and plan against their most critical KPIs.
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Forecast the KPIs that matter to your organization

Our approach to planning allows you to define and plan against the Key Performance Indicators that matter most, both Financial and Non-Financial in nature. Allow collaboration across your Sales, Marketing, and Operations for overlapping KPIs.

Feature

Planning KPIs

Define and plan against your KPIs across our planning models.

Flexible KPIs

Define different types of KPIs that you can use within your planning processes.

KPI Hierarchies

Approvals can be provided for an entire plan or for only a portion. This allows the process to progress smoothly.

Contract Termed

Restrict planning timelines to Opportunity contracted terms.

Security

Implement additional security to only allow to teams access to plan against certain KPIs.

Available on the Salesforce® AppExchange

Take PLNR for a test drive. We’ll work with you to install the app in your sandbox environment or setup a separate trial environment.