Planning KPIs

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.
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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.

Planning across different Financial, Non-Financial, and Qualitative KPIs.

Define KPI hierarchies for easy organization and roll-ups.

 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