Finance
Practical, actionable blueprints for growth.
Break down silos to achieve accurate financial planning, strategic resource allocation, and ultimately, sustainable business success.
Stop reconciling 17 spreadsheets
When a deal slips, your revenue model updates automatically
LEADERSHIP
FP&A
See how every pipeline decision impacts profitability before it's committed
PLNR shows you how pipeline decisions affect capacity utilization, profitability, and capital requirements in real time. Run scenario models (best case, worst case, expected case) with full audit trails. Make mid-year budget adjustments with traceable assumptions so you can justify every change to the board. When the market shifts, you respond with data.
Deliver forecasts in minutes, not 14 days
Your monthly forecast cycle shouldn't require exporting pipeline data, reconciling spreadsheets, and chasing Sales for updates. PLNR gives you rolling forecasts that update automatically as opportunities move. Compare forecast vs. budget at the territory, account, or opportunity level in real time. When Sales adjusts a close date or changes a deal amount, your forecast reflects it immediately—no waiting for next month's export. You get your time back to focus on analysis instead of data collection.
LEARN HOW PLNR CAN HELP
Your CFO hates surprises.
Stop being the last to know.
In-Year Revenue
Gap Mitigation Planning
Rolling Forecast
Customer P&L
Backlog Management
In-Year Revenue
Translate your Deal Contract Value into Revenue Streams
Focusing on IYR in sales forecasting provides a far more accurate reflection of a company's immediate financial health and performance compared to relying solely on contract values. Gain visibility into your various revenue streams at deal, customer, and sales territory levels based on your revenue recognition practices.
Revenue Contract Value
Associate the actual Revenue value that can be derived from your sales opportunities. Not all deal contract values equate to Revenue.
Revenue Start Date
Specify the start date where you expect to start recognizing Revenue for the opportunity. This allows you to see when the Revenue stream starts and the impact of any delays on your overall Revenue plan.
Auto-Revenue allocation
Choose the Revenue profiles by which Revenue Contract Values can be allocated on a periodic basis. Help your teams save time by setting up default revenue profiles.
Auto-adjustments when deal slips
Revenue streams are automatically shifted based on changes in your Opportunity Close Date.
Gap Mitigation Planning
Focus on closing the gaps in your planning
Gap mitigation planning for Sales, Operations, and Finance is crucial for achieving organizational goals and maintaining a competitive edge. It involves identifying discrepancies between current performance and desired outcomes, understanding the root causes, and developing actionable strategies to bridge those gaps. The best approaches often involve a cross-functional, collaborative effort.
Identify Revenue shortfalls and performance gaps
Implement a primary dashboard that highlighs any performance gaps and the ability for your Sales, Marketing, Operations, and Finance teams to drill-down to identify their root causes.
Sales and Operations Planning
Implement a business management process that aligns demand and supply, ensuring that sales forecasts are realistic, operations can meet demand, and financial implications are understood.
Integrated Data and Systems
Break down data silos by implementing native CRM planning that provides a single source of truth for relevant data across all functions. Ensure sales planning and forecast data sharing is seamless and that each department has access to the information.
Develop and implement mitigation plans
Create specific, measurable, achievable, relevant, and time-bound (SMART) strategies to close the identified gaps at the opportunity, customer, or sales territory levels.
Rolling Forecast
Step into your default Rolling Forecast
Rolling Forecasts operate on a continuous cycle, with a consistent time horizon that "rolls" forward as each period is completed. This dynamic nature allows Rolling Forecasts to adapt to changes in the business environment far more readily than static budgets.
Planning Horizons Defined
Set up the appropriate forecasting horizon for an effective rolling forecast. The time frame should be carefully considered, taking into account factors such industry, the length of sales cycle, and the time frame required for key decision-making processes.
Frequency of Updates
Establish a regular cadence for updating the rolling forecast, which is essential to maintaining its accuracy and relevance. The frequency of updates, which can be monthly, quarterly, or even weekly, should be determined based on the dynamics of the business and the availability of timely data. Organizations operating in fast-paced industries or those experiencing significant volatility may find that monthly updates are necessary to capture the most recent changes in market conditions and internal performance.
Detailed Forecast assumptions
Capture any additional assumptions regarding your updates and further levels of detail to be included in the rolling forecast. Leverage your existing CRM data.
Customer P&L
Bring Customer Profitability at the forefront
Forward-thinking companies are increasingly recognizing the strategic imperative of understanding and managing customer profitability. Maintaining customer profit and loss (P&L) statements is a critical tool in this endeavor, enabling businesses to make data-driven decisions that enhance sustainable growth and shareholder value.
Define Key Profitability metrics
By targeting key decision-makers within high-potential accounts from the outset, ABM can significantly accelerate the sales process. Personalized content and coordinated outreach address the specific needs and pain points of the buying committee, leading to faster engagement and conversion.
Focus on Customer P&Ls
Easily monitor the profitability of your customer base at territory, customer, and even opportunity levels. Ensure your sales team can quickly access P&Ls within the customer profiles.
Improve Strategic Decision Making
Ultimately, a clear view of customer profitability empowers senior management to make more informed strategic decisions regarding market expansion, product innovation, and competitive positioning, all with a clear focus on enhancing overall business profitability.
Backlog Management
Manage Revenue Backlog
As a critical forward-looking indicator of a company's anticipated financial performance, Revenue Backlog represents the contracted revenue that has yet to be officially recognized. This metric is particularly significant for businesses operating under subscription-based models or those engaged in long-term contracts, as it offers a glimpse into the stability and potential growth of their future revenue streams.
Define Backlog Revenue Measures
By defining the various Revenue Backlog measures specific to your organization, you are able to automate the calculate as part of your forecasting process.
Automated Backlog Revenue calculations
Use our out of the box calculation for Backlog Revenue or define your own custom approach to include within your forecasting process.
Compliance with ASC 606
The adoption of ASC 606, the standard for Revenue from Contracts with Customers, has significantly influenced the reporting of future revenue streams by public companies, leading to an increased focus on and disclosure of Remaining Performance Obligations (RPO).
