Give Your Salesforce Org a Real Planning System

PLNR turns Salesforce into a complete planning and forecasting platform, helping you centralize goals, forecasts, and performance without leaving your CRM.

Everyone plans somewhere else.


Disconnected spreadsheets, outdated dashboards, and siloed tools turn you into the middleman instead of the enabler you’re meant to be.

Endless exports.

Teams pull data out of Salesforce to plan in Excel, leaving you with version chaos and constant sync issues.

Manual firefighting.

Every forecast or goal update requires hours of admin work and cross-department alignment.

Adoption fatigue.

Users blame Salesforce for being “too hard” when the real problem is the lack of an integrated planning process.

Missed potential.

Salesforce becomes a reporting tool instead of the strategic system it could be—if planning lived inside it.

You keep Salesforce running. But without a planning layer, it’s an uphill battle.

The Planning Layer Salesforce Is Missing 

  • 100% Salesforce-native (no integrations, external logins or data exports)
  • Built on real-time CRM data
  • Inherits Salesforce's security and data model
  • Keeps Marketing, Sales, Finance, and Ops aligned on one plan inside of Salesforce
  • Easy for Admins to operate once configured
  • Download from AppExchange and install in a test environment

Bring PLNR into Salesforce

A simple 3-step process to plan in Salesforce

You install PLNR in your org

Simply install PLNR from Salesforce AppExchange.

We set it up for you

We work with your team to configure PLNR and ensure that it supports your planning process.

You plan in your CRM

All your opportunities automatically show up in your plan, without you having to copy and paste anything.

Ditch the spreadsheets. Kill the guesswork. Help your team plan fast and pivot faster — all in Salesforce.

Simplicity

Make your life easier

You didn’t become a Salesforce Admin to chase spreadsheets or fix disconnected tools. PLNR keeps everything where it belongs: inside Salesforce. And you can finally stop producing and updating reports for data exports.

Plans update automatically from live CRM data, saving you hours every week. Adoption improves because teams see Salesforce as the place where real planning happens, not just data entry. Maintenance gets lighter, too, with no third-party tools to sync or patch when numbers don’t match.

And when leadership starts noticing how smooth everything runs, you’re the one who gets the credit for helping bring alignment to the organization.

"Plans are only good intentions unless they immediately degenerate into hard work."


Peter Drucker

Alignment

Help drive alignment across every team

When every team plans in a different tool, you end up with four versions of the truth and constant misalignment. PLNR fixes that by connecting planning directly to Salesforce data, so everyone works from the same source.

Sales teams see forecasts that tie directly to the live pipeline. Marketing aligns campaign spend with real revenue goals. Finance gets accurate projections without waiting for manual updates. And leadership gains a clear view of performance across the entire organization, all in real time.

With PLNR, every department speaks the same language: progress.

Questions & answers

Is PLNR really built natively on Salesforce?

Yes. PLNR is 100% native to Salesforce, which means it runs directly inside your CRM without needing external tools or integrations. No data syncing, no context switching — everything happens within the Salesforce environment your team already uses.

Can I manage permissions and visibility easily?

Absolutely. PLNR follows Salesforce’s standard security model, so you can control access through profiles, permission sets, and sharing rules—no new framework to learn or maintain.

Is PLNR Lightning-ready?

Yes. PLNR is built 100% for Lightning Experience and works seamlessly with standard page layouts, Lightning Apps, and related lists.

How hard is it to implement?

We implement PLNR for you, so you have nothing to worry about. Then we train you on how to use it so you feel fully confident. You also get access to PLNR University as well as all the documentation so you can reference as needed.

Does it integrate with external planning tools?

It can, but most teams find they no longer need to plan Sales, Revenue, and down to Gross Margin in an external tool. PLNR consolidates planning inside Salesforce, so data stays accurate and up to date automatically.

Will it affect my existing reports and dashboards?

Not at all. PLNR enhances them. Because it stores planning data in Salesforce, you can extend your current reports or dashboards with new metrics tied directly to live goals and forecasts.

Is it secure?

Yes. PLNR is built natively on the Salesforce Platform, inheriting the same security, compliance, and data protection standards as the rest of your org.

What kind of support do you offer?

We provide guided onboarding, admin documentation, and responsive support from Salesforce-certified experts who understand how your environment works.