Integrated Business Planning

Streamline financial planning for speed and responsiveness across teams. Use AI-driven scenario planning, rolling forecasts, and driver-based models for better accuracy and quick decisions. Enhance collaboration with intuitive dashboards and visualizations, ensuring team alignment and informed decision-making.

Align sales with revenue targets and goals for clear insights across products, locations, and sales reps. Manage quotas, territories, and hiring plans to boost collaboration and performance. Achieve faster, accurate sales forecasts, and optimize quota and territory management without the need for spreadsheets.

Develop staffing plans aligned with financial goals, covering all staffing needs and locations. Finance and HR teams can model needs with top-down or bottom-up forecasts. Managers gain insights into costs, retention, and improvements with user-friendly tools, ensuring decisions that boost workforce and financial health.

Integrate data from receivables, payables, payroll, and business plans for a full view of your balance sheet and cash flow. Enable FP&A teams to model and analyze the impact of business plans on cash flow. Build robust models, react to changes, optimize terms, and ensure accurate projections for all financial plans.

Use AI to forecast future demand across products, locations, and geographies. Integrate sales and marketing data with external factors for agile and accurate forecasts. Generate daily, weekly, and monthly predictions, enhancing business plans and providing critical insight for informed decision-making across your business.