Planful Solution Hub: Your Go-To Resource for Financial Performance Management

Keeping up with financial performance management, workforce management, and marketing budgets is no small feat.

For many teams, managing it all requires purpose-built solutions. With the right tools, finance, marketing, HR, and other teams can shift from tedious tasks to strategic work. That’s where Planful Solution Hub comes in.

Planful Solution Hub is packed with practical, ready-made solutions for all industries and functions, designed by Planful and our partners.

From annual planning, forecasting, closing the books, to sales commissions and marketing expenses, Solution Hub demonstrates how you can streamline processes, boost accuracy, and apply best practices — all in one platform. Plus, it serves as a growing library with new solutions added every quarter.

Let’s dive into Planful Solution Hub and discover how to use it, no matter your industry or business needs.

Solution Hub simplifies complex financial workflows with pre-built solutions and best practices. It supports every area of financial performance management, providing interactive product tours to explore niche use cases within planning, reporting, and analysis.

Within Solution Hub, teams can access more than 30 solutions to meet specific industry and functional needs, such as:

• Planning, Budgeting, and Forecasting: Solutions to align your strategy and plans to drive better business outcomes.
• Financial Consolidation: Streamline the month-end close process, consolidate financials across departments, and improve reporting accuracy.
• Workforce Planning: Get templates and dashboards for workforce analytics and headcount planning, making it easier for HR and finance to collaborate on staffing decisions.
• Anomaly Detection and Predictive Forecasting: Leverage purpose-built AI capabilities designed to reduce risk, improve decision-making, and stay focused on priorities by identifying data anomalies and forecasting trends with accuracy.
• Actual Headcount: Dashboards that let you calculate changes in actual headcount and visualize the impact across departments.
• Annual Operating Plan: Tools for detailed planning, monitoring, and analyzing annual operational goals to ensure strategic alignment.
• Annual Marketing Planning: Build, execute, and measure agile and strategic marketing plans that integrate goals, campaigns, budgets, and performance metrics, helping marketing teams allocate resources effectively and measure ROI.

Planful Solution Hub is designed to help teams save time and boost efficiency across all areas of financial performance management.

Expertly crafted templates for finance, marketing, HR, and others enable teams to streamline workflows and focus on strategic, high-impact work. Here’s how it delivers value:

• Quick start: Access a range of ready-to-use solutions for financial consolidation, marketing planning, and workforce planning. Get a head start by diving straight into data analysis and decision-making.
• Industry expertise: Solution Hub is built by financial professionals who are experts in their field and know what success looks like.
• Efficiency and accuracy: Each tool is crafted to show you new and productive ways to perform common use cases that let you interact and learn how the Planful platform works.

Planful users can also benefit from these free templates and connect with their Planful representative to learn how these templates can be customized for their unique needs.

In short, Solution Hub accelerates setup, connects teams to a valuable community, and supports accurate, efficient workflows that drive meaningful results.

Planful Solution Hub is designed with user-friendly navigation to help you quickly find the tools that best fit your team’s financial performance needs. Here’s how to make the most of it:

Filter by function, industry, or author

Start by using the filters on the left side of the screen to narrow down your options:

• Function: Choose from functions like accounting, finance, HR, marketing, or sales to find solutions that align with your department’s focus.
• Industry: Select an industry such as healthcare, manufacturing, retail, or software to see solutions that cater to your sector’s specific needs.
• Author: Filter by solutions created by Planful or partners, allowing you to access both Planful’s expert solutions and those developed by trusted industry partners.

These filters help you find the most relevant tools without browsing through unrelated options, saving time and increasing productivity.

Search for specific solutions based on your biggest pain points

Planful’s Solution Hub offers a range of practical solutions designed to address key financial, operational, marketing, and HR needs. With the “search” function, users can quickly find solutions to tackle their biggest pain points.

Each solution supports teams in achieving their goals—whether it’s building contribution margin models, gaining insights into ESG initiatives, or reducing risk with anomaly detection and predictive forecasting.

Solutions for contribution analysis

The Solution Hub provides an interactive demo of Planful’s contribution analysis solution, allowing finance teams to break down profitability by product, channel, or customer.

Users can visually represent revenue projections, manage overhead expenses, and adjust key revenue assumptions to improve forecast accuracy. With in-depth analysis, drill-down views, and customizable contribution models, Planful empowers teams to optimize margins and make data-driven decisions to boost profitability.

Solutions for workforce planning

Workforce planning tools in Solution Hub support HR and finance teams with headcount management, sales commission planning, and incentive compensation planning.

Templates for workforce analysis make it easier to assess staffing needs, project payroll costs, and plan for hiring or restructuring.

In addition to the solutions outlined above, you can explore tailored solutions to support integration with the Adra by Trintech platform, including Adra Balancer and Adra Task Manager.

Solutions for marketing planning

Solution Hub also includes tools for tracking campaigns and related expenses and running “what-if” scenarios via annual marketing planning.

Marketing budget management and expense tracking templates help marketing teams align budgets with priorities, allocate resources effectively, and measure ROI.

These tools enable real-time adjustments based on data, ensuring that marketing efforts stay focused on driving results.

Planful Solution Hub is your go-to resource for boosting financial performance management across your organization. With purpose-built tools for more than 30 specific needs, it empowers teams to streamline processes, improve accuracy, and confidently make data-driven decisions.

Whether you’re looking to simplify complex tasks or make collaboration easier across teams, the Solution Hub provides customizable, ready-to-use solutions to save time and elevate your work.

Explore Solution Hub now and transform your workflows to drive productivity, insight, and smarter decision-making for your team.