Industry Expertise From Planful Partners on Planful Solution Hub

Planful Solution Hub is your go-to resource for expert-designed, pre-built solutions to help you tackle financial performance management challenges across a range of functions and industries. Free for everyone to explore, these customizable solutions feature interactive, self-guided demos to show how they can elevate your financial performance.

We invited Planful partners, including Top Down CPM, Formos Consulting, Whitley Penn, Verostone, CFO Solutions, and Bakerfield Solutions, to lend their expertise to contribute to Solution Hub. These highly experienced firms have worked with hundreds of organizations across industries and regions, helping teams start and realize Planful’s full potential quickly.

In this post, we’ll explore Planful Solution Hub’s pre-built, customizable solutions built by our skillful partners. You’ll also learn how these offerings give you a head start on key financial performance management processes and increase agility across your organization.

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

Planful Solution Hub is a resource that demonstrates how Planful solves specific financial performance challenges through interactive demos and the most common use cases. It provides a broad range of tools tailored for reporting, planning, modeling, forecasting, and more, designed to maximize the potential of the Planful platform.

With decades of expertise built into each solution, teams can quickly automate and accelerate key processes, improve financial insights, and enhance strategic planning.

Planful customers can implement Solution Hub templates to the Planful platform and quickly and easily customize the solutions for new and unique use cases.

Our partners help amplify our impact, bringing additional expertise that empowers our customers and extends our capabilities. These firms are leaders in their respective fields, bringing extensive industry knowledge to Planful users in finance, accounting, marketing, and human resources.

Let’s look at the expert-driven solutions built by Planful partners that you can explore in Solution Hub.

Top Down CPM: Headcount, healthcare, and SaaS solutions

Top Down CPM was founded in 2018 as a cooperative of Planful experts dedicated to the successful enablement of Planful customers. Its team comprises senior-level CPAs and MBAs with years of experience in financial planning, consolidation, reporting, and analysis.

Top Down CPM contributed the following solutions to Planful Solution Hub:

Actual headcount roll forward

Every organization must account for shifting workforces and changing employee scenarios, especially in today’s fast-moving world. The actual headcount roll forward solution enables you to calculate changes in actual headcount and visualize the impacts across departments with an intuitive, interactive dashboard.

With this solution, it’s easy to:

• Plan for employee movements by business unit, department, and employee.
• See changes in workforce costs, budgets, and plans across departments and move categories.
• Understand which employees are being billed to which departments over time.

Take an interactive tour of this solution: Actual headcount roll forward

Provider healthcare revenue planning

Healthcare providers manage an array of appointments across providers, clinics, and schedules. The provider healthcare revenue planning solution helps you better project revenue and budgets for better overall revenue planning.

This solution enables you to:

• Drill down to provider, location, and specialty revenue streams.
• See the revenue impact of different providers across different locations.
• Adjust forecasts as actuals and operational data become available.

Take an interactive tour of this solution: Provider healthcare revenue planning

SaaS existing and new target bookings revenue solution

SaaS companies frequently struggle to marry an existing book of business with projected new bookings for a comprehensive view. The SaaS existing and new target bookings revenue solution uses external source models to load operational data and strategically plan for top-line bookings targets across products, regions, and contract lengths.

Use this solution to quickly:

• Create your bookings plan for the entire year and beyond.
• Build granular targets for each quarter, month, or period.
• See projections by product mix and contract duration categories.

Take an interactive tour of this solution: SaaS existing and new target bookings revenue solution

Formos Consulting: Cash flow and incentive compensation

Formos Consulting brings deep knowledge of compliance, technology, and security to help clients improve operations, manage risks, and promote bottom-line growth. Its team has experience managing large and complex engagements, has deep business process knowledge from a variety of industries, and works side by side to supplement a client’s existing resources.

Formos Consulting contributed the following solutions to Planful Solution Hub:

Weekly cash flow forecasting

Every organization needs visibility into cash flow to make better short-term decisions. The weekly cash flow forecasting solution lets you easily capture source data, understand balances over time, and gain a 13-week view of cash inflows and outflows while helping you rise above disconnected spreadsheets.

With this solution, you can easily:

• Build cash flow forecasts without the friction of spreadsheets or the fear of inaccurate data.
• Add AP, AR, payroll, expenses, and other receipts and disbursements automatically or manually.
• Expand the model to match business complexity, or extend the view beyond 13 weeks or down to daily cycles.

Take an interactive tour of this solution: Weekly cash flow forecasting

Incentive compensation planning

Variable compensation scenarios can get very complex very quickly. This incentive compensation planning solution enables you to easily manage and plan sales compensation using tier-based commissions and provides a visual dashboard for a snapshot of related insights. Planful customers can also integrate with CRM and other systems to automatically keep sales information current.

This solution helps you to:

• Build plans with separate assumptions and sales numbers while keeping thresholds and rates consistent across plans.
• Enable swift and simple incentive compensation planning no matter your plan’s structure or complexity.
• Create models unique to your specific plan using an intuitive and consistent starting point.

Take an interactive tour of this solution: Incentive compensation planning

Whitley Penn: Revenue planning and demand planning

Whitley Penn is a Texas-based, full-service accounting and advisory firm with a global reach through its affiliation with HLB International. Its mission is to provide transformative solutions that deliver valuable results and develop strong relationships.

Whitley Penn contributed the following solutions to Planful Solution Hub:

Revenue planning for financial products in financial services and real estate

For financial services and real estate firms, a P&L by customer for a rolling 36 months is crucial for modeling revenues and COGS. This revenue planning for financial products solution helps you project financial product profits across revenue streams and account for various costs, even across different transaction currencies.

With this solution, it’s easy to:

• Calculate interchange revenue based on transaction volume, network and bank fees, incentives, revenue share, and more.
• Go bottom-up from the customer level or top-down from the network or bank level.
• Pull incentives, transaction volumes, and revenue shares based on contracted terms.

Take an interactive tour of this solution: Revenue planning for financial products

Weekly demand planning for CPG and manufacturing

Cumbersome spreadsheets create unnecessary drag when modeling units sold, revenues, profitability, and more while adjusting prices and shipping times. This weekly demand planning solution lets you determine weekly units sold and units produced by sales channel and SKU.

Use this solution to quickly:

• Incorporate promotions and price elasticity to model every option accurately.
• Ensure unit-level accuracy with production, shipping, and other gaps between the production line and the shelf.
• Roll the week-level demand models up to the financial P&Ls each month.

Take an interactive tour of this solution: Weekly demand planning

CFO Solutions: What-if scenario modeling and analysis

CFO Solutions is a professional services firm specializing in Enterprise Performance Management (EPM) and Business Intelligence (BI) products and solutions. Its team has collectively amassed over 100 years of consulting experience for Fortune 1000 companies covering dozens of industries.

CFO Solutions contributed the following solution to Planful Solution Hub:

What-if scenario modeling and analysis

Breakback is a unique capability in Planful that enables users to distribute a high-level target or budget across multiple underlying data points based on a predefined driver, and then breaking the values to lower levels of detail in a structured and automated way. This what-if scenario modeling and analysis solution uses Planful’s breakback allocation method to quickly allocate what-if data to more granular levels for fast scenario comparisons.

Use this solution to quickly:

• Adjust macro views and have Planful automatically allocate values down to the lower levels.
• Change assumptions while retaining original scenarios to compare options side by side.
• Make mass updates at the end of every planning cycle.

Take an interactive tour of this solution: What-if scenario modeling and analysis

Verostone: Program asset cost modeling

Verostone has over 15 years of expertise in planning, forecasting, profitability analytics, and cost management to equip clients for truly effective, data-driven decision-making. Its team of professionals are seasoned experts in performance management best practices and have held FP&A leadership positions to put themselves in our clients’ shoes.

Verostone contributed the following solution to Planful Solution Hub:

Program asset cost modeling for healthcare

The healthcare industry’s long-term project costs span years, covering trials from early discovery through development. This program asset cost modeling solution helps track pre-trial and trial assets across the project’s lifecycle for detailed program costing. It even lets you pull program cost job lines from Microsoft Business Central and enter assumptions like stage dates, allocation, and applied risk.

With this solution, it’s easy to:

• Manage quantity and unit costs, segment by cost type, and use stage gate risk adjustments.
• Apply custom probability and risk adjustments to every stage and adjust for later development stages.
• Reallocate costs, perform what-if analysis, calculate NPV on the entire program, and forecast cash flow and funding needs.

Take an interactive tour of this solution: Program asset cost modeling

Bakerfield Solutions: Clinical trial management

Bakerfield Solutions are the continuous planning experts. Since 2006, its team has helped organizations across multiple industries digitally transform their financial planning and analysis procedures.

Bakerfield Solutions contributed the following solution to Planful Solution Hub:

Clinical trial management

Planning, managing, and reporting on clinical trials requires flexibility and agility. This clinical trial management solution eases planning, management, and reporting by trial, therapeutic area, location, and expenses.

This solution enables you to:

• Generate projections based on patient enrollment, cost categories, and more.
• Build web-based or Excel-based dashboards to communicate clinical insights.
• Centrally forecast across trials, apply calculations evenly, track milestone payments, perform what-if analysis, and more.

Take an interactive tour of this solution: Clinical trial management

Planful Solution Hub is free for anyone to explore customizable industry- and function-specific solutions covering a variety of financial performance management needs for marketing, finance, HR, accounting, and more. Solution Hub delivers integrated performance management capabilities that teams in large, dynamic organizations require to navigate fast-changing business environments.

Visit Planful Solution Hub to find and interact with solutions designed by Planful and Planful partners to solve the most pressing financial performance management challenges.