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The Annual Operating Plan, but from a collaborative effort across all business leaders, sets the tone for the year. It’s where you make decisions that align the company’s overall strategy with business execution. But gathering the data necessary to make insightful decisions shouldn’t be a slow, manual process.
Planful helps build collaborative financial plans that align company-wide resources with strategic goals and objectives. Easily turn an annual plan into a quarterly or monthly rolling forecast and model hundreds of different scenarios reliably to determine how to adjust and pivot as business conditions change.
“Planful provided amazingly fast time to value, enabling the FP&A team to plan their quarterly re-forecast following Q1 close, prepare for an upcoming board meeting, and create new forecasts for sales, advertising, and other areas without breaking our stride”
Navigate through your Annual Operating Plan with ease using pre-built templates that cover every aspect of your business. Built-in financial intelligence then automatically stores, categorizes, and presents your data based on accounting properties.
Drill down to any level and identify risks early. Scenario plan across drivers to understand the impact of decisions before they’re finalized in the plan.
Communicate with budget owners as they track actuals and update financial plans. Keep everyone on the same page with assumptions posted directly on financial plans, not lost in emails.