Annual Operating Plan


Plan with Speed and Agility

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.

Find it difficult to deliver timely information?
Too much guesswork setting targets?
Building an uninformed, disconnected plan?

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.

See How Planful Works

How Planful helps you

  • See the Downstream Impact of Business DecisionsBring answers to the table quickly, and then slice and dice data to optimize current period results and inform future plans and strategies.
  • Have More Time to Focus on the Insights That MatterDiscover deeper insights with flexibility across a broad range of models built to help you quickly analyze ad hoc and what if scenarios.
  • Empower Leaders Across the BusinessSupport strategic changes on the fly using data to drive decisions and foster alignment between executives and your business partners.

Explore more resources

Use Case

Cash Flow Forecasting

Optimize cash, manage short term, invest in the long term

Use Case

Financial Consolidation

Automate your close, reduce risk, and report faster

Use Case

Rolling Forecasts

Build a plan that adapts as your business changes

Get Started with Planful

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