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Annual Operating Plan

Define your company blueprint for the year.

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.

“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”

Cheryl ChowSenior Finance Manager at SmartyPants Vitamins

How Planful Helps You

Bring answers to the table quickly, and then slice and dice data to optimize current period results and inform future plans and strategies.

Discover deeper insights with flexibility across a broad range of models built to help you quickly analyze ad hoc and what if scenarios.

Support strategic changes on the fly using data to drive decisions and foster alignment between executives and your business partners.

Accelerate Planning With Pre-Built Financial Intelligence

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.

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Adapt to Any Scenario With Accuracy

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.

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Collaborate on Plans Securely

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.

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Get Started with Planful

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