OnPlan connects to your financial and operational data to allow you to forecast revenue, bookings, cash, and more.
What can I do with OnPlan?
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Connect your model to 3rd party data sources: See our integrations section and instructions
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Build dashboards and visualize your data:
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Run budget vs. actuals reports
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Create what-if scenario forecasts
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Create model permissions and collaborate with team members.
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View month over month performance trends
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Centralize all drivers for your model:
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Review best practice models and SaaS KPIs
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Reduce errors with structured row and column types and error trapping dashboards.
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Compare scenarios with Scenario Explorer.
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Extend your model using Google Sheets formulas.
Who uses OnPlan?
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CEOs to prepare for and present in board meetings and fundraising discussions
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Finance teams who want to easily run rolling reforecasts
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Sales teams who want to prepare revenue plans and assign quotas.
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Marketing teams who want to model marketing budgets and understand key metrics such as CPA.
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HR teams who need a smarter solution than Excel to build hiring and compensation plans.