Collaborative Planning for Your Team

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Secure Data Collection from Stakeholders

Create and assign individual tasks based on visibility permissions.

Track the progress of tasks and send a reminder if needed.

Provide helpful instructions to recipients to remove the guesswork.

Co-Build Complex Models with Confidence

Stop worrying about which version is the right one and whether someone is overwriting your work.

Select and keep individual changes; discard others. You are not limited to accepting entire versions.

Build a variety of scenarios and simply merge the parts that you want to keep.

Expand Data Integrations as Needed

Create regular data imports from your business applications.

Free your team from time-consuming data consolidation and data transfer errors.

Reduce your dependence on IT services and infrastructure.

Revenue Operations

Make it easy to deliver and modify Sales Forecasts, Territory Plans, and Commission Calculations.


Build unified models that scale and automate FP&A workflows such as Budget vs. Actual Comparison, ARR Forecasting, and Flux Analysis.

Workforce Planning

Collaborate with functional departments in Staffing & Hiring Planning, Compensation Calculation, and Recruiting Analysis.

Version Branching

Share your model with others and collaborate by leveraging versioning.

Decide on the right time to merge a branch model back to its source model.

Maintain updated branch models by updating them from their source model.

Task Management

Provide individuals access to a slice of your model to automate data collection.

Automatically generate tasks that are emailed to individuals with instructions.

Track task status and send follow-ups if needed to ensure timely completion.

Revert Entire Version or Single Change

Experiment with confidence knowing you won't lose your work or break your model.

Maintain the option to revert to a snapshot-in-time version of your model.

Select specific changes made to your model that you want to accept or reject.