Planning
-
Manage Scenarios
The Manage Scenario page is the central place to configure how each forecast scenario behaves in Planir. Set the default projection rule, toggle...
-
Manage Builder
The Model Builder page lets you create custom driver-based models for budgeting and forecasting. Each model is a self-contained set of KPIs,...
-
Activity Forecast (Driver-Based)
The Activity Forecast page is where you build driver-based forecasts in Planir. Instead of forecasting accounts directly, you create real-world...
-
Forecasting Cash Flow
The Cash Flow page under Plan shows your historical and forecast Cash Flow Statement side by side. Unlike the P&L and Balance Sheet, the Cash Flow...
-
Forecasting Balance Sheet
The Balance Sheet page under Plan shows your historical and forecast Balance Sheet side by side. Most balance sheet movements flow automatically from...
-
Forecasting Profit & Loss
The Profit & Loss page under Plan shows your historical and forecast P&L side by side. Every forecast cell can be drilled into and adjusted...
-
Get Started with Planning
The Plan section is where you read your financial statements, edit your forecast assumptions, and build the models and scenarios that drive your...
