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The product
Performance management has four disciplines. Planometry does the first two exceptionally today, and is building the other two on the same foundation — openly and honestly.
Every answer, while the question is still fresh
Open any model and move through it freely — by product, region, customer, period, scenario. However deep you go, the next answer is already there.
Slice, drill and pivot through years of history. Expand a region into countries, a quarter into months, a customer into invoices — instantly.
There is no "apply" step and no waiting state. Change anything — the view simply updates.
Any period against any period, any version against any version, in any currency — side by side in one view.
Add calculated members and choose how every measure aggregates — sums, averages, counts, or your own formula.
One version of the truth, formatted the way finance expects
Turn any exploration into a saved, governed report. Everyone opens the same numbers, laid out in the classic banded style finance teams already trust.
Banded rows, clean totals and subtotals per axis — the report format your team grew up on, generated live.
Totals come from the same calculation as every cell. What you present always reconciles.
Export exactly what you see — formatting, totals and all — however large the report.
Periods always sort chronologically, currencies convert consistently, empty rows hide on demand.
Plan where you analyze
Planning is being built directly into the analytical grid — enter plan numbers next to actuals, with roles deciding who can change what.
No separate planning workbook. Actuals, budget and forecast live in the same view.
Your forecast window rolls forward automatically — no yearly rebuild.
Every change is tracked: who, what, when. Roles gate who can write which numbers.
Driver-based, allocated exactly
Budgets built from the drivers that actually move your business — with allocations that always sum exactly to the total.
Start next year from this year's reality in minutes, then adjust by driver.
Spread totals across products, channels or entities by any driver — to the cent, every time.
Approval flows keep budget season structured instead of chaotic.
Underneath it all
Everything above stands on plumbing you'll rarely think about — because it just runs.
Databases, data warehouses, Excel and CSV files up to 1 GB — with clear, human-readable diagnostics when a connection misbehaves.
Set up a data load once, schedule it, and watch it run with a live log. Pause, resume or cancel any run — safely.
No pre-filtering, no splitting into batches, no overnight windows. Millions of records land in minutes, fully verified.
If a source changes under a saved configuration, Planometry tells you before the run — not after it fails.
Organize the business how you think about it — hierarchies with hundreds of thousands of branches stay instant to browse.
Exchange rates live on the model. Switch a view's currency and every number converts consistently.
Bring a real dataset to the demo — we'll load it live and let the speed speak for itself.