A repeatable source structure
Agree on the shape of a file before it becomes an input to a recurring plan.
Structured source files for a connected planning workflow.
Request DemoPlan the handoff between the files your business produces and the models your finance team uses. Agree on the structure, ownership, and reporting periods before carrying the source data into a shared planning workflow.
Agree on the shape of a file before it becomes an input to a recurring plan.
Keep the origin and owner of an input easy to understand.
Use file-based data where it is the most useful route from a source system.
Agree on the data scope, field mapping, and refresh requirements for your workflow with the Oculon team.
Tell us which Google Drive data you work with and the decisions it should support.
Review the access, data scope, mappings, and refresh requirements together.
Bring the agreed inputs into your models and review the first planning workflow with your team.