A familiar starting point
Use existing planning work as the starting point for a shared model.
SpreadsheetsAvailable
Microsoft Excel
meets Oculon.
A practical bridge from working sheets to shared plans.
Request Demo CONNECTED CONTEXTWORKSPACE / FINANCE
Microsoft ExcelSpreadsheets
Business contextTHE NEXT DECISIONEvery source.
One clearer plan.
ActualsForecastScenario
SOURCE → CONTEXT → PLANSource tables and named columns
Illustrative workflow
Keep the thinking. Connect the model.
Bring the spreadsheets your team already understands into a more connected planning workflow. Agree on the tables, dimensions, and assumptions that should carry forward, then review them alongside the rest of your business context.
Clearer assumptions
Give the inputs behind a forecast a visible structure and a responsible owner.
Less time on version handoffs
Move the planning discussion into one workspace while keeping useful spreadsheet context.
Start with what matters.
Agree on the data scope, field mapping, and refresh requirements for your workflow with the Oculon team.
- Source tables and named columns
- Planning assumptions and periods
- Department and account mappings
From your stack to your plan.
- Share your workflow.
Tell us which Microsoft Excel data you work with and the decisions it should support.
- Agree on the connection.
Review the access, data scope, mappings, and refresh requirements together.
- Build with context.
Bring the agreed inputs into your models and review the first planning workflow with your team.
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