A LOOK INSIDE OCULON

Turn a financial finding into owned, tracked work.

Keep budget cycles, forecast reviews and cross-functional deliverables connected to their owners, dates and underlying financial models.

The forecast is a team effort long before the final number appears. Keep the owners, reviews and open decisions beside the plan.

PProjects/All projectsEdited just nowShare
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ProjectOwnerMilestoneProgressLinked work
FY26 annual budgetPriyaBoard · Nov 214 of 66 models
November rolling forecastMayaPublish · Nov 72 of 5Forecast v14
EU expansionStrategyReview · Dec 32 of 5Launch case
Q4 closeNoahClose · Jan 8Not startedActuals
Vendor consolidationDevSavings · Q11 of 4Vendors database

The plan, the people and the finance work they move, together in one place.

HOW IT WORKS

Running planning work
in one place.

The work doesn’t stop after someone updates the numbers. Teams still need to review assumptions, resolve questions and sign off.

01 / Give the cycle a shape

Plan the cycle
Milestones and owners

Run the FY26 budget with the relevant models, review dates and open decisions all accessible from the same project.

  • Models, review dates and decisions in one project
  • Milestones for each stage of the cycle
  • Status visible to everyone involved
02 / Make ownership clear

Clear ownership
Who moves next

Assign revenue assumptions to Sales or hiring inputs to People, then see which responses are still holding up the forecast.

  • Inputs assigned to Sales, People or Finance
  • A due date on every request
  • Outstanding responses easy to spot
03 / Keep the context

Work tied to numbers
Every task shows its impact

Open a requested budget change alongside the number and its reviewer instead of relying on a vague task description.

  • Requested changes opened beside the number
  • Comments on the task and the model
  • A direct route into review and approval
IN PRACTICE

Built for the work
that matters.

PProjects/FY26 Annual BudgetEdited just nowShare
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TaskOwnerDueWorkStatus
Revenue targetsMayaNov 4Revenue modelDone
Hiring plan by teamSamNov 8Headcount modelDone
Department budgetsDept. headsNov 12Opex budgetIn review
Vendor renewalsDevNov 12Vendors databaseIn progress
Board pack draftPriyaNov 18Board narrativeNot started
Board approvalCFONov 21FY26 plan v1Not started
For FP&A teams · The annual budget · Coordinate the work that brings the operating plan together.Illustrative example · sample data

FAQs

What are Projects designed for?

Projects help coordinate plans, owners, and deadlines alongside the financial work in Oculon.

Does the project sit beside my model?

Yes. The purpose is to keep coordination close to the planning and analysis it supports, rather than separating the process from the numbers.

How do Projects work with Approvals?

Projects coordinate the work that moves a plan forward. Approvals provide a controlled place to review and sign off on the decisions within the workflow.

Your next chapter.
In full context.

Oculon in dark mode: a financial overview board and an Agent reviewing revenue performance in the same workspace.
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