Shared performance view
Actual results, targets, forecasts, and explanations of the gaps, all based on the same agreed measures.
Planning and performance
We bring actuals, targets, and local explanations into one performance review, with consistent calculations and tracked follow-up actions.
ScopeOne workflow or several connected applications
Delivery timingDays for a focused prototype, weeks for a well-defined release when access and decisions are ready
How we check itThe work is accepted after one full review cycle, from reconciled numbers to recorded decisions.
Explain the gap between plans and results
Plans and results often sit in different files, and the reason for a gap sits in someone’s inbox. We put them in one review built on agreed measures. When a variance needs attention, someone is assigned to follow up, and the next review checks what happened.
Good fit
- Businesses with several locations
- Finance and planning teams running regular performance reviews
- Commercial teams tracking results against targets
Not the right fit
- Scorecards no one reviews on a regular schedule
- Recommendations that ignore budget, staffing, or other real limits
- Central reporting that leaves no room for local explanations
What you get
Local explanations
A place for location or team owners to explain their numbers without changing the shared definitions.
Follow-up tracking
Decisions and assigned actions, with a record of what happened by the next review.
How it works
Map the review cycle
We map who reviews performance, what information they need, and when decisions are made.
Connect numbers and explanations
We build the view on your agreed calculations and show local explanations next to the numbers.
Track follow-up actions
We test the full path from a flagged variance to an assigned action and its check at the next review.
Scope, cost, and ownership
What we need from you
- Approved measures, targets, and source owners
- A planning or performance-review process with decision makers
What affects cost
- Number of business units and how measures roll up
- Forecast and commentary requirements
- Action tracking and source integration
Technical scope
- Measure hierarchies, from company to location
- Forecast inputs
- Variance analysis
- Exception workflows
- Commentary beside the figures
- Action tracking
Support and maintenance
Your finance or planning team approves measure definitions and targets. Each review records who will follow up on a variance and when.
Common questions
Does this replace planning software?
Not necessarily. It can work alongside your planning tools, improving the data, reviews, and follow-up around them.
Can locations use different thresholds?
Yes. Each location can have its own targets, thresholds, and permissions while using the same shared measures.