Collaborative Planning & Forecasting
Build and execute plans as a team to achieve targets together
Collaborate with department heads to build more accurate forecasts and streamline planning. Empower them with access to accurate data for improved decision-making and real-time performance tracking.
Fueling finance teams globally
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4.9
5
Rating by G2 users
Outcomes
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Centralized planning
Break down silos and plan together as a team on a unified platform for better and efficient financial management.
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Faster alignment on goals
Create a single source of truth for all your metrics and targets with information and data that always up to date and always accurate.
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Improved visibility and efficiency
Give everyone the visibility they need with role-based access controls and in-app messaging to eliminate unnecessary emails.
Collaborate with your team to build more accurate revenue and expense forecasts
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Work with department heads to understand key business drivers, changing market trends, and customer insights to inform your plans and forecasts and quickly make adjustments when needed.
Leverage their first-hand experience to create realistic scenarios by playing with different assumptions around headcount, ramp up time, and price.
Make your collaborations easier and faster with built-in workflows, slack, and email alerts.
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Empower your team to make better decisions in real-time
With Drivetrain’s interactive dashboards, everyone has constant visibility on their KPIs and metrics. For example,regional sales leads can analyze the sales pipeline for their region from MQL to opportunity to closed won.
Team members can slice and dice data, create different views, and even drill down to the transaction level to identify reasons for variances to mitigate risks and identify opportunities.
Use automated alerts to let you know instantly when there's movement in any of the metrics that matter most to you.
“As a Finance team member I wanted a tool that serves all of my forecasting & reporting needs, but I also wanted something that would allow for cross-functional collaboration.
Drivetrain's reports are perfect for this, with features like tagging people in comments, user-level restrictions, customizable & visually appealing graphs, charts and, tables.”
Drivetrain's reports are perfect for this, with features like tagging people in comments, user-level restrictions, customizable & visually appealing graphs, charts and, tables.”
Andrew De Fanti
FP&A Manager, Quantum Metric
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Built for seamless, real-time cross-functional collaboration
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Interactive visualizations & charts
With an intuitive UI, anyone can create charts to analyze data and look at trends.
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In-app comments & Slack alerts
Tag stakeholders and collaborate with them on a central platform without back-and-forth over emails.
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Approval workflows
Leverage built-in approval workflows to ensure data accuracy, accountability, and more efficient collaboration across teams.
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Dimensional-level data masking
Hide sensitive information, such as employee-level compensation and sales quotas to ensure only those who need it can see it.
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Granular role-based access
Maintain strict control over access to models and reports by creating custom roles and permissions.
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Detailed audit & impact log
Use automated alerts to eliminate surprises when key business metrics are updated and leverage the detailed audit log to understand every change.
Collaborating effectively with multiple stakeholders is hard.
Drivetrain makes it easy.
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