Company Executives & Revenue Leaders
Total Command Of Your Revenue Engine
You need to know what’s working, what’s not—and where to focus next. Planr gives CEOs, CROs, CSOs, and CGOs the full picture in one place. No more chasing updates across systems or guessing at forecasts. With AI-surfaced insights and real-time dashboards, you finally get the cockpit view you’ve been missing.
Stay Ahead of the Pipeline - And the Pressure
You’re expected to hit targets, lead teams, and answer to the board – all while navigating disconnected data and time-consuming reporting. Planr clears the noise. We unify your revenue data, analyze performance, and predict what’s next – so you can lead with confidence and make better calls, faster.
- Strategic Visibility: See real-time performance across sales, marketing, and finance - from one AI-powered dashboard.
- Actionable Insights: Our LLM pinpoints risks, flags opportunities, and tells you where to focus before it's too lat
- Faster, More Accurate Forecasting: Ditch spreadsheets. RevOper predicts revenue with intelligent, dynamic forecasting.
- Universal Accountability: Drill into rep, team, and funnel performance with metrics that actually matter.
- Board-Ready Reporting: Always have the right data to back your decisions—no scrambling, no surprises.
Your Command Center in Action
Planr is built for speed and credibility. Connect to your client’s CRM in hours – not weeks – and immediately uncover what’s driving (or dragging) revenue. From board-ready dashboards to AI-powered analysis, you’ll show impact in days, not months.
- Log in and see all revenue KPIs, insights, and projections—instantly
- Ask our AI assistant anything from "Which deals are at risk?" to "Why is Q3 projected to miss target?"
- Monitor team performance, pipeline health, and conversion trends from one place
- Spot breakdowns across the funnel and intervene early
- Share clean, visual dashboards with execs, investors, or the board
See Planr in Action
Private equity is evolving – don’t get left behind. Experience how AI-powered insights drive better reporting, smarter decisions, and proactive portfolio management.
- A hands-on walkthrough: Experience Planr’s AI-powered insights tailored to your portfolio.
- Live demo of integrations & setup: See how Planr seamlessly connects with your existing systems.
- Discussion built around your priorities: Explore how Planr fits your specific needs and challenges.
- Expert guidance, no hard sell: Get your questions answered by industry specialists.
- Client use cases: See how top firms leverage Planr to streamline portfolio monitoring and decision-making
