Forward-thinking companies use PlaceCPM to eliminate data silos, giving all employees visibility into financial performance.
Gain the flexibility and freedom to build more resilient financial models on-demand that easily reflect the business changes on the ground.
Dynamically produce P&L forecasts and cash projections that are based on real transactions to gain a new level of accuracy and efficiency.
Manage revenue like a dream with features built to streamline complexity. Leverage your Salesforce Sales Cloud sales pipeline and quota schedules to build robust sales plans.
Connect any number of business entities and simplify production of consolidated financials, including foreign currency translations, eliminations, and adjustments.
Easily handle recurring and non-recurring expenses and allocate those expenses automatically at the organization, location, department, role and employee levels.
Plan and adapt your hiring strategy based on financial projections. Control salaries, commissions, bonuses and taxes. Understand the true cost of employees by associating non-wage expenses.
PlaceCPM unlocks the flexibility and speed finance teams need to produce the variety of financial forecasts required to manage and grow the business.
A continuously updated 360° view of the business with automated reports to measure KPIs and empower confident business decisions.
At-a-glance variance analysis of actual P&L and cash entries compared to the forecasted budget, quick financial consolidations, reporting, and more!
Financial insights for prospects and customers, available directly within the Salesforce record.
Department-specific dashboards featuring targeted metrics and KPIs automatically updated with accounting and Salesforce data for instant reporting.
Fast installation, directly from the AppExchange, with an intuitive Setup Wizard.
Accurate and timely financials that include assumptions, scenarios, and the true cash position.