OptiPlan · the financial planning solution within Opti
Connected planning. Proactive decisions.
Group P&L → business unit → GL account → quantities, rates, mix, utilisation, capacity and timing.
Gross margin31.4%−3.1 pts
Plant
Yield
91.3%−6.2 pts
Field
Lifting cost
$/bblper well
Branch
Spread
bpby product
Store
Mix
SKUby store
01Explain & Alert
See what changed, and why.
- ◆ Variance bridge to drivers
- ◆ Source-record evidence
- ◆ Emerging-risk alerts on P&L and cash
02Budget & Forecast
Build plans from the business.
- ◆ Driver models: quantity × rate
- ◆ Rolling forecasts and scenarios
- ◆ Owners, approvals, versions
03Decide & Follow through
Choose actions grounded in reality.
- ◆ Pricing, workforce, capacity, capital
- ◆ Within operating constraints
- ◆ Assigned and tracked to the P&L
01 · Explain & Alert
Follow a variance to the shop floor.
Interactive example
OOpti
What changed
Gross margin: 31.4% (−3.1 pts vs plan)
Why
Revenue beat plan by $1.3M, but margin fell 3.1 pts. Cost of goods outran volume.
What next
Go one level deeper to see what moved it.
03 · Decide
Price the decision before you take it.
Interactive example
Calculated · quarter · $M
Base gross profit$15.13M
Scenario gross profit$15.13M
Gross margin
31.4%
Δ Profit
±0.00
Δ Cash*
±0.00
*Cash assumes 45 days of working capital on the revenue change. Profit ≠ cash.
OOpti
What changed
Gross profit ±0.00M vs base; margin 31.4%.
Why
Volume spreads fixed cost; margin moves with absorption.
What next
Compare against a price action or a second supplier.
Built around your drivers
One planning platform. Your industry's drivers.
Manufacturing
Units · yield · input cost · capacity
Retail
Sales · price · mix · inventory
Upstream energy
Production · price · lifting cost
Power
Demand · generation · fuel · outages
Insurance
Premiums · claims · loss ratios
Banking
Balances · spreads · fees · credit cost
Conglomerates
Entities · capital · shared reporting
Start with one business. Prove the value.
Target: a working demo in two weeks, once the required data and access are available.
Understand why
One material variance traced to its operational drivers and source records.
See what comes next
A driver-based forecast that shows emerging risks to P&L and cash.
Compare your options
A decision scenario: alternative actions within operating constraints.
Source traceability
Every explanation links to postings, mappings and periods.
Explicit assumptions
Assumptions are separated from calculated outputs.
Owners & approvals
Plans carry an owner, an approval and a version history.
Access control
Role-based access by entity and department.