Sign In Book a demo

Financial planning at Perkville

SaaS solution for customer loyalty programs.

Book a demo
perkville case study

About Perkville

Perkville is a customer reward and referral platform — similar to airline mile programs — that integrates with ecommerce, point of sale, membership and scheduling systems to provide a seamless experience that drives referrals and loyalty.

Spreadsheet pain

Before implementing OnPlan, Perkville used Google Sheets for forecasting, planning and reporting. The model’s inaccuracy resulted in the company missing a number of key financial targets.

bg

Need a financial planning solution?

Learn how OnPlan gives your model superpowers.

Book a Demo
analytics
bg-2

OnPlan solutions

OnPlan supercharges spreadsheet models, giving real time insight to make faster, better decisions.

Before OnPlan

After OnPlan

  • Before OnPlan

    No connection between actuals in Quickbooks and the forecast 1

    After OnPlan

    OnPlan automatically pulls actuals from Quickbooks into the model, increasing accuracy, enabling actual to forecast comparisons, and saving hours of effort 1

  • Before OnPlan

    Inaccuracies in the spreadsheet model resulted in frequently missed financial targets Drilling into variances between forecast and actual was challenging in the spreadsheet model 2

    After OnPlan

    With a more sophisticated modeling tool in place, Perkville has been able to consistently hit its financial targets Because the model lines up with actuals in Quickbooks, it’s much easier to compare the forecast with historical performance at the line-item level 2

  • Before OnPlan

    Understanding how forecast inputs impacted the financials was time consuming 3

    After OnPlan

    Perkville is able to immediately see the impacts of the changes they make to inputs by line item in real-time, increasing efficiency and accuracy of the modeling process 3

picture
sunil saha

We have regularly hit our numbers since moving to OnPlan. I now have confidence in our forecast, and our Board members are much happier. The direct integration with Quickbooks saves us a ton of time. But the two critical issues it has solved is making sure we don’t run out of cash, and having a trustworthy forecast that we can base decision making on.

sunil saha

Sunil Saha

CEO, Perkville

The best of all worlds

Learn how OnPlan gives your model superpowers.

Book a demo
box
box