Financial planning at Perkville
SaaS solution for customer loyalty programs.
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.
OnPlan solutions
OnPlan supercharges spreadsheet models, giving real time insight to make faster, better decisions.
Before OnPlan
After OnPlan
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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
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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
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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
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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.
CEO, Perkville