Planning & Performance
Time-based planning grids
Data can be arranged left-to-right across time periods, supporting the formats commonly used in forecasting and budgeting.
XLRS Planner is a reporting and planning environment built natively inside Salesforce. It enables organisations to perform structured forecasting, budgeting and demand planning directly within the operational environment where their business information already resides.
While Salesforce provides strong capabilities for managing operational data, reporting and workflow, it is not designed for the type of left-to-right planning structures commonly used in forecasting and budgeting. XLRS Planner introduces a planning interface that allows users to work with time-based forecasts and plans while remaining fully integrated with Salesforce data.
Planning & Performance
XLRS Planner provides a structured planning layer within Salesforce.
XLRS Planner
Operational systems typically capture historical transactions and current operational activity. Planning processes require a different type of environment that allows users to create forward-looking projections, edit forecast values and analyse expected outcomes over time.
XLRS Planner enables organisations to create planning environments directly over Salesforce objects that follow a time-series structure.
Typical capabilities include:
Because the planner is implemented as a Lightning Web Component, it can operate across any Salesforce objects that follow the required structural pattern.
Planning & Performance
Data can be arranged left-to-right across time periods, supporting the formats commonly used in forecasting and budgeting.
Planning & Performance
Historical actuals can remain locked while future forecast values can be edited directly within the planning grid.
Planning & Performance
Aggregated rows can be expanded to reveal lower-level details, allowing users to plan at multiple levels of granularity.
Planning & Performance
Forecast values are aggregated automatically, allowing users to see totals and summary information alongside detailed rows.
Planning & Performance
Users can distribute values across multiple periods without manually editing individual cells.
Planning & Performance
XLRS Planner is designed as a general planning environment rather than a specialised financial modelling tool. Examples of planning processes it can support include: The tool focuses on enabling structured planning against operational data rather than on building complex financial statement models.
XLRS Planner
Managing projected balances where the closing value of one period becomes the opening balance of the next.
Book ConsultationXLRS Planner
Projecting future sales activity, delivery commitments or operational outcomes.
Book ConsultationXLRS Planner
Forecasting future requirements for resources, materials or capacity.
Book ConsultationXLRS Planner
Supporting budgeting and forecast processes where operational drivers feed financial outcomes.
Book ConsultationHow We Work
Because XLRS Planner operates directly within Salesforce, organisations gain several advantages compared with spreadsheet-based planning approaches.
Planning & Performance
Users can perform planning activities within the same system they use for day-to-day operational work.
Book ConsultationPlanning & Performance
Information already captured in Salesforce can be used directly as inputs into planning processes.
Planning & Performance
Salesforce provides stronger access control, auditability and data governance than spreadsheet-based planning environments.
Planning & Performance
All users work from the same underlying data, avoiding confusion over spreadsheet versions or disconnected planning models.
Planning & Performance
Exceleris views planning as part of a broader performance management architecture that connects operational activity with forward-looking decision-making.
XLRS Planner allows organisations using Salesforce to introduce structured forecasting and planning capabilities without requiring a separate planning platform. By connecting operational data directly with planning frameworks, it enables leadership teams to move from retrospective reporting toward continuous, forward-looking performance management.
