Planning & Forecasting
Enable driver-based planning and forecasts that adapt with your business.
Overview
Plan with confidence, not spreadsheets
Most planning processes are static, manual, and disconnected from how the business actually operates. Forecasts are built in spreadsheets, updated infrequently, and quickly become outdated. We focus on modernizing planning and forecasting to make them dynamic, data-driven, and integrated into how decisions are made.
Using OneStream, we design driver-based planning models that unify financial and operational data. This enables rolling forecasts, scenario modeling, and real-time updates, allowing finance teams to respond faster and plan with confidence.
Driver-based planning
Model revenue, cost, and operations using business drivers.
Scenario and what-if modeling
Evaluate changes and simulate outcomes across the business.
Connected financial + operational plans
Align finance with sales, workforce, and operations.
Benefits of our Approach & Outcomes
We focus on planning that reflects how the business actually operates. By building driver-based models and integrating financial and operational data, we enable more accurate forecasts and better alignment across teams. This ensures planning is not static, but continuously evolving with the business.
From budgeting to rolling forecasts, we design systems that support real decision-making. The result is improved forecast accuracy, faster planning cycles, and a finance function that can respond quickly to changing conditions.
From Static plans to Dynamic Forecasting
Planning should not be a once-a-year exercise. We design forecasting systems that update continuously, using real-time data and predictive models to reflect changing business conditions. This allows organizations to move from reactive planning to proactive decision-making.
By embedding planning into workflows and aligning it across functions, we ensure finance, operations, and leadership are working from the same view of the business. The result is faster decisions, better alignment, and more effective execution.
“Partnering with Archetype felt like extending our family. They understood our day-to-day struggles and worked closely with us, embodying the essence of family. This familial approach was not just about solving a technical problem; it was about understanding our business’s heart and soul. With Archetype’s help, we’re not just using OneStream; we’re leveraging it to its fullest potential, ensuring our time is spent on analysis rather than data wrangling!”
Frequently Asked Questions
Answers to common questions about planning and forecasting.
What is driver-based planning?
Planning based on business drivers like revenue, cost, and demand.
How does OneStream improve forecasting?
Real-time data and models improve accuracy and responsiveness.
What is rolling forecasting?
Continuously updated forecasts instead of static plans.
How do you align planning across teams?
Connect financial and operational plans in one platform.
