Financial and Metrics Management

PlanHQ Whats Coming Up, forecasting budgeting | PlanHQ | 15 Comments

The Financials section of PlanHQ has remained the same for a while, and though it provides a simple way to keep  track of your financial data, we think it would be great if you could track more than just the default profitability for your financial data. So we’re planning some changes which would allow you to track additional statistics on your finances along with data that isn’t financial in nature, such as customer numbers.

New Financial & Metric tracking options
Tracking Categories

Shown above is an example of the types of data you could monitor with our planned changes and below is an example of how a new metric such as customer numbers would be tracked. Before we get into implementing these changes, we’d love to have your thoughts and feedback on what numbers are important to you and knowing whether you’re on track, and  how useful these changes will be to you.

Tracking numerical data
Non Financial Data Tracking

15 people have commented on this post

  1. It would be great it this was opened up as an API so you could automatically post information into the charts. I’m thinking things like pulling data automatically from Google Analytics (for conversion numbers) via their new API and other external data that ties in with your core metrics. It would also be good to be able to overlay an iCal feed onto the charts. You can then post events to the calendar to show important dates - For example new product releases, marketing site refreshes, promotions, holidays, etc. This will give you an at a glance look at what affect these changes had.

    Glen Barnes | Oct 31st, 2008 at 9:36 pm
  2. Some good thinking in there Glen, cheers,

    Really like the idea of having events overlayed with numbers so you can see whether achieving a goal (like launching a new product, or marketing campaign) drive up the numbers…


    Tim Norton | Nov 1st, 2008 at 1:16 am
  3. Having the possibility to keep non-financial metrics in planHQ is something that I have been waiting for since I first opened my account.

    You can only properly manage what you can measure, and having the functionality of being able to build a sort of “business dashboard” to keep track key business metrics adds lots of value to the already powerful tool that planHQ is.

    There are so many other metrics that are key to a business than just the financials. Particularly when managing people in a results-oriented corporate culture. You need to be able to have not only the KPI’s of the business, but also personal performance metrics.

    There’s a great book that shows not only the importance of keeping metrics but also provides a very practical methodology to doing so: Mastering the Rockefeller Habits. If PlanHQ could make it possible to implement the principles laid out in that book, it would be awesome.

    I also think that Glen’s idea of having this as an API and being able to integrate it with google analytics is superb.

    Leo Alcala | Nov 3rd, 2008 at 9:38 pm
  4. … It is a numbers game … the perfect word for our new menu tab ! Can’t wait to see it in my planhq. Again, well done guys. Thanks.

    PS: I agree Tim , good thinking Glen

    Yves Van den Meerssche | Nov 5th, 2008 at 2:38 am
  5. That would be great! We think that numbers like customer satisfaction, projects on time and in budjet, process quality scores and employee satisfaction etc. would be helpfull. When will it be implemented?

    Dick van 't Hof | Dec 9th, 2008 at 12:58 pm
  6. I have not used your product yet but it seems to be focus on getting people to focus on the strategic process to drive business success. This beginning the case then a tie between activity and goals should reflect in product, service and market segment trends.

    Later if an API is developed Plan HQ could report high level KPI from other business systems such as ERP, Accounting, and CRM systems.

    Julius Debardeleben | Dec 11th, 2008 at 5:11 am
  7. Great feature and extremely useful…are you planning to launching it ASAP?. Thanks

    Ricardo Dorado | Jan 2nd, 2009 at 6:23 pm
  8. Curious as to when this might launch? It would make PlanHQ MUCH more practically useful as a business dashboard.

    Anony Mous | Jan 15th, 2009 at 2:52 am
  9. Can you give a time estimate? It would make your software much more usefull for us!

    Dick | Mar 28th, 2009 at 1:00 pm
  10. This is cool stuff! I think there is company called pureshare which can post data to the dashboards.

    John | Jul 5th, 2009 at 5:11 pm
  11. Has there been any traction on this? Are these features going to be released?

    JohnT | Jan 13th, 2010 at 9:13 pm
  12. Thanks everyone who has commented on this post,

    We have ended up slowing right back on development, and have ourselves instead just focused on using PlanHQ to plan and build several other new businesses over the last 18 months.

    The time is going to come again to switch some efforts back into developing PlanHQ forward, We’ve just got to get a few other businesses we’re working on further down the track

    Thanks to those of you who continue to use PlanHQ in it’s current form!


    Tim Norton | Mar 6th, 2010 at 10:01 pm
  13. I have just signed up for a trial account, so that I can evaluate whether PlanHQ is the right tool for my new startup.

    Reading your comment above sets off alarm bells though. Is this product being left to languish while you pursue other more exciting (for you) projects?

    Does PlanHQ have a long term future? I don’t want to invest too much time and effort if not.

    Adrian Pearson | Mar 17th, 2010 at 2:42 pm
  14. Hi All.

    I’m pleased to announce that the PlanHQ platform has been acquired by 360 Partners and we are now in the process of ramping up development and support. The current development activities relate to a combination of minor bug fixes and major new features. The priority feature at the moment is the implementation of a KPI management tool within the platform. Once implemented it will allow users to manage non-financial metrics (currently only profit and loss data is included).

    Thank you for your interest in PlanHQ and we look forward to delivering the best business planning and collaboration tool on the web.

    PlanHQ | Nov 24th, 2011 at 12:23 am
  15. Nice post and also i like the way of explaining the term and condition of financial Management and how to manage the over all records and transactions
    Thanks for sharing.

    Error1310 win 7 | Feb 9th, 2012 at 11:15 am

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