Operational solutions built on one connected product
Every solution page now maps to what the app can actually show and route today: dashboards, finance, integrations, meetings, tasks, and governed agent actions.
Executive / COO
Track operating risk, cross-team execution pressure, and what is blocking target movement.
Signals
- KPI drift
- Overdue priorities
- Escalation load
Actions
- Assign owner
- Escalate review
- Approve corrective plan
Outputs
- Leadership brief
- Risk map
- Impact follow-up
Marketing
Combine spend, campaign performance, creative risk, and downstream conversion context.
Signals
- Creative fatigue
- Spend pace drift
- Lead quality change
Actions
- Creative refresh
- Budget shift request
- Negative keyword task
Outputs
- Attribution insight
- Channel comparison
- Action pack
Revenue / RevOps
Tie lead flow, meetings, pipeline discipline, and CRM follow-through to the same contour.
Signals
- Lead aging
- Stage stall
- Meeting follow-up gap
Actions
- Re-route lead
- Create task
- Escalate manager review
Outputs
- Pipeline brief
- Owner queue
- Forecast narrative
Finance
See how execution, campaigns, and operating changes hit cash, margin, and plan vs fact.
Signals
- Margin pressure
- Cash forecast gap
- Variance spike
Actions
- Variance review
- Approval request
- Cost control task
Outputs
- Finance brief
- Guardrail alerts
- Impact review
Analytics / BI
Keep definitions, source readiness, widget trust, and explanation flows aligned across the app.
Signals
- Broken lineage
- Coverage gap
- Metric inconsistency
Actions
- Review source
- Fix semantic mapping
- Open QA task
Outputs
- Coverage report
- Metric registry
- Evidence links
Operations
Translate meetings, delivery blockers, task load, and SLA drift into controlled follow-through.
Signals
- Overdue tasks
- Owner bottleneck
- Execution drift
Actions
- Reassign work
- Open project
- Approve escalation
Outputs
- Execution board
- Meeting actions
- Team workload view
Product proof for the teams above
These screens are not placeholders. They are taken from the current application and show the product layers that back the solutions described above.
Marketing
Marketing and attribution
For campaign pacing, channel comparison, creative pressure, and revenue context.
Finance
Finance and margin
For cash, plan vs fact, margin movement, and action-related business impact.
Operations
Meetings and execution
For action capture, ownership, follow-through, and accountability around commitments.
How to roll solutions out cleanly
The site should point teams toward realistic rollout order, not promise everything on day one.
- Start with one leadership view and two execution teams, not the whole company at once.
- Anchor solutions to a canonical KPI registry and role matrix before turning on more automations.
- Use the demo runtime as a reference for what “fully connected” should feel like in production.
Choose the first team to activate
We will help scope the first solution area, the needed connectors, and the approval path before rollout.
- Pick the first team and KPI surface to operationalize
- Align data sources, roles, and action rules
- Use the existing demo runtime as the production reference model
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See how your team maps into the current product
Bring a marketing, finance, RevOps, or operations use case and review how the connected workflow should look in Planerix.