One operating system, multiple team contours, one shared action model.
Planerix is easier to understand when the landing explains how different teams use the same product: executives see operating pressure, growth teams see demand quality, finance sees impact, and operations sees owned follow-through.
The product proof should stay tied to the app
Instead of abstract category language, the solutions story now points directly to the real Planerix runtime: KPI health, finance context, owner routing, and AI follow-through.
Organizations
28
+6 this month
Active goals
14
82% on track
Owner follow-ups
3
ready now
Measured impact
+124K tracked this month with owner, approval, and evidence context.
The same surface shows which follow-up is ready now and which KPI changed after action.
Leadership visibility
Executives see KPI pressure, open owners, blocked work, and AI follow-through without waiting for weekly reporting.
Cross-team accountability
Revenue, finance, marketing, and operations all route work through the same owner and approval grammar.
Governed execution
Signals become tasks, review requests, and impact observation instead of turning into disconnected slideware.
Which teams can operate inside Planerix
The goal is not to sell six unrelated solutions. It is to show how one execution grammar works across the teams that actually share data, owners, and decisions.
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 those team surfaces
Buyers should see that marketing, finance, and execution are not speculative concepts. They already exist as readable surfaces in the product.
Marketing and attribution
For campaign pacing, channel comparison, creative pressure, and revenue context.
Attributed revenue
€184k
+14%
CAC
€132
-9%
ROAS
4.6x
+0.8x
Finance and margin
For cash, plan vs fact, margin movement, and action-related business impact.
Cash buffer
€96k
+11%
Gross margin
58.4%
+2.1pp
Runway
13.2 mo
stable
Meetings and execution
For action capture, ownership, follow-through, and accountability around commitments.
Launch first 20 free organizations
62%Project: Planerix growth rollout
Owners: CEO, Growth, Product
How to roll the first solution out cleanly
The first rollout should stay narrow enough to prove value, but connected enough to show ownership, approvals, and measurable impact.
- 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.
Solutions FAQ
This section helps both buyers and search engines understand how the product packaging actually works.
Are these solutions separate products?
No. They are different operating surfaces inside one Planerix product. The same workspace expands across roles, pages, data sources, and actions.
Which teams usually start first?
Most rollouts begin with leadership plus one or two execution-heavy teams such as marketing, RevOps, finance, or operations. That keeps the first contour small and measurable.
Does each solution depend on integrations from day one?
No. Teams can begin in a manual-first contour. Integrations become important when the business is ready to trust external data and connect it to owned follow-through.
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.