MenuAgentExchange
SalesforceSlack

Help & Support

Elevate Your Agents with AgentExchange Solutions
Easily enhance Agentforce with pre-built AI solutions from AgentExchange. Browse, install, and deploy agents, actions, and apps directly into your environment. Tell Me More

Have Questions?

PLNR — Sales-Driven Planning | Sales and revenue planning, right inside your CRM

By Xceede Solutions Inc.

Continuously plan, forecast, and adapt — all inside Salesforce

No Ratings
$65   USD/user/month

Discounts available for nonprofits

Try It
Industries
Horizontal Product
Business Need
Forecasting
Sales Productivity
Sales Intelligence
Requires
Sales Cloud
Compatible With
Experience Cloud
Tableau

PLNR brings cross-functional planning into Salesforce, replacing disconnected spreadsheets and static tools with a real-time, collaborative platform that aligns Sales, Marketing, Finance, and Operations around a single source of truth.

Compatibility

Requires
This solution requires these products in order to work. Before you implement the solution, check that you have these products.
Sales Cloud
Compatible With
This solution is tested to work with and extends the value of these products, but doesn't require them.
Experience Cloud
Tableau
Salesforce Editions
Enterprise
Unlimited
Developer

App Details

Version
PLNR - Sales-Driven Planning/Ver 3.5 3.5.0
Listed On
12/13/2021
Latest Release
03/01/2026
Supported Features
No Limits
This product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in Help
Lightning Ready
Optimized for Salesforce orgs that use Lightning Ready.
Agentforce
Agentforce solutions are customizable, conversational, AI assistants. They boost Salesforce user productivity in a safe way by facilitating everyday business interactions across a wide range of workflows and tasks. Learn More
Multiple Currencies
Supports Salesforce orgs that use Multiple Currencies.
Managed Package
This product is installed in your Salesforce org as a managed package and receives automatic upgrades.
No Limits
Lightning Ready
Agentforce
Multiple Currencies
Managed Package
Package Contents
If this app is a managed package, the custom apps, tabs, and objects that it contains don't count against your Salesforce allocations. If this app is not a managed package, allocations apply. Learn More in Help
Custom Objects: 34
Custom Tabs: 14
Custom Apps: 4
Lightning Components
Global: 30
App Builder: 0
Community Builder: 0
Languages
English

Security

This solution is a Non-SFDC Application as defined in Salesforce’s Main Services Agreement. Notwithstanding these Security Requirements or any security review of a Partner Application, Salesforce makes no guarantees about the quality or security of this solution. You’re responsible for evaluating this solution’s quality, security, and functionality.
Last Reviewed Version
The most recent solution version that underwent the AppExchange Security Review. Undergoing the Security Review doesn't guarantee a solution’s security.
2.2.0
Last Reviewed Date
The most recent date that this solution underwent the AppExchange Security Review. Undergoing the Security Review doesn’t guarantee a solution’s security.
01/04/2021

Additional Details

"With PLNR, manage sales planning, forecasting, and quota distribution directly inside Salesforce. No spreadsheets, no syncing, no switching platforms. Create, adjust, and align your revenue plan in real time, using live CRM data your team already trusts. Planning capabilities: ✔ Revenue targets ✔ Quotas and attainment ✔ Headcount plans ✔ Budget alignment ✔ Scenario modeling ✔ Plan vs. actual variance ✔ Rolling forecasts ✔ Multi-currency planning ✔ Marketing investments and planning ✔ Sales and revenue planning ✔ Resource planning ✔ Time-based allocation (spread revenue across months, quarters, and fiscal years) ✔ Key account planning (Sales + ABM) Territory and opportunity planning: ✔ Territory, account, and opportunity plans ✔ Dynamic territory and headcount management ✔ Team-level planning (adjust by role, region, team) ✔ Organization-wide alignment views Real-time intelligence and forecasting: ✔ Live forecasting ✔ Pipeline forecasts ✔ Scenario modeling (best/worst/likely cases) ✔ Variance analysis (plan vs. actuals) ✔ Real-time updates based on pipeline changes ✔ Plan start dates and revenue allocation by fiscal period

Need help?

Xceede Solutions Inc.

Dallas, TX, US

We ensure customers have access to PLNR University, documentation, and our service desk for any support requests.

Other ResourcesEmailTerms & Conditions