Finwize | Goal Setting and Progress Tracking

How does Finwize connect goals to your business plan?

Ensuree that your goals aren't just isolated tasks but are deeply rooted in your financial and business plans. With real-time updates and seamless alignment, you’ll always stay on track.

Goals directly tied to financial and business performance

Track progress across departments with unified dashboards

Real-time updates reflecting business plan changes

Clear alignment between team efforts and business objectives

Plan smarter

Close the gap between planning and execution

Turn your financial plans into actionable goals and track progress effortlessly. Connect goals across teams to the metrics that keep your business running.

Extract goals directly from your financial plans

Align objectives across teams with company financials

Monitor real-time KPIs and actuals

Track actuals

Keep your business on track

Identify performance gaps instantly and adjust strategies with confidence. Finwize dashboards offer a clear view of KPIs, goals, and progress to help you make better decisions.

Real-time tracking of team performance

Simplified decision-making with actionable insights

Clear alignment of financial and operational goals

Break down silos

One source of truth for your entire team

Bridge the gap between departments by rallying everyone around shared goals. Align sales, marketing, and operations to the financial metrics that matter most.

Unified dashboards for all teams

Cross-departmental goal alignment

Real-time updates for dynamic decision-making

How it works

Transform your plans into action in just 3 steps

Extract actionable goals

Turn your financial plan into clear, measurable objectives. Break down revenue targets, expense controls, and operational priorities into team-specific goals.

Track real-time progress

Use intuitive dashboards to monitor KPIs and compare actuals to planned performance. See where you’re excelling and where adjustments are needed.

Adjust strategies dynamically

Quickly adapt to changing circumstances by updating your plan and goals. Finwize provides real-time insights to help you see the impact of changes across departments.

Frequently asked questions

How does Finwize make scenario planning easier?

Finwize simplifies scenario planning with intuitive tools for creating, comparing, and analyzing different scenarios. You can visualize the impact of changes in real time and adapt quickly to evolving circumstances.

Can I collaborate on scenarios with my team?

Yes, Finwize supports team collaboration on scenario planning. Share scenarios, adjust assumptions together, and keep everyone aligned with real-time updates and shared dashboards.

How many scenarios can I create in Finwize?

You can create and compare as many scenarios as needed. Finwize allows you to model best-case, worst-case, and other what-if scenarios without limitations.

Can I see how one change impacts multiple areas of my business?

Absolutely. Finwize connects all your data, so you can see the ripple effects of any change across financials, operations, and more in one place.

How does Finwize integrate with my existing data?

Finwize integrates seamlessly with various data sources through native connectors and file uploads, ensuring your scenarios are built on accurate, up-to-date information.

Set goals that drive results,
track progress that matters