Revfore Flex is a holistic, detailed planning solution that allows OneStream customers to standardize planning processes, drive better business insights, and leverage plan data for AI and machine learning.
With Revfore Flex, you can quickly connect to any cube and take control of planning with dynamic point-of-view (POV) assignments. Whether you plan by legal entity, location, department, cost center—or any combination—you have the flexibility to align with your organizational structure with minimal changes to your financial cube.
The solution also enables flexible planning profiles, formulas and POV assignments that adapt year over year; and it brings together planning for revenue, maintenance, assets, employees, G&A and more into a single, standardized model.
Revfore Flex allows you to gather and store attribute-rich, granular data across all planning areas using user-friendly tools and processes. And you can quickly add new planning item attributes, along with supporting master data such as lookup tables and rate tables.
This data can be displayed in rich interactive dashboards or extracted to Excel, where it can be analyzed, modified and re-imported back into the solution. In addition, your team can leverage Revfore Flex's valuable source of structured, detailed data for advanced analytics and AI automation.
If granted permission by administrators, Revfore Flex end-users can assign and reassign plans; add and remove planning sections; view detailed staging data and decide when and what to promote to their working plans; transfer items from one plan to another; reset their plans and seed data from another plan or from a template; refresh actuals for past months in their forecasts; and much more.
In addition, you can leverage plan types and planning unit categories, along with versatile planning profiles, to create tailored planning experiences for different parts of the organization.
For planners who love working in Excel, the Revfore Flex Excel Add-in delivers the power of Revfore Flex planning directly within the familiar Excel environment. Users can download all planning details—such as revenue and costs by product and customer and wages and work schedules by employee—into Excel, adjust it using native Excel functionality, and analyze the summary financial impact in excel.
Once ready, users can compare their updates with the latest Revfore Flex data in OneStream and submit approved changes back to the platform, ensuring consistency with centralized plans. The Excel Add-in combines the flexibility of Excel with the governance, data integrity, and single source of truth that OneStream provides.