Specialty Planning Solutions

Eliminate disconnected spreadsheets and drive integrated and collaborative planning quickly with the Specialty Planning Solutions from the XF MarketPlace.


Extend the Value of OneStream™ XF with Our Specialty Planning Solutions

Get back to business day one with pre-built, downloadable business solutions that extend the value of OneStream XF.


Deploy Quickly

Download, configure and deploy our pre-built financial planning solutions and start solving the business problem on day one with powerful and flexible pre-built calculations and models.

Capture Relevant Details

OneStream's Specialty Planning solutions all leverage XF Relational Blend that allows the details to be captured in flexible relational tables while only summary data is loaded to the analytic model.

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Align Finance and Operations

Connect and integrate financial budgets and plans with workforce, capital, projects, sales, cash and other operational plans to ensure alignment across the enterprise.

Key Features

People Planning

Employee and contractor compensations, benefit, travel and expense planning come out of the box with our pre-built solution. Stop worrying about mechanics and begin solving your business problems on day one.

  • Easier to add new plans, new hires and T&E scenarios
  • No need to update the cube with every new employee or metadata change
  • Combine comp and bonus groups for the ultimate flexibility
  • Flexibility to handle the most complex comp, benefit or sales plans


Capital Planning

OneStream XF’s Capital Planning solution streamlines the planning of capital assets and their related expenses including depreciation, maintenance, and insurance.

  • Gain insight into the impact of capital decisions on financial results
  • Easily manage all capital planning with simple end-user workflows
  • Leverage operational insight for more consistency and accuracy in your plan
  • Eliminate manual off-line spreadsheets with inconsistent processes and controls

Cash Planning

Model the changes in cash by understanding the impact of all cash sources and uses including payables, receivables, investments, capital expense, financing and more.

  • Model investments and expected returns
  • Gain visibility to your cash and credit position including the impact of changes
  • Powerful allocations for receivable and payable metrics
  • Fully align income statements, balance sheets and cash flow statements
  • Define models for multiple DSO and DPO scenarios

Sales Planning

Plan sales at the opportunity level and create rolled-up forecasts that can be adjusted by management at the region, geography or corporate level – with full visibility back into the underlying details.

  • Import, track and manage sales opportunities at the deal level
  • Update key attributes such as revenue, type, costs, and deal stage
  • View a summary of opportunities by stage, total pipeline, and periodic forecasts
  • Roll-up sales forecasts by manager, territory, geography or industry
  • Drill down into underlying deal level details
  • Bi-directional pull and push direct integration available with SalesForce.com
  • Adjust sales forecasts at the region, geography or corporate level

Thing Planning

OneStream XF’s Thing Planning (think anything) leverages the pre-built model for planning on any business driver. Thing Planning use case examples include:

  • Product line or SKU planning
  • Project planning
  • Services planning
  • T&E planning
With People Planning, we were able to budget headcount and payroll costs. By specifically tailoring this solution, we can accurately budget for our manufacturing needs and correctly match the required capacity with our anticipated production. Plant Controllers are able to enter Labor and Production drivers and OneStream calculates manufacturing absorption and labor variances. Michael Barfuss | Corporate Controller | Cleaver-Brooks

Cleaver-Brooks aligns
finance and operations plans with OneStream

Learn how Cleaver-Brooks shifted their focus from data gathering to data analysis with OneStream for budgeting, planning, reporting and analysis. Find out how they extended their investment with the XF MarketPlace solution for People Planning. Watch the Video

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Hundreds of organizations have made the leap from spreadsheets and legacy CPM applications to OneStream and never looked back. Join the revolution!

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