Financial Plan

by Champion InsightsSalesforcePaid

Create financial plans in Salesforce Platform, track them against budgets monthly, and calculate direct costs for labor, burden, vehicles, and equipment.

Facts verified appexchange.salesforce.comAd-free rankings
PRICINGPaid
DEPLOYMENTCloud
CATEGORYFinance
UPDATED ON MARKETPLACE
Financial Plan — screenshot from the Salesforce AppExchange listing

What it does

Creates customized financial plans for landscape construction and maintenance companies in Salesforce Platform. Tracks plans against budget month by month and calculates direct costs for labor, burden, vehicles, and equipment. Provides year-over-year reporting and aggregated views for department heads.

Key capabilities

from the Salesforce AppExchange listing

Customized financial plans

Creates customized financial plans for landscape construction and maintenance companies.

Monthly budget tracking

Tracks financial plans against budget month by month.

Direct cost calculation

Calculates direct costs for labor, burden, vehicles, and equipment.

Year-over-year reporting

Provides year-over-year reporting on business operations.

Aggregated department views

Allows aggregated views to be granted to department heads.

Who it's for

Landscape construction and maintenance companies and department heads.

In the catalog

295 plugins in Salesforce Platform · Finance

Price distribution: 53 free, 14 freemium, 228 paid

Pricing & deployment

Platform
Salesforce
Product
Salesforce Platform
Deployment
Cloud
Pricing
Paid

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What the vendor says

«Champion Insights is the green industry’s financial command center. We help landscape construction and maintenance companies create a robust, customized financial plan. Track it month by month against budget, so you always know exactly where you stand. Our solution calculates precise direct costs for labor, burden …»

Official marketplace listing

Publisher
Champion Insights
Updated on marketplace
Facts verified