{"id":3263,"date":"2026-04-15T22:52:40","date_gmt":"2026-04-15T22:52:40","guid":{"rendered":"https:\/\/cbi-focus.com\/planner\/"},"modified":"2026-04-22T09:41:36","modified_gmt":"2026-04-22T09:41:36","slug":"planner","status":"publish","type":"page","link":"https:\/\/cbi-focus.com\/en\/planner\/","title":{"rendered":"Planner"},"content":{"rendered":"

[et_pb_section fb_built=”1″ admin_label=”Hero” _builder_version=”4.27.6″ _module_preset=”default” use_background_color_gradient=”on” background_color_gradient_type=”circular” background_color_gradient_direction_radial=”top” background_color_gradient_stops=”rgba(255,255,255,0) 37%|#000000 100%” background_color_gradient_overlays_image=”on” background_image=”https:\/\/cbi-focus.com\/wp-content\/uploads\/2026\/04\/hero-bg-flow.png” parallax=”on” width=”100%” custom_padding=”0px||250px||false|false” locked=”off” collapsed=”on” global_colors_info=”{}”][et_pb_row _builder_version=”4.18.0″ _module_preset=”5138c454-be54-4233-bd3b-f8e6a8747976″ global_colors_info=”{}”][et_pb_column type=”4_4″ _builder_version=”4.18.0″ _module_preset=”73121f80-a3ef-4484-8763-c3f18e3c56d2″ global_colors_info=”{}”][et_pb_code _builder_version=”4.27.6″ _module_preset=”default” hover_enabled=”0″ custom_css_free_form=”selector .cbi-hero-vision {|| width: 100%;|| min-height: 640px;|| display: flex;|| align-items: center;|| justify-content: flex-start;|| padding: 84px 0;||}||||selector .cbi-hero-vision__inner {|| width: 100%;|| max-width: 1200px;|| margin: 0;|| padding: 0;||}||||\/* TEXT *\/||||selector .cbi-hero-vision__eyebrow {|| margin: 0 0 0px;|| margin-left: 4px;|| font-family: ‘Conduit Medium’, sans-serif;|| font-size: 28px;|| line-height: 1.1;|| color: #ffffff;||}||||selector .cbi-hero-vision__eyebrow span {|| color: #a8c30b;||}||||selector .cbi-hero-vision__title {|| margin: 0 0 24px;|| max-width: 1200px;|| font-family: ‘Conduit Medium’, sans-serif;|| font-size: clamp(62px, 6vw, 86px);|| line-height: 1;|| color: #ffffff;||}||||selector .cbi-hero-vision__subtitle {|| margin: 0 0 36px;|| max-width: 900px;|| font-family: ‘Conduit Light’, sans-serif;|| font-size: clamp(26px, 2vw, 34px);|| line-height: 1.3;|| color: #ffffff;||}||||\/* BUTTON *\/||||selector .cbi-hero-vision__button {|| display: inline-flex;|| align-items: center;|| justify-content: center;|| min-height: 56px;|| padding: 0 26px;|| border-radius: 12px;|| background: #a8c30b;|| font-family: ‘Conduit Medium’, sans-serif;|| font-size: 18px;|| color: #ffffff;|| text-decoration: none;||}||||\/* TABLET *\/||||@media (max-width: 980px) {|| selector .cbi-hero-vision {|| min-height: 540px;|| padding: 72px 0;|| }|||| selector .cbi-hero-vision__eyebrow {|| font-size: 22px;|| margin-bottom: 18px;|| }|||| selector .cbi-hero-vision__title {|| font-size: clamp(46px, 7vw, 64px);|| }|||| selector .cbi-hero-vision__subtitle {|| font-size: clamp(22px, 3vw, 28px);|| }||}||||\/* MOBILE *\/||||@media (max-width: 767px) {|| selector .cbi-hero-vision {|| min-height: auto;|| padding: 48px 0;|| align-items: flex-end;|| }|||| selector .cbi-hero-vision__eyebrow {|| font-size: 16px;|| margin-bottom: 14px;|| line-height: 1.15;|| }|||| selector .cbi-hero-vision__title {|| font-size: clamp(32px, 8.5vw, 42px);|| line-height: 1.05;|| }|||| selector .cbi-hero-vision__subtitle {|| font-size: 18px;|| }|||| selector .cbi-hero-vision__button {|| min-height: 48px;|| font-size: 16px;|| }||}” global_colors_info=”{}” sticky_enabled=”0″]<\/p>\n

<\/p>\n
cBI Focus Planner<\/span><\/strong> <\/pee> <\/p>\n

Integrated planning for Power BI <\/h1>\n

Enhance your reports with writeback, forecasting, and structured planning – simple, fast, and seamlessly integrated. <\/pee> <\/p>\n

Request a demo<\/a> <\/div>\n

<\/div>\n

<\/section>\n

[\/et_pb_code][\/et_pb_column][\/et_pb_row][\/et_pb_section][et_pb_section fb_built=”1″ fullwidth=”on” _builder_version=”4.27.6″ _module_preset=”default” custom_padding=”0px||||false|false” sticky_position=”top” global_colors_info=”{}”][et_pb_fullwidth_code _builder_version=”4.27.6″ _module_preset=”default” custom_padding=”0px||||false|false” custom_css_free_form=”html {|| scroll-behavior: smooth;||}||||selector .cbi-anchor-nav {|| width: 100%;|| background: #ffffff;|| border-bottom: 1px solid #e5e7eb;|| position: sticky;|| top: 0;|| z-index: 50;||}||||selector .cbi-anchor-nav__inner {|| display: flex;|| justify-content: center;|| align-items: center;|| gap: 38px;|| padding: 0 24px;|| min-height: 54px;||}||||selector .cbi-anchor-nav__link {|| position: relative;|| display: inline-flex;|| align-items: center;|| justify-content: center;|| height: 54px;|| text-decoration: none;|| font-family: ‘Conduit Light’;|| font-size: 22px;|| font-weight: 400;|| line-height: 1;|| color: #747474;|| white-space: nowrap;|| transition: color 0.2s ease;||}||||selector .cbi-anchor-nav__link:hover {|| color: #000000;||}||||selector .cbi-anchor-nav__link::after {|| content: %22%22;|| position: absolute;|| left: 50%;|| bottom: -1px;|| transform: translateX(-50%);|| width: 0;|| height: 3px;|| background: #a8c30b;|| transition: width 0.22s ease;||}||||selector .cbi-anchor-nav__link.active {|| color: #000000;|| font-family: ‘Conduit Medium’;||}||||selector .cbi-anchor-nav__link.active::after {|| width: calc(100% + 16px);||}||||\/* LARGE TABLET *\/||@media (max-width: 1180px) {|| selector .cbi-anchor-nav__inner {|| gap: 28px;|| min-height: 50px;|| }|||| selector .cbi-anchor-nav__link {|| height: 50px;|| font-size: 19px;|| }|||| selector .cbi-anchor-nav__link.active::after {|| width: calc(100% + 12px);|| }||}||||\/* TABLET *\/||@media (max-width: 980px) {|| selector .cbi-anchor-nav__inner {|| gap: 18px;|| overflow-x: auto;|| justify-content: flex-start;|| padding: 0 16px;|| min-height: 46px;|| scrollbar-width: none;|| -ms-overflow-style: none;|| }|||| selector .cbi-anchor-nav__inner::-webkit-scrollbar {|| display: none;|| }|||| selector .cbi-anchor-nav__link {|| height: 46px;|| font-size: 16px;|| flex: 0 0 auto;|| }|||| selector .cbi-anchor-nav__link::after {|| height: 3px;|| }|||| selector .cbi-anchor-nav__link.active::after {|| width: calc(100% + 10px);|| }||}||||\/* MOBILE *\/||@media (max-width: 767px) {|| selector .cbi-anchor-nav__inner {|| gap: 14px;|| padding: 0 12px;|| min-height: 42px;|| }|||| selector .cbi-anchor-nav__link {|| height: 42px;|| font-size: 14px;|| }|||| selector .cbi-anchor-nav__link::after {|| height: 2px;|| }|||| selector .cbi-anchor-nav__link.active::after {|| width: calc(100% + 8px);|| }||}” global_colors_info=”{}”]<\/p>\n

<\/p>\n
Overview<\/a> Benefits<\/a> Features<\/a> Implementation & Licensing<\/a> Complementary products<\/a> <\/div>\n

<\/div>\n

[\/et_pb_fullwidth_code][\/et_pb_section][et_pb_section fb_built=”1″ module_id=”overview” module_class=”overview” _builder_version=”4.27.6″ _module_preset=”default” global_colors_info=”{}”][et_pb_row _builder_version=”4.27.6″ _module_preset=”default” global_colors_info=”{}”][et_pb_column type=”4_4″ _builder_version=”4.27.6″ _module_preset=”default” global_colors_info=”{}”][et_pb_code _builder_version=”4.27.6″ _module_preset=”default” custom_css_free_form=”\/* SECTION *\/||selector .cbi-mission-section {|| width: 100%;|| margin: 0;|| padding: 0;|| background: transparent;|| box-sizing: border-box;|| padding: 40px 20px 20px;||}||||\/* INTRO *\/||selector .cbi-mission-intro {|| margin: 0 0 34px 0;|| padding: 0;||}||||\/* EYEBROW *\/||selector .cbi-mission-eyebrow {|| font-family: ‘Conduit Medium’;|| margin: 0 0 18px;|| font-size: 20px;|| font-weight: 600;|| letter-spacing: 0.14em;|| text-transform: uppercase;|| color: #a8c30b;|| line-height: 1;||}||||\/* TITLE *\/||selector .cbi-mission-title {|| margin: 0 0 12px 0;|| font-family: ‘Conduit Medium’;|| font-size: 36px;|| line-height: 1.12;|| font-weight: 600;|| color: #000000;|| text-align: left;||}||||\/* SUBTITLE *\/||selector .cbi-mission-subtitle {|| margin: 0;|| font-family: ‘Conduit Light’;|| font-size: 20px;|| line-height: 1.4;|| color: #747474;|| font-style: italic;|| text-align: left;|| max-width: 1100px;||}||||\/* GRID *\/||selector .cbi-mission-grid {|| display: grid;|| grid-template-columns: minmax(0, 1fr) minmax(0, 1fr);|| gap: 64px;|| align-items: start;|| margin: 0;||}||||\/* COLUMN *\/||selector .cbi-mission-column {|| min-width: 0;||}||||\/* TEXT *\/||selector .cbi-mission-column p {|| margin: 0;|| font-family: ‘Conduit Light’;|| font-size: 24px;|| line-height: 1.45;|| color: #747474;|| text-align: justify;|| hyphens: auto;||}||||selector .cbi-mission-column p + p {|| margin-top: 18px;||}||||\/* HIGHLIGHTS *\/||selector .cbi-mission-column strong {|| font-family: ‘Conduit Medium’;|| font-weight: 600;|| color: #747474;||}||||\/* LARGE TABLET *\/||@media (max-width: 1180px) {|| selector .cbi-mission-intro {|| margin-bottom: 30px;|| }|||| selector .cbi-mission-eyebrow {|| font-size: 15px;|| margin-bottom: 10px;|| }|||| selector .cbi-mission-title {|| font-size: 30px;|| line-height: 1.14;|| }|||| selector .cbi-mission-subtitle {|| font-size: 18px;|| line-height: 1.4;|| }|||| selector .cbi-mission-grid {|| gap: 40px;|| }|||| selector .cbi-mission-column p {|| font-size: 20px;|| line-height: 1.52;|| }|||| selector .cbi-mission-column p + p {|| margin-top: 16px;|| }||}||||\/* TABLET *\/||@media (max-width: 980px) {|| selector .cbi-mission-intro {|| margin-bottom: 26px;|| }|||| selector .cbi-mission-eyebrow {|| font-size: 14px;|| margin-bottom: 10px;|| }|||| selector .cbi-mission-title {|| font-size: 26px;|| line-height: 1.16;|| margin-bottom: 10px;|| }|||| selector .cbi-mission-subtitle {|| font-size: 17px;|| line-height: 1.45;|| }|||| selector .cbi-mission-grid {|| grid-template-columns: 1fr;|| gap: 24px;|| }|||| selector .cbi-mission-column p {|| font-size: 18px;|| line-height: 1.56;|| text-align: left;|| }|||| selector .cbi-mission-column p + p {|| margin-top: 14px;|| }||}||||\/* MOBILE *\/||@media (max-width: 768px) {|| selector .cbi-mission-intro {|| margin-bottom: 22px;|| }|||| selector .cbi-mission-eyebrow {|| font-size: 13px;|| margin-bottom: 8px;|| letter-spacing: 0.12em;|| }|||| selector .cbi-mission-title {|| font-size: 22px;|| line-height: 1.18;|| margin-bottom: 8px;|| }|||| selector .cbi-mission-subtitle {|| font-size: 15px;|| line-height: 1.45;|| }|||| selector .cbi-mission-grid {|| gap: 18px;|| }|||| selector .cbi-mission-column p {|| font-size: 16px;|| line-height: 1.6;|| text-align: left;|| }|||| selector .cbi-mission-column p + p {|| margin-top: 12px;|| }||}” global_colors_info=”{}”]<\/p>\n

<\/p>\n
Overview<\/pee> <\/p>\n

cBI Focus Planner <\/span>– The integrated planning solution for Power BI <\/h2>\n

Planning, budgeting, and forecasting directly within Power BI – integrated, controlled, and without additional systems <\/pee> <\/div>\n

<\/p>\n

<\/p>\n
cBI Focus Planner<\/strong> is a planning and writeback extension for Microsoft Power BI that enhances existing reports with interactive planning directly in the frontend. As an integrated custom visual, Planner enables the capture, editing, and storage of planning data within the existing semantic Power BI data model – without switching systems or requiring additional planning tools.<\/strong> <\/pee> Planning, budgeting, and forecasting are performed directly on top of the existing data model. Changes are written back in real time to a connected SQL database via a writeback function<\/strong> and are immediately available for reporting and analysis. Flexible allocation and aggregation logic<\/strong> supports top-down and bottom-up planning, as well as the structured distribution of values across complex hierarchies. <\/pee> <\/div>\n

<\/p>\n

The writeback service of cBI Focus Planner is designed to be architecture-agnostic. In addition to cloud-based deployment, it can also be operated in on-premises environments<\/strong> as of the current release. In this case, provisioning is handled through individual installation and configuration, for example as a microservice within a containerized architecture (Docker). This makes cBI Focus Planner suitable for organizations with specific infrastructural or regulatory requirements. <\/pee> cBI Focus Planner integrates seamlessly into existing Power BI environments and does not require an additional frontend<\/strong>. In combination with cBI Focus Vision, it provides an end-to-end solution for analytics, reporting, and integrated planning within the cBI Focus product suite. <\/pee> <\/div>\n

<\/div>\n

<\/section>\n

[\/et_pb_code][\/et_pb_column][\/et_pb_row][\/et_pb_section][et_pb_section fb_built=”1″ module_id=”benefits” module_class=”benefits” _builder_version=”4.27.6″ _module_preset=”default” global_colors_info=”{}”][et_pb_row _builder_version=”4.27.6″ _module_preset=”default” global_colors_info=”{}”][et_pb_column type=”4_4″ _builder_version=”4.27.6″ _module_preset=”default” global_colors_info=”{}”][et_pb_code _builder_version=”4.27.6″ _module_preset=”default” custom_css_free_form=”selector .cbi-benefits-intro {|| max-width: 900px;|| margin: 0;|| text-align: left;|| padding: 40px 20px 20px;||}||||selector .cbi-benefits-eyebrow {|| font-family: ‘Conduit Medium’;|| margin: 0 0 18px;|| font-size: 20px;|| font-weight: 600;|| letter-spacing: 0.14em;|| text-transform: uppercase;|| color: #a8c30b;|| line-height: 1;||}||||selector .cbi-benefits-title {|| font-family: ‘Conduit Medium’;|| margin: 0 0 20px;|| font-size: clamp(34px, 5vw, 58px);|| color: #000000;||}||||selector .cbi-benefits-text {|| max-width: 760px;|| margin: 0;|| font-size: clamp(18px, 2vw, 24px);|| line-height: 1.45;|| font-weight: 400;|| color: #747474;||}||||@media (max-width: 767px) {|| selector .cbi-benefits-intro {|| padding: 20px 16px 10px;|| }|||| selector .cbi-benefits-title {|| margin-bottom: 14px;|| }|||| selector .cbi-benefits-text {|| font-size: 17px;|| line-height: 1.55;|| }||}” global_colors_info=”{}”]<\/p>\n

Benefits<\/pee> <\/p>\n

Planning where decisions are made <\/h2>\n

Integrate planning, forecasting, and simulation processes directly into your reporting and analytics environment and establish a consistent foundation for operational and strategic financial management. <\/pee><\/div>\n

[\/et_pb_code][et_pb_code _builder_version=”4.27.6″ _module_preset=”default” custom_css_free_form=”selector .cbi-slider-step {|| position: relative;|| width: 100%;|| padding: 36px 0;||}||||selector .cbi-slider-step__viewport {|| width: 100%;|| overflow: hidden;||}||||selector .cbi-slider-step__track {|| display: flex;|| gap: 24px;|| will-change: transform;||}||||selector .cbi-slide {|| flex: 0 0 calc((100% – 72px) \/ 4);|| max-width: calc((100% – 72px) \/ 4);|| background: #ffffff;|| border: 1px solid #d9d9d9;|| border-radius: 12px;|| padding: 28px;|| box-sizing: border-box;|| transition: all 0.25s ease;||}||||selector .cbi-slide:hover {|| border-color: #a8c30b;|| box-shadow: 0 12px 28px rgba(0,0,0,0.06);||}||||selector .cbi-slide__icon {|| width: 52px;|| height: 52px;|| margin-bottom: 18px;|| display: flex;|| align-items: center;|| justify-content: center;||}||||selector .cbi-slide__icon img {|| width: 100%;|| height: 100%;|| object-fit: contain;|| display: block;||}||||selector .cbi-slide h3 {|| font-size: 25px;|| line-height: 1.2;|| margin: 0 0 14px;|| color: #000000;||}||||selector .cbi-slide p {|| font-size: 20px;|| line-height: 1.45;|| color: #747474;|| margin: 0;||}||||selector .cbi-slider-step__btn {|| position: absolute;|| top: 50%;|| transform: translateY(-50%);|| width: 46px;|| height: 46px;|| border-radius: 50%;|| border: 1px solid #d9d9d9;|| background: #ffffff;|| color: #111111;|| font-size: 20px;|| cursor: pointer;|| z-index: 5;|| display: flex;|| align-items: center;|| justify-content: center;|| box-shadow: 0 4px 12px rgba(0,0,0,0.05);|| transition: all 0.2s ease;||}||||selector .cbi-slider-step__btn:hover {|| border-color: #a8c30b;|| color: #a8c30b;||}||||selector .cbi-slider-step__btn–prev {|| left: -8px;||}||||selector .cbi-slider-step__btn–next {|| right: -8px;||}||||@media (max-width: 980px) {|| selector .cbi-slider-step__track {|| gap: 20px;|| }|||| selector .cbi-slide {|| flex: 0 0 calc((100% – 20px) \/ 2);|| max-width: calc((100% – 20px) \/ 2);|| padding: 24px;|| }|||| selector .cbi-slide h3 {|| font-size: 22px;|| }|||| selector .cbi-slide p {|| font-size: 18px;|| }|||| selector .cbi-slide__icon {|| width: 46px;|| height: 46px;|| }||}||||@media (max-width: 767px) {|| selector .cbi-slider-step {|| padding: 24px 0;|| }|||| selector .cbi-slider-step__track {|| gap: 0;|| }|||| selector .cbi-slide {|| flex: 0 0 100%;|| max-width: 100%;|| padding: 22px;|| }|||| selector .cbi-slide h3 {|| font-size: 20px;|| }|||| selector .cbi-slide p {|| font-size: 17px;|| }|||| selector .cbi-slider-step__btn {|| width: 40px;|| height: 40px;|| font-size: 18px;|| }||}” global_colors_info=”{}”]<\/p>\n

<\/p>\n
<\/p>\n
<\/p>\n
<\/p>\n
\"Writeback <\/div>\n

<\/p>\n

Real-time writeback<\/h3>\n

Changes are saved instantly and are immediately available for analysis.<\/pee> <\/div>\n

<\/p>\n

<\/p>\n
\"Planning <\/div>\n

<\/p>\n

Planning directly in Power BI<\/h3>\n

Plan where your data already resides – without additional tools.<\/pee> <\/div>\n

<\/p>\n

<\/p>\n
\"Infrastructure <\/div>\n

<\/p>\n

No additional infrastructure<\/h3>\n

Leverage your existing environment without introducing new systems or integrations.<\/pee> <\/div>\n

<\/p>\n

<\/p>\n
\"Allocation <\/div>\n

<\/p>\n

Flexible planning<\/h3>\n

Work with top-down and bottom-up approaches across any hierarchies.<\/pee> <\/div>\n

<\/p>\n

<\/p>\n
\"Validation <\/div>\n

<\/p>\n

Controlled inputs<\/h3>\n

Ensure data quality through clear rules and structured data entry.<\/pee> <\/div>\n

<\/div>\n

<\/div>\n