How does Planium Pro work?

Planium Pro is the perfect solution for small to medium-sized businesses looking to grow. The structure can be customised so just use what you need to build the right business plan for you or your client.

Start our guided tour to step through the process of creating a strategic business plan.


  Set up your account


Setting up your Planium Pro account is easy - just sign up and you can instantly start your free trial or subscribe to use every Planium Pro feature.

  Add the business information


Provide high-level business information to help ensure the business plan is contextually informative. This ensures readers understand the business.

  Create a marketing plan


Identify and reflect on existing or potential marketing channels and strategies. Qualitative and quantitative outputs help to make informed marketing decisions.

  Consolidate business operations


Consolidate business operations to identify critical routine processes, resources, and potential market advantages. Map strategies to address business gaps.

  Forecast and plan the financials


Generate a comprehensive financial forecast of yearly and monthly values, factoring for Profit & Loss, Overheads, Assumptions and Case Sensitivity.

  Write up the executive summary


Provide an executive summary to highlight the key points of the strategic business plan using the information and data gathered in previous steps.

  Review the dashboard


View an overview and forecast of all quantitative data. This section aggregates data from Marketing, Operations and Finance in a single location.

  Add any appendices


Add images and extra documents to include them in final report. This can include relevant reference material, saving you the hassle of adding them manually.

  Generate report and print


Generate your final report and export a PDF for printing using our comprehensive reporting suite.

Check out our new features!

Industry benchmarks
Text Templates (Lite only)
Collaborators & Communication Channels
New report colour schemes

Ready to experience a more efficient way to write strategic plans?


Choose Planium Pro today.
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