Platform / Portfolio Planner
Model the future before you commit to it.
What used to take weeks now takes minutes. Instantly model supply, demand, and growth scenarios across your portfolio – grounded in real data and governance.
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Programmatic, not estimated
Every calculation runs against your data, yielding accurate numbers you can defend in the room.
Built for CRE, not generic BI
Stacking, blocking, and supply/demand modeling designed around how real estate teams actually plan.
Where CRE meets the business
Headcount, cost, and space planning in one place – the intersection HR and Finance actually care about.
Model any scenario
Test a decision before you make it – growth, contraction, consolidation, or a multi-year plan.
- Growth and contraction scenarios. Model headcount changes month over month, or over years.
- Automated stacking. Plan floor-by-floor allocation without spreadsheets.
- Supply and demand rebalancing. See where you're short on seats, and where you have room to give.
- Multi-year horizon. Plan years out, not just the current lease cycle.
Grounded in real numbers
Every scenario runs on your actual portfolio data – not a rough estimate.
- Calculations performed programmatically. Numbers are computed, not guessed at.
- Actuals vs. forecast, side by side. See where your plan diverges from what's really happening.
- Live portfolio KPIs. Headcount, seats, area, lease and operating cost, always current.
- ML-driven forecasting. Demand predictions built on your own historical data.
Built for cross-functional alignment
Portfolio planning doesn't happen in a vacuum – Planner is built for the conversation with HR and Finance.
- Enterprise permissions. Control who can view, edit, or approve a plan.
- Change logs. See what changed, when, and who made the call.
- Comments in context. Add the “why” behind a decision, right where the plan lives.
- One-click exec summary. Turn a scenario into a report your stakeholders can act on.
Ask, and get a scenario run
Describe the scenario in plain language – Planner's agent runs it against your data.
- Quick AI actions. Run advanced stacking and blocking, or analyze imbalances, in one click.
- Plain-language scenarios. “Run a scenario where we grow headcount 1.5% month over month.”
- Extended thinking. For complex, multi-variable scenarios that need deeper reasoning.
- Iterate in place. Adjust the scenario and re-run, without starting over.
How teams use Portfolio Planner
Regional consolidation strategy
Identify the highest-value locations to consolidate into, based on cost, utilization, and headcount trends.
Headcount growth modeling
Test what 18 months of hiring does to your seat supply before it becomes a problem.
Supply and demand imbalance detection
Catch locations running over capacity or sitting underutilized, before it costs you.
Multi-year capital planning support
Give Finance a defensible, data-backed view of real estate spend for the next planning cycle.
