Planning Server targeted users

PerformancePoint Server 2007

Updated: 2009-04-30

PerformancePoint Planning is designed for a variety of business workers throughout your company who are involved in finance, management, sales, marketing, manufacturing, and human resources work. They can use Planning Server, Planning Business Modeler, and PerformancePoint Add-in for Excel as a suite of applications to:

  • Develop objectives and goals (planning)

  • Allocate resources (budgeting)

  • Forecast results to plan (forecasting)

Planning is designed for the following types of customers:

User Goals PerformancePoint Server component or feature


The Modeler needs consistency and control of his data. This person wants to reduce errors, make quick and accurate decisions, and create an accurate financial picture for budgeting and forecasting. As a result, this person wants easy access to data and an easy way to update the financial picture when things change.

Planning Business Modeler

Operational Reports


The Contributor wants to be ahead of the competition. This person wants quick access to information and an easy way to enter data.

PerformancePoint Add-in for Excel


Workflow process

IT administrator

The IT administrator is experienced in IT but does not have a business background. This administrator works to get the correct software configured and installed, quickly deploying systems into production, and reducing costs associated with server loads. This administrator wants one-step deployment and a unified administration interface.

Planning Administration Console

Planning Business Modeler

Shared dimensions

Shared models

Data administrator

The data administrator wants to create and manage data and workflow processes and be able to perform data integration tasks.

Planning Business Modeler

Data Integration


This person is a common example of a multi-role user. This person understands both technical and financial aspects of the business and must get information out of subsystems. This person must have technical access to information and wants to be able to approve data for modeling.

Planning Business Modeler Associations

PerformancePoint Add-in for Excel

Workflow process


The Analyzer wants to provide management with information and enriched content and deliver high-quality information in a timely manner. This person wants a user interface with the power of MDX, but not an MDX editor. This person also wants easy access to multiple data sources.


Publish to Reporting Services


The Explorer relies on metrics and wants quick access to a variety of data. This person wants a clean and accurate picture of domain data together with simple publishing and tracking tools for reports.


PerformancePoint Add-in for Excel

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