A Brief Demo of Una

Overview

This video gives a high-level, end-to-end tour of Una, presented by Una's Chief Product Officer. It shows how performance planning works in practice — from connected source data, through building and adjusting a plan, to seeing how a single change ripples through connected models and dashboards. Watch it first for a general orientation to the platform before moving on to the more focused how-to videos in this series.

Facts to Remember

• Una connects ERP, CRM, and other source systems into one integrated, AI and workflow-driven FP&A solution.

Transcript

Hi, everyone.

I'm the Chief Product Officer over at Una, JC.

Just want to give you a quick demo of how performance planning works for Una so that it can work for you.

Ultimately, all of your data connected ERP, CRM, and other source systems into one fully integrated FP&A solution driven by AI and workflows that make sense.

Inside the application, you're going to see that I can start from any type of view.

I can very quickly see my calendar.

Understand what actions need to be done next, who's going to sign off on these various plans, and give me the ability to open and edit all of that different information.

I can see who last made changes.

I can go in and build this from a line item, or I can spread this data.

But as you can imagine, just like any other Excel-type grid, you have the ability to just very quickly use my shortcut keys, cut, copy, paste, enter in my information.

And because this is a connected plan, it immediately gives me line of sight to anything that's changing or being impacted.

So right away, I can notice that my capacity has created a bigger delta now that I've changed that opportunity to close percentage of my mid-market up to 50%.

I've got a lot of work to do.

So inside my application, I have the ability to go in and look at any of my default canvases or ones that get created for you.

They give me the ability to look at what the current details are of that capacity, of that workforce, on a person-by-person basis, be able to see exactly who's in place, who we think we're going to hire, or where we think we're going to hire, the ability to very quickly add new rows of information, new employees, and get right down into various levels of modeling.

So inside the app you get all this power just by connecting in your ERP, connecting in CRM, if you want to go all the way down into revenue-connected planning, and any other source that gives you a KPI or a driver to your planning.

Inside the application, all sorts of right-click motions give you access to all the different information.

I can go in and look at all of my line items that I've spent money on in the previous year, actual 2024, drill through to my transaction reports.

I can look at how we're building up the plan today through my line item details.

And it gives me this ability as a user to be able to very quickly see how that information casts over time.

Quickly changing my perspective to go and look at my forecast one-on-one and this year's plan, I can see that the system has automatically actualized my information, showing me that first column of actuals for January and following 11 months with my forecast.

All of this is governed and driven based on the types of scenarios you want to create.

All the very quick, easy-to-use things where I can go create a new forecast in a new plan, fill in some high-level information, and the system will automatically cascade that all the way through.

So what you have in Una is the ability to see all that information, be able to grab your data from your various source systems, and be able to bring it through and model very, very quickly based on your specifications.

Thanks for watching, and look out for more Getting Started with Una videos.

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