Features for company owners
Your company's pulse on a single screen: from the sales funnel to portfolio performance, from team efficiency to pending approvals, all with live data. Your license and subscription status, missed leads, and delays appear only in your view. Instead of a numeric KPI, you can leave your manager a written goal, and you can switch to their cockpit with one click. You define the rules, approval chains, and working hours; Planyum works by them.
Owner Cockpit
Your company's pulse on a single screen that only you can see.
Manager Cockpit
Company-wide live data and your pending approvals on one screen.
Rules & Identity
Working hours, approval tiers, and authority run on your own rules.
Commission Engine
Set up a tiered or custom commission structure, and the system calculates the right tier.
Partner Commission Engine
Tie partner commissions to volume or to construction progress.
Exchange Rates
Track current exchange rates live, or set your own rates for your team.
Delay Report
Only real delays and missed leads, in a fair report.
My Targets
See how close you are to the targets assigned to you at any moment.
Ad Accounts
Connect your Meta, Google, and LinkedIn accounts without any technical knowledge.
Lead Capture
Every lead from your ads is captured and routed to the right consultant.
Announcements
Your announcement reaches the right people as both a notification and an email.
Portfolio Activity Map
See which unit is drawing interest and which has gone quiet, through detailed analytics.