Prerequisites
- A Novaplan workspace and a sign-in (your admin invites you).
- At least one data source ready to connect: your HRIS (HiBob), your GL (NetSuite), or a CSV export. See Connect your data.
Get started
Connect a data source
In Admin -> Data, connect HiBob, NetSuite, Salesforce, or upload a CSV.
Novaplan curates the raw feed into people, GL, and revenue records automatically.
See Connect your data.
Pick a budget version
Everything in Novaplan is scoped to a budget version (for example “2026 Plan”
or “Rolling Forecast”). The live, unlocked version is where you plan; locked
versions are frozen snapshots you compare against. See Core concepts.
Plan headcount and revenue
Open Planning -> Headcount to model your team, and Planning -> Revenue
to model ARR. Run the forecast to project costs and revenue across your window.
See Headcount planning and Revenue planning.
Compare and explain
Open Reporting -> Comparison Center to see your plan against actuals or a
frozen target, then generate a Brief to get the variance story written for you.
See Briefs.
Ask Nova
Type a question in plain language anywhere in the app. Nova answers on your real
numbers with charts, tables, and navigation. See Ask Nova.