Lumel enters into strategic first-party alliance with Microsoft to launch Enterprise Planning in Microsoft Fabric
-Read MoreBring Planning to Your Data.
Build budgets, forecasts, and scenarios directly on your semantic models in Microsoft Fabric. Fabric Planning gives finance, sales, operations, and HR teams a single, no-code planning platform that eliminates spreadsheet silos, consultant dependency, and months-long implementations.
100% coverage for all planning methods
Strategic plans, rolling forecasts, ad-hoc scenarios - Fabric Planning supports every method your organization needs on a single, no-code platform. No gaps. No workarounds.
Strategic Planning
Set multi-year objectives and cascade them into actionable financial targets that align every department with the organization's direction.
Top-Down / Bottom-Up Planning
Set targets at the top, collect input from the field, and reconcile both in one workspace with approvals and audit trails.
Driver-Based Planning
Model around the drivers that matter: headcount, unit volume, price points, conversion rates. See how assumption changes ripple through your P&L instantly.
Scenario Planning
Create and compare what-if scenarios side by side. Test different revenue assumptions, cost structures, or market conditions and decide with confidence.
Rolling Forecasts
Move beyond static annual budgets. Forecast 12-18 months ahead on a rolling basis and continuously update expectations as actuals come in.
Integrated Planning (xP&A)
Unify financial, sales, HR, and operational plans in one environment. Every function contributes to a single consolidated view instead of department-by-department fragments.
Ad-Hoc Planning
Spin up quick what-if models for re-orgs, acquisitions, or market shifts in minutes. No formal budget cycle, no IT involvement required.
Simulations
Stress-test plans with sensitivity analysis and what-if simulations. Quantify risk, identify high-impact drivers, and plan for a range of outcomes.
Planning silos cause data silos
Legacy planning tools create fragmented data across platforms, requiring redundant ETL, integration, and
reconciliation just to get a single view of the truth.
companies use
Power BI
Self-service planning - no IT required
Fabric Planning is designed so business users can independently create and manage complex plans, significantly reducing reliance on IT support and external consultants.
Rapid Plan Creation
Launch your first plan in minutes, not months. Because Lumel works directly on existing semantic models where your enterprise knowledge is already codified, there is no re-modeling phase. An intuitive, no-code interface means business users own the process from day one.
Familiar, Spreadsheet-Like Experience
Business users work in an interface that feels like the spreadsheets they already know - with the governance, collaboration, and scale that spreadsheets can't provide.
Dynamic Adaptability
Easily update and adjust plans to respond to changing market conditions and unforeseen events. Your strategy stays agile and relevant, and your team doesn't need to wait for IT to rebuild templates.
Collaborative Planning
Planning is not a solo activity. Managers set targets, reps contribute forecasts, controllers challenge assumptions, and leadership approves. Lumel supports multi-user, multi-role planning with cell-level commenting, threaded conversations, and challenge-approve workflows built into every plan.
Integrate plans with ease
Lumel lets you connect plans across teams and departments - so a change in your revenue forecast automatically flows into headcount, cash flow, and operational plans.
Real-time connections between plans
Link plans so outputs from one become inputs for another - revenue targets drive headcount assumptions, headcount drives compensation budgets, and so on. All in real time.
Automatic data transformation
Transform and map data as it flows between plans - aggregate, allocate, convert currencies, or reclassify accounts - all handled automatically, with no manual exports or reconciliation steps.
Event-driven updates
On-change triggers automatically refresh downstream plans when an input changes. Update a growth rate in your revenue plan and it cascades through hiring targets, OpEx projections, and cash flow in real time.
Plan more. Manage less.
As a native ISV workload on Microsoft Fabric, Fabric Planning operates directly on your data in OneLake - inheriting your existing security, eliminating data silos, and removing fragile ETL pipelines.
The old way was built for vendors. The new way is built for you.
Pay for what you use, not how many users you have
Traditional per-seat licensing forces you to limit who can build or access your data apps. Compute-based pricing on Fabric removes that constraint.
A department head who reviews a forecast once a quarter and an FP&A analyst running daily scenarios are not billed the same. Costs reflect actual usage.
Give every budget owner, controller, and executive access to planning without adding per-seat licenses.
As planning adoption grows across your organization, costs scale with consumption, not headcount.
Plan on your data - not around it
See how Fabric Planning eliminates data silos and puts business users in control of budgets, forecasts, and scenarios.
Plan on your data - not around it
See how Fabric Planning eliminates data silos and puts business users in control of budgets, forecasts, and scenarios.