Data POEM
GROWTH PLANNING

Build one plan across the entire business.

Get unprecedented insights into WHERE to invest. Forecast cause and effect to make cohesive annual, quarterly, and monthly plans. Optimize plans as the model continuously learns and improves from new data.

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Where should we invest?ㅤ What growth will that achieve?

The challenge facing growth planners today.

  • Finance builds a revenue forecast from top-down assumptions and historical trends. It doesn't know what marketing is planning.
  • Marketing builds a media plan from an MMM. It assumes a certain level of trade and pricing — but didn't coordinate with the trade or pricing teams.
  • Trade builds a promo calendar from lift models. It assumes a certain level of media support that marketing hasn't confirmed.
  • Pricing builds a revenue management plan from elasticity models. It assumes competitive behavior that nobody has actually modelled.
  • Sales builds a distribution plan from coverage targets. It doesn't connect to any of the above.
  • Strategy sets a growth target from market sizing. Everyone else is supposed to figure out how to get there.

Each team plans from its own model and its own truth.


Unified planning is impossible because the models underneath are fragmented. We tailor one causal model to your entire business which makes unified planning possible for the first time.

POEM635 is different.


Not six disconnected plans, tools, and sets of assumptions.
One plan. One forecast. One optimization.


Build a cohesive growth plan for the entire enterprise

Every growth driver — media, trade, pricing, distribution, sales, incentives — allocated and forecasted from one causal truth. Annual to quarterly to monthly. Continuously learning. Always in sync.

Cross-driver allocation optimization


Where should the next dollar go? The model optimizes across all drivers simultaneously. It knows how media and trade interact, how distribution and media amplify each other, and so on. The model finds the total business optimum, not the functional optimum.

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Annual-to-quarterly-to-monthly planning


The annual plan is a living one when powered by the causal model. And it’s always grounded in the same causal truth as quarterly recalibration and monthly reallocation. These are the same plan at different zoom levels.

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Constraint-based planning


The model optimizes within real-world constraints — budget ceilings, minimum spend commitments, channel restrictions, retailer obligations, and margin floors. The plan it produces is one you can actually execute.

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Real-time growth gap diagnosis


When performance deviates from plan, the model decomposes the gap. Execution miss? Market conditions? Competitive action? No waiting. The model immediately tells them what, why, and where to reallocate to close the gap.

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Scenario-based forecasting


What if inflation stays elevated? The competitor launches in Q3? You increase price now? Every scenario, interaction, and ripple is computed through the full causal model — not a spreadsheet that holds everything together.

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Continuous optimization


As new data arrives — sales, media delivery, pricing changes, competitive moves, macro shifts — the model recalibrates. The plan reallocates based on what's working. The forecast updates automatically. Both stay in sync because they're the same model.

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how the model supports your Planning and forecasting

One plan that allocates investment across every growth driver. One forecast that projects what that plan will produce. Both unified and powered by the same causal model.

HOW your model is built

causation

poem365

one plan


Powered by a pre-trained model that already understands the deep patterns of how enterprise growth works and fine tuned to your business.

Faster to value. Deeper accuracy. One model that holds everything.

Causation — Not Correlation


Correlation-based planning tools optimize each function independently — because the math can only handle one function at a time. Causal inference can optimize across all functions simultaneously because it knows what causes what and how drivers interact.That's why unified planning was never possible before — and why it is now.

POEM365: a pre-trained Large Causal Model


POEM365 is a pre-trained Large Causal Model built on the Fount Large CausalArchitecture. It arrives with deep causal intelligence about how growth drivers behave and interact. Your data — media, pricing, trade, distribution, competitive, macro — fine-tunes the foundation model into your Enterprise Growth Model. The planning and forecasting engine then runs directly on that model. Same causal truth. Plan, forecast, and optimization all from one architecture. Weeks to value, not quarters.

One Plan — Not Five Stapled Together


The revenue forecast, the growth plan, and the optimization are three expressions of the same causal model. That's why they never conflict. That's why the forecast updates when the plan changes. That's why reallocation doesn't require rebuilding anything. One model, three views.


It’s becomes is your customized model built for your business. Your causal truth.

What Lives Inside the Model

The planning engine allocates and optimizes across all four layers of our solutions for driving growth. Every lever you can pull — and every external force you need to account for — lives in one planning architecture.

Investment Drivers

External Forces

HOW IS THIS DIFFERENT?

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Who is this for?

CFO / Finance Team


A causal revenue forecast that explains what's driving the business, adjusts to plan changes, separates macro from execution, and stays current in real time.

Head of Growth / Strategy


A unified growth plan that allocates across every driver. Set a target, see the optimal path to get there, with full visibility into trade-offs and constraints.

Business Unit / Division Head


One plan every function executes from. Forecast and operational plans are the same system — no more reconciling across marketing, finance, and trade.

CMO / Marketing Leadership


Marketing lives inside the total business plan. Media investment optimised not just within the mix, but relative to trade, pricing, distribution, and competition.

Head of Sales / Commercial / Trade


Trade and sales investment optimised alongside every growth driver. See where spend is truly incremental, where coverage creates leverage, and how trade interacts with media and pricing.

Built for your world.

Our pre-trained models work within three industries, speaking your business language fluently.

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automotive

Dealer performance, sales forecasting, market penetration, competitive analysis, territory optimization.

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CPG

Brand performance, distribution optimization, market share strategy, category growth, competitive positioning.

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Retail

Store performance, expansion planning, inventory optimization, competitive positioning, market share growth.

The plan doesn’t replace functional expertise, it gives every function one causal foundation – so plans stop fighting each other and start compounding.

See what Data Poem can do for you.

Let’s talk about how we can help you grow your business.

frequently asked questions