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Strategic Planning

The five forces assessed beside the plan they shape.

Rivalry, new entrants, substitutes and the power of suppliers and customers — assessed as structure, in the same place the budget and the strategy map live.

The interface
Porter's Five Forces
Duration
26 s
Area
Strategy

Companies already operating on LeverPro

  • Mater Dei logo
  • Contabilizei logo
  • Condor logo
  • Fujifilm logo
  • Tenda logo
  • Grupo SEB logo
  • Bem Brasil logo
  • Globo Ventures logo

5 business days

for the P&L to be ready at Distrivisa — before, it only closed on the 15th

Distrivisa

+100

ERPs integrated natively, the Brazilian ones included

12

native surfaces reading the same base

ISO 27001

information security management

WHAT HOLDS IT UP TODAY

Whoever sets the price never reads the sector analysis

It is not a lack of effort: it is the format. A spreadsheet has nowhere to hold the rule, the trail and the permission at once.

  • The sector analysis is an attachment

    It is made for the presentation and never shapes the budget assumption.

  • The assessment has no criteria

    Each cycle assesses the forces on a different yardstick, and the year-on-year comparison does not hold.

  • Whoever decides never sees the analysis

    It stays with whoever produced it, and the price or mix decision happens without it.

STRATEGIC PLANNING

Porter's Five Forces running in LeverPro

26 seconds of the platform really running, recorded from the interface itself. Press play.

Porter's five forces analysis in LeverPro, with the sector's competitive structure assessed.

WHAT YOU SEE ON SCREEN

Each force assessed, and the overall reading at the centre

Four things happen on this screen, and each one settles a piece of the month.

  1. 0:03

    The five forces in the structure

    Each force with its own space, and the overall reading at the centre.

  2. 0:10

    The assessment of each one

    Intensity and rationale recorded — the argument stays with the score.

  3. 0:17

    The sector's reading

    The five together make up the competitive picture the plan assumes.

  4. 0:22

    The bridge to the plan

    The conclusion links to the objective and the assumption it supports.

BEFORE AND AFTER

The same operation, in both formats

How it runs today

  • The analysis is made for the slide and then filed away
  • Each cycle measures with a different yardstick
  • The conclusion never reaches the budget assumption
  • Whoever sets the price never read the analysis

With LeverPro

  • The analysis is structure, with recorded criteria
  • Comparable across cycles because the yardstick stays
  • The conclusion links to the objective and the assumption
  • Whoever decides finds the analysis where they decide

Want to see this on your own figures, and not the video's?

Book a diagnostic

HOW IT WORKS

From the ERP entry to the interface

Three steps, and the second is the one most tools skip.

  1. The assessment is recorded with criteria

    Score and rationale together; the argument is not lost.

  2. The link to the plan is explicit

    The conclusion points to the objective it supports.

  3. The series becomes comparable

    The same structure across cycles lets you watch the sector change.

WHO USES IT

What each role takes from this

  • Planning

    Produces the analysis where it will be found again.

  • Executive board

    Reads the competitive structure beside the plan and the figure.

  • CFO

    Connects the sector reading to the price and mix assumptions.

“LeverPro brought simplicity and speed to our day-to-day: faster budgets, automatic analysis and detail down to the journal entry, with no rework in Excel.”
Miguel Basílio · Finance Manager
Dengo Chocolates · Food & Retail

QUESTIONS

What people usually ask about this interface

If yours is not here, ask — we reply within one business day.

Is this a consulting tool inside the software?
It is a planning instrument recorded as data. The gain is not Porter's model — it is that it stays linked to the budget and the map instead of becoming an attachment.
Do all five have to be filled in?
The structure is the classic model's; how far each force is detailed is the team's call.
Can years be compared?
Yes, because the structure is the same and the yardstick is recorded with the assessment.
How does this become a figure?
Through the link to the assumption: a reading of greater supplier power underpins a cost assumption in the budget.

RECOGNITION

  • TOP 100 Open Startups, 2025 ranking
  • 1st place at the IBEF-SP Fintech Award 2024
  • NEEX Award, by Exame
  • 100 Open Startups, ranked 2021 to 2024

Four years running in the 100 Open Startups ranking.

HOW YOUR DATA IS KEPT

  • Who gets in

    Corporate authentication through the identity provider the company already uses.

  • Who sees what

    Permission by area and by slice, on the same base — with no copy of the file.

  • Where the figure came from

    A trail from the consolidated figure to the source accounting entry.

  • How the data comes out

    Export guaranteed. The data belongs to your company.

See the Security page

Let's look at your budget cycle

Thirty minutes with people who do this every day, about how your planning runs today.
You leave knowing what can be solved first — or with us telling you it doesn't make sense.

Book a diagnostic

No spam and no mailing list — we reply within one business day.

What happens in the conversation

  • You tell us how planning runs today
  • We point out what can be solved first
  • Where LeverPro fits into your ERP and your spreadsheets
  • Or we tell you it doesn't make sense, and that's that

How your data is kept

ISO 27001LGPDSSO / SAMLExportable data

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