Revenue Forecasting & Sales Planning

What is Revenue Forecasting & Sales Planning?

Accurately predict revenues with integrated financial and sales planning

With Revenue Forecasting & Sales Planning create collaborative revenue and sales plans that align your finance, sales, and service organizations. Real-time dashboards provide the information you need to optimize sales operations and keep track of your revenue streams.

Align revenue and sales plans with corporate objectives

Make predictions faster and more reliably. With Revenue Forecasting & Sales Planning create driver-based revenue and sales forecasts for all business units in collaboration with your finance, sales and service teams. Then, continuously monitor actual performance against objectives, as well as the resulting impact on cash flow and balance sheets.

Recognize revenue accurately for better revenue forecasts

Identify the revenue recognition triggers and timelines of your bookings that affect your forecasts. Apply revenue recognition rules to unique and recurring reserve streams. Understand when to adjust product and service delivery efforts—and expedite pending sales opportunities—to keep pace with your revenue plan. See the outcome of tactical revenue decisions.

Easily monitor and analyze your plan, forecast, and real-time data in real time

With Revenue Forecasting & Sales Planning get real-time visibility into your sales planning, staff and quotas. View real sales data in interactive dashboards and reports, and compare it with forecasts and plans. Research the details to analyze pipeline changes, bookings, and revenue KPIs by seller, product, customers, channels, regions, and other business dimensions.

System Requirements

Internet Explorer 11

Mac OS X 10.11

The latest version of Chrome