Budgeting & Forecasting | Revenue Planning

A revenue plan tied to the pipeline and the books.

Plan revenue by product, segment or region from the same chart of accounts your statements use. Subscription, usage and one-off lines model differently. The plan reconciles to booked revenue without a remap, and feeds the company budget and cash forecast automatically.

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What the system does

Capability, input, output.

Capability	Input	Output
Product and segment planning	Chart of accounts, product lines, segments, regions	Revenue plan by dimension, tied to the same accounts the P&L uses
Multi-model revenue types	Subscription, usage and one-off line configuration	Each stream modelled on its own logic, consolidated into one top line
Bottom-up driver build	Units, price, pipeline stage, conversion rates	Revenue projection from first principles, traceable to each driver
Top-down target spread	Company or segment revenue target	Target allocated across products, regions or channels by rule or manually
Reconciliation to booked revenue	Live ledger actuals	Plan versus booked revenue in the same view, no remap required
Budget and cash feed	Approved revenue plan	Top-line flows into the company budget and the cash forecast automatically

Product and segment planning

Input

Chart of accounts, product lines, segments, regions

Output

Revenue plan by dimension, tied to the same accounts the P&L uses
Multi-model revenue types

Input

Subscription, usage and one-off line configuration

Output

Each stream modelled on its own logic, consolidated into one top line
Bottom-up driver build

Input

Units, price, pipeline stage, conversion rates

Output

Revenue projection from first principles, traceable to each driver
Top-down target spread

Input

Company or segment revenue target

Output

Target allocated across products, regions or channels by rule or manually
Reconciliation to booked revenue

Input

Live ledger actuals

Output

Plan versus booked revenue in the same view, no remap required
Budget and cash feed

Input

Approved revenue plan

Output

Top-line flows into the company budget and the cash forecast automatically

Standards + connections

A revenue plan grounded in the chart of accounts and connected to pipeline.

Revenue is planned on the same account structure the financial statements use, so the plan and the actuals reconcile by construction. There is no separate revenue model to map back to the books at month end.

Regulations we work within

Chart-of-accounts alignment

Revenue lines map to the same accounts as the income statement, so plan and actuals compare without a translation layer.
IFRS 15 / ASC 606 revenue types

Subscription, usage and one-off revenue model separately, consistent with how performance obligations are recognised under the standard.
Multi-entity and multi-currency

Each entity plans in its functional currency and consolidates at your chosen rate, matching the structure of your statutory accounts.

Connects to

Accounts Receivable Booked revenue and open pipeline feed the plan baseline
General Ledger Actuals drawn from the same chart of accounts the plan uses
Budget Management Approved top line flows into the company budget automatically
Cash Flow Forecasting Expected receipts from the revenue plan inform the cash runway

Revenue Planning FAQ

What buyers ask.

How is revenue planning here different from a spreadsheet model?

The plan is built on the same chart of accounts your income statement uses, so actuals land against the plan the moment a journal posts. There is no import step and no manual tie-out between a separate model and the books. You can plan bottom-up from drivers, top-down from a target, or mix both, and every version is kept so you can compare the original plan to the current forecast at any point.

Can we model subscription, usage and one-off revenue differently?

Yes. Each revenue stream is configured with its own model: subscription lines use a seats-times-price logic with contraction and expansion; usage lines project from consumption drivers; one-off lines are entered directly or driven from a pipeline. All three consolidate into a single top line with the individual streams visible underneath.

How does the plan reconcile to booked revenue?

Because the plan is built on the same accounts as the financial statements, there is no remap at month end. Booked revenue from the ledger sits next to the plan in the same grid, and the variance is live from the moment the journal posts. You do not need to export actuals into a separate file to see how the period is tracking.

Can we build a bottom-up plan from pipeline and conversion rates?

Yes. You can define drivers such as pipeline by stage, conversion rate and average deal size, and the revenue line calculates from those inputs. Change a conversion assumption and the full-year projection updates. The driver values are stored with the plan so anyone reviewing the number can see exactly how it was built.

Related features

Build a revenue plan that reconciles to the books.

Connect your chart of accounts, configure your revenue streams, and the first plan runs on your own product lines, segments and actuals. No remap, no spreadsheet round-trip.