Financial Planning and Analysis | Enterprise Performance Management
Revenue Planning
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.
What it does
Inside Revenue Planning.
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.
01
Product and segment planning
02
Multi-model revenue types
03
Bottom-up driver build
04
Top-down target spread
05
Reconciliation to booked revenue
06
Budget and cash feed
Where it sits
Part of Financial Planning and Analysis.
Budgets Build, review and lock the budget by dimension. Rolling Forecasts A forecast that re-bases itself as the year progresses. Scenarios Downside, base and upside on the same structure. Driver Models The relationships that actually move the numbers. Variance Analysis The gap, decomposed, with the transactions underneath. Workforce Planning Headcount, cost and capacity planned as one thing. KPI Targets Targets defined on the ledger, so the actual needs no assembling. Annual Operating Plan Annual operating plan software that eliminates spreadsheet sprawl. Cash Flow Forecasting Cash flow forecasting software. A direct 13-week cash runway built from live receivables, payables, payroll and tax due dates. Departmental Budgets Departmental budgeting software where every cost centre owns its own number.
Run Revenue Planning against your books.
A working session on your structure and a month of your documents.