Revenue Planning Your Way
From complex SaaS cohort modeling to detailed SKU and customer-level plans, Planful can handle it all, while Planful AI is ready to assist every step of the way.
1,500+ Customers Trust Planful
Markets are dynamic. Your sales planning and management should be, too.
Plan sales aligned with your go to market, track progress, adjust in real time to market changes, and quickly run and save unlimited scenarios with ease. As you plan, use Planful AI to identify trends, adjust goals, and improve seasonality, enabling you to act with speed and confidence.
The Planful Difference for Sales Planning, Enhanced by Planful AI
Bring every bit of product, customer, contract, and order data into Planful to gain visibility across all sources, without the help of your IT team.
Easily pressure test your plans and use Planful AI’s advanced machine learning to create accurate sales forecasts by analyzing historical data.
Get all the stakeholders to the table with Planful’s frictionless user experience leaving clunky spreadsheets behind. Lean on Planful AI to automate routine tasks, boost transparency, and minimize errors.
“Finance and Sales developed, using the Planful template capabilities, a rolling sales forecast that is updated every month to extend the yearly horizon.”
Mark Cohen,
Finally, Link Everything Together for Sales Planning
With a live integration to your CRM and GL, all your customer data is centralized, simplifying modeling cohorts, renewals, churn, upsell, and descoping simple. It’s easy, even without IT. When you need help, Planful AI is there to provide assistance and step-by-step guidance.
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Drive Growth by Giving Teams the Right Incentives
As your customer base, markets, distributors, resellers, SKUs, and more continue to grow, Planful scales effortlessly to meet your needs as you incentivize individual success and team performance. With Planful AI, automate repetitive tasks and streamline revenue planning workflows, empowering you to be more effective and expand your planning efforts.
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Trust and Transparency With Planful AI
Planful AI transforms how sales and revenue-driving teams operate by automating repetitive tasks, detecting anomalies, and generating actionable insights. Built with explainable AI outputs and a human-centric approach, Planful AI ensures you stay in control while driving efficiency and accuracy across your sales planning workflows.
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Powerful Analytics and Insights
With intuitive sales reporting, dashboards, and native predictive analytics, unlock your unparalleled ability to not just plan, but understand the impact your sales plan has on quotas, travel, and more. Planful AI also enhances forecast accuracy by incorporating seasonality and trends, with guardrails to reduce bias and ensure security.
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Work effortlessly with the Office of the CFO.
Regardless of how you approach financial planning, Planful is the perfect partner for sales teams to drive peak financial performance.
Get Started with Planful
- How much time will you save?
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- How will your finance team evolve?
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- Where will technology support you?
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