Revenue Planning Your Way
From complex SaaS cohort modeling to detailed plans by SKU and customer, Planful can handle it all.
1,500+ Customers Trust Planful
Markets are dynamic, so why shouldn’t your sales planning and management be?
Plan your sales the way you go to market, track progress along the way, adjust in real time as markets change, and quickly run and save unlimited scenarios.
The Planful Difference for Sales Planning
Bring every bit of product, customer, contract, and order data into Planful.
Easily pressure test your plans, shake the sand out, and create sales projections with Planful’s native AI/ML.
Get all the stakeholders to the table with Planful’s frictionless user experience and stop fighting with clunky spreadsheets.
“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 together in one place, making modeling cohorts, renewals, churn, upsell, and descoping simple.
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No Level of Detail Is Too Granular
As your customer base, markets, distributors, resellers, SKUs, and everything else continue to grow, Planful can easily scale along with your needs and without compromise.
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Powerful Analytics and Insights
With intuitive sales reporting, dashboarding, and native predictive analytics, unlock your unparalleled ability to not just plan, but understand the impacts your sales plan has on quotas, travel, and more.
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Work effortlessly with the Office of the CFO.
Regardless of how you approach financial planning, Planful is the perfect companion 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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