Revenue Planning for Financial Products

For financial services and real estate firms, run a P&L by customer for a rolling 36 months to model revenues and COGS.

Project Profitability by Customer

Project financial product profits across revenue streams and accounting for various costs. Planful gets you going in the right direction.

Calculate interchange revenue based on transaction volume, network and bank fees, incentives, revenue share, and more.

Go bottom-up from the customer level or top-down from the network or bank level.

Match how customers do business by accommodating transaction currencies.

Pull incentives, transaction volumes, and revenue shares based on contracted terms.

Learn how Planful helps you navigate revenue planning easily, quickly, and from a single source of truth.