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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.
Capture Every Cost
Calculate interchange revenue based on transaction volume, network and bank fees, incentives, revenue share, and more.
Take a Hybrid Planning Approach
Go bottom-up from the customer level or top-down from the network or bank level.
Plan Across Currencies
Match how customers do business by accommodating transaction currencies.
Incorporate Incentives and Revenue Shares
Pull incentives, transaction volumes, and revenue shares based on contracted terms.
Get Started With Revenue Planning
Learn how Planful helps you navigate revenue planning easily, quickly, and from a single source of truth.
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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