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+300 reviewsSaaS Top-Down Revenue Planning
Planful's top-down model provides you with a template for quickly setting and allocating accurate revenue targets. Even with complex adjustments, Planful ensures you start off in the right direction.
Get a Better View of New Bookings Plans Across the Business
Planful’s model templates provide a top-down model for setting and allocating accurate revenue targets quickly. Even with complex adjustments, Planful gets you going in the right direction.
Top-Down Allocations
Start with an annual target and quickly allocate it across every category.
Revenue Distributions
Adapt to changing assumptions for precise revenue distributions at every level.
Flexible and Scalable Models
Apply rules to cover nuances in seasonality, regions, product lines, contract types, and more.
Because we moved to Planful and not the crazy Excel file we were using, we cut down the amount of manual work that would be taken to build out the Excel file by two days.
Get a Top-Down Approach to Revenue Planning
Get a holistic view of bookings and revenue recognition that starts with revenue drivers and key assumptions allocated across regions and product lines and sets targets based on revenue goals and that can be adjusted for seasonality.
Cascade Top-Line Targets Down to Bookings
Changes in top-line targets automatically cascade down to adjust revenue allocations across regions and product lines to show updated breakouts for underlying products and across different organizational segments.
Consider Every Factor to Accurately Reflect New Bookings
Manage opportunities by incorporating contract types, cohorts, total contract value, and booking dates. Adjust the number of days per quarter and booking days to streamline revenue recognition.
Get Started With SaaS New Bookings Planning
Learn how Planful helps you navigate SaaS bookings easily, quickly, and from a single source of truth.
Get Started with Planful
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