The Revenue Operations
Platform for Salesforce
Automate your forecasts
Accelerate your revenue growth
Close the gap between Sales and Finance
revVana is the only platform for Salesforce that automates revenue forecasting from run-rate and pipeline to bookings and recognized revenue. Now, you can instantly identify revenue delays and reductions with dependable forecasts tied to actual revenue.
Booking Management
Simplify the effort to track and forecast sales commitments from complicated deal structures
- Automate the creation of critical metrics and booking values linked to your existing booking process
- Generate bookings forecasts throughout the sales lifecycle
- Manage the relationship of different revenue profiles such as recurring and one-time commitments to bookings values
Revenue Planning & Forecasting
Automate the revenue forecasting process natively in Salesforce
- Instantly generate time-based revenue forecasts from your entire pipeline
- Create revenue projections mapped to your existing financial processes
- Provide real-time revenue visibility to changes throughout your entire sales process
- Create automated scenarios such as run-rate revenue, cash, costs, or any other metric tied to your forecasts
Revenue Realization
Improve revenue attainment expected from sales commitments
- Identify revenue realization gaps between booked commitments and actual revenue
- Provide visibility on where the gaps are occurring by sales region, customer, product, etc.
- Adjust to the revenue disparity by updating plans after the close of the initial sale
- Recognize revenue from overlooked accounts
What our customers are saying
on Salesforce Appexchange
Solving problems together
The solution is terrific, Very flexible and great visualization to help the Sales teams see their forecast. The RevVana team is great to work with, knowledgeable and committed to making the product work.
Good Product
revVana is a good product. The team works hard to continuously improve the product and provide the necessary dashboards and functionality to understand your business.
Great Product and Support
The revVana product is extremely flexible and we were able to customize it to fit our business model. Extremely responsive support. It was great working with the revVana team and looking forward to the future enhancements.
Accelerate your visibility with revVana
Sales booking management and revenue forecasting & planning has never been more automated and accurate
Native Salesforce Integration
Utilize sales commitments to trace their relationship to forecasted revenue.
Bookings Management
Automatically include or exclude revenue items by product type, opportunity type, and more
Automated Revenue Forecasts
Auto-generated revenue scheduling at every level
Multi-Scenario Planning
Create Strategic plans, budgets, product targets and more all in one place
Revenue Event Management
Manage the impact of revenue plan changes against key targets
Automated Revenue Forecasts
Auto-generated revenue scheduling at every level
Nothing helps you maximize revenue like revVana
revVana is the first platform that standardizes your view of revenue across CRM and financial applications by providing a single source of truth for all sales commitments and automatically creates associated revenue plans. The constant question “Why are we not seeing the revenue we expected?” can now be answered — and more importantly, corrected.
revVana Plan
With revVana Plan, you can instantly forecast revenue from your open and closed sales commitments over time within existing CRM systems that fall short when converting sales into revenue forecasts. revVana’s flexible revenue scheduling engine automatically creates forecasts at the account, opportunity, or any other sales level from your CRM data.
Features
- Native Salesforce Integration
- Bookings Management
- Automated Revenue Scheduling
- Multi-Scenario Planning
- Revenue Event Management
revVana Insights
revVana Insights lets you easily analyze, compare, or contrast your planned sales commitments against changes to those commitments, as well as other scenarios such as actual revenue, corporate budgets and sales quotas.
Features
- Integration with revVana Plan and Tableau CRM (formerly Einstein Analytics)
- Multi-Scenario Analysis
- Pre-built Dashboard Templates
Automate Your
Revenue Forecasts
Today
Frequently Asked Questions
We already use another sales forecasting tool with Salesforce, why do we need revVana?
Sales forecasting tools typically focus on managing your pipeline and booked deals. revVana expands on top of your sales forecasting tools by forecasting revenue over time based on the timing of expected revenue from your products and services in your pipeline.
How does revVana differ from other planning and forecasting solutions such as FP&A applications?
revVana works alongside other forecasting and planning solutions. revVana is a powerful source for new deal revenue forecasts that can be fed into your top line revenue within your FP&A applications. In addition, revVana can integrate with most popular FP&A applications to provide actual revenue performance within your Salesforce application for your customer facing teams.
How does revVana automate revenue forecasts?
revVana uses the data from accounts, opportunities, and any other Salesforce objects to automatically generate forecasts using time-based rules set by your organization.
Can revVana integrate data from ERP and other financial Applications?
Yes! revVana’s multi scenario architecture allows for easy integration of financial and operational data from across your enterprise.
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Maximize your revenue
potential with revVana
- Native Salesforce Integration
- Bookings Management
- Automated Revenue Scheduling
- Multi-Scenario Planning
- Revenue Event Management
- Pre-built Dashboard Templates
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