Sales booking management and revenue forecasting & planning has never been more automated and accurate
As a system of record for your booked deals, revVana Plan empowers you to standardize and track an official announced booking and its future changes. 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. It also lets you set rules for how and when to cast and recast forecasts based on your sales stages or actual revenue on accounts.
Empowering your people with revVana Plan
Native Salesforce Integration
All Editions of revVana Plan are seamlessly integrated into Salesforce Sales Cloud. Revenue planning and visibility starts with open and closed deals that originate from a sales pipeline. revVana Plan allows companies to integrate their revenue processes within current CRM processes. The integration with CRM enables
A completely integrated user interface (Lightning Ready) that helps rapidly drive adoption of your sales team
Integrated Salesforce reporting to provide real time visibility of you revenue forecasts and plans directly to the user based upon role, sales region, etc.
A data model that is created in CRM but can be exported in formats easily consumable by FP&A, BI or Data Visualization solutions
Current forecasting and management of bookings from CRM systems can be manual and not flexible to meet your current processes for managing revenue commitments. revVana Plan provides the following functionality:
Bookings can be automatically created from your CRM opportunities or manually created for sales (such as indirect channels, distributors, resellers, etc.) residing outside of the traditional CRM process.
Automated Booking Process – Automatically include or exclude revenue items by product type, opportunity type (new, renewal or existing business), or any other attribute to match your current Booking process
Bookings can be forecasted by open opportunities and committed bookings can be stored to more easily report on your forecasted and closed commitments.
Automated Revenue Scheduling and Forecasting
revVana’s flexible revenue scheduling engine automatically creates forecasts at the account, opportunity, or any other sales level from your CRM data. It also lets you set rules for how and when to cast and recast forecasts based on your sales stages, actual revenue on accounts.
Schedule revenue at any level (Account, Opportunity, Territory, Product Group)
Spreadsheet-like interface in Salesforce
Provides account teams ability to manage and change revenue over time
Auto-generation of revenue forecast data based on configurable criteria
Immediate update of revenue forecasts overtime based on changes in related opportunities or other events.
revVana Plan is a full multi-scenario planning app that allows you to track revenue data from a variety of sources supporting a wide range of planning levels. Your sales teams can see and forecast the entire revenue profile of their accounts in the same place they manage their accounts (CRM).
With revVana Plan, you can manage revenue plans across a variety of scenarios. Examples of revenue plan scenarios include:
Account revenue forecasts
Opportunity-level revenue forecasts
Official bookings revenue forecast
Baseline run-rate forecasts
Actual revenue from ERP and other data stores
Strategic plans, budgets, growth and product targets
Quotas and team targets
Revenue Event Management
revVana Plan tracks ‘Plan Events’ to add commentary and categorize significant updates to revenue plans. By managing revenue with revVana Plan and leveraging Plan Events, you can:
Track plan and forecast changes
Improve the management of account run-rate revenue
Manage the impact of revenue plan changes against key targets
Answer the question, “What changed in our forecast?”