revVana Plan - Sales Booking Management & Revenue Forecasting

revVana Plan

Less time gathering data. More time growing revenue.

Automatically generate accurate revenue plans for long-standing relationships, new customers in the pipeline, and everything in between. revVana Plan empowers Sales, RevOps, Finance, and Operations teams to collaborate on real-time forecasts, directly in Salesforce. It’s fast, it’s accurate, and it’s not another spreadsheet.

revVana Plan - Sales Booking Management & Revenue Forecasting

Everything you need for accurate forecasting, all within Salesforce

Automated Revenue SchedulingAuto-generate revenue forecasts across all revenue layers from any object in Salesforce and external sources.
Any Revenue StreamsForecast revenue from new business in your pipeline, recurring “on-account” revenue, and more.
Dynamic Accuracy Empower those closest to the customer to update forecasts in real time for greater accuracy.
Multi-Scenario PlanningCompare account plans, budgets, territory targets, quotas, and more in a single view.
Native Salesforce IntegrationExperience the power of revVana from the comfort of Sales Cloud.
Multiple EditionsChoose the edition of revVana Plan that meets your business needs.

Compare revVana Plan editions

 
 
Native integration with Salesforce
Salesforce Reporting
Sales Booking System of Record
Booking Sync with Opportunity
Committed Booking Snapshot & Comparison
Manual Revenue Scheduling at Account/Opportunity/Product Levels
Account / Run Rate Revenue Management
Automated Revenue Scheduling
Multi-Scenario Plans (e.g. forecasts, quotas, actuals)
Advanced Revenue Ramps & Models
Revenue Event Management
Simplified Data Model for Integration with FP&A, Visualization Tools
Booking
Edition
 
 
 
 
 
 
 
Plan
Standard
Limited
Limited
Plan
Professional
Unlimited

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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
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Bookings Management

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.
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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.
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Multi-Scenario Planning

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
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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?”
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