Sales Planning

Plan Your Go-To-Market Strategy

Intelligently align customers, products, pricing and sales targets with financial plans in a unified data model and user experience.

01
Empower Managers
Manage territories, set quota and sales targets at the speed of the business while driving performance.
02
Model Plans
Extend financial plans with pre-built drivers based on regional and territory financial targets to create dynamic sales plans down to the prospect or rep level.
03
Increase Collaboration
Collaborate and communicate results using OneStream’s built-in reports and visualizations. Enhance dialogue with business partners on critical analysis and decision-making.

Key Features

Manage Top-Down or Bottom-Up Plans and Scenarios

Plan sales at the opportunity level and create rolled-up forecasts that can be adjusted by management at the region, geography or corporate level.

  • Import, track and manage sales opportunities at the deal level with direct integration available with SalesForce.com.
  • Easily update plans with changes to territory assignments, quotas or key account owners.
  • Plan and model opportunities by stage, total pipeline, and periodic forecasts.

Align Sales Plans with Financial Plans and Forecasts for Effective XP&A

Develop fully integrated business plans within a fully unified and intelligent platform.

  • Dynamically calculate the impact from sales plans and scenarios across the P&L, Balance Sheet and Cash Flow.
  • Eliminate planning silos and conquer the complexity from fragmented spreadsheets and processes.
  • Empower business partners with pre-built forms and workflows to create standardized, defined and repeatable planning processes.

Deploy Across OneStream

Align plans through all planning and forecasting processes within OneStream.

  • Unify sales forecasts by manager, territory, geography or industry with revenue plans.
  • Align new rep assignments and hiring scenarios with People Planning, run what-if scenarios and understand the impact to the financials.
  • Drill-back from financial reports and dashboards back to granular sales plans for full transparency and auditability into underlying operational plans.

Related Solutions

Extend your planning capabilities with additional, downloadable solutions from the OneStream Marketplace™.
Planning Solutions
People Planning
View Solution
Planning Solutions
Capital Planning
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Planning Solutions
Predictive Analytics 123
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MarketPlace

Delivering 100% Customer Success

Dril-Quip was looking to roll out a company-wide, 18-month rolling driver-based forecast, where every quarter each departmental manager could enter their various global drivers to help pre-populate revenue, salary, depreciation and expenses. OneStream was able to provide a unified platform to help implement financial, sales, capital and people planning. Pre-populating the forecast for users provides more time for departments to analyze their data, make any necessary adjustments, and provide variance comments.
Trevor Ashurst | Manager for Financial Planning & Analysis and Investor Relations

Related Resources

English – Unified Planning, Reporting & Analytics
View eBook
Embracing the New Digital Finance Era with XP&A
View Post
English – Budgeting, Planning and Forecasting
View eBook
English – 2021 Gartner Market Guide for Cloud XP&A Solutions
View Analyst Report
All Resources

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