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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.

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

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Empower Managers

Manage territories, set quota and sales targets at the speed of the business while driving performance.


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.


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

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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
  • 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.

Get Started With a Personal Demo

Get Started With a Personal Demo

Hundreds of organizations have made the leap from spreadsheets and legacy CPM applications to OneStream and never looked back. Join the revolution!

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