Sales Planning | OneStream Software
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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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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

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01 of 02

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.

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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