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DocuSign transforms sales forecasting with the Anaplan platform

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Forecasting at rapidly growing electronic signature company DocuSign required manual linking of ERP and spreadsheet data, resulting in inconsistency and lack of transparency. Automating and unifying sales and financial planning on Anaplan created data-driven decision-making, less risk, and real-time visibility.

No one has to worry about when was the data pulled, and whether you are stitching together two different data sets .… Those pains are actually gone.

Jeremy Scheffel, Senior Director of Sales Performance Intelligence Team


As DocuSign expanded across the globe into new markets and products, its sales forecasting process became increasingly inconsistent and hard to scale. Many processes were manual, and the sales operations and financial planning teams had to cobble together a combination of data from their ERP systems and spreadsheets—leading to a lack of transparency and consistency. In order to keep up with the company’s growth, the teams needed to unify their planning and make it fully data-driven with a unified set of tools.


With the Anaplan platform, DocuSign’s sales forecasting process is now consistent, and the risk caused by data gaps is drastically reduced. Since the Anaplan platform is cloud-based, data integrity isn’t an issue, and essential information is always at the fingertips of the right planners.


With the Anaplan platform, DocuSign has “de-risked” the forecasting process, and its teams have found great value in the real-time reporting functionality of the Anaplan platform. Those teams have also benefited from unifying sales and financial planning into one platform. The feedback from senior leadership has included sentiments like, “This is first class” and, “This is 1,000 percent better than what we had before.”