Revenue Planning

As a company leader, you’re responsible for supporting short- and long-term goal achievement. Revenue planning has risen in priority—which is no surprise as it’s a crucial component across traditional goods and services, subscription/SaaS models, and even Freemium businesses.

With Anaplan’s Revenue Modeling App you can automate and accelerate complex revenue planning.

You can use any one of several revenue plan models including Professional Services, Unit/Product, Membership, and more.

This app can help accelerate your Anaplan implementation when adding or changing revenue business models, or as a foundation to modify and support your unique revenue planning needs. Let’s take a look at a few examples.

With the Unit Forecasting model, you can jumpstart planning for products or units across price, cost, and margin immediately. Assign unit names and adjust drivers to see the impact margin in the ready-to-go key metrics report below. Use breakback in interactive grid below to adjust total units for the year and proportionally reassign units across periods.

Charts, reports, and key metrics update real-time so you see the potential impact before finalizing a planning decision.
With the Professional Services revenue-planning model, you can manage professional services revenue recognition by job.

Out of the box, you can assign resources to jobs, then assign revenue to each resource.

Through the use of schedules, you can better match revenue with anticipated hours. You can use the as-is or modify it to fit your business instead of fitting your business to the solution. And as a final example, you can take advantage of Anaplan’s flexible Recurring Revenue model to jumpstart planning for subscription/SaaS based revenue and modifying to fit your needs.

You can plan cascading months that combine customers into period groupings, which you can use to analyze for trends around attrition, churn, and seasonality.

While the Recurring Revenue/SaaS Model may look simple, you understand the complexity behind the scenes. Say goodbye to spreadsheets and dependence on others. With Anaplan Recurring Revenue model, we’ve designed models that include gap forecast, seasonality adjustments, and let you plan across channels, customers and products. With revenue planning, you gain visibility into future revenues and a better understanding of casual factors, including sales conversion, customer turnover, or seasonality that underpin trends and variances.

And with Anaplan’s Revenue Planning app, you can achieve more accurate revenue planning and forecasting with greater detail and more control. Choose one, or more, to download, activate, and rapidly tailor them to fit your needs

To learn more about Anaplan’s Revenue Planning App, request a personalized demo.