Rev Vana Plan

Details

Automate Revenue Forecasts and Key Operational Metrics
Upgrade your Salesforce revenue schedule capabilities with revVana Plan. 

Automate revenue forecasts and other key operational metrics directly in Salesforce from Accounts, Opportunities, Quotes, Contracts, Invoices, or any custom object.

OWERFUL REVENUE OPERATIONS PLATFORM 100% NATIVE TO SALESFORCE

AUTOMATED REVENUE & OPERATIONAL FORECASTING
Set rules for how and when to cast and recast revenue and other key operational forecasts based on sales stages or actual revenue from ERP applications. revVana’s flexible revenue scheduling engine will automatically create forecast data at any level including account, opportunity, quotes, contracts, and custom objects. revVana forecasts revenue, volume, and other key metrics and calculations over time.

INTEGRATES WITH SALES CLOUD, REVENUE CLOUD, MANUFACTURING CLOUD, AND HEALTH CLOUD AND TABLEAU CRM
revVana’s flexible configuration makes it easy to extend forecasting capabilities from the Salesforce applications you already have.

MULTI-SCENARIO PLANNING
Sales, Sales Operations, and Finance teams can forecast their entire revenue stack including pipeline revenue forecasts, run-rate, booking snapshots, quotas, targets and actual revenue from Billing and ERP.

REDUCE MANUAL SPREADSHEETS
Replace time-consuming spreadsheets with revVana Plan’s grid and automate the creation and update of data from your Salesforce applications.

AUTOMATED FORECASTING

Automate revenue, volume, and other key metrics from your Salesforce applications
Contractual
Project-Based
Demand-Based
B2B ramps and custom schedules
OPERATIONAL FORECASTING

Replace manual forecast spreadsheets created from Salesforce data with revVana Plan’s Worksheets and automation
Billing, Cash, and Volume Forecasts
New Business Demand Planning
FORECAST ACCURACY & REVENUE REALIZATION

Track actuals from Billing and ERP applications back to forecasts and customer commitments.
Overall improve native Salesforce Revenue Schedule capabilities