Sales Planning & Operations Software

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.

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.

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.