Empower Managers

Manage territories, set quota and sales targets at the speed of the business while driving performance.

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.

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.

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 Forecasts, Sales, and Financial Plans 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.