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Sales Planning with OneStream

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Sales Planning with OneStream

Plan your go-to-market with sales planning from OneStream. Intelligently align customers, products, pricing, and sales targets with your financial plans in a unified data model and user interface. Sales Planning: Perfect and fast with OneStream.

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

Extend financial plans with pre-built drivers based on regional and territorial financial targets to create dynamic sales plans down to the level of potential customers or sales reps.

Collaborate and communicate results using OneStream’s built-in reports and visualizations. Improve dialogue with business partners on critical analysis and decision making.

Main features | OneStream XF

1. Manage your top-down and bottom-up plans and scenarios.

Plan sales at the opportunity level and create rolling forecasts that can be adjusted by management to regional, geographic, or corporate levels.

  • Import, track, and manage opportunities at the business level thanks to direct integration with, for example.
  • Update plans with ease when changes occur in territories, quotas or key accounts.
  • Plan and model opportunities by stage, overall pipeline, and periodic forecasts.

2. Align sales plans with financial plans and forecasts to establish effective xP&A.

Develop fully integrated business plans with a unified and intelligent platform.

  • Dynamically calculate the impact of sales plans and scenarios on P&L, balance sheet and cash flow.
  • Eliminate planning silos and make the complexity created by fragmented spreadsheets and processes manageable.
  • Use templates for forms and workflows to create standardized, well-defined, and repeatable planning processes.

3. Provisioning and distribution via OneStream
Reconcile plans across all planning and forecasting processes within OneStream.
  • Match your sales forecasts by manager, territory, geography or industry with your revenue plans.
  • Fine-tune sales rep assignments and the new hire process with our Marketplace workforce planning application, perform what-if analysis, and gain insight into the impact on your finances.
  • Go from financial reports and dashboards back to granular detail sales plans for full visibility and auditability of underlying operational plans.

A screenshot of a business dashboard.

OneStream XF - Lösungen entdecken

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Gartner defines Advanced Planning and Analysis (xP&A) as an evolution of Financial Planning and Analysis (FP&A) that aligns operational planning with an organization’s financial performance.


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