Simplify revenue planning and accelerate growth
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Outcomes
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Achieve revenue goals faster
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Improve forecast accuracy
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Reach sales goals faster with deep insights
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Speed up sales quota planning
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Boost sales capacity and grow revenue
Built for CROs and RevOps teams
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Sales capacity planning
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Sales quota planning
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Incentive compensation management
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Territory planning
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Scenario planning
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Advanced reporting
Frequently asked questions
Setting and achieving realistic growth targets can be difficult. But, it’s a whole lot easier if those targets are based on a solid foundation of planning and forecasting.Â
The FP&A and RevOps experts here at Drivetrain have written detailed articles and guides on several key aspects of sales and revenue planning to help you understand these critical functions at a much deeper level.
Here’s a short list of some of our most popular resources to get you started:
Revenue forecasting in finance: A comprehensive guide for SaaS success
‍How to forecast ARR and revenue with usage-based or hybrid pricing models
‍Achieving predictable revenue growth with more accurate forecasting in sales
‍SaaS sales capacity planning: Why it matters and how to do it
‍How to calculate ramp-up time for better sales capacity planning
‍The ultimate guide to sales territory planning: Strategies for success
There is a wide variety of financial management platforms and tools on the market today that offer one/more of the core capabilities you need for sales and revenue planning.
Key features to look for include:Â
- Revenue forecasting
- Multi-dimensional revenue modeling
- Scenario planning and what-if analysis
- Sales quota and territory planning
You can look for revenue planning software that has all the capabilities you need in one platform. However, one-size-fits-all solutions rarely offer that. You could also combine several tools to get all the different features you need for your sales and revenue forecasting, but doing so isn’t ideal. The most obvious downside to this approach is the cost. There’s also the time required to onboard and integrate them all, and of course, not all technologies play well together.Â
‍Financial planning and analysis (FP&A) tools generally offer a more comprehensive solution for sales and revenue planning because they support not only these specific activities but also other critical planning processes businesses need to succeed today.
Drivetrain centralizes all the critical information you need for sales and revenue planning into one platform to provide a single source of truth. For RevOps teams, this helps maintain transparency for better sales forecasting and unparalleled pipeline visibility – no matter how complex it is. And for finance teams that need sales forecasting data for revenue planning, easy access through a single system for connected, collaborative planning is key.
Here are just a few of the features you’ll discover in Drivetrain that will help you rev up your sales and revenue planning:Â
- Revenue forecasting
- Sales capacity planning
- Territory planningÂ
- Sales quota planning
- Incentive compensation management
- Scenario planning and what-if analysis
- Advanced reporting with interactive dashboards
Drivetrain offers more than 200 native integrations that help you seamlessly flow the data from critical systems into one central location to support your sales and revenue planning processes. These integrations include:
- Sales forecasting tools like BoostUp, Clari, and others
- All the popular CRMs, including Salesforce, Hubspot, Pipedrive, Zendesk, to name a fewÂ
- Data analytics platforms like Tableau and Power BI to help you identify market trends, high-performing customer segments, and performance gaps
And if you don’t see all the systems you need on our integrations page, rest assured, Drivetrain has you covered with the ability to create custom integrations.
Ready to start your journey?
