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A robust toolkit for your B2B SaaS organization

Take ownership of your business processes as a B2B SaaS company. Forecast sales and revenue by incorporating ARR, deferred revenue, and different revenue streams. Plan headcount based on capacity requirements and report key SAAS metrics such as customer churn, LTV, CAC, ARR, deal conversions, and more.

Take control of your model

OnPlan offers a unique set of tools to help your SaaS organization succeed. Improve forecasts, plan headcounts, connect to your CRM, and report on various metrics on the fly.

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Your essential B2B SAAS tools

Manage all the critical aspects of your business more efficiently. Organize your workforce and plan vendors and revenue with top-down and bottom-up forecasting as part of your B2B SaaS bundle.


Increase revenue forecasting accuracy

Use the Revenue Forecasting app to break down revenue into existing customers, pipeline prospects, and long-term forecasting. Run analyses using contract renewal, churn date, and ARR and plan your pipeline better with customer tier assignment. You can also connect with your CRM to get up-to-date data on the fly.

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Plan your sales capacity

Reach your top-line targets by forecasting your sales capacity and conducting cost-benefit analyses to understand your hires' ROI and ramp-up margin. Establish quotas and attainment targets, and answer strategic questions such as "can we hit our targets given the current headcount strategy?"

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Detailed headcount planning

OnPlan can integrate data from your existing HR solution to help you forecast your headcount more efficiently. Define job levels, salaries, taxes, and benefits, access a more granular revenue projection and create detailed quota targets using categories like region or position level.

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Essential financial statements

Instantly understand your company's entire financial health and business activities and the relationship between your CAC and churn rate. OnPlan can help you answer critical business questions such as "can short-term revenue growth be attainable in a profitable sense?"

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Reach your financial potential

Find the optimal balance between speed, growth, and profitability for your company's financial outlook. Incorporate different funding strategies to account for multiple scenarios, ensure a healthy cash flow, and derive standard and industry-specific metrics (gross margin, EBIT, net income, ARR, MRR, ACV, and churn rate).

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The benefits don't stop there.

Other key features your B2B SAAS company can benefit from:

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    Update scenarios in minutes

    Create new scenarios and conduct 'what if?" analysis reports on the fly. For example, understand the effects of a more aggressive marketing strategy instantly.
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    Tailor your dashboards

    Create custom personalized dashboards to track metrics such as your ARR growth, churn rate, overtime, and cash burn, highlighting them to management and potential investors.
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    Understand variance with streamlined budget vs. actuals

    Investigate the essential reasons for variances. Was your hiring plan overly optimistic? And why didn't your marketing strategy generate new leads?
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    The same Excel/Google Sheet syntax

    OnPlan offers the best of both worlds by extending what Excel/Google Sheets can do without sacrificing the formula language you are familiar with.

Clients love us

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I really love the user interface, modularity, and power of the platform. It makes a very complex process much easier to manage. I love the fact it tracks your updates so you can see people’s thinking at various points in time.

Gerald Sullivan
Gerald Sullivan

Head of FP&A, Redbubble

OnPlan gives me peace of mind which in itself is worth the price. I don’t have to worry about version control or someone inadvertently corrupting a calculation in our model. I “fly” ImplantBase using OnPlan as my instrument panel, it tells me how fast I can go and how close I am to the treetops. Crucially, it allows us to more quickly get to the answers we need.

Ethan Lauer

CEO, Implantbase

OnPlan is our go-to source for key operational data. It puts key information at our executives’ fingertips so we can make faster and better data driven decisions. OnPlan has helped eliminate hours of manual labor and allows us to create tailored dashboards that can be shared with key stakeholders across the company.

Joe Oest
Joe Oest

VP of Finance, Welkin Health

We have regularly hit our numbers since moving to OnPlan. I now have confidence in our forecast, and our Board members are much happier. The direct integration with QuickBooks saves us a ton of time. But the two critical issues it has solved is making sure we don’t run out of cash, and having a trustworthy forecast that we can base decision making on.

Sunil Saha
Sunil Saha

CEO, Perkville

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The best of all worlds

Learn how OnPlan gives your model superpowers.

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