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.
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.
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.
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.
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?"
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.
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?"
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).
Other key features your B2B SAAS company can benefit from:
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.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.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?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.Learn how OnPlan gives your model superpowers.
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