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:
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.
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.
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.
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.
Learn how OnPlan gives your model superpowers.Book a demo