Gain control with all the B2C SaaS forecasting tools you need. Examine key drivers, allocate the right resources and access important metrics like CAC, customer retention, Lifetime Value and more at a glance.
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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The B2C SaaS package is specific to your industry. View data pulled directly from your source systems to analyze revenue by cohort, workforce planning, financial reporting, and much more.
Connect with your CRM and factor in important assumptions related to your business, including marketing budgets, ARPU, churn rate and more. Gain instant, accurate insight into key metrics like ARR/MRR, active customers and conversion rates.
Use data from your existing HR solution to help you forecast your headcount more efficiently. Define job levels, salaries, taxes, and benefits, access granular revenue projections and create quota targets with detailed categories
Access your key financial systems and ensure a healthy cash flow by keeping a closer eye on gross margins, EBIT, net income, ARR, MRR, LTV and churn rates at all times.
Other key features your B2B SAAS company can benefit from:
Update scenarios in minutesCreate 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 dashboardsCreate 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. actualsInvestigate 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 syntaxOnPlan offers the best of both worlds by extending what Excel/Google Sheets can do without sacrificing the formula language you are familiar with.
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