Planning Processes
Implement a continous planning discipline.
Enable processes to enable collaborative planning with your teams.
Collaborative Planning
Establishing clear and simple processes across your organization will enable smooth planning cycles for your various teams. Planning is an integral part of the day-to-day activities for your Sales, Marketing, and Operations teams.
Feature
Planning Preparation
Automate your monthly planning cycle by automatically rolling forward your current forecast and making necessary adjustments with changes from your pipeline
Rollover Actuals
Start with your previous plan version and rollover the data to your current plan version. All Actuals are copied over.
Qualified Opportunities
Automatically include only Opportunities that meet your planning criteria (Opportunity Stages) and within certain parameters.
Auto Adjustment
Adjust your Revenue and other KPIs based on the defined contract terms on your Opportunities and any changes in the Close Date.
Revenue Distribution
Automatically distribute Revenue related to your opportunities based on contract terms and your preferred KPIs.
Select Planning Version to be used in upcoming planning cycle.
Select source Planning Version from which to copy and adjust data.
Select data scope and transformations as part of copy process.
Finalize Planning Version through automated operations and adjustments.
Feature
Approval Processes
Ensure that your planning has the necessary approvals from your Sales, Marketing, and Operations team.
Multi-Tiered Approval
Adopt a direct or multi-tiered approval process by leveraging pre-built processes or create your own.
Partial Approvals
Approvals can be provided for an entire plan or for only a portion. This allows the process to progress smoothly.
Collaboration
Comments and feedback from planning participants increase collaboration and helps expedite the process.
Compliance
Ensure only approved plans are used in your analysis, reporting, and critical decision-making.
Once your plan is updated, submit it for approval.
Select all the elements you want to send for approval.
Plan information is appended to the approval request.
Once submitted, the plan information is locked for editing pending the approval outcome.
Manager receives notification for approval request.
Afer reviewing submission, Manager decides to partially approve plan.
Manager enters comments to request additional clarification.
Manager rejects portions of the plan.
Review feedback from Manager and make necessary updates.
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