Sales Planning & Operations Software

Plan Your Go-To-Market Strategy

Intelligently align customers, products, pricing and sales targets with financial plans in a unified data model and user experience

Plan accordingly: Using OneStream, we can help customers plan sales at the opportunity level and create rolled-up forecasts that can be adjusted and unified by management at different levels. It is possible to handle sales opportunities at the deal level through seamless integration with SalesForce.com. Using OneStream, plans are kept up to date with ease, accommodating changes to territory assignments, quotas, or key account owners. Users can also strategically plan, and model opportunities based on stages, total pipeline, and periodic forecasts.

Model plans: OneStream extends financial plans with pre-built drivers based on regional and territory financial targets to create dynamic sales plans down to the prospect or rep level. These drivers can be used to dynamically calculate the impact from sales plans and scenarios across the P&L, Balance Sheet, and Cash Flow, eliminate planning silos and conquer the complexity from fragmented spreadsheets and processes, and to empower business partners with pre-built forms and workflows to create standardized, defined and repeatable planning processes.

Plan For All Aspects of Human Capital

Model and develop workforce plans by using drivers and dynamic calculations to project the costs of new hires and changes for compensation, benefits, taxes, travel, and other related expenses.

Empower Managers: Easily plan for new hires and changes for compensation, benefits, taxes, travel and other related expenses required for extended planning & analysis (XP&A).

Model Plans: Leverage pre-built global drivers for salary, benefits and payroll taxes by title, geography, and salary band for real-time, dynamic planning.

Increase Collaboration: Share insights and collaborate using OneStream’s built-in reports and visualizations. Enhance dialogue with business partners on critical analysis and decision-making.

Manage Capital Investments

Streamline the planning of capital assets and related impact to depreciation, maintenance and insurance across the P&L, Balance Sheet and Cash Flow Statement.

Empower Managers: Enable departmental-level fixed asset capital planning and accountability while providing a better control environment across the organization.

Create Plans: Leverage pre-built global drivers by asset class to standardize useful life assumptions and depreciation calculations.

Increase Collaboration: Share insights and collaborate using OneStream’s built-in reports and visualizations. Enhance dialogue with business partners on critical analysis and decision-making.