Understand Your SaaS Waterfall With Our Easy-to-Use Dashboard
Eliminate ARR-reporting spreadsheet errors
Remove the need for spreadsheets with Planwhiz’s purpose-built SaaS dashboard.
Connect your actual with your forecast
Utilize your existing sales figures and connect them with future revenue forecasts, as well as connecting your actual/forecast model with your capacity model.
When it comes to SaaS Waterfall reporting, you don’t have to reinvent the wheel, just use a dashboard that makes your life simpler than ever. With detailed ARR/MRR Waterfalls that can be filtered by both Quarter and Scenario, your Waterfall reporting will never look the same again.
- High level ARR waterfall
- Quarterly ARR waterfall
- Incremental ARR breakdown
Slice and dice your exit ARR
- ARR by product
- ARR by customer
- Customer map
- ARR by product
- ARR by customer
- Customer map
Quickly and easily identify future revenue from your existing sales and orders; this can be done with monthly, quarterly and annual sales orders, to help predict longer-term revenue streams and forecasts. This dashboard can even factor in variables such as auto-renew and TCV.
- Quota by title and region
- Seasonality
- Ramp schedule
- Buffer by Region
Forecast your bookings and revenue based on sales capacity
- Quota by title and region
- Seasonality
- Ramp schedule
- Buffer by Region
Forecast your bookings and revenue based on sales capacity
Connect your sales workforce plan with your sales capacity forecast. Apply quota, seasonality, rep ramp schedule and buffer to have your sales forecast up to date.
- Quota by title and region
- Seasonality
- Ramp schedule
- Buffer by Region
WANT SIMPLER MANAGEMENT REPORTS?
Financial Modeling
Enhance Your Budgeting & More Easily Identify Revenue Acceleration Strategies By Bringing Teams Together
Financial Analytics
Real-Time Financial Reporting When and Where you Need it