Empower Managers
Manage territories, set quota and sales targets at the speed of the business while driving performance.
Model Plans
Extend 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.
Increase Collaboration
Collaborate and communicate results using OneStream’s built-in reports and visualizations. Enhance dialogue with business partners on critical analysis and decision-making.
Satisfied Customers
Delivering 100% Customer Success
“The OneStream platform is now core to McCain Foods Limited – uniting consolidation, planning, tax and analysis teams. OneStream Services’ strong leadership and technical knowledge was instrumental in our successful implementation. Their ability to actively listen to our goals and objectives and interpret during the design phase allowed us to create a system not only to satisfy our immediate needs, but to address our future needs.”
Richard N. Burton
McCain Foods
Manage Top-Down or Bottom-Up Plans and Scenarios
Plan sales at the opportunity level and create rolled-up forecasts that can be adjusted by management at the region, geography or corporate level.
- Import, track and manage sales opportunities at the deal level with direct integration available with SalesForce.com.
- Easily update plans with changes to territory assignments, quotas or key account owners.
- Plan and model opportunities by stage, total pipeline, and periodic forecasts.
Align Forecasts, Sales, and Financial Plans for Effective XP&A
Develop fully integrated business plans within a fully unified and intelligent platform.
- 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.
- Empower business partners with pre-built forms and workflows to create standardized, defined and repeatable planning processes.
Deploy Across OneStream
Align plans through all planning and forecasting processes within OneStream.
- Unify sales forecasts by manager, territory, geography or industry with revenue plans.
- Align new rep assignments and hiring scenarios with People Planning, run what-if scenarios and understand the impact to the financials.
- Drill-back from financial reports and dashboards back to granular sales plans for full transparency and auditability into underlying operational plans.
Sales Planning & Operations Solutions
People Planning Software
Capital Planning
AI Planning & Forecasting
Sales Planning & Operations Resources
2026 Finance Leader's Guide to FP&A
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Embracing the New Digital Finance Era with XP&A
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Look Forward to Smarter Budgeting, Planning and Forecasting
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The only enterprise finance platform that unifies all your operational data, embeds AI for better productivity, and adapts to fit your exact needs.
What is Sales Planning Software?
Sales planning software enables organizations to replace disconnected, spreadsheet-driven processes with a centralized platform for managing territories, quotas, capacity, and revenue targets. OneStream goes further by unifying sales plans directly with financial and operational models, ensuring that every quota adjustment flows seamlessly into revenue forecasts and corporate performance plans.
Unlike traditional SPM tools, OneStream provides a governed, finance-grade planning environment where sales leaders can model scenarios (such as territory shifts, compensation, and quota), analyze their impact on P&L targets, and reconcile results with CRM and operational data. This alignment helps organizations shorten planning cycles, improve forecast accuracy, and ensure sales execution remains tightly connected to corporate growth objectives.
How Does OneStream Support Sales and Operations Planning?
OneStream supports integrated sales and operations planning (S&OP) by breaking down silos between departments. It provides a unified platform where sales forecasts, supply chain requirements, and financial constraints are analyzed together. This ensures that sales targets are realistic based on operational capacity and that the finance team has real-time visibility into expected cash flow and revenue.
Why is an Integrated Approach to Sales and Operation Planning Important?
An integrated approach to Sales & Operations Planning (S&OP) is essential because it connects demand, supply, capacity, and financial plans into a single, synchronized process. When organizations rely on disconnected tools or department-specific spreadsheets, sales forecasts, supply plans, and financial targets often diverge, which leads to inaccurate projections, operational bottlenecks, and misaligned strategic decisions.
By aligning sales, supply chain, operations, and finance on one version of the truth, companies improve forecast accuracy, accelerate decision cycles, and ensure that strategic goals are supported by operational feasibility and financial discipline. This approach provides executives with the agility and confidence needed to steer the business in dynamic market conditions.
