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Sales Planning & Operations Software

Empower Managers

Empower Managers

Manage territories, set quota and sales targets at the speed of the business while driving performance.

Model Plans

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

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

Capital One

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.
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  • 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.
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  • 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.
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Sales Planning & Operations Solutions

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People Planning Software

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Capital Planning

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Predictive Analytics 123

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Solutions Exchange

Sales Planning & Operations Resources


Unified Planning, Reporting & Analytics

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Embracing the New Digital Finance Era with XP&A

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Budgeting, Planning and Forecasting

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Gartner Publishes Long-Awaited Market Guide for Cloud xP&A Solutions

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