Use Cases
One size does not fit all.
Built to help everyone elevate their specific planning, while rolling up into a common plan.
Rolling Forecasts
Based on historical trends and a complete set of applicable business dimensions.
Budget Variance
Align on actuals versus forecasts and collect explanation on variances.
Scenario Planning
Evaluate a variety of scenarios based on different assumptions and dimensions.
P&L, Cashflow, and Balance Stmts
Model and forecast your financial statements inside of Finicast.
Rolling Forecasts
Based on historical trends and a complete set of applicable business dimensions.
Budget Variance
Align on actuals versus forecasts and collect explanation on variances.
Scenario Planning
Evaluate a variety of scenarios based on different assumptions and dimensions.
P&L, Cashflow, and Balance Stmts
Model and forecast your financial statements inside of Finicast.
By the numbers
Spend time planning, not manipulating data.
Whether in FP&A, Revenue Operations, or other areas, performance is improved by better planning.
90%
decrease in time to create scenarios
70%
reduction in reporting time
50%
decrease in budgeting prep time
FP&A
Make ‘no surprises’ the new normal.
Incorporate new requirements into your models quickly and with confidence
Budget Planning: Cost centers can directly input their numbers into a centralized platform.
Budget Variance Analysis: Align everyone on your actuals versus forecasts and collect explanations on variances directly into your analysis.
Rolling Forecast: Import your historical data and build your forecast based on a variety of dimensions. Modify dimensions with one click.
Revenue Planning: Whether from last year or zero-based, get everyone on the same page by defining clear and accurate revenue targets.
P&L, Cashflow, and Balance Sheet: Model and forecast your financial statements inside of Finicast.
Scenario Planning: Create a variety of scenarios based on different assumptions to make decisions and take action.
Revenue Operations
Gameplay the best decisions in advance.
Leave behind error-prone spreadsheets and build models without constraints.
Sales & Revenue Forecasting: Forecast revenue based on the historical trends, the customer journey, and a complete set of applicable business dimensions.
Sales & GTM Capacity Planning: Analyze sales performance by segment, product and vertical, and better forecast future bookings and business needs.
Account Scoring & Segmentation: Import your historical data and add algorithms to create a consistent scoring and segmentation analysis.
Territory & Quota Planning: Manage territory hierarchies, to maximize coverage and set timely, equitable quotas that are connected to your sales forecast.
Sales Compensation & Incentives: Plan and manage compensation to incentivize sales activity by building plans optimized for teams, regions, and products.
Plan Together
Technology that Enables Today's Best Practices.
Today’s business requires more dynamic and connected planning.
Multi-dimensional Modelling
Harness the power to build and adjust models to accommodate new business requirements quickly.
Scenario-based Planning
Stay nimble by changing assumptions and forecasts to run comprehensive scenarios - in minutes.
Bespoke Modelling for Team
Empower teams to build their own models that will roll up into a company model. Eliminated ‘shadow modelling’.
Co-building of Plans
Versioning that lets your teams co-build models, rather then reinventing the wheel again and again.
Operations Planning
Empower teams to build bespoke models
Create accurate reports and forecasts quickly, with the ability to make changes.
Empower all teams to build their plans inside one platform and eliminate rogue ‘shadow plans’.
Consolidate disparate data sources and formats into a unified platform across teams.
Connect models across your organization into a comprehensive 360° picture of your operations.
- Marketing Pipeline Performance Forecast.
- Marketing Campaign Funnel Contribution.
- Workforce Skills Staffing Plan.
- Workforce Hiring Forecast.
- Production Demand Forecast Planning
testimonial
Don't take our word for it.
Spend your time on strategic planning, not shuffling data.
Sales Capacity
"Finicast not only gives us insights into our performance, but let’s us to quickly build a variety of scenarios to make better decisions.”
Workforce Planning
"With Finicast we can more easily collect information from other groups and plan more accurately to prioritize our limited resources to the right hiring efforts."
Demand Generation
"Data-driven decisions based on models in Finicast improve the ability to invest in campaigns that align with the sales plans and budget constraints."
Rev Ops
“Finicast has allowed us to get insight into our financial operations that were impossible without taking days to collect data, build models, update models, and create presentations.
FP&A Leader
“We selected Finicast because it provides us the multi-dimensional modeling and reporting we need, and a phased implementation that will get us up and running quickly.”
Revenue Operations
"With Finicast we can immediately pull in and aggregate info from our sales reps and make comparisons between their actuals, forecast, and potential new scenarios."
Workforce Planning
”We needed to move beyond spreadsheets to meet the people management and hiring needs of different groups with different priorities.”
Production Operations
“Finicast simplifies planning and reporting by consolidating information across various teams and production lines.”
FP&A
“We selected Finicast because it provides us the multi-dimensional modeling and reporting we need, and a phased implementation that will get us up and running quickly.”
Revenue Operations
"With Finicast we can immediately pull in and aggregate info from our sales reps and make comparisons between their actuals, forecast, and potential new scenarios."
Workforce Planning
”We needed to move beyond spreadsheets to meet the people management and hiring needs of different groups with different priorities.”
Production Operations
“Finicast simplifies planning and reporting by consolidating information across various teams and production lines.”
FP&A Leader
“We selected Finicast because it provides us the multi-dimensional modeling and reporting we need, and a phased implementation that will get us up and running quickly.”
Revenue Operations
"With Finicast we can immediately pull in and aggregate info from our sales reps and make comparisons between their actuals, forecast, and potential new scenarios."
Workforce Planning
”We needed to move beyond spreadsheets to meet the people management and hiring needs of different groups with different priorities.”
Production Operations
“Finicast simplifies planning and reporting by consolidating information across various teams and production lines.”
faq
Questions?
We've got answers
Financial Planning & Analysis (FP&A) Department
Provides more comprehensive financial insights with the flexibility to adapt to changing business strategies and collect first-hand input from departments.
- Know exactly what your business is doing.
- Connect business models across your organization into a comprehensive 360° picture of your operations.
- Make "no surprises" the new normal.
- Assess your key drivers and their impact on performance.
- Run "what-if" scenarios in minutes by easily changing assumptions.
- Collaborate across groups.
- Overwrite quota assumptions, assign tasks to collect updated data, and provide feedback on the most recent figures.
- Maintain security compliance without sacrificing efficiency.
- Stop chasing data via email threads or sending sensitive spreadsheets all over the company. Collaborate within one secure platform.
- Connect your data into one picture.
- Bring inputs from across your business into a consistent structure that allows flexible modeling and planning.
Revenue Operations
Improve operational execution with better visibility into areas such as staffing, commissions, and territory assignments, resulting in faster and more accurate forecasts.
- Spend your time on strategic planning, not shuffling data.
- Connect your data and business models across systems and teams to create a unified model for analysis and planning.
- Have confidence in the accuracy of your plan by eliminating manual rework and a complex portfolio of interconnected spreadsheets.
- Add flexibility to your sales planning and forecasting.
- Build and adjust your models to incorporate your ever-changing sales capacity, forecasts, quotas, products, and geographies.
- Add a new dimension across all your models in one click and see immediate results with the power of multi-dimensional analysis.
- Bring the sales, marketing, and customer teams closer together.
- Connect models and forecasts into a unified picture with input from multiple stakeholders. Assign tasks to collect input and provide comments for insights.
- Gameplan the best decisions in advance.
- Stay nimble by changing assumptions and forecasts.
- Run comprehensive what-if scenarios from your models—in minutes.
- Maintain security compliance without sacrificing efficiency.
- Stop chasing data via email threads or sending sensitive spreadsheets all over the company. Collaborate within one secure platform.
How do I make the business case for a planning platform to the CEO?
Top Priorities:
- Growing and reaching revenue goals.
- Managing costs and meeting shareholder expectations for profitability.
- Attracting and retaining talent.
- Innovating and outperforming the competition.
- Building the organization and enhancing collaboration within it.
- Managing risk.
Business Case:
- Establish a unified, single source of truth for strategic planning and tactical execution.
- Improve predictability in business performance with more accurate forecasts.
- Increase agility to take advantage of new opportunities based on data-driven plans.
- Ensure proper security and compliance processes are followed when sharing data and plans.
How do I make the business case for a planning platform for the Chief Revenue Officer?
Top Priorities:
- Making quota.
- Getting an accurate sales forecast.
- Performing better than the competition.
- Expanding market share.
- Making customers successful.
- Developing the sales team.
Business Case:
- Create more accurate forecasts across teams and products.
- Build and track quota attainment, compensation, and territory assignments.
- Align workforce plans with forecasts and current results.
- Introduce new offerings, flexible pricing, and packaging.
How do I make the business case for a planning platform for the CIO?
Top Priorities:
- Making investments that support the business.
- Managing security and risk.
- Innovating and evolving infrastructure for the future, including areas such as mobile, social, and software as a service.
- Controlling costs.
Business Case:
- Forecast the decrease in IT workload.
- Highlight the value of a unified platform that integrates data from previously disparate systems.
- Explain how collaborative planning can improve data integrity and quality.
- Address specific technical questions about security, data management, integration, and other IT requirements by partnering with your proposed vendor.
- Ensure compliance in managing confidential data.
How do I make the business case for a planning platform for the CMO?
Top Priorities:
- Driving customer relationships.
- Measuring and proving marketing ROI.
- Building alignment with sales and finance.
- Improving marketing credibility in the organization.
- Managing and leveraging the growing complexity of changing customer behaviors, channels, and technologies.
Business Case:
- Highlight the ability to measure the ROI of individual programs, show how marketing impacts revenue, and justify budget requests.
- Report marketing activities more efficiently in a unified company plan with sales and finance.
- Have the flexibility to experiment and implement new pricing and packaging strategies.
Ready to learn more?
Find out how to elevate your modeling and planning with Finicast.
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