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Budgeting and forecasting for SaaS companies

Software planning and analytics

Workday Adaptive Planning lets software companies plan, monitor, and analyze subscription bookings and revenue. Our solution provides software-specific metrics and templates for budgeting, forecasting, scenario modeling, dashboards, and reports. The result is improved sales and revenue forecasting, and insights that help to improve customer retention and reduce churn while reducing acquisition costs.

I'm a veteran to FP&A, and have used Excel, Oracle Hyperion/Essbase, and several other tools. And this is by far is the best. It has been the easiest to use because it's all in the cloud and doesn't require any assistance from IT or developers to make changes to your data fields and/or attributes.

Jimmy Roybal, Director of Financial Planning and Analysis, Tealium

Align revenue plans with corporate objectives

Set revenue goals based on historical data, business drivers, and growth objectives. Plan monthly and annually recurring revenue (MRR and ARR) streams from new and renewal software subscriptions. Use revenue waterfalls to model recognition timing for subscriptions and services. And incorporate ERP and CRM sales data for a comprehensive view of revenue.

Gain insights from software KPIs to grow

Intuitive dashboards let you continuously visualize and explore subscription revenue metrics, such as MRR and ARR, annual contract value (ACV), and average revenue per account (ARPA), so that you can accurately plan investments in marketing, development, and sales. Track and gain insights from underlying customer metrics, including customer acquisition costs (CAC), customer lifetime value (LTV), churn and renewal rates, to better understand how to grow and retain customers while reducing acquisition costs.

Learn more about how we can help your organization plan smarter, report faster, and analyze better.

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Accurately forecast subscription, renewal, and services bookings

Create a holistic bookings forecast for new subscriptions, renewals, and services. Set subscription sales targets in concert with your sales and services teams, plan bookings by business cohorts, and use sales capacity scenarios to determine headcount needs to meet quota. Then compare the sales forecast with actual bookings using variance reports. With Workday Adaptive Planning, you can accurately forecast, track, and adjust your bookings to project your sales growth.

Plan hosting, sales, and operating expenses with confidence

Plan the expense of your software operations with expense budgets based on targets, roll ups of personnel, and cost-of-sales (COS) data. Model sales rep compensation and productivity, accounting for on-boarding ramp rates, and forecast commissions based on varying attainment scenarios. Budget ongoing hosting and other operating expenses (OPEX), and determine project capital expenditures (CAPEX) for new and growing data centers. With a complete picture of SaaS expense planning, you can increase margins through the reduction of CAC and ongoing support costs.

Moving fast and staying nimble

For a SaaS company to survive and thrive, it needs to be agile and able to respond to the dynamic nature of the technology market. Watch this webinar to learn how finance teams can stay ahead of the curve by rapidly creating plans and forecasts with confidence and tracking and analyzing the key metrics that are critical for the success of any SaaS business.

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Integrate financial and key operational benchmarks into your SaaS reporting and dashboards

Compare your budget and actuals on a monthly basis against critical financial and operational benchmarks for peer SaaS companies. Choose from detailed benchmarks for peer companies by size of revenue, growth rates, funding stage, and business model.

OPEXEngine’s SaaS benchmarks can be quickly and easily integrated into the SaaS planning and analytics solution to compare your actuals, plans, and forecasts to peer SaaS companies. Learn more at

Use benchmark comparisons to:

  • Identify areas of inefficiency and room for improvement
  • Get the executive team to agree on targets
  • Drive your company to better performance

Workday Adaptive Planning helps us understand the critical metrics that drive our business. It allows us to plan those into the future and understand how we are going to get to our goal.

Dan Whalen, Director of FP&A, Apptio, Inc.

Read Apptio's Story

Drive sales with better quota and capacity planning

Improve sales performance with capacity and quota models designed to run what-if scenarios around ramping, staffing, quotas, and attainment. Visually monitor coverage in real time to ensure enough quota has been deployed to hit targets. Link your sales plan to your core financial model to synchronize bookings targets, head count plans, and expense data.

Create balanced territories

Carve up and optimize territories to ensure every rep can support his or her quota. Import total addressable market (TAM), lead, opportunity, and customer data sets from customer relationship management (CRM) and marketing automation systems. Segment and score your market by geography, company size, vertical, and product attributes. Assign territories to reps via named accounts or by region/segment, and then analyze and optimize for balance.

We're helping high-growth SaaS companies drive better planning and outcomes

Winshuttle Customer Testimonial
HubSpot Customer Testimonial

Interested in seeing how we help SaaS companies plan and forecast more effectively?

Schedule a Personalized Demo