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Budgeting and forecasting for SaaS companies

Software planning and analytics

Workday Adaptive Planning lets software companies plan, monitor, and analyse subscription bookings and revenue. Our solution provides software-specific metrics and templates for budgeting, forecasting, scenario modelling, 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.

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 visualise 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 organisation plan smarter, report faster, and analyse 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 centres. With a complete picture of SaaS expense planning, you can increase margins through the reduction of CAC and ongoing support costs.

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

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