Revenue Planning
Set quarterly and annual revenue targets per team, motion and segment — the plan numbers Forecast Revenues compares against.
Revenue Planning is where you set the targets that everything else compares against. Without a plan, Forecast Revenues just shows projections; with a plan, it shows projections vs. expectation, which is the actually useful comparison.
Open it
In funky bont, Forecasting → Revenue Planning.
What you set
- Period — quarter or year. Define both for layered planning.
- Total target — the workspace's revenue goal.
- By motion — split the target between new business and existing business. Should add up to total.
- By team / segment — drill down to per-team targets and per-segment shares (e.g. 60% EMEA, 40% NA).
- Seasonality — weight months within the quarter if your motion has known seasonality.
Workflow
- Set the top-level target at the start of the period.
- Allocate it down to teams and segments.
- Each Friday, compare Forecast Revenues against the plan; act on the gaps.
- Replan at quarter end with the new actuals.