Revenue Planner

Sales forecasting only takes you so far

If you’re dealing with multi-stage, extended-duration projects or programs, there is a host of external and internal variables (e.g., market fluctuations, supply chain disruptions, staffing changes, and more) that can make forecasting based on “expected sales” into a rather risky proposition. Revenue Planner is the ideal solution to extend Dynamics 365 Sales, and improves both the accuracy of your forecasting data, and the ability to act on it, too.

Evolve the forecasting of your business with the ability to:

• Track planned, booked, and actual revenue from a variety of sources
• Relate revenue to accounts, contacts, and opportunities
• Copy or split revenue over one to many time intervals
• Group and aggregate revenue by user-defined categories
• Create related revenue in bulk from the form command bar
• Compare revenue by date, type, and category
• View monthly, quarterly, and annual revenue trends