Revenue Planning

Revenue planning is a demanding part of planning and budgeting in any sector. It faces scrutiny, is dependent upon other areas, and is highly dimensional and specific to your business. With Anaplan's Revenue Planning app, you get a number of models to choose from, including professional services, unit, time and materials, SaaS, and more. Use one or combine multiple planning models for a joined revenue plan connected across all your revenue streams.


Business Function
All IndustriesMedia & Entertainment
App Last Updated
543.6 MB
Connects to
Planning, Budgeting and Forecasting app
Terms & Conditions

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Why Anaplan for Revenue Planning?

Use, modify, or create revenue forecasting models from the simple to complex, using plain language calculations—no script or code required. Design models with driver-based, statistical, or other methods that turn complexity into straightforward plans business users own and understand.
On one common platform, you can model revenue that easily integrates into your consolidated financial plan. Connect sales plans to drive revenue plans for automated flow from pipeline to revenue, on through to top- and bottom-line impact.
Leverage any one of 15 pre-designed revenue models to jumpstart revenue planning and budgeting across your organization. Use one or more, based on the different ways your organization plans revenue (unit, SaaS, contract, volume, etc.).


Connected planning
  • Part of Anaplan’s comprehensive cloud budgeting and reporting connected platform
  • Revenue forecasting for any business model—recurring, contract, product, services, etc.
  • Connect sales, service, and other revenue-driving plans to create more accurate financial plans and forecasts
  • Revenue planning and budgeting based on underlying drivers, actual history, bottom-up, sales projections, or statistical analysis
  • Flexibly support changing revenue recognition standards required across plan stages
Revenue plan apps
  • 15 unique revenue planning and budgeting models
  • Leverage, modify, and plan the impact of scenario results in real time
  • Calculate revenue, COGS, and margin, based on quantity and price, with price and unit cost set at the product level
  • Revenue forecasting based on quantity and price, including additional dimensions of SKU and product family, and applying volume discounts if applicable
  • Assign revenue profiles to resources and resources to jobs, better matching revenue with anticipated hours by resource
  • Account for work hours performed, direct expenses incurred, materials purchased, as well as account utilization profiles, and travel and subcontractor usage
  • Following common software licensing model, you can plan for seats by user type, role, or group, taking into account discounting at the plan stage
  • Plan revenue by cohort, comparing across analysis and revenue forecasting processes, and model other nuanced complexities, including unique recognition standards
  • Plan for upfront cash service activity, model revenue recognition per contract terms, and defer balances
  • Revenue forecasting and plan framework, taking into account user forecast by platform, ad capacity, sell-through rates, cost per impression (CPM), and more
  • Drive plans and revenue tracking upsell, expand, churn, and low customer acquisition cost (CAC)
  • Plan for revenue based on volume discounts, attrition rate, and tiered pricing
  • Utilize pre-defined profiles or configure to match any contract type (by month, quarter, year, other)
  • Plan for fixed price contract revenue at milestones, leveraging inception to date, remainder of program, and estimate of profit margin
Reporting and dashboards
  • Pre-designed reporting across revenue plans for real-time integrated planning and reporting
  • Pivot reports by any dimension (time, geography, product) for self-service, views on-the-fly)
  • Visual dashboards for relevant, at-a-glance insight with maps, charts, graphs, waterfall, alerts, and more
  • Microsoft Office add-ins: Excel®, PowerPoint®, Word®

Terms and conditions


Application Terms and Conditions: BY CLICKING TO PROCEED WITH DOWNLOAD OF THE APPLICATION, YOU ACKNOWLEDGE THAT THE TERMS BELOW SHALL GOVERN YOUR ACCESS AND USE OF THE APPLICATION. IF YOU DO NOT WISH TO BE BOUND BY THESE TERMS, DO NOT CLICK TO PROCEED. THIS APPLICATION IS NOT PROVIDED BY ANAPLAN, INC. AND THESE TERMS ARE NOT OFFERED BY ANAPLAN UNLESS ANAPLAN IS NAMED AS THE PROVIDER ON THE DOWNLOAD PAGE. USE OF THIS APPLICATION REQUIRES A VALID SUBSCRIPTION TO THE ANAPLAN HOSTED SERVICE, WHICH IS ONLY AVAILABLE THROUGH A SEPARATE AGREEMENT BETWEEN YOU AND ANAPLAN. Application Provider. The application named on the download page of the Anaplan App Hub (the “Application”) is provided by the party named on the download page (the “Application Provider”). Anaplan, Inc. (“Anaplan”) is not the Application Provider unless named as such on the download page. Terms and Conditions. This agreement (the “Terms”) contains the terms and conditions governing your use of the Application unless you have separately agreed to other terms with the Application Provider. These Terms are entered into solely between you and the Application Provider and shall become effective upon your download, access or use of the Application. Anaplan is not a party to these Terms unless it is the Application Provider. Grant of Rights; Anaplan Agreement. The Application Provider hereby grants you the nonexclusive, nontransferrable, nonsublicensable right to use the Application solely in connection with your authorized use of the Anaplan hosted service (the “Anaplan Service”). Your right to use the Application does not include the right to use the Anaplan Service, which requires a separate agreement between you and Anaplan (an “Anaplan Agreement”). You are not permitted to copy or redistribute the Application, but you may load the Application into your instance of the Anaplan Service and modify the Application in connection with your permitted use of the Anaplan Service. Evaluation and Production Use. Your right to access and use the Application is provided on a temporary basis and is limited to evaluation use for a thirty (30) day period beginning on the date of download (“Evaluation Period”). If your subscription under the Anaplan Agreement includes the right to use the Anaplan Service for the use cases covered by the Application, then you may use the Application for production purposes after the Evaluation Period, or earlier if the Application Provider agrees. If you do not have an Anaplan Agreement that includes your right to use the Anaplan Service for the use cases covered by the Application, then your right to access and use the Application will automatically terminate at the end of the Evaluation Period without notice from the Application Provider or Anaplan. Reservation of Rights. The Application contains valuable intellectual property rights of the Application Provider and you are not permitted to use or exploit such intellectual property rights except as explicitly permitted in these Terms. The Application Provider reserves all right, title and interest in the Application except for the rights explicitly granted to you in these Terms. Your right to use the Application will terminate immediately upon any breach of these Terms by you, or upon the termination or expiration of your Anaplan Agreement. Either party may terminate these Terms at any time in its discretion by providing the other party with notice, at which time your right to access and use the Application will terminate immediately.

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