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Host Analytics Revenue Planning

Flexible and Consistent Revenue Planning Drives Predictable Sales Growth

Otis Spunkmeyer Case StudyFlexible input templates allow Otis Spunkmeyer to plan its business by customer, delivery method, and by product all the way down to the SKU level.

With millions of fresh and tasty cookies and muffins being sold throughout the United States, Otis Spunkmeyer requires a revenue planning solution that adapts to their business and ensures the accuracy of their numbers. Let’s face it, revenue forecasting using 100 linked spreadsheets is like baking over an open fire. Sure, you can do it, but why?

Additional Resources:

Case Study

Understand how Otis Spunkmeyer creates more accurate, in-depth sales plans and can better predict expenses using Host CPM Suite.

Download Case Study on Budgeting and Forecasting

Learn About the Benefits of On-Demand CPM

Watch this brief presentation about how you can shorten the implementation and save money by using an On-Demand CPM Solution

Watch this presentation on on-demand budgeting and planning 

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Host Analytics Revenue Planning

 

Is flexible enough to meet the demands of any industry

Scales to thousands of customers and products and is flexible enough to encapsulate the revenue/cost drivers of long term sales contracts

Involves all the required participants into the process and  guarantees an accurate plan that drives sound decision making

 

Establishing an accurate view of future sales is the cornerstone of financial planning

For most companies, the business plan is driven from the revenue forecast, from ordering supplies, planning operations, projecting inventories, determining headcount and approving capital expenditures. Yet many businesses still create the revenue forecast from an ad hoc, antiquated system supported by linked spreadsheets and where workflow is managed by email.

Top-down, middle-out and bottom-up planning

These modeling tools minimize time wasted building multiple spreadsheets and maximize model flexibility. This flexibility allows managers to analyze the business in a dynamic way: by customer, by store, by location, by SKU channel or delivery method and adjust numbers based on changing business conditions.

Flexible, feature-rich budget templates

Host Analytics Revenue Planning input templates are rendered in a browser, in an “Excel-like” smart grid. The interface is data driven, dynamic and configurable to your revenue planning dimensional requirements. E.g. product by customer, by channel, etc. These templates handle discrete formulas to manage complex pricing schemes and multi-stage sales contracts. Users can create scenario comparisons in order to drive the reforecasting process. The system supports complex revenue recognition modeling including perpetual licensing agreements, maintenance revenue calculations, subscription revenue calculations, accretions and amortizations.

Customized workflow

This intuitive process helps users create their forecasts and budgets and allows managers to understand everyone’s status in the plan creation and update process. This applies to any type of planning frequency; forecasting once per year, every quarter, or monthly. Workflow reports on where you are in the process, who participated and who has not yet provided their data, including sales, marketing, operations and finance.

Sales and operations planning automation

Host Revenue Planning provides the functionality to automate the “Sales and Operations Planning” (S&OP) process. Utilizing input templates, key team members provide their expectations regarding unit sales and delivery. The group then meets to form a consensus estimate of the expected future sales and delivery. Through this streamlined process, Sales, Operations and Finance can anticipate future performance, manage customer expectations and allocate resources with reduced costs.

Host Analytics Revenue Planning is your key to success

The bottom line is, if it’s your job:

  • To integrate operational reality into the financial plan
  • To investigate the details of the revenue plan and act on new opportunities
  • To make sure an accurate revenue forecast is created involving all the necessary participants

Host Analytics Revenue Planning provides the system you need to accomplish these goals.

Multi-Tenant SaaS means no software to install or maintain

Implementation timeframe

Deploy only one application to everyone. You can be up-and-running in record time.

Upgrade frequency

Multiple transparent upgrades are released each year so everyone receives the upgraded application simultaneously and has access to the newest features.

Configuration not customization

You get the best of both worlds, we can customize the software to meet your needs because of our flexible architecture, yet you get the benefits of SaaS from a multi-tenant frequent upgrade environment. Our architecture and multi-tenant approach allows you to avoid the old, rigid, risky, and expensive software development methods. This results in a low-cost, low-maintenance planning and budgeting solution which adapts as your business evolves.

Integration

The integration between Host Analytics Revenue Planning, Host Analytics Scorecard, Host Analytics Consolidator and Host Analytics Budget allows you to create a strategic revenue plan and encapsulate it in a scorecard, link it to the plan and then produce consolidated financial statements all using the same database and same reporting tools.