Revenue Planning and Forecasting

Directly plan and forecast your revenue in Power BI with WeWrite for effective, data-driven decision-making.

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Revenue Planning in Power BI

Simplify Revenue PLANNING

Bulk Edit Sales Figures in the Matrix Visual

Users can easily bulk edit multiple figures within their customized sales hierarchies, such as Customer / Product Category / SKU, or any structure that suits their needs. When you adjust a total field, the child positions automatically recalculate.

You can allocate sales numbers among child positions using either weighted or equal distribution methods. This flexibility empowers you to create detailed yearly plans or adjust monthly forecasts.

Robust Version Control

Manage Versions of Sales Plans and Budgets

Our visual offers plan versioning. You can easily add or remove versions of your financial plans and budgets.

Additionally, you can assign confirmation statuses and ownership to each version, ensuring clear accountability and effective management throughout your planning process.

ANALYTICAL APPROACH

Incorporate Actuals and Prior Year Values

Integrating actual figures and previous year values into the planning matrix provides a solid foundation for creating sales plans.

Rather than relying on arbitrary estimates, you can leverage known data to inform your projections, leading to more accurate and reliable financial plans.

4 Steps to Tailored and Efficient Revenue Planning in Power BI

Boost efficiency with rapid implementation, flexible workflows, data integration, and planning options that fit your planning strategy

Accelerated Implementation
Leverage existing data models to build your plans, reducing implementation time from days to just hours.
Top-Down or Bottom-Up Approach
Whether you prefer top-down or bottom-up planning, both options are fully supported with WeWrite.
Customizable Workflows
Create plan versions, add positions, implement confirmation processes, and tailor the entire planning workflow to suit your specific needs.
Seamless Integration
Import data effortlessly from your existing platforms like ERP, CRM, PMT, and more, ensuring your planning is always based on up-to-date information.
Revenue Planning in Power BI

Reduce Implementation Time

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decreased implementation time

Take Your Plans to the Next Level

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faster planning
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more accurate plans

Move Beyond Excel

Eliminate the need for cumbersome Excel files, complex VBA customizations, and performance bottlenecks. With WeWrite in Power BI, you can handle larger datasets seamlessly, improving efficiency and scalability without the limitations of spreadsheets.

Improve User Experience

Deliver an unparalleled UX with intuitive interfaces and enhanced functionality. WeWrite is designed to improve workflows, making planning more efficient and enjoyable than ever before.

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Start Revenue Planning in Power BI with WeWrite!

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