For each new fiscal year, you need to determine your revenue strategy and targets, and then calculate the resources, timing, and budget needed to achieve those goals. Ideally, the process should capture, connect, and model your full pipeline: marketing, BDRs/SDRs, and sales – but it often doesn’t. It’s essential work that’s heavily reliant on hard-to-gather data, but that data is required for decision-making across finance and go-to-market teams.
Make sure your plan isn't at risk for failure. The planning process often misses critical inputs, uses unintentionally wrong assumptions, and doesn’t align stakeholders.
This is because the process gets:
Our best practices framework makes sure you don't have gaps in revenue and sales planning. As one customer reported: “With Revcast, we built four years of plans in four hours.” Another customer achieved "in mere hours what previously took weeks of extensive planning and meetings.”
Revcast provides the central integration home for your plan’s key data inputs, so you can spend the majority of your planning time reviewing insights and analyzing options to reduce risk and ensure efficient growth.
Get always-on access to:
“The targets don’t change – but how you get there does,” said Revcast’s chief revenue operations officer.
As the year gets underway, your original plan’s assumptions are met with new events, data, and trends and needs to adapt to emerging risks and opportunities. That may mean plan adjustments or even a larger re-planning effort, to reduce risks and ensure your best chances to meet revenue goals.
What is Revcast and how does it help with annual revenue planning?
Revcast is an AI-powered sales forecasting and planning solution that helps companies confidently hit their revenue targets. For annual sales and revenue planning, Revcast provides a best practices bottoms-up framework for balancing sales capacity and hiring timelines, pipeline, quota coverage, performance assumptions, and costs —so you can model the optimal scenario and then continuously monitor progress and adjust dynamically throughout the fiscal year.
How does Revcast differ from traditional revenue planning tools?
Unlike traditional planning tools that rely on static spreadsheets or disconnected systems, Revcast gives you a dynamic, people-centric view of revenue planning. Revcast's AI is also continuously monitoring your status and recommending adjustments to your plan, based on emerging risks and opportunities.
Does Revcast integrate with my CRM?
Yes. Revcast integrates easily with your CRM and complements your existing systems. While CRMs track deal-level data, Revcast helps you plan and manage the human side of revenue generation—like hiring, headcount allocation, ramp times, and quota capacity. It provides a higher-level, strategic planning layer, with built-in modeling and real-time insights. Revcast is SOC2 Type 2 certified so you can trust it for data security.
Who typically uses Revcast for annual revenue planning?
Revcast is used by Sales leadership, RevOps, and Financial planning teams at B2B companies, but also can be used to enable collaboration and transparency with other GTM stakeholders like Marketing and Customer Success. It’s especially valuable for companies with complex sales cycles who need to align headcount, pipeline, quotas, and bookings targets in a coordinated, real-time way.
What kind of results can we expect from using Revcast?
Teams using Revcast typically see significantly faster planning cycles, better visibility into hiring and coverage gaps, and higher confidence in meeting revenue targets. One customer said Revcast helped them "to achieve in mere hours what previously took weeks of extensive planning and meetings" -- while another said “it’s given us a unified way to tie headcount to quota to bookings so we can plan with much more confidence.”
