Enable collaboration and communication
Sales and revenue planning requires cross-functional collaboration between Sales, Marketing, and Operations. Workflow Manager streamlines your communications and tasks between departments to make planning quick and easy so you can eliminate manual workstreams and focus on strategic value.
Plan for new opportunities
New product launch, new pricing strategy or new customer? Prophix One gives you the flexibility to plan new opportunities with multiple features including Line Item details, or discrete versions for isolating the impacts of a new opportunity based on the specific needs of your business and your team.
Increase accuracy and reduce risk
Analyze historical data, market trends and customer insights to make more informed sales and revenue plans. Plan more accurately so you can make data-driven decisions to reduce costs and drive profitability.
Facilitate better performance monitoring
Using visual analytics in Dashboard Studio, monitor your sales performance by tracking actual sales volumes, lead conversion and revenue growth against planned targets. Prophix One allows you to plan meaningful metrics and key performance indicators both effectively and efficiently.
Contribute to sustainable growth and profitability
Confident decision making
Data-driven planning facilitated by automated data integration
Effective resource allocation
Seamlessly connect your Sales and Revenue planning to personnel, production and inventory plans
Agility and adaptability
Adapt to market changes or new strategic directives with confidence
Operational efficiency
Align sales with production and optimize operational efficiency with automated calculation
A solution for every sales & revenue planning leader
Chief Financial Officer
Provide data clarity to empower your organization to drive financial performance and be prepared for the road ahead.
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Financial Analyst
Be a trusted advisor through meaningful insights and prepare your leaders for the road ahead.
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Business Leader
Predict your revenues and manage costs to drive business growth and agility.
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Made for finance leaders
Discover our platform and unlock your potential for success.
Equip your business with the ability to plan, pivot, and change direction in dynamic markets.
Learn moreEasily create accurate forecasts that empower you to make better data-driven business decisions, faster.
Learn moreEquip your business with the ability to plan, pivot, and change direction in dynamic markets.
Learn moreInteractive visualizations provide context, measure performance, surface powerful insights, and accelerate decision-making.
Learn moreEasily integrate with your business systems to capture and share data.
Learn moreBoost Excel’s financial modeling and planning capabilities and create insightful PowerPoint presentations.
Learn moreFrequently asked questions
Yes, you can plan sales by customer, product, line of business, account, salesperson, or other level of detail your business needs.
Yes, easily integrate with MS 365 applications with the Prophix One MS365 Add-In. You can keep your complex model in Excel and use Analyzer to write the results model back to Prophix One.
With Prophix One, you can plan your Sales and Revenue budget or forecast separately from the financial budget to achieve your level of detail desired, then transfer the Sales and Revenue data to update the financial plan. In Process Manager, once the process is set up, it can be run on-demand, or you can schedule to run on a regular basis throughout your planning cycle to keep the financial plan updated even while you’re making updates to the Sales and Revenue plan.
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