Streamlining Sales Forecasting for a SaaS Company in Anaplan

The Situation

A fast-growing digital marketing firm reached a point in its journey where budgeting and forecasting sales in spreadsheets was no longer a viable option. Due to the sheer volume of customer contracts and contract stipulations from Salesforce, Excel was no longer able to accurately calculate the allocation of contract terms which include minimums for media spend, and minimum revenue calculations through defined term lengths. The team struggled with reporting and commentary as they needed to be able to pivot large numbers of data sets and produce reporting for custom segments for their stakeholders. When evaluating options, the Company decided to use Anaplan for all needs across the P&L, rather than buying separate point solutions for SaaS revenue modeling, sales commissions, and expense planning.