Anaplan Accelerator: SaaS Revenue Modeling

Accordion’s SaaS Revenue Modeling Anaplan Accelerator is a fully built solution for SaaS businesses to easily source CRM data and drive real-time forecasting, including: CRM Integration, opportunity management, renewal management, and ad conversion forecast pipeline summary.

Get an Up-to-Date View of Bookings and Pipelines from Your CRM System

Automate the sourcing of bookings and pipeline data from CRM systems like Salesforce
Leverage the ETL power of OneCloud for real-time connectivity and ongoing automation
Drive more accurate revenue forecasting and planning with up-to-date sales projections in Anaplan

Tag a Vintage to Existing CRM Data

Perform ARR calculations by Cohort grouping
Leverage tagging to further calculate retention % trends, new logo counts, and churn rate
Capitalize on maximizing profitability and retaining customers

Manage Upcoming Renewals

Easily check which contracts are set to expire in the upcoming year to firm up renewal revenue
Review customer information and contract details to estimate most likely renewal uplift cases
Easily model customer contract extensions with a button click
Forecast revenue with various “what if” renewal rates

Create and Maintain Qualified Leads for Your CRM System

Automate the sourcing of pipeline data from CRM systems
Leverage Anaplan capabilities to plan QLs by stage to calculate real-time Annual Recurring Revenue
Layer into existing pipeline to produce more accurate forecast

Calculate SaaS Annual Recurring Revenue Snowball

Calculate real-time ARR snowball balance through categorization of existing bookings
Review real-time snowball activity by categorization (i.e. new logos, upsell or downsells)
Track top-level KPIs to keep metrics top of mind
Use dynamic waterfall capability to measure and drill down on activity across any custom time period

Accordion's Anaplan Solution Accelerators

Accelerated P&L Planning (APP)

Hospitality Management

Enterprise Compensation Planning

Financial Consolidations & Analytics (FC&A)

Gross to Net Chargeback Forecasting & Analytics

Real Estate Management

Capital Asset Management

Telecom Planning & Analytics

Title (Publisher) Planning

Professional Services Planning

Law Firm P&L Planning

Meet a few
of our experts.

Wilson Dang

Director

Wilson is a Director with five years of experience in traditional FP&A, working in investment banking, consumer banking, and private wealth. His experience in Corporate Performance Management includes working within fields such as consulting staffing, telecom, and marketing.

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Brian Kellagher

Solution Lead

Brian is a Solution Lead at Accordion specializing in Anaplan. He has 4 years of experience in the banking industry.