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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

NoteWant a closer look? Click on the screenshot to enlarge it.

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

NoteWant a closer look? Click on the screenshot to enlarge it.

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

NoteWant a closer look? Click on the screenshot to enlarge it.

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

NoteWant a closer look? Click on the screenshot to enlarge it.

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

 

NoteWant a closer look? Click on the screenshot to enlarge it.

Accordion's Anaplan Solution Accelerators

In addition to the “SaaS Revenue Modeling” accelerator featured above, Accordion offers a variety of “Anaplan Accelerators” prebuilt to expedite your deployment process, improve ROI, and reduce implementation risk. Explore them:

Accelerated P&L Planning (APP)

A fully built P&L planning solution based on best practices: driver-based forecasts, historical trending, insightful analytics, and comparative reporting.

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Financial Consolidations & Analytics (FC&A)

A fully built financial consolidations solution based on best practices: aggregation, intercompany eliminations, cash flow reporting, non-standard ownership, journal entries, insightful analytics, and flexible FX.

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Hospitality Management

An Anaplan solution tailored for the management and analysis of hospitality industry planning, including: key metric analysis, occupancy rate and price forecast, and P&L reporting.

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Enterprise Compensation Planning

A dynamic workforce planning and management solution for both top-down and bottom-up planning including: driver-based forecasting, what-if scenario planning, and employee compensation management.

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Gross-to-Net Chargeback Forecasting & Analytics

An automated chargeback modeling solution that streamlines the gross-to-net planning process, including: unit trending, calculating distributor fees, returns, and rebates, along with full chargeback and gross-to-net analytics.

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Real Estate Management & Forecasting

An Anaplan solution built for businesses in the real estate sector, including: a high level summary dashboard, detailed key metric analysis, property management, depreciation scheduling, and more.

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Capital Asset Management

An Anaplan solution for in-depth asset management for businesses in any sector, including: a high-level summary dashboard, full capital asset planning, detailed expense breakdowns, depreciation scheduling by asset, financing analysis, and more.

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Telecom Planning & Analytics

A fully built P&L planning solution tailored to the telecom industry, including: subscriber forecasting, ARPU analytics and what if analysis, driver-based telecom expense planning, workforce comp planning, and fully featured comparative reporting.

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Title (Publisher) Planning

A title planning solution custom built for the publishing industry, including: gross-to-net ISBN and title series forecasting, historical unit trending, royalty calculations, and full P&L reporting.

Learn More

Meet (Some of) Accordion's Anaplan Experts

Nick Mascia
Nick Mascia
Director | Master Anaplanner

Nick is a Director with close to a decade of FP&A planning and system implementation experience for companies in various industries and sectors. He is a certified Master “Anaplanner” that specializes in delivering end to end Anaplan implementations typically for any planning or modelling needs that fall under the umbrella of the CFO team.  Read more

Wilson Dang
Wilson Dang
Senior Consultant

Wilson is a Senior Consultant 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.  Read more

Brian Kellagher
Brian Kellagher
Senior Consultant

Brian is a Senior Consultant at Accordion specializing in Anaplan. He has nearly 4 years of experience in the banking industry.  Read more

Exploring Anaplan Accelerators? Let's Talk.