Revenue planning tied to the GL.

Revenue planning is the process of setting a company’s revenue target and deciding the resources that will deliver it, including sales capacity, pricing, and segment mix. In Cube, the plan is built from drivers such as win rate, ramp, deal size, and price, so anyone can check the math behind the target.

Revenue planning sets the target. Revenue forecasting predicts what the company will actually achieve, based on live pipeline, bookings, and billing. The variance between them drives the next decision. Cube runs both in one governed model, so they share the same actuals and definitions.

Connect the forecast directly to the systems that hold revenue data, so bookings, billing, and recognized revenue load on a schedule instead of through exports. Cube connects to your CRM, billing, and GL, weights open pipeline by stage, rolls renewals and churn forward, and recalculates as actuals land.

The best revenue planning software connects CRM, billing, and GL data in one model, supports driver-based planning and scenarios, reconciles bookings to recognized revenue, and lets finance trace every figure to the deal or invoice behind it. Cube does this as the Agentic FP&A Platform, and keeps the forecast current in the spreadsheets, decks, and chat tools your team already uses. 

Look for live connections to your CRM, billing, and ERP; driver-based modeling; an ARR bridge that reconciles to billing; scenario and version management; drilldown to source deals and invoices; role-based access so sales leaders see their segment; and audited security such as SOC 1 and SOC 2. Also check whether the team can keep working in Excel or Google Sheets, since that decides adoption. 

Map both systems to one shared set of definitions for bookings, ARR, and recognized revenue, then reconcile the movements between them automatically. Cube maps Salesforce, billing, and the GL into one governed model, so a gap shows up with the deals and invoices that explain it.

An ARR bridge, or ARR waterfall, explains how annual recurring revenue moved from the start of a period to the end: starting ARR plus new and expansion, minus contraction and churn. Cube builds the bridge from billing and CRM data and reconciles it to the GL.

You need recognized revenue from the GL, billing and subscription data, open pipeline with stages and close dates, contract and renewal dates, and historical win rates and churn. Cube connects to hundreds of source systems, including Salesforce, HubSpot, Stripe, and NetSuite.

Driver-based revenue planning builds the revenue target from operating inputs such as rep capacity, ramp time, win rate, average deal size, price, and churn, instead of a single top-down number. In Cube, each driver is visible, adjustable by scenario, and tied to the forecast.

Most teams refresh the revenue forecast weekly during the quarter and roll the full-year view monthly. With Cube, actuals sync from your CRM, billing, and GL on the schedule you set, the forecast recalculates as soon as they land, and FP&Agents flag material changes overnight.

Yes. Cube uses role-based permissions, so sales leaders see their segment while finance sees the whole model. They can check numbers in Cube Web, Excel, Google Sheets, Slack, or Teams, and every view comes from the same governed source.

No. Your CRM and ERP remain the systems of record, and Cube works alongside them. Teams keep working in Excel or Google Sheets, with live, governed numbers from Cube flowing into their spreadsheets and edits publishing back to the model.

It should be audited and access-controlled. Cube is SOC 1 and SOC 2 Type 2 audited, with SSO and SAML support, role-based permissions, encryption in transit and at rest, and a full audit trail on every driver, mapping, and plan change.