OneStream MarketPlace Solutions: Sales Planning
OneStream is a powerful financial platform to help businesses streamline their consolidation, planning, reporting, data quality, and financial signaling. The OneStream MarketPlace Solutions were developed to further expand on these areas. This system marketplace has over 50 pre-configured solutions to help your team accomplish various tasks, including productivity solutions, planning and analysis solutions, and financial close solutions.
Sales Planning Solution
Sales Planning is a OneStream MarketPlace solution specifically designed to assist with your company's financial planning. This tool creates a unified data model that aligns your financial plan with all relevant data: customers, sales targets, products, pricing, and more.
Businesses can leverage OneStream's built-in visualizations and reports to communicate results and increase collaboration across departments. Sales Planning will improve dialogue across managers and allow for data-driven decision-making.
Sales Planning uses pre-built drivers derived from your financial targets to build dynamic sales plans. These plans can drill down to the rep or prospect level, maximizing visibility into your sales funnel.
Create Various Scenarios and Forecasts
A unique feature provided by OneStream's Sales Planning solution is the ability to manage both top-down and bottom-up scenarios and plans. Rather than requiring you to manage your data from one direction, this tool enables you to adjust forecasts at any level and develop rolled-up reports for upper management.
In other words, you can use this solution to plan sales at the opportunity level without sacrificing summarized reports and company-level outlooks. Your team can also make changes at each level so that you can improve your reporting by geography, region, subsidiary, or other relevant groupings.
SalesForce Integration
OneStream's Sales Planning solution can be directly integrated with SalesForce to ensure that you can import, track, and manage all sales opportunities accurately and efficiently.
Once the data is linked, you can easily update your quotas, key account owners, territory assignments, and other plan changes at the deal level. It also enables users to plan and model opportunities by stage – further improving your forecasting ability and allowing you to pinpoint what is working well in your sales process and what is not.
Another benefit of the Sales Planning tool is that it can create plans and model opportunities by stage or for the entire pipeline. When you combine these features with the ability to create periodic forecasts, your team should always have a clear view of what their sales will look like.
Summary
The Sales Planning solution can be deployed across OneStream to align your entire planning and forecasting process. For instance, you can use it alongside People Planning to review different hiring scenarios, determine new sales assignments, and perform additional what-if analysis – all while understanding how each decision will impact the overall financials of your business.
Sales Planning can help you unify sales forecasts by territory, manager, or geography with revenue plans. Similarly, you can drill back from dashboards and other financial reports to get to the granular sales plans. This improves overall transparency into underlying operations and can support your audit process.
Overall, this solution allows you to develop fully integrated business plans, eliminate planning silos, and empower your managers to make strategic decisions. /
Partner SpotLight
OneStream aligns to your business needs and changes more quickly and easily than any other product by offering one platform and one model for all financial CPM solutions. OneStream employs Guided Workflows, validations and flexible mapping to deliver data quality confidence for all collections and analysis while reducing risk throughout the entire auditable financial process.
Our Company
MindStream Analytics' senior staff was there at the birth of Business Intelligence. We have been part of building Business Intelligence nationally from its humble niche product status to the ubiquitous analytic tool that it is today. MindStream consultants are well versed in reporting and information management and are ready to help you leverage the power of multiple tier-1vendors. From Oracle Hyperion to IBM Cognos, we can help you select and integrate the right tools for you to better understand your information. MindStream Analytics has experience across a wide variety of industries: Business Services, Consumer Products, Energy, Financial Services, Healthcare, Manufacturing, Transportation , and Telecommunication. We have the depth and breadth of experience to help you deliver actionable information to users.
Case Studies
Accumen
Thanks to the intervention of MindStream Analytics, Accumen's Finance department can now model their business with a new, more organized structure that isn't conventionally available in NetSuite.
Acme Brick
Acme Brick turned to MindStream Analytics for help implementing OneStream to replace their outdated TM1 solution.
Alterra
Alterra sought the expertise of MindStream to address the challenges they faced in their Capital Planning process.
ATCO Group
Energy conglomerate ATCO operates worldwide in utilities, power generation, and related services.
Avalon
Working with MindStream Analytics, Avalon Healthcare Solutions adopts NetSuite Planning and Budgeting to accelerate budgeting and forecasting processes.
Bayer Health Care
Bayer Healthcare implemented Hyperion Planning and Workforce Planning in 10 weeks to dramatically streamline their Income Statement budget and Workforce Planning process..
BluEarth
MindStream Analytics' partnership with BluEarth Renewables epitomizes the power of technology and collaboration.
Celgene
An Oracle Hyperion Planning Upgrade provides multi-national organization Hyperion Application optimization and stabilization.
Cleaver Brooks
OneStream XF was chosen as the platform that would transform Cleaver-Brooks' Finance processes.
CoorsTek
The collaboration between CoorsTek and MindStream resulted in significant improvements in CoorsTek's financial consolidation and reporting processes.
Elite Body Sculpture
MindStream Analytics' collaboration with Elite Body Sculpture encapsulates the transformative potential of targeted tech solutions in streamlining administrative processes.
Enlyte
Enlyte, a merger of Mitchell, Genex, and Coventry, faced challenges with disparate financial solutions and the need for combined reporting.
Flanders
MindStream Analytics collaborated with Flanders to implement OneStream Consolidation and Reporting solution.
Foley Products
Foley Products was facing a significant challenge with its Excel-based actual management reporting system.
Harte Hanks
The collaboration between MindStream Analytics and Harte Hanks culminated in a highly customized, user-friendly NetSuite implementation.
Interface
Interface used a complex, manual, excel-based FP&A process for monthly review, and the summary data was loaded in OneStream.
Kymera International
Thanks to Mindstream Analytics' assistance, Kymera was able to load all of their data into OneStream and validate it successfully.
MacLean Fogg
MacLean-Fogg partnered with MindStream, a leading implementor specializing in modernizing and optimizing enterprise systems.
MEPPI
MindStream's expertise and experience were sought to conduct a vendor selection initiative focusing on MEPPI's F2023 planning process.
OUAI
MindStream Analytics and OUAI's collaboration showcases the transformative power of strategic technological intervention.
Plaskolite
By migrating to OneStream, Plaskolite has achieved a material reduction in consolidation time and overall Financial Close cycle, eliminated the hours spent compiling and verifying data in Excel, streamlined its Planning, Budgeting and Forecasting model and delivered flexible and timely reporting that enables more strategic analysis of their financial data.
Redwire
Understanding the nuances of Redwire's challenges, MindStream Analytics devised a holistic approach to overcome them. The implementation of NetSuite was just the beginning.
Simon
Simon's existing corporate Hyperion Financial Management (HFM) production application was consolidating at a rate of seven hours, a performance issue causing great headache to corporate Accounting.
Source Code
The successful transition to OneStream revolutionized Source Code's financial reporting.
Subway
Subway collaborated with MindStream Analytics for the NetSuite Analytics Warehouse implementation.
UPenn
MindStream Consulting and AppCare team members are proud be working side by side with UPenn university in accomplishing this implementation and along with continuing our AppCare services after go-live.
USG
USG was an Oracle Hyperion customer realizing that it needed more specialized support for its various Oracle Hyperion applications.
Vantiv
Dividing a hyperion planning application, expanding the hyperion footprint to forecast on the business? Customer categories.
Versant Health
Versant Health engaged MindStream to help resolve the challenges they were experiencing with their consolidation, close, and financial reporting processes.
Virginia Spaceport Authority
The MindStream team implemented the Standard + Workforce NetSuite Planning & Budgeting.
WeWork
MindStream Analytics determined that the best solution was to implement Oracle Essbase Cloud as part of the Oracle Analytics Cloud (OAC) platform-as-a-service
WindStream
Innovative use of essbase to streamline and connect hyperion financial management for enhanced financial analysis.
XY Planning
MindStream Analytics, well-versed in addressing such challenges, presented a comprehensive Netsuite solution for XY Planning.