SALES & REVENUE MANAGEMENT

Obero SPM Sales and Revenue Management (SRM) provides organizations with a configurable and familiar Excel-like solution to configure, project and examine their sales and revenue targets and performance.

Key benefits of implementing Obero SPM Sales & Revenue Management include:

SRM Administration

  • Model sales actuals, plans and forecasts based on any number of business hierarchies and across any number of metrics, such as annual contract value (ACV) and total contract value (TCV).
  • Segment revenue actuals, plans and forecasts based on any number of revenue streams, such as existing monthly recurring revenue (MRR), new MRR, and net MRR churn.
  • Incorporate CRM accounts, leads and opportunities, and any other driver, into sales plans and forecasts.
  • Configure any number of revenue recognition rules, such as the amortization, milestone or percent complete methods.
  • Apply any pipeline snapshot frequency and any number of change definition rules.
  • Define complex sales prediction rules against any data set, such as customer profiles and interactions.
  • Govern model administration with integrated workflow and process management.
Sales and Revenue Management Dashboard on Obero SPM
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SRM Calculations

Sales and Revenue Management Calculations on Obero SPM
  • Automate, or execute on demand, calculations for individual models or all models.
  • Allocate and dynamically adjust sales plans based on any group of data sets, such as current forecast and expected market share changes.
  • Aggregate sales forecasts based on the weighted or unweighted pipeline and revenue forecasts based on revenue stream.
  • Calculate and track accrued and deferred revenue based on current and historical sales contracts.
  • Archive pipeline snapshots or change logs based on any schedule.
  • Roll forward and optimize prediction models from period to period.
  • Conduct what-if calculations based on any number of sales and revenue configurations.
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SRM Reporting

  • Leverage a library of pre-built sales and revenue-related forms, reports and dashboards, including scenario analysis, sales to revenue waterfall, pipeline change and prediction result reports.
  • Create new forms, reports and dashboards in a drag-and-drop manner in Excel.
  • Include drivers, business segment and summary sales and revenue data into forms, reports and dashboards.
  • Manage access to forms and reports, and the underlying data, based on integrated security management.
  • Access forms, reports and dashboards over the web, via any browser, tablet or mobile device.
  • Export reports to Excel and PDF or print reports directly from the web.
  • Package groups of reports and distribute them via email automatically.
Sales and Revenue Management on Obero SPM on different devices desktop, laptop, tablet, smartphone