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RevOps & Finance

It’s often painful process that blocks other critical planning & projects like commissions, territory design & budgeting. Capacity planning feels like an endless task filled with back and forth, although your involvement is often only to help fill a spreadsheet with data or to help decipher the models that you have built. Other processes like forecasting are already effectively automated, without much heavy (or any) lifting on your part, so why is this still so manual?

You know that your involvement shouldn’t be necessary, but right now you’re the glue that holds it all together. Breaking free of it would free you up massively at an already busy time.

Better reporting has failed to deliver predictability

You’ve jumped through hoop after hoop to deliver better reporting, across daily dashboards, leadership reports & forecasting initiatives. The problem is that despite all of this, predictability is through the floor and the only real answer is market forces. The current approach to using data in the business simply isn’t providing the answers that you or the wider business needs in order to generate long term predictable views.

You need to be able to see further into the future, leveraging the data you have but with an eye on how market trends could affect the planned outcomes.

Capacity Planning blocks everything else

Planning has historically been an end of year activity that kicks off a swathe of other projects - Territory design, commission planning, annual budgets and so on, but until the resource is mapped against growth ambitions, everything else is impossible. Things like budgets shouldn’t be exclusive to planning either, as fitting the plan to the budget can leave you wildly short of your growth ambitions.

Planning needs to be fluid & accessible without blocking other work, ideally with a direction already in place for when you get to your end of year planning.

You only need the finished plan, yet are responsible for the inputs

The output is the part you need to get moving, yet despite not providing really providing much input (other than the skeleton spreadsheet and initial data), you’re dragged into every iteration and review of it. It’s a time sap which bombards you with questions over the figures and calculations, yet if automated would probably be a non-discussion for you.

You want to completely remove this from your plate so that you don’t have the headaches and distractions, leaving the finished plan to be easily ingested into your other business planning processes.

Revenue planning is now no longer reliant on grabbing data from different managers & data sources, combining it into a spreadsheet that then has has to be explained to other leadership. Regardless of what picture is painted by the models, they are no longer your doing with you coming under pressure to explain the results, and ultimately avoid you falling victim to the inevitable ask for you to change metrics that you painstaking gathered for “more workable” figures that provide the output leadership wants to see. 


Capacity planning is no longer a work-blocking headache for you, and is instead a valuable & agile planning output that powers your other work.

Businesses free up Finance, Planning and RevOps teams to tackle other valuable work using Clevenue

The Problem with Planning

Planning isn't a straight line activity, with many departments, stakeholders and leaders involved. Your planning experience might look totally different to someone else in the business, as might the value you take from it. If any of these sound like you it might be time for change.

Everything from free tools through to helpful revenue guides & articles. 

Clevenue Resources

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