Forecast Renewals

Image

One of the key responsibilities of Customer Success Managers and leaders of subscription businesses is to forecast renewals, up-sales and churn. Planhat’s forecasting tool for B2B SaaS companies allows you to forecast recurring revenue in an intuitive and easy to use interface, powered by the most sophisticated forecasting module in the market for customer success professionals!

Today, companies are using messy spreadsheets and complicated Salesforce objects to obtain the data they need to put together a forecast. Forecasting for recurring revenue is hard and there are not many tools in the market helping companies with this daunting task.

Planhat believes that forecasting recurring revenue shouldn't only be for people in finance! It's core to the Customer Success function and should be owned by the customer success teams. Forecasting renewals as you're hit by a churn alert, as you're analyzing the health score or reading through the latest tickets enables you to put forward a data-driven projection done in the right context.

Planhat's forecasting module is integrated into the same recurring revenue management platform that powers our customers subscription data. You can now forecast on a license level or use one of Planhat's projection scenarios. You can analyze the past few months renewal rates in the same view as your future months forecast. Context, drill downs and pre-built projections helps customer success managers to forecast more accurately than ever before!

Learn more about forecasting recurring revenue here

Planhat Experts: 3 Visions for the Future of Customer Success

Join our end of year panel as they discuss how they believe Customer Success needs to change in 2022 and beyond.

How Customer Retention Can Drive Your Sales

Customer retention isn't just a pretty metric to throw around but a key measurement on how well your business is doing and how to improve your sales.

How to build effective health scores

Our host Anika Zubair chats with Andrew Marks, Co-Founder of SuccessHACKER, about how to build effective health scores.

Learn more about
Planhat

Drop your email and let us show you our platform!

We use cookies to ensure you get the best experience on our site. Learn more

Get a Demo

We look forward to showing you Planhat.
Tell us a bit about yourself.

Thank you! 🙌

Thank you for your interest in Planhat.
You will hear from us soon!

Error!

Sorry, an unexpected error occurred. Try again later!

Thank you! 🙌

Thank you for subscribing to our newsletter.
Please check your email inbox!