LATIVE FOR FINANCE TEAMS

Connect plans to sales performance and avoid surprises

Finance teams use Lative with Salesforce to connect revenue plans and costs to sales performance and  measure the operational impact of investment decisions.

HOW LATIVE HELPS FINANCE TEAMS

Integrate strategic and operational planning for revenue

Improve the strategic revenue planning process by simulating and predicting the revenue and contribution impact of resourcing and investment decisions using advanced AI-powered tools and real “bottoms- up” operational performance data.

Improve revenue visibility and accuracy

Improve sales performance visibility and ROI forecasts to better predict potential divergences from the financial plan​.

Understand revenue improvement and cost-saving opportunities

Make informed decisions on revenue improvement and cost savings initiatives based on how they will affect the overall financial plan.

Enhance alignment with revenue teams

Streamline budgeting, planning and reporting processes between the finance and revenue teams to improve collaboration and alignment.​

Get in Touch

Let’s reinvent how your sales organizations view and manage their business with our capacity planning and revenue efficiency platform for Salesforce.

Access the eBook