A Pre-Configured Planning Solution for SaaS Organizations
SaaS financial planning and reporting made simple
With Vena for SaaS, you can hit the ground running with proven SaaS dashboards, templates and modeling tools—all within the Excel interface.
Revenue Planning
Forecast and track ARR, subscription revenue, services and other revenue, deferred revenue, cost of sales, gross margin, cash flow impact and more. And plan ARR by stream, customer and territory.
Budgeting and Forecasting
With intuitive workflows, seamless integrations and unlimited SaaS modeling, you’ll complete your budgets and forecasts in record time and with total confidence.
Visual SaaS Reporting & Analytics
Leverage pre-built SaaS dashboards to report on LTV:CAC ratio, logo count, # of subscribers, committed ARR, net new ARR, revenue by product, SaaS churn rates, average contract value and more.
Reforecasting
Easily reforecast to ensure you have accurate and sufficient pipeline opportunities to meet your gross profit goals.
SaaS dashboards and modeling tools to help you track churn rates and plan with agility
We’re a SaaS company ourselves so we know how important it is to be able to accurately forecast revenue streams and SaaS churn rates, report on key metrics and move with agility.
Scenario Modeling
Integrate customer pipeline, renewal and churn forecasts data into “what-if” scenario analysis to see how changes in contract attributes and timelines will alter your forecasts. And use our versioning tool to capture and compare multiple versions of your plan.
Board Reporting
Deliver stunning SaaS dashboards with all of your most important metrics to your board, employees and investors.
Top-down and Bottom-up Planning
Adjust your bottom up plan for every prospect and customer while also performing top-down adjustments (by sales territory, product) to adjust and reconcile your revenue, ARR and gross margin plans.
Variance Reporting
Create a game plan for any situation. With scenario modeling, you can immediately understand how changes in drivers like attendance will affect your revenue and expenses.
Collaboratively Analyze and Adjust Forecasts
See Vena in action with a 7-day hands-on preview
Activate your 7-day preview today to see how Vena’s complete planning platform can help you:
Tell the Story Behind Your Numbers
See how Vena’s drill down feature gives you deeper insight into your numbers so you can uncover and understand variances.
Analyze Dashboards and KPIs
See how Vena’s beautiful dashboards allow you to easily share insights with stakeholders and influence informed decision making throughout every stage of the planning cycle.
View Your Company’s Financial Performance
Learn how Vena’s ChooseBox can help you slice and dice data for faster analysis of your company’s financial health.
Input
Automatically load existing contracts and pipeline data from your source systems into our templates.
Modeling
Leverage what-if analysis and models to change assumptions on contract attributes and timelines.
Reporting & Analytics
Instantly share all of your key metrics with stakeholders using easy-to-understand SaaS dashboards.
Trust your numbers with effortless integrations and automatic data loading
Gain a single source of truth and say goodbye to copying and pasting numbers by connecting your source systems and favorite cloud applications to Vena.
General Ledger and Subledger
Load contract data into your templates from systems such as Microsoft Dynamics GP and SL, NetSuite, Quickbooks, Sage Intacct, Oracle and more.
CRM
Automatically sync customer, prospect and other sales pipeline data from your CRM software to your templates so you can trust that you’re always working with the latest numbers.
HRIS and Payroll Systems
With our Workforce Planning add-on, you can bring in data from HRIS and payroll systems such as Paylocity, ADP, Ceridian, Paychex, Paycom and Ultipro.
Excel and CSV Files
Keep all of your hard-won spreadsheets, models and flat files. Import your existing Excel and CSV files from local systems or cloud storage applications such as Dropbox, OneDrive, SFTP and SharePoint.
Financial Templates Built for SaaS
Our experts have designed financial templates and SaaS dashboards to make getting ahold of your key metrics simple and efficient.
Subscription Revenue
SaaS Metrics Dashboard
Gross Margin Revenue
Sprout Social Makes Smarter Growth Decisions With Reporting and Revenue Planning in Vena
“When we broke down our data silos and brought everything right into Vena, it really helped us look at the business from a different perspective. Revenue is always top-of-mind, but now we can dive even deeper into our expenses and gross margin with KPIs such as efficiency ratios, customer acquisition cost, lifetime value and more.”
Kristina Bittorf Senior Manager of Finance, Sprout Social
Solutions to Help Power Your Plan to Grow
Vena has the technology and methodology for your SaaS needs. Discover how you can confidently plan for today and tomorrow with rolling forecasts, CapEx and OpEx planning, revenue planning and more
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