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CPM Technology Value Matrix

See why Vena was named a Leader in the CPM Technology Value Matrix from Nucleus Research.

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Solutions
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Financial Planning & Analysis Budgeting & Forecasting CapEx Planning Revenue Planning Workforce Planning Allocations Scenario Planning Cash Flow Planning Rolling Forecast
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Vena Industry Benchmark Report 2022

Get your free copy of The State of Strategic Finance: Industry Benchmark Report 2022 today.

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Connect with finance leaders and access Excel templates, CPE/CPD courses, exclusive content and more.

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Partner Story: Citrin Cooperman - a Vena Advanced Partner.

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Why Vena

Platform

Capabilities Reporting & Analytics Modeling Workflows Collaboration Scalability & Security Central Database Pricing Plans Microsoft Excel Power BI Microsoft 365 Integrations Marketplace Developers

Solutions

Financial Planning & Analysis Budgeting & Forecasting CapEx Planning Revenue Planning Workforce Planning Allocations Scenario Planning Cash Flow Planning Rolling Forecast Sales Performance Management Sales Planning Incentive Compensation Management Marketing Planning & Reporting Financial Close Management Financial Consolidation Account Reconciliation Financial Reporting Management Reporting Profitability Analysis Variance Analysis Dashboard

Industries

Industries Banking and Credit Unions SaaS Insurance Manufacturing Real Estate Hotel and Lodging Higher Education Healthcare Professional Sports Not For Profit Professional Services

Resources

Company About Us Careers Newsroom Contact Us Trust Impact Customer Stories Video Testimonials Awards & Reports Vena Benchmark Report Business Value Calculator CPM Software Guide

Partners

Vena Marketplace Find Vena Partners and Integrated Solutions VENA PARTNERS Learn More About Our Partner Program PARTNER LOGIN Access Resources, Toolkits and More

Customers

CUSTOMERS Do More with Vena Latest Trends & Best Practices Customer Support Vena Learning Professional Services Vena Excelerators Product Release

Community

COMMUNITY Templates Academy Blog Events Forum Streaming
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Revenue Planning and Projections Kit

Whether you’re planning to implement new technology or purchased a new piece of equipment, these templates will help the team manage each step of the process

A Kit For Every Function

The Revenue Planning and Projections kit has been curated to help teams work together across the Microsoft technology stack leveraging templates that simplifies work processes.

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Revenue Projection Excel Template

Plan revenue, quantity of units sold and cost of sales for all of your products with this Revenue Projection Template.

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Artificial Intelligence Power BI Dashboard

View and analyze your revenue projections using this AI template for revenue analysis.

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Microsoft Project Templates

Help keep the team organized during the reporting process using any of the free Microsoft Project Templates.

Vena and Microsoft Are Better Together

From a native Excel interface to Power BI embedded to Microsoft 365 functionality, Vena has integrated with Microsoft’s leading tech stack for over 10 years. See why over 1,300 organizations use Vena to power their Plan to Grow—request your free demo today.

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Frequently Asked Questions

A. Yes. This Revenue Planning and Projections Kit is completely free and yours to keep forever.
A. Since these templates were specifically designed for Excel, we don’t recommend that you open the templates in Google Sheets. The formulas and formatting may not work in Google Sheets.
A. Nope. All you need is Microsoft Excel.
A. We’re happy you asked. Vena is the only Native Excel Complete Planning platform. Over 1,300 organizations of all sizes power their Plan To Grow™ with Vena.

Download Your Free Kit

Download your free kit and start getting more time back in your day so you can focus on planning for tomorrow.

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More Kits

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Executive Board Report

Use this kit to prepare, manage and deploy your next executive board report with cross functional team input

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Employee Growth Plan

Use this kit to plan an execute a successful plan that show employee growth impact on Revenue

Download