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revVana Plan Reviews & Product Details

revVana is the leading revenue forecasting platform that empowers businesses to seamlessly integrate their forecasting processes directly within Salesforce. Trusted by innovative companies across industries, revVana goes beyond traditional tools to deliver precise, real-time insights for revenue management, helping teams optimize performance and drive strategic growth. Our platform leverages advanced AI models and real-time data integration to eliminate forecasting blind spots and align sales, finance, and operations teams. With revVana, businesses can accurately predict revenue across consumption-based, project-based, and pipeline-driven models, all within the familiar Salesforce ecosystem. Whether you’re managing complex enterprise agreements, consumption-based products, or recurring revenue streams, revVana is the platform of choice for teams, departments, and entire organizations. With revVana, businesses consistently deliver accurate revenue forecasts, align resources efficiently, and unlock new growth opportunities.

Seller

revVana

Languages Supported

English

Product Description

revVana is the only platform that is completely dedicated to helping you plan and maximize your revenue throughout the sales-to-revenue process.

Overview by

Jason Martin

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revVana Plan Integrations

(2)

Integration information sourced from real user reviews.

revVana Plan Media

revVana enables precise forecasting for services by automatically converting project timelines, resource plans, and service contracts into real-time revenue forecasts within Salesforce. This ensures accurate visibility into service-driven revenue streams, helping businesses optimize resource allo...

revVana Plan Demo - Consumption Forecasting

revVana simplifies consumption forecasting by transforming usage data and trends into real-time revenue projections directly in Salesforce. This empowers businesses to predict variable revenue streams accurately, adjust for fluctuations, and optimize growth strategies with confidence.

revVana Plan Demo - Forecasting Sales, CS, & Actuals and Predictive Revenue

Combining all of your forecasts into a single view

revVana Plan Demo - revVana Forecast Accuracy Dashboard

Showcasing forecast accuracy in an easy-to-read revVana forecast

Comparing revVana-generated forecasts to actuals and target

revVana Plan Demo - revVana Forecast in a Salesforce Opportunity

a revVana report directly in an opportunity

revVana Plan Reviews (5)

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JM

Joan M.

Senior Vice President, Global Customer Experience Operations

Enterprise (> 1000 emp.)

8/29/2025

"Revenue Forecasting & Realization Made Easy"

5/5

What do you like best about revVana Plan?

revVana easily integrates with the Salesforce CRM. The tool displays opportunity revenue in a format which resembles a spreadsheet which is simple to use for sellers. Leveraging Revanna allows for accuracy in ACV that would be difficult to achieve leveraging Salesforce native quoting tools. Revanna allows revenue to be captured at multiple stages of the sale, allowing for direct comparisons of forecast to actuals on a month-over-month basis. The team at revVana is committed to the success of their customers. Review collected by and hosted on G2.com.

What do you dislike about revVana Plan?

revVana allows for very complex calculations which created latency at certain points, but the vendor team continually worked with us to optimize our calculations when this issue was encountered. Review collected by and hosted on G2.com.

RD

Rita D.

Controller

Small-Business (50 or fewer emp.)

1/10/2024

"revVana assists in RevRec"

5/5

What do you like best about revVana Plan?

As a service business with several different contracting scenarios and cadences to our revenue recognition, it was easy to set up the plans to match at contract signing and then adapt to actuals as the team was able to execute the contract. It worked seamlessly with our dashboards and it is invaulable to the team in projecting revenues and cash flow.

The team at revVana was a valuable resource to our inhouse team in developing the plans. Review collected by and hosted on G2.com.

What do you dislike about revVana Plan?

We have been using for about a year now and have had to make a few additions based on our business. Editing the plans is not as user friendly so our in house SF team can do it---but not as easy for the regular SF user, which is only a downside for making quick edits---but great for internal controls! Review collected by and hosted on G2.com.

What problems is revVana Plan solving and how is that benefiting you?

We were manually calculating revenue forecasts in Excel and constantly adjusting. C-suite was forced to ask the accountant for the forecast as it was easily accesssible to them. With revVana we were able to incorporate the data in our SF dashboards and everyone know where the revenue was stood at any given point in time. Review collected by and hosted on G2.com.

PR

Phillip R.

Chief Revenue Officer

Small-Business (50 or fewer emp.)

3/5/2024

"revVana is an incredibly powerful and nimble revenue forecasting tool for Salesforce"

5/5

What do you like best about revVana Plan?

revVana is a lightweight yet powerful extension of Salesforce that pairs particularly well with Salesforce CPQ. It allowed me to forecast not only my expected revenue on closed deals, but model out my consultants' expected utilization in a cheaper and easier way than with a tool like FinancialForce. Review collected by and hosted on G2.com.

What do you dislike about revVana Plan?

One of its best features is also a drawback, and that is its flexbility. revVana gives the ability to split and/or roll up revenue forecasting by region, team, product, business unit, etc. It's critical to find a consulting team knowledgable in revVana best practices to ensure you don't over-engineer. Review collected by and hosted on G2.com.

What problems is revVana Plan solving and how is that benefiting you?

revVana helps me solve for easier revenue forecasting by splitting my expected revenue into a plan for each of my opportunity products across the expected length of the consulting engagement. Similarly, it helps me view the total consultant utilization across plans so that I can better anticipate volumes of hours required to complete projects and not over- or under-use my consultants' availability. Review collected by and hosted on G2.com.

RR

Rich R.

Enterprise (> 1000 emp.)

1/10/2024

"Wave6 uses revVana Plan to estimate and forecast its professional services projects"

5/5

What do you like best about revVana Plan?

Wave6 uses revVana plan to help automate our pre-sales process from estimation to resourcing and as importantly takes advantage of the native forecasting capabilites in Plan to forecast and project revenue over time from those inital plans. This has been a game changer for us and has eliminated a highly manual process allowing us to streamline and expand usage of Salesforce within our pre-sales and project governance processes. Review collected by and hosted on G2.com.

What do you dislike about revVana Plan?

Like any software, understanding what revVana does well is important. It is very good at laying out schedules of people, products and revenue in the context of an overall bookings/revenue forecast. It is not meant to replace demand planning but to augment it by showing where spikes could lead to capacity issues. Review collected by and hosted on G2.com.