# revVana Plan Reviews **Vendor:** revVana **Category:** [Budgeting and Forecasting Software](https://www.g2.com/categories/budgeting-and-forecasting) **Average Rating:** 4.8/5.0 **Total Reviews:** 5 ## About revVana Plan 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. ## revVana Plan Pros & Cons **What users like:** - Users find revVana Plan's **ease of use** invaluable for automating revenue projections and streamlining processes within Salesforce. (4 reviews) - Users value the **efficiency** of revVana Plan, significantly streamlining revenue forecasting and sales processes within Salesforce. (3 reviews) - Users value the **accurate revenue forecasting** capabilities of revVana Plan, enhancing their sales processes significantly. (3 reviews) - Users value the **forecasting efficiency** of revVana Plan, enabling accurate revenue projections and streamlined processes. (3 reviews) - Users value the **seamless Salesforce integration** of revVana Plan, enhancing revenue forecasting and simplifying pre-sales processes. (3 reviews) - Affordable (2 reviews) - Connectivity (2 reviews) - Customer Support (2 reviews) - Features (2 reviews) - Forecasting Management (2 reviews) **What users dislike:** - Users struggle with the **learning curve** of revVana Plan, finding it challenging for quick edits amidst flexible features. (2 reviews) - Users find revVana Plan's interface **not intuitive** , making it challenging for regular users to make quick edits. (2 reviews) - Users experience **calculation issues** with revVana, causing latency despite ongoing support from the vendor team. (1 reviews) - Users find **difficult adaptation** for regular Salesforce users, complicating quick edits while benefiting internal controls. (1 reviews) - Users find **difficult customization** hinders quick edits, requiring skilled staff for plan adjustments and complicating user experience. (1 reviews) - Users find the **forecasting flexibility** of revVana challenging, requiring expertise to avoid over-engineering complexities. (1 reviews) - Inaccurate Calculations (1 reviews) - Lack of Flexibility (1 reviews) - Limited Customization (1 reviews) - Slow Loading (1 reviews) ## revVana Plan Reviews ### 1. Revenue Forecasting & Realization Made Easy **Rating:** 5.0/5.0 stars **Reviewed by:** Joan M. | Senior Vice President, Global Customer Experience Operations , Enterprise (> 1000 emp.) **Reviewed Date:** August 29, 2025 **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. **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. **What problems is revVana Plan solving and how is that benefiting you?** revVana helped our organization understand revenue realization considering implementation lags and usage ramp. This improved the organizations ability to accurately create forecasts. ### 2. revVana assists in RevRec **Rating:** 5.0/5.0 stars **Reviewed by:** Rita D. | Controller, Small-Business (50 or fewer emp.) **Reviewed Date:** January 10, 2024 **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. **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! **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. ### 3. revVana is an incredibly powerful and nimble revenue forecasting tool for Salesforce **Rating:** 5.0/5.0 stars **Reviewed by:** Phillip R. | Chief Revenue Officer, Small-Business (50 or fewer emp.) **Reviewed Date:** March 05, 2024 **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. **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. **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. ### 4. Wave6 uses revVana Plan to estimate and forecast its professional services projects **Rating:** 5.0/5.0 stars **Reviewed by:** Rich R. | Enterprise (> 1000 emp.) **Reviewed Date:** January 10, 2024 **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. **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. **What problems is revVana Plan solving and how is that benefiting you?** Solution estimation, resource planning, bookings and revenue forecasting - thse are the areas that revVana Plan is helping us automate and streamline. We are seeing real improvement in turn around times of our proposals and client interactions. ### 5. Great Software- Helped automate complex booking Policy. **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Computer Software | Mid-Market (51-1000 emp.) **Reviewed Date:** December 22, 2021 **What do you like best about revVana Plan?** That it is built in the salesforce platform **What do you dislike about revVana Plan?** pricing model and that the pricing has to be tied to SFDC User count. **What problems is revVana Plan solving and how is that benefiting you?** Forecast of our Bookings Model. ## revVana Plan Discussions - [What is revVana Plan used for?](https://www.g2.com/discussions/what-is-revvana-plan-used-for) - [View revVana Plan pricing details and edition comparison](https://www.g2.com/products/revvana-plan/reviews?section=pricing&secure%5Bexpires_at%5D=2026-05-13+08%3A24%3A06+-0500&secure%5Bsession_id%5D=7153fa68-6aea-4753-a5b1-d4b071fc5729&secure%5Btoken%5D=d60c186e6d5d883d4596d06a98e5cee170d5ba493531785635b96db64e5f26fe&format=llm_user) ## revVana Plan Integrations - [Agentforce Revenue Management (formerly Salesforce Revenue Cloud)](https://www.g2.com/products/agentforce-revenue-management-formerly-salesforce-revenue-cloud/reviews) - [Agentforce Sales (formerly Salesforce Sales Cloud)](https://www.g2.com/products/agentforce-sales-formerly-salesforce-sales-cloud/reviews) ## revVana Plan Features **Budget Creation** - Data Import - Budget Hierarchies - Versioning - Formulas - What-If - Budget Periods **Revenue Recognition** - Revenue Types - Revenue Allocation - Reclassification - Compliance - Scheduling **Sales Team** - Flexible Sales Process - Training Mode - Playbooks **Revenue Sourcing and Forecasting** - Revenue History - Pipeline Management - Dashboard Analytics - Multi-Device Data Visualization - Data Segmentation - Predictive Forecasting - Revenue Operations Cadence **Agentic AI - Salesforce AppExchange Apps** - Autonomous Task Execution - Multi-step Planning - Cross-system Integration - Adaptive Learning - Natural Language Interaction - Proactive Assistance - Decision Making **Agentic AI - Sales Analytics** - Autonomous Task Execution - Cross-system Integration - Adaptive Learning - Natural Language Interaction - Proactive Assistance **Agentic AI - Accounting & Finance** - Autonomous Task Execution **Data Sourcing** - Data Sourcing - Exporting & Sharing Data - Multi-Device Data Visualization - Interactive Dashboards - Data Segmentation **Statistical Tool** - Scripting - Data Mining - Algorithms **Budget Management** - Consolidation - Adjustments - Workflows **Revenue Performance** - Customer Performance - Contract Performance - Revenue KPIs - Pricing & Discounting - Offering **Intelligence** - Opportunity Identification - Zero-touch Renewals - Smart Content **CRM Data Enrichment** - Calendar Sync - Email Activity Capture - Conversation Intelligence - Marketing Leads - Contact Capture **Predictive Analytics** - Lead Scoring - Opportunity Scoring - Risk Analysis - Live Forecasting **Data Analysis** - Analysis - Data Interaction **Forecasting** - Historical Data - Reforecast - Forecast Types - Rolling Forecasts - AI **Revenue Optimization ** - Forecasting - Promotion Programs - Pricing Optimization - Re-evaluation **Mapping** - Multiple Org Charts - Stakeholder Roles **Account Management** - Nonengaged Accounts - Account optimization - Historical Patterns - Rep Performance - Account Engagement - Historical Win/Loss Patterns **Sales Management** - Live Pipeline Management - Sales Gamification - Account-Based Analytics - Activity Tracking **Decision Making** - Modeling - Data Visualizations - Report Generation - Data Unification **Analytics** - Variance Analysis - Forecasts Comparison - Forward Looking **Integration** - ERP and Accounting - Sales and Marketing - Quote-to-Cash - APIs **Agentic AI - Revenue Operations & Intelligence (RO&I)** - Autonomous Task Execution - Cross-system Integration - Adaptive Learning - Proactive Assistance - Decision Making **Agentic AI - Customer Revenue Optimization** - Autonomous Task Execution - Cross-system Integration - Adaptive Learning - Natural Language Interaction - Proactive Assistance - Decision Making **Generative AI** - AI Text Generation - AI Text Summarization **Agentic AI - Budgeting and Forecasting** - Natural Language Interaction - Proactive Assistance - Decision Making ## Top revVana Plan Alternatives - [Clari](https://www.g2.com/products/clari/reviews) - 4.6/5.0 (5,491 reviews) - [Salesloft](https://www.g2.com/products/salesloft/reviews) - 4.5/5.0 (4,153 reviews) - [Aviso](https://www.g2.com/products/aviso/reviews) - 4.4/5.0 (956 reviews)