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Your Revenue Planning Playground. Imagine a smart calculator specifically designed for businesses to hit their sales targets. That’s Planning Cockroach. 

Turn Sales Data Into Winning Strategy

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High-Precision
Forecasting

Leverage advanced analytics to forecast revenue with unmatched accuracy.

100% Editable
Scenarios
Craft, test, and refine unlimited “what-if” scenarios to explore every strategic possibility.
Accelerated Decision-
Making

Gain real-time insights and strategic guidance to make confident decisions faster.

Features

Driving Predictable Growth:
Designed specifically for
the demands of sales-led
SaaS companies 

Take control of your sales future with intuitive planning tools that work the way you do.

Live CRM Integration

Connect seamlessly with Salesforce (and soon HubSpot) to pull real-time sales data—no manual entry required. Always work with the most accurate numbers.

Interactive Scenario Modeling

Adjust win rates, deal sizes, and sales targets using simple sliders. Instantly see how different strategies impact your revenue projections.

AI Sales Assistant

Meet “Aunt Rachie,” your built-in AI expert. Ask natural-language questions to uncover trends, diagnose gaps, and get guidance on how to hit your goals.

Maintenance & Support

Unleash Your Planning Potential Innovative Features for Smarter Revenue Planning

Connect your CRM, adjust key metrics, and get clear answers to drive smarter decisions and predictable growth.

Real-Time Data Sync

Seamlessly connect to Salesforce and other CRMs to pull live sales data—ensuring every decision is based on the most current insights.

AI-Powered Sales Intelligence

Get instant answers and strategic recommendations from Aunt Rachie, your built-in AI assistant, trained to spot trends and guide smarter planning.

Analytics

Advantages of Using
Our Platform

Data-driven Insights

Transform complex sales data into clear, understandable insights that reveal the true story behind your performance. Understand the 'why' behind your numbers and identify core drivers for revenue growth and budgeting accuracy.

Actionable Analytics

Move beyond passive reporting. Our analytics directly feed into your scenario modeling, allowing you to instantly test strategies and make informed decisions that translate into tangible operational plans and predictable revenue outcomes.

Analytics-driven Strategy

Create robust revenue strategies built on facts, not assumptions. Leverage deep performance analysis to set smarter, achievable goals and align your entire team towards common, data-validated objectives.

Real-time Analytics

Connect seamlessly with Salesforce (and soon HubSpot and other CRM) to access live sales data. Ensure your planning and budgeting are always based on the most current insights, enabling rapid adjustments and informed decision-making in a dynamic market.

Performance Metrics

Gain immediate visibility into critical metrics like win rates, conversion probabilities by lead source (e.g., Inbound, Outbound, Partner, Existing Business), and quarterly performance proportions. Understand exactly how each part of your revenue engine is performing.

AI-Powered Strategic Guidance

Leverage "Aunt Roachie," your built-in AI co-pilot, to gain intelligent insights and data-driven suggestions. She helps you spot critical trends, diagnose pipeline gaps, and refine your scenario metrics for optimal outcomes, empowering smarter planning.

Unlock Predictable Growth: Smarter Revenue Planning for SaaS

Empower your team with intelligent tools that transform complex sales data from Salesforce into clear, actionable revenue plans and accurate budgets. Planning Cockroach helps you forecast with confidence, test strategic growth scenarios, and make data-driven decisions.

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Features

Live CRM Integration

Interactive Scenario Planning

AI Assistant “Aunt Rachie

Multi-Team Performance Tracking

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