Built to Survive {Designed} to Scale
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
Everything your sales & op's team needs to plan smarter
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Live CRM Integration
Connect Salesforce and HubSpot directly. Your pipeline data stays in sync, automatically - no manual exports, no stale spreadsheets - but if wanted, upload your csv-file.
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Interactive Scenario Modeling
Model different sales scenarios in real time and see the impact on your forecast instantly. Compare, adjust, decide.
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AI Assistant "Aunt Roachie"
Ask questions about your pipeline in plain language and get instant, data-backed answers - powered by AI, grounded in your actual CRM data.
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Multi-Team Performance Tracking
See how every rep and team is performing, side by side, without switching tools or building reports by hand.
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MCP Server
Give Claude or your own agents direct, secure access to your pipeline data - build custom workflows and reports without leaving your favorite tools.
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Slack-Native Progress- coming soon
Get pipeline updates, forecast changes, and scenario results delivered straight to Slack. No login, no dashboard-hopping - your team sees what matters, where they already work.
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.
Audit
Revenue Operations
Why trying Planning Cockroach for Your CRM Audit?
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Comprehensive Insights
Dive into your CRM's (Hubspot or Salesforce) System, Data, and Business processes for a complete performance view. Receive maturity scores and clear, actionable recommendations with a 30/60/90 day roadmap.
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Optimize Performance
Focus on improvements that enhance lead conversion, win rates, and data reliability. Transform insights into tangible improvements in CRM efficiency and sales success.
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Seamless Integration
Works with platforms like Salesforce and HubSpot for a smooth audit process. Get guidance to turn CRM insights into strategic advantages for your business growth.
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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