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Planview Customer Success Center

Revenue Planning

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Revenue Planning

Revenue planning supports the planning and management of financial information for professional services engagements. Different sets of financial data can be managed at key approval and governance points, providing a standard for measuring performance, including the creation of high-level estimates and baseline budgets. When paired with the Revenue and Cost Management capability, it allows for detailed planned reporting versus actual variance reporting.

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Capability resources

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    AdaptiveWork process flows

    Review step-by-step guidance, process flows, and best practices for end users to achieve specific business outcomes.

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