USE CASE
AI-driven Revenue Planning
Deliver robust revenue plans with a single source of truth for Finance and Revenue teams to maximize growth opportunities in the face of volatility and change.
Trusted by
“We need to do forecasts ten times a year and we weren’t really able to do that to the level of detail we wanted before. Now we can include all the information and still deliver a forecast on time.”
Marvin Persing
FP&A Team Lead
"The Modeler Agent is my thinking partner and my learning partner. I implemented a version dimension plan within an hour; a task that would have normally taken me one to two days of focused effort. It turned what used to be a 'whole project' into a quick update."
Pooja Agrawal
Sr. Finance Manager, Strategic FP&A
"What I see with Pigment is that the flexibility really allows you to model whatever you need to serve you best."
Adeeb Ali
Head of Finance, US & Global eCommerce
"You need a tool that is very flexible and easy to adapt and react to unforeseen circumstances, and for us now it’s very easy to open Pigment and build different scenarios."
Lauri Sulonen
FP&A Operations Lead
"Pigment's agentic AI capabilities make us feel like 'mini CFOs' within our departments. It’s a game-changer for how we collaborate, analyze, and make decisions."
Montaek Kohli
Strategic Finance Manager
"I used to block two weeks every summer just to build the strategic plan. Now, if everyone sends their inputs on time, I can do it in a day."
Sophie Hun
Integrated Business Planning Director
"Pigment is showing what's possible when AI becomes a partner in strategic planning. As both a technology partner and a Pigment customer, we're seeing firsthand how their approach of connecting planning data directly to Claude through their MCP Server lets teams focus on strategic decisions rather than data wrangling."
Guillaume Princen
Head of EMEA, Startups, Digital Natives, and Mid Market
Why choose Pigment for
revenue planning
Live, connected revenue models
Ingest actuals from your CRM, ERP, and data warehouse automatically. Your revenue plan updates as bookings, pipeline, and ARR change, no manual exports, no stale spreadsheets.
AI-driven revenue insights
Pigment's AI agents surface forecast risks, flag variance between pipeline and financial targets, and help Finance understand drivers before the quarter closes.
One number the whole business trusts
Finance sets the revenue plan. Sales see how their pipeline feeds it. Leadership plans against it. Everyone works from the same model, so there's no version of the truth to argue about.
How it works
Revenue planning in Pigment, in a nutshell
01
Connect
Ingest actuals, pipeline, and bookings from your CRM, ERP, and data warehouse, so Finance always starts from live numbers.
02
Model
Build driver-based revenue forecasts with ARR, MRR, win rate, and retention assumptions your business logic defines, not locked in a spreadsheet.
03
Scenario plan
Run upside, base, and downside scenarios instantly. See how changes to growth assumptions, deal mix, or churn flow through to your P&L and financial targets.
04
Report
Deliver audit-ready revenue forecasts and variance analysis to leadership automatically, on cadence, with narratives grounded in your live model.
"Pigment has been able to let us up level our game, bring a lot of stability to the data, a single source of truth… and really bring together teams across the people team as well as the sales operations team."
Kathy Young
VP Strategic Finance
A revenue forecast Finance can own
Forecasts built on live revenue data
Finance teams shouldn't be dependent on a spreadsheet export from Sales to build their revenue forecast. Pigment connects directly to your pipeline and bookings data, so your model always reflects current reality, not last week's snapshot.
Test every assumption before you commit
What happens to your revenue forecast if win rates drop 5%? If a key segment comes in 20% below plan? Pigment lets Finance model any scenario instantly and see the P&L impact before it becomes a surprise for the board.
Connect revenue to your financial model
Revenue doesn't live in a silo. Pigment links your revenue plan directly to your P&L, headcount model, and cash flow. So Finance can see how revenue assumptions flow through to profitability and margin, in real time.
Native AI agents for business planning
AI agents that accelerate revenue planning
Pigment AI agents operate directly inside your planning environment, using governed data, live models, and business logic to help Finance move faster from plan to insight.
Agents
Modeler Agent
Build complex revenue models faster
Describe the revenue logic you need, ARR growth drivers, churn assumptions, upsell paths, segment splits. The Modeler Agent translates it into a structured Pigment model, with proposed changes surfaced for review before going live.
Explain and document your revenue logic
Ask the Modeler Agent to trace formula dependencies, surface plan assumptions, and document recent changes, making your revenue model auditable and explainable to leadership and auditors alike.
Adapt quickly as the business changes
When the go-to-market motion or segment structure changes, update your revenue model without starting from scratch. Keep Finance's plan aligned to the business while spending less time on model maintenance.
Agents
Analyst Agent
Spot revenue risks before they become surprises
Continuously monitor variance between your revenue forecast and incoming actuals. Flag anomalies in pipeline coverage or bookings so Finance can act before gaps widen.
Automate your revenue reporting cadence
Turn any analysis into a recurring mission automatically generate revenue forecast summaries, budget vs. actuals, and ARR breakdowns on schedule, sent to the right stakeholders with narratives grounded in your live model.
Answer revenue questions at speed
Ask the Analyst Agent to break down revenue by segment, geography, or product, run a variance analysis, or explain a forecast movement in natural language, from your live Pigment data.
BUILT FOR EVERY STAKEHOLDER
Align every team behind the revenue plan
Finance owns the revenue plan. Pigment gives every team the visibility they need to work from it so there's no version of the truth to argue about come quarter end.
For Finance & FP&A
Own the revenue forecast end to end
Build a driver-based revenue model Finance controls with live connections to pipeline, bookings, and actuals that update automatically, not on request.
Connect revenue to your financial model
See how revenue assumptions flow through to gross margin, EBITDA, and cash flow in real time. No more rebuilding the P&L every time the sales forecast shifts.
Deliver board-ready revenue reporting
Generate audit-ready revenue variance analysis and forecast commentary automatically on cadence, with narratives grounded in your live model.
For the CFO
A revenue forecast you can defend
Pigment gives the CFO a single revenue number, grounded in live pipeline data, modelled by Finance, and visible to the whole business. No more competing spreadsheets before the board meeting.
Understand revenue risk before it materialises
See where the revenue plan is at risk, which assumptions are most sensitive, and what the P&L looks like in a downside case, before you're explaining a miss.
Align the business around one plan
When Finance sets the revenue target in Pigment, Sales, RevOps, and leadership all work from the same number. Fewer surprises, faster decisions, stronger governance.
For Sales & Revenue Operations
See how pipeline feeds the financial plan
Sales and RevOps get visibility into how their pipeline coverage and bookings feed Finance's revenue forecast, so everyone understands what it takes to hit the number.
Fewer requests from Finance
When Finance has a live connection to CRM and pipeline data, Sales spends less time pulling reports and answering forecast questions mid-quarter.
One set of revenue assumptions
No more reconciling Sales' forecast with Finance's model. Pigment keeps both teams working from the same driver-based plan, with shared visibility into performance against target.
For Sales Leaders
Understand how attainment maps to the financial plan
Sales leaders can see how their team's performance, win rates, pipeline coverage, bookings - maps to Finance's revenue targets, without needing to ask FP&A.
Respond quickly when priorities shift
When territory or segment performance diverges from plan, Sales leaders can model the impact on the revenue forecast alongside Finance, in the same environment.
Shared accountability for revenue performance
With a single connected revenue plan, Sales and Finance stop arguing about whose number is right and start working together on how to hit it.
“Our finance team wears many hats - we’re responsible for circulating business information, quickly diagnosing issues, and presenting leadership with solutions. Pigment allows us to understand our levers and make timely decisions for the business while remaining lean.”
Praveer Melwani
CFO
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Frequently Asked Questions
What is revenue planning?
Revenue planning is the process of forecasting future revenue based on business drivers such as pipeline, bookings, ARR, MRR, win rates, retention, churn, and pricing. It helps Finance, Sales, and Revenue teams align around revenue targets, understand the assumptions behind them, and adjust plans as business conditions change.
How does Pigment support revenue planning?
Pigment connects actuals, pipeline, bookings, and financial data from systems such as your CRM, ERP, and data warehouse in one planning environment. Finance can build driver-based revenue models, run scenarios, monitor performance against targets, and understand how changes in revenue assumptions affect the P&L, margins, and cash flow.
How does Pigment connect Sales and Finance revenue forecasts?
Pigment gives Finance, Sales, and Revenue Operations a shared, connected revenue model. Pipeline and bookings data feed directly into Finance’s revenue plan, giving teams visibility into how sales performance contributes to financial targets and reducing the need to reconcile separate spreadsheets and forecasts.
Can Pigment be used for revenue scenario planning?
Yes. Pigment allows teams to create and compare upside, base, and downside scenarios and run what-if analyses on assumptions such as growth rates, win rates, deal mix, churn, and pricing. Teams can immediately see how these changes affect revenue forecasts, margins, the P&L, and financial targets.
How do Pigment’s AI agents support revenue planning?
Pigment’s Modeler Agent helps teams build, explain, document, and adapt revenue models using natural language. The Analyst Agent can monitor forecast variance, identify anomalies in pipeline or bookings, analyze revenue performance, and automate recurring revenue reporting based on live Pigment data.
See Pigment in action
The fastest way to understand Pigment is to see it in action. Sign up today and explore how agentic AI can transform the way you plan.
From 8 days to 4 min
Update P&L actuals & financial forecasting
80%
Time cut on data aggregation
12 hours
Saved per month on executive reporting
6 days faster
For scenarios creation and analysis