Turn fragmented plans into one financial truth

 

Combine actuals and plans, track performance, and steer the business from one shared number.

 

The Revenue Plan is the core of the Visualfabriq platform. It combines year‑to‑date actuals with bottom‑up commercial plans into a single, continuously updated P&L — forming the shared reference point for sales, finance, demand, and leadership. See where the business stands, where it’s heading, and why — at any moment.

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One plan.
One number.
Shared confidence.

 

See how the Revenue Plan brings together demand, promotions, pricing, funds, risks, and actuals, delivering a live, explainable outlook teams can align on.

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Revenue plans should align the business, not fragment it

 

  • Plans live in disconnected tools, forcing teams to reconcile numbers manually

  • Different functions work from different versions, undermining trust and alignment

  • Actuals arrive late or inconsistently, making outlooks unreliable

  • Scenario discussions are detached from the plan, limiting actionable insight


 

The result: recurring debates, slow decision‑making, and limited confidence in where the business is heading.

One live view of commercial performance

Unify plans and actuals

Combine year-to-date actuals with forward-looking plans into one integrated P&L, ensuring all teams work from one number. Nobody has to ask which version is right, because there is only one.

Support complex routes to market

Plan and report across direct, indirect, and hybrid models, with a unified P&L that reflects manufacturer, distributor, and retailer economics. Every route to market gets the same rigor, so nothing becomes a blind spot just because it runs through a distributor.

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Work bottom-up, manage top-down

Aggregate plans across customers, products, and markets, without losing detail or control. Roll up to the boardroom view or drill into a single account, all from the same live data.

Report at any level of granularity without rebuilding

Use built-in reporting on live plan data, with no exports and no parallel BI logic. The report you need is already there, built from the same numbers everyone else is working from.

And because every team, at every level, is reading from that same live number, the conversation moves straight to what to do next, not whose figures are right.

From planning backbone to intelligent guidance

 

The Revenue Plan provides a deterministic, auditable foundation that reflects approved plans, actuals, and scenarios across the platform.

Agentic AI (Assistant Mike) builds on this foundation by explaining variances, connecting drivers, and guiding attention — but does not calculate or change the plan.

One solution. Two ways of working.

Revenue Plan & Reporting without agentic AI

  • Unified commercial P&L combining actuals and plans in one click, so every team starts the conversation from the same number instead of reconciling versions first.
  • Bottom-up aggregation across customers, products, and markets, so you can roll up to the boardroom view or drill into a single account without losing control of the detail.
  • Built-in reporting across time, hierarchy, and dimensions, so the report you need already exists, built from live plan data rather than a separate export.
  • Full traceability of inputs and changes, so every number can be traced back to what changed, when, and by whom, and stood behind in any review.
Revenue Plan & Reporting with Assistant Mike

  • Continuous explanation of performance drivers and variances, with attention guided to what actually moved the outlook.
  • Faster preparation for reviews, with insights already summarized, so time goes into deciding what to do, not assembling the story.
  • Cross-module context linking demand, promotions, spend, and scenarios, so a shift in one area is understood in terms of its impact everywhere else.
  • Guided focus on what materially impacts the outlook, so attention goes to the handful of things that actually move the number, not everything at once.

Same foundation. No reconciliation.

 

Same data. Same plan. Same commercial truth. Whether used with or without Assistant Mike, everything runs on one unified system. You don’t rebuild the P&L in spreadsheets. You don’t align numbers after the fact.

 

You simply work from a plan that’s always current.

 

That foundation ensures:

 

  • Consistent, explainable performance visibility
  • Faster decisions grounded in live data
  • Value that compounds as more activity flows through the system
  • Enterprise‑grade governance through one unified control layer

Compound value over time

As more plans, actuals, and scenarios flow through the Revenue Plan, you get value from the first cycle and start where the return is highest, whether that is a faster close or fewer reconciliation meetings. That means confidence compounds as the system grows with you, so every cycle makes the next one easier to align on:

  • Plan accuracy improves as inputs stay aligned

  • Decision speed increases as debates are reduced

  • Organizational alignment strengthens around one number

  • Confidence improves as surprises are eliminated earlier

 

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One system, built to grow with you

 

The Revenue Plan is always present as the core of the platform, and it becomes more powerful as every other module connects into it. Start where it matters most and extend over time, without breaking how commercial and financial flows connect.

This is what makes it a true single commercial P&L, across every route to market, not by integration, but by design:

  • Combines inputs from Demand Forecast, Trade Promotions, Trade Spend, Funds, and Risks & Opportunities, and reflects actuals from Accruals & Claims

  • One commercial data model, one calculation logic, one permission and governance layer

  • All numbers traceable to their source, fully explainable, auditable, and reviewable

 

Less friction. Stronger alignment. A Revenue Plan that acts as a decision tool, not a reporting artifact.

Because commercial alignment only works when every team operates on the same financial reality.

Agentic AI does not replace financial ownership.
It helps teams understand outcomes faster.

Trusted by leading CPG companies worldwide

Designed to improve alignment, decision speed, and confidence in revenue steering — across markets and functions.

Perrigo
haleon
Heineken
Mars
Newell
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Teams & Decisions we connect

Setting the commercial direction

Decision
What is our integrated revenue ambition and path to delivery?
Typically involved teams
Commercial leadership, finance, RGM
How this solution helps
Aligns strategic revenue targets across pricing, promotions, and demand.

Planning and optimization

Decision
How do different commercial levers combine to deliver the plan?
Typically involved teams
RGM, finance, demand planning
How this solution helps
Connects all commercial assumptions into one coherent revenue plan.

Execution and course correction

Decision
Are we still on track to deliver the plan?
Typically involved teams
Commercial operations, analytics, leadership
How this solution helps
Tracks performance against plan and highlights emerging gaps.

Governance and improvement

Decision
How reliable is our planning process, cycle after cycle?
Typically involved teams
Finance, RGM, governance functions
How this solution helps
Creates accountability and continuous improvement across planning cycles.

What makes our revenue planning different

Native alignment with all commercial modules

P&L reflects the whole business, not one slice of it. Nothing gets left out, and nothing needs to be stitched together after the fact.

True SaaS that scales with ambition and complexity

No servers to manage, no upgrade cycles to plan around. The platform grows with your business, from one market to fifty, and new markets launch from proven, reusable configuration, often in days, not months.

One commercial and financial data model, not a patchwork of systems

Every module writes to the same live data, so the number in the Revenue Plan is the exact number every team is already working from. That single foundation is what makes the P&L something you can steer by, not just report from.

CPG-native intelligence that improves with every cycle
Built specifically for consumer goods planning, the intelligence gets sharper with every cycle of actuals and plans you run. Your platform learns your business, not a generic one.
Real-time financial insight before decisions are locked in

See the impact of a plan, promotion, or pricing change on the P&L the moment it happens, not at the next close. Every decision gets made with the real financial picture in view, right when it matters most.

Native support for indirect and hybrid routes to market

Report a unified P&L across direct, indirect, and hybrid models, reflecting manufacturer, distributor, and retailer economics together. Every route to market gets the same rigor and the same visibility.

Native ERP integration, in both directions

Actuals and outlooks flow to and from your ERP automatically, in both directions, through Visualfabriq's data integration engine Bifrost. Your commercial and financial systems stay in sync, continuously and without extra work.

Enterprise-grade governance without slowing teams down

Permissions, approvals and audit trails are built into the platform itself. Supported by Heimdall organization-wide realm management, every market stays compliant while the business keeps steering at full speed.

Bring your organization onto one revenue growth plan

Start with a unified Revenue Plan today and turn fragmented planning into confident commercial steering over time.

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FAQ

How does Visualfabriq revenue forecasting and optimization software support RGM?

Visualfabriq helps you grow revenue by making smarter decisions. It combines two powerful approaches: Revenue Growth Management (RGM) and Integrated Business Planning (IBP). 

RGM helps you find growth opportunities—like smarter pricing or more impactful promotions. IBP makes sure your teams are aligned and working toward the same goals. 

Visualfabriq brings these together in one easy-to-use solution, that supports the key pillars of revenue growth management in CPG. It connects your data, shows your full P&L in real time, and helps you plan better. You can test different scenarios, track performance, and optimize investments. 

In short, it helps you not just predict the future—but shape it. 

What are key features of revenue optimization software? 

The best CPG revenue optimization software typically offers capabilities for forecasting, planning, and improving commercial performance through data-driven insights. Key features of advanced solutions include:

  • Integrated forecasting and planning: A unified software solution that connects volume, pricing, promotions, and trade spend into a single revenue plan. 
  • AI-powered insights: Embedded artificial intelligence supports predictive and prescriptive analytics to improve forecast accuracy and scenario planning  
  • Data integration and alignment: Seamless integration of internal and external data sources (e.g., ERP, syndicated data, EPoS) ensures a single source of truth and eliminates manual data handling  
  • One-number principle: All teams work from the same data set, improving cross-functional alignment and decision-making  
  • Modular functionality: Connected modules support specific optimization tasks while remaining part of a cohesive system  

 

Visualfabriq’s solution combines these features into a single SaaS solution designed for CPG companies, enabling them to optimize revenue performance with speed, accuracy, and transparency. 

What makes Visualfabriq software unique in supporting key pillars of revenue growth management?

Visualfabriq provides a modular software solution that supports key levers of revenue growth management—from planning and optimization to analysis and evaluation. Outstanding features include: 

  • Modular architecture: Supports trade promotions, pricing, investment, marketing events, and commercial planning, allowing companies to scale capabilities based on maturity  
  • AI-enhanced forecasting: Predictive models improve accuracy and enable scenario planning across multiple commercial levers  
  • Single source of truth: All teams work from the same data set, improving alignment and reducing manual effort  
  • Workflow automation: Streamlines planning, approval, and execution processes across functions  
  • Scenario modeling: Enables simulation of multiple business outcomes, including risks and opportunities  
  • Trade fund governance: Supports fixed and dynamic fund types, with visibility into allocation and performance  

 

The system is designed for CPG companies and integrates seamlessly with Integrated Business Planning (IBP), enabling bottom-up planning that feeds into a unified enterprise forecast. 

Can users assign sales budget (net sales value and volume) by customer and product? 

Yes, Visualfabriq supports assigning sales budgets—both in net sales value and volume—by customer and product. 

The application enables granular planning at the account and product level, using structured data inputs such as baseline volumes and sales data by customer, product, and time period. This allows commercial and finance teams to allocate and track budgets with precision, aligning them with demand planning and promotional strategies. 

Does your revenue optimization software have the ability to define fixed and variable funds? 

Certainly. Visualfabriq’s revenue growth software supports the definition and management of both fixed and variable fund types. In the CPG industry, trade funds are specialized budgets used to manage trade spending. These include both short-term promotional activities and long-term contractual commitments. Trade funds can be structured as fixed lump sums or as dynamic funds that vary based on sales or volume performance. 

Does Visualfabriq offer a connection to external sources of data? 

Absolutely. The unique Bifrost data integration engine enables customers to load external and third-party data into the software as well as extract reports for use in external solutions. Check out our blog post about Bifrost for more information on data integration and management in Visualfabriq. 

Can Visualfabriq’s revenue growth tool provide a financial evaluation of the volumes? 

Yes, Visualfabriq’s revenue growth tool builds a full financial outlook based on the volumes managed on the platform. It creates a value forecast using the baseline, trade pricing and trade contracts, and trade promotion volumes and spend impactors.  

Is it possible to review the P&L on customer level? 

Yes. Visualfabriq generates a Profit & Loss (P&L) overview at the most granular level—by individual customer and product. This data can be aggregated to any required customer level, enabling users to review performance by retail banner, buying group, or national account. This flexibility supports detailed financial analysis and strategic decision-making across commercial teams. 

How up to date is the P&L in Visualfabriq?

Visualfabriq’s software regularly updates the Profit & Loss (P&L) using automated data integration and embedded AI. The update schedule is determined by the customer to ensure near-real-time refreshing of information. It consolidates inputs from internal and external sources—such as sales volumes, pricing, promotions, and actuals—into a unified, bottom-up revenue plan. 

The P&L reflects both actual performance and forecasted outcomes. It includes year-to-date (YTD) actuals and year-to-go (YTG) projections, giving users a complete and current view of financial performance. As users adjust forecasts, trade investments, or pricing strategies, the P&L is automatically recalculated to reflect the latest data—eliminating the need for manual updates and ensuring alignment across teams.

How does Visualfabriq support monthly business reviews (MBRs)?

Visualfabriq supports monthly business reviews by providing a continuously updated, bottom-up P&L that combines year-to-date actuals with year-to-go forecasts. This ensures that commercial, finance, and leadership teams have access to the most current and accurate financial outlook. 

The software enables users to drill down into performance by customer, product, or region, and to simulate different scenarios using predictive and prescriptive analytics. This allows teams to assess risks and opportunities, track progress against targets, and make informed decisions during MBRs—without having to rely on manual data consolidation or offline reporting.

How does Visualfabriq support cross-functional alignment during planning cycles?

Visualfabriq supports cross-functional alignment by enabling all relevant business functions—such as demand planning, commercial, and finance—to contribute to a unified planning process. The software provides a single source of truth, ensuring that all teams work from the same data set and assumptions. 

 

Key features include: 

  • Integrated workflows that connect volume, value, and investment planning across departments. 
  • Assumptions tracking, which allows users to annotate and share context around key planning inputs. 
  • Reporting modules that compare demand and sales forecasts, supporting transparency and alignment. 
  • Connected planning capabilities, enabling AI-enhanced forecasting at multiple levels of aggregation and time horizons to support sales, trade promotion, and supply chain planning. 

 

This structure ensures that planning cycles are collaborative, data-driven, and aligned with strategic revenue optimization objectives.