Extend the power of OneStream to your Sales Operations & Compensation Teams
Corporate Performance Management
Financial Planning
Demand & Supply
People Planning
Capex & Opex Planning
Financial Close
And Much More…
Sales Performance Management
Sales & Revenue Planning
Account Segmentation & Scoring
Sales Capacity Planning
Territory & Quota Planning
Territory & Quota Management
Incentive Compensation
Credit Assignment
Commissions
Bonuses
Commission Expense Accounting
Built on the Finance Operating System:
SPM on OneStream unifies finance and sales, ensuring seamless collaboration from Annual Operating Plan to performance and forecasts. With a shared, real-time view, teams stay aligned, adapt quickly, and drive smarter decisions on a single platform.
Fully integrated Sales Planning & Incentives Management:
Territory and quota management are seamlessly integrated with compensation management, ensuring that changes in one are immediately reflected in the other. One platform, one version of the truth, one experience
Intuitive Incentive Plan Design:
An incentive plan design tool that is truly business owned and aligns with how compensation practitioners logically think of plan design, delivering the most flexible, manageable and intuitive user experience.
Enterprise Grade Platform:
Mature platform that supports audit, security, reporting, and workflow requirements essential to drive success for global, large-scale organizations.
Unified Sales Planning
End-to-End Alignment:
Link the top-down annual operating plan with the bottom-up sales plan to ensure that every team operates with a unified vision.
Data-Rich Insights:
Leverage financial, operational, and sales data from a centralized platform to enhance visibility, make more informed decisions, and refine plans in real-time.
Simplify Cross-Functional Workflows:
Seamlessly connect sales planning with corporate performance management, eliminating data silos and reducing manual handoffs.
Revenue Excellence
Territory Optimization & Quota Setting:
Optimize territories for balanced opportunities and set data-driven quotas aligned with market trends and business goals.
Account Segmentation & Scoring:
Use advanced scoring models to prioritize high-value accounts and adjust go-to-market strategies in real-time.
Performance Accountability:
Drive transparency and ownership by comparing sales forecasts to actuals, with clear visibility into top and bottom performers.
Optimized Incentives
Automate Commission Calculations:
Enhance the accuracy of commission accruals and actuals while eliminating errors and delays through automated, rules-based commission and bonus processing — all as part of your financial close process.
Flexible Compensation Design:
Create flexible, date-effective incentive plans that enable organizations to align with business objectives and quickly adapt to evolving market conditions.
Performance Visibility:
Empower sales teams with timely, mobile access to earnings details and performance metrics through drillable incentive statements and interactive dashboards.
