Revenue Navigator for Finance
Model Revenue with Confidence — Not with Last Thursday's Spreadsheet
Finance teams build plans on revenue forecasts they didn't create and can't fully trust. Revenue Navigator gives you an independent, data-driven view of what's likely to close.
The challenge
Revenue planning is built on numbers Finance can't verify
- The quarterly forecast arrives from sales as a point estimate. Finance doesn't see the pipeline risk behind it.
- Scenario planning requires assumptions about close rates that aren't grounded in your actual historical data.
- When the quarter misses, there's no data trail to explain why — and no way to build a better model for next quarter.
- Headcount plans and budget commitments are made against revenue targets that have high uncertainty baked in.
Revenue Navigator
An independent revenue signal Finance can build plans around
Revenue Navigator gives Finance and FP&A teams a direct window into pipeline health and forecast confidence — derived from your actual CRM close rate history, not from what sales is committing. You see the same forecast range the business is operating from, but built on data you can interrogate: which deals are genuinely at risk, what your historical win rate says about the quarter, and where the upside and downside scenarios sit. Planning becomes a data exercise, not a negotiation.
Built for your role
The capabilities that matter most to you
Forecast confidence intervals
A statistically grounded best case and likely case for the quarter — built from actual close rate history by stage, segment, and deal size. Not a single number from sales.
Pipeline risk visibility
See which deals in the forecast are genuinely healthy and which are at risk — so Finance can build contingency scenarios before it's too late to act.
Net revenue retention signals
Track expansion and contraction signals in the existing customer base — the data Finance needs for NRR modelling and renewal risk assessment.
Revenue waterfall analysis
New ARR, expansion, contraction, and churn in one view — giving Finance the components to build a reliable revenue model for any planning horizon.
Historical close rate analysis
See exactly how your business converts pipeline to closed-won by stage, segment, and deal size — the baseline Finance needs for credible scenario modelling.
Board and investor reporting
Weekly and quarterly revenue summaries formatted for board reporting and investor updates — built from live data, not manually assembled from two teams' spreadsheets.
What changes
What your week looks like with Revenue Navigator
Plans built on data, not trust
Finance builds headcount and budget plans on close rate history, not on what the sales team is committing. Scenarios are grounded in your own data — not assumptions borrowed from industry benchmarks.
Fewer surprises at quarter end
Revenue Navigator's pipeline risk signals give Finance early warning of a miss — not just the post-quarter reconciliation. Planning cycles adjust before the damage is done.
Investor conversations you can defend
When investors ask how confident you are in the number, you can point to the methodology — historical close rates, pipeline coverage, and risk-weighted scenario analysis — not just sales conviction.
FAQ
Questions from other revenue leaders
How does Revenue Navigator help Finance and FP&A teams?
Revenue Navigator gives Finance teams a real-time view of pipeline health and forecast confidence intervals built from actual CRM close rate data — not rep estimates. This gives FP&A a more reliable basis for headcount planning, budgeting, and investor reporting.
Can Finance teams use Revenue Navigator independently of sales?
Yes. Revenue Navigator provides Finance with a view of pipeline and forecast data derived directly from CRM activity — not filtered through the sales team. Finance can access the same underlying data with its own lens on risk and scenario outcomes.
Does Revenue Navigator connect to our financial planning tools?
Revenue Navigator is a revenue intelligence platform, not a financial planning tool. It provides the revenue signal — pipeline health, forecast ranges, close rate history — that Finance teams need as an input to their existing planning processes and tools.
See Revenue Navigator in action — built for Finances
Book a 30-minute demo tailored to your role and we'll show you exactly how Revenue Navigator fits your workflow.