Revenue & COGS Planning

Planning methods by product type, UX experience, and integration with Balance Sheet

Module 3Module Walkthrough20 min

📖 Tell How Revenue Planning Works Configurable driver-based methods per account per product — different product types can use different planning logic.

👁 Show Instructor Demo Facilitator opens the Revenue & COGS Planning page, switches between product types, and shows how the input fields change dynamically.

✅ Do Try Revenue Planning Select each of FictoCorp's product families in turn. Note which input fields appear for each method. Enter a test value for one product.

Key Capabilities

Configurable per account AND per product — each product can use a different planning method for revenue and COGS
Progressive Disclosure UX — shows only the inputs required for the selected method
Context-sensitive help — selecting an account shows instructions and description on the left panel
Any account without a method assigned will NOT appear on the planning page

Common Product Planning Setups

Product Type	Accounts Used	Typical Method	Inputs
Physical Products	Product Sales + COGS	Units x Rate	Units sold + price per unit
Services / Consulting	Services Sales + Services COGS	Units x Rate	Hours x rate per hour
SaaS / Subscription	Subscription Sales + Sub COGS	Units x Rate	Subscriptions x rate per subscription

Revenue & COGS — account selector showing product and customer dimension filters — Revenue account selector — filter by product, customer, and entity; navigate between accounts using the dropdown or page grid

Revenue & COGS Planning page — showing Units x Rate method inputs — Units x Rate method — enter volume (units sold, subscriptions, or hours) and rate separately; system calculates revenue and auto-applies the COGS margin

Revenue & COGS — Prior Run Rate method with growth percentage and adjustment inputs — Prior Run Rate method — pulls the prior period actuals and applies the entered growth %; use the $ Adjustment for known one-time items

Revenue Summary page — total revenue and gross margin by product line with variance vs. prior year — Revenue Summary — roll-up view across all product lines showing revenue, COGS, and gross margin; compare against prior year actuals or AOP

Available Planning Methods

Method	Description	Best For
Units x Rate	Revenue = Units × Rate	Physical products, services (hours × rate), subscriptions
Direct Input	Enter amounts manually	Simple or non-driver-based accounts
Prior Run Rate	Prior period × (1 + growth %)	Stable recurring revenue
Rolling Moving Average	Average of prior N periods	Smoothed trend forecasting
COGS % of Revenue	COGS = Revenue × user-defined %	Margin-driven COGS accounts

⚠ Department Selector Matters

If you select a product but see no data, check your department selector. Service revenue may only appear under Professional Services, not Sales. This is expected behavior — not a bug.

Process Pages

Page	Purpose
Revenue & COGS Planning	Main planning input — dynamic grid per product + planning method
Revenue & COGS Summary	Overview by dept/profit center, product family, and account

ℹ V2.0 Change

End-user import templates for loading Revenue/COGS to specific GL accounts have been removed in v2.0. Customers requiring GL-level imports need an extension.

← Previous Next →