Revenue Navigator for Finance
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 Navigator
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
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.
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.
Track expansion and contraction signals in the existing customer base — the data Finance needs for NRR modelling and renewal risk assessment.
New ARR, expansion, contraction, and churn in one view — giving Finance the components to build a reliable revenue model for any planning horizon.
See exactly how your business converts pipeline to closed-won by stage, segment, and deal size — the baseline Finance needs for credible scenario modelling.
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
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
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.
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.
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.
Book a 30-minute demo tailored to your role and we'll show you exactly how Revenue Navigator fits your workflow.