Start by copying an existing budget in Revcast. In order to create a scenario, you should already have an existing plan in place to compare. This must be an unfinalized budget, as finalized ones are “locked-in” and unable to be edited further. Hover over the budget and click the “Copy” icon (blue arrow). This will create a copy of your budget (without expected hires and terminations) which gives you a fresh copy from which to build your scenario.
Once you confirm the copy, it is created. Click on it to dive-in to the new scenario and make some changes.
To make things more easy to understand, let’s first rename the new budget. Click the icon next to the budget name, add a new one, and click “Save”.
We now have a copy of the original plan - without the hires and attrits - to edit for comparison. At this point the underlying variables (except for the hires and attrits) are the exact same between the plans. Now, anything on the plan can be edited and it will not change the other budget, meaning you can build a scenario in isolation and then compare them. For our example, let’s update the sales targets, sales quotas, and attainment expectations for teams in one of our segments. In this case, we want to edit the teams in our Midmarket segment (one at a time of course) so we’ll click on the first one.
At the Team level is where we’ll make most of our changes, as that’s where the vast majority of assumptions and variables are housed. As mentioned, we want to change the sales target, the quotas, and the attainment for comparison. To change the sales target, click “Revenue Target” in the top-right (the KPI block) and update it. In this case, I’ve made the target more conservative to reflect a more conservative plan overall.
Next, we’ll update the other two variables mentioned: quotas and attainment. Both of these are edited from the same place: the Team sidebar. To access this, from the Team view (the one we’re already on) click the edit icon at the top of the page next to the name of the team:
Now we’re editing details about the Team but only on this budget - any changes you make here and save will be reflected only on this plan until you click “Finalize”. In this example, let’s lower the planned attainment factor from 80% to 75%.
Since we also want to edit our quotas, we won’t save just yet. As you can see in the interface, some variables (such as Ramp and Quotas) include an action button (in this case, “Clone”) which allows you to instantly copy and update (or copy and fully-change) these variables for this team on this budget only. In this instance, we’re going to remove the existing “Midmarket AE Sales Quota” and replace it with a less aggressive one: Lower targets, less quota, less attainment == more conservative plan. To do this, click the “Clone” button and update the quota as so desired for your scenario.
Once the new quota has been created, click the box under “add quota” to select the new quota, and don’t forget to remove the original one by clicking the “x” next to it. As we see in the below screenshot, we have kept the original AE Pipeline Quota but added a new Sales Quota of $700k, replacing the original Sales Quota.
Once you’ve update these team variables, click “Save”.
Back on our Team View, it looks like our projected revenue and projected pipeline are still a bit low for this team, so let’s add an expected hire for February to add capacity and see the impact. Click on the “Create Hire or Attrit” box for February, click “Create Hire” and add the role you would like to add to the team - in this case our AE - Midmarket like the other team members, then click “Update” to apply the change. Note the “Add” button from this interface, where you are able to add a new Employee Type (role) directly from the budget to make things simpler if necessary.
Note that our top-line KPIs have changed, and although our revenue target is still at risk, we have a slightly more attainable plan.
Now that we’ve made some very small, basic edits, let’s see this plan next to our original to understand how they compare. Go back to the main “Budgets” page, hover-over the “FY25 Base Scenario” and “FY25 Different Quotas & Attainment” and click the checkbox next to each. Then click “Compare Plans” at the bottom. This will start Revcast’s AI-powered Plan Comparison: offering an AI-generated Summary along with plan Insights, key Risks and Opportunities, and a comparison table of key metrics (shown below). In this very basic example, even though we have not changed much, the potential outcomes are a bit different, and we need to take that into account before picking the right plan.
