Report examples · Synthetic data
Inspect a completed synthetic annual plan that reconciles a $5 million goal to retention, expansion, new business and declared selling capacity.
Synthetic completed approval pack. Plan ID DEMO-PLAN-2027-V1; approved October 6, 2026; plan period January–December 2027; amounts in USD. This fictional company sells one recurring service. Values are annual recognized revenue in the same perimeter, not a mixture of bookings, annual contract value and recognized revenue.
Keep the original $5 million revenue goal and approve a staged addition to new-business selling capacity. The base feasibility scenario before that addition is $4.75 million, leaving a $250,000 shortfall. Added capacity supports a further $350,000 under the stated assumptions, creating $100,000 of headroom rather than a guarantee of delivery.
The example commercial director approves the resource decision conditional on recruiting and readiness milestones. Finance retains a downside scenario of $4.75 million until the addition is operational. The quarterly review must show original goal, current approved plan, latest feasibility estimate and latest forecast separately. The full planning process is explained in sales planning; this page owns the completed approval output.
| Target component | Annual revenue | Evidence or assumption |
|---|---|---|
| Opening comparable customer base | $4,000,000 | Fictional prior-year recurring revenue |
| Churn and contraction | −$400,000 | Explicit 10% opening-base loss assumption |
| Retained base | $3,600,000 | $4,000,000 − $400,000 |
| Expansion goal | $600,000 | Incremental existing-account revenue |
| New-business goal | $800,000 | In-period recognized revenue from new customers |
| Company revenue goal | $5,000,000 | $3,600,000 + $600,000 + $800,000 |
Expansion excludes price or scope already in the retained-base estimate. New-business revenue excludes pre-period customers. Those rules prevent the same increase from appearing twice. The loss assumption is a dollar reduction, not a customer-logo churn rate. Use the revenue-target bridge workbook to construct a comparable target allocation.
Productivity here means incremental in-period recognized revenue per effective seller-year. An effective seller-year is capacity after the plan's explicitly declared availability and ramp assumptions. It is not a headcount, and does not imply that new hires produce evenly from day one.
| Motion | Effective seller-years | Revenue per effective seller-year | Supported revenue | Goal | Gap to goal |
|---|---|---|---|---|---|
| Expansion | 2.0 | $250,000 | $500,000 | $600,000 | −$100,000 |
| New business | 2.0 | $325,000 | $650,000 | $800,000 | −$150,000 |
| Total incremental | 4.0 | Separate motion assumptions | $1,150,000 | $1,400,000 | −$250,000 |
Retained revenue of $3.6 million plus supported incremental revenue of $1.15 million gives the $4.75 million feasibility scenario. Increasing quota on unchanged capacity does not close this gap. Review new-business versus expansion capacity allocation and quota overassignment before treating quota totals as supply.
The example manager evaluates three options: reduce the revenue commitment, reallocate existing capacity, or add capacity. Even moving both expansion seller-years to new business at the stated productivity rates adds only 2 × ($325,000 − $250,000) = $150,000. That falls below the $250,000 shortfall and abandons the expansion goal. The approved option keeps expansion's $100,000 shortfall visible and adds more new-business capacity than its direct $150,000 shortfall.
| Approved adjustment | Supported annual revenue change | Explanation |
|---|---|---|
| Add 1.0 effective new-business seller-year | +$350,000 | Separate, explicitly justified productivity assumption for added role |
| Existing expansion capacity | $0 | No assumed productivity improvement |
| Existing new-business capacity | $0 | Original assumptions preserved |
| Revised supported incremental revenue | $1,500,000 | $1,150,000 + $350,000 |
| Revised total feasibility scenario | $5,100,000 | $3,600,000 + $1,500,000 |
The higher added-role assumption must be justified separately; it must not be copied into the original team to manufacture capacity. In this fictional approval, the director accepts it as a conditional assumption supported by a defined territory and staged onboarding plan. A real buyer should challenge that evidence.
The revenue bridge now supports $5.1 million in aggregate, but expansion still misses its own $600,000 goal. The director expressly approves $100,000 of additional new-business revenue as the substitute. Teams must not claim all motion targets are feasible merely because the company total reconciles.
| Scenario | Added-role supported revenue | Total supported revenue | Variance to original goal |
|---|---|---|---|
| No addition ready | $0 | $4,750,000 | −$250,000 |
| Added role yields 0.5 effective seller-year | $175,000 | $4,925,000 | −$75,000 |
| Approved assumption: 1.0 effective seller-year | $350,000 | $5,100,000 | +$100,000 |
The half-capacity case is a sensitivity test, not a probability-weighted forecast. Selling capacity must be paired with delivery capacity, lead supply and the time needed for wins to become recognized revenue. The headroom is consumed if any of those assumptions underperform.
| Assumption | Responsible role | Review gate | Response if unsupported |
|---|---|---|---|
| 10% base revenue loss | Customer-success lead | Renewal cohort reconciliation | Revise retained-base scenario; keep original goal |
| Expansion productivity of $250,000 | Sales operations | Comparable cohort and capacity check | Re-estimate motion capacity |
| Added-role productivity of $350,000 | Commercial director | Territory and readiness evidence | Keep downside scenario visible |
| 1.0 effective seller-year available | Recruiting and sales lead | Start date and ramp plan | Recompute in-period capacity |
Store evidence, dates, ranges and sign-off using the sales-plan assumptions register. An empty evidence cell is an unresolved assumption, not proof of feasibility.
The approved pack consists of the target bridge, separate motion-capacity assumptions, the selected resource option, sensitivity and named review roles. The original $5 million goal is frozen in version V1. Later changes require a dated bridge and explicit approval under sales-plan change control.
The report download reproduces this completed approval pack. The CSV preserves the target components and their classification; it does not invent a transaction-level source for fictional planning judgments. The annual sales-plan workbook provides the working artifact for a real plan.
For an analytics engagement, specify acceptance using sales-planning pilot criteria: reconciled perimeter, independently reproducible arithmetic, disclosed assumptions and a decision-ready handover. Contact Covirage to agree which exports and deliverables fit your plan before describing this sample as an automated feature.
No. This completed pack evaluates the feasibility and approval of an annual commercial plan. It is not a recurring account or monthly performance review.
No. The goal is an approved commitment. The feasibility scenario and later forecast remain separately labeled, with their own assumptions and dates.
No. Every value is fictional. A real plan must support productivity and ramp assumptions with its own comparable history or explicitly stated judgment.