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Plan B2B revenue around how you sell.

Pipeline and renewal maths for each B2B sales motion.

Choose sales-led software, services and consulting, or a platform. Each one carries the pipeline, sales-cycle and renewal maths for that model.

Plan my B2B revenueSee a pitch deck outline
Model
Pipeline-to-revenue
Scenario
sales cycle slips a quarter
Output
GTM model for the board
Trust
every number links to an assumption
Scenario Workbench, illustrative interface

Startup Suite is an AI planning workspace that helps B2B founders turn pipeline, sales cycle, expansion and renewals into a revenue plan.

This page is for B2B founders deciding how to plan sales-led software, services or platform revenue.

Revenue drivers
  • Weighted pipeline & ACV
  • Seat expansion & upsell
  • Renewals / NRR
Cost drivers
  • Sales & success headcount
  • Onboarding & security reviews
  • Long-cycle cash timing
Key outputs
  • Pipeline-to-revenue model
  • GTM model for the board
  • Investor pack
Relevant features
  • Scenario Workbench
  • Forecast Engine
  • AI mentors

Why B2B revenue plans slip

Long cycles break the forecast

Deals slip a quarter and your whole revenue plan is suddenly wrong.

Expansion is hard to model

Land-and-expand is your story, but you can't put real numbers on it.

CS and security costs hide

Onboarding and support hours, plus security reviews, cut into the margin on big accounts.

A founder working through pipeline and renewal maths for each b2b sales motion.

Explore a sample B2B revenue model

Edit pipeline coverage and close rate and watch bookings, ACV, and quota attainment recompute, then test adding AEs or shortening the cycle.

B2B planning workspaceExample view, sample data
Scenario
Pipeline
$780k
Weighted
Close rate
22%
Modelled
ACV
$28k
Average
Sales cycle
84 days
Average
Quota attain.
86%
Per AE

Turn weighted pipeline and close timing into bookings, then layer ACV, expansion and renewals into a GTM model you can take to the board.

  • Assumptions
  • Model
  • Scenarios
  • Mentor Review
  • Outputs

AI mentorCurrent pipeline and cycle: bookings land on plan and quota attainment holds.

Get early accessSee a pitch deck outline

One model, connected from the first input to the final output

Change pipeline coverage or close rate and bookings, ACV and NRR rerun. Adding AEs sits next to a shorter cycle, and the mentor flags renewal revenue at risk.

Input

Edit pipeline coverage and close rate

Model

Bookings, ACV, and NRR recompute

Scenario

Compare base, +AEs, and a shorter cycle

Mentor

Flags the renewal revenue at risk

Output

GTM model for board review

Illustrative example.

B2B revenue planning workspace showing sales pipeline, forecasting, scenarios and board outputs.

Built for sales-led B2B revenue

Long sales cycles, annual contracts and renewals, planned in one place.

A sales team, annual contracts and deals that take a quarter or more to close.

  • Sales-led software
  • Consulting & services
  • Platforms & marketplaces
Get early access

Sales and renewal calls you can plan for

Sales hiring, revenue timing and renewal calls, planned from weighted pipeline rather than best-case dates.

How much sales capacity
Size the team to the pipeline you can actually close.
When revenue really lands
Plan around realistic close timing, not best-case.
Where renewal risk sits
See the accounts and revenue most at risk each cycle.

Pick the B2B model that fits how you sell

Sales-led software

You sell software contracts through a sales team. Use the SaaS model.

Consulting & services

You bill clients for your team's time. Use the services model.

Platforms & marketplaces

You take a cut of trades between buyers and suppliers. Use the marketplace model.

Still deciding

Whatever the motion, start here with weighted pipeline and sales cycle, then add expansion and NRR.

From CRM pipeline to renewal risk

  1. Step 1

    Connect the CRM

    Pull open deals with their stage and close date.

  2. Step 2

    Weight the pipeline

    Stage probabilities and timing become revenue.

  3. Step 3

    Add expansion & cost

    Seat growth and upsells, net of onboarding and security cost.

  4. Step 4

    Model renewals

    See NRR and the revenue at risk each period.

More than a spreadsheet, more than a consultant

Spreadsheetthe old way
Pipeline weighted by stage and timing
Manual
Long-cycle deals flow to revenue when they close
Hard
Expansion and renewals feed NRR
Tabs
AI mentor explains the renewal risk
GTM model for the board
Consultantquoted per engagement
Pipeline weighted by stage and timing
Long-cycle deals flow to revenue when they close
Expansion and renewals feed NRR
On request
AI mentor explains the renewal risk
Hourly
GTM model for the board
Startup Suiteconnected workspace
Pipeline weighted by stage and timing
Long-cycle deals flow to revenue when they close
Expansion and renewals feed NRR
AI mentor explains the renewal risk
GTM model for the board

Pick the version closest to your business

Sales-led software

Pipeline, ACV, expansion and renewals: the SaaS model with a sales motion.

Sample output: ARR + pipeline model

See the Sales-led software model

Consulting & services

Utilisation, rates and capacity: model a billable services business.

Sample output: Utilisation model

See the Consulting & services model

Agencies

Retainers, project margin and staff cost: model agency economics and capacity.

Sample output: Agency margin model

See the Agencies model

Enterprise sales

Long cycles plus security-review and onboarding cost: model multi-quarter deals without breaking the forecast.

Sample output: Pipeline-to-revenue model

B2B marketplaces

Two-sided B2B platforms: model GMV, take rate and liquidity across buyers and suppliers.

Sample output: GMV & take-rate model

See the B2B marketplaces model

Advisory practices

For advisors running models for many clients, with portfolio oversight and branded outputs.

Sample output: Client-ready reporting

See the Advisory practices model

B2B planning questions

Can it handle long enterprise sales cycles?

It's built to. Pipeline is weighted by stage and timing, so multi-quarter deals flow into revenue in the month they are likely to close.

Do you model expansion and renewals?

It's designed to. Seat expansion, upsells and renewal risk all feed net revenue retention alongside new-logo growth.

What is a B2B financial model?

It turns weighted pipeline and close timing into bookings and revenue, then layers ACV, expansion and renewals into NRR. It is built for deals that take quarters to close.

Is this just a spreadsheet template?

No. In a template a slipped deal means editing every month after it. Here you move the close date once and everything after it (bookings, revenue, NRR) updates, with a shorter-cycle case beside base.

Which B2B model should I use?

Start from how you get paid. Annual software contracts point to the SaaS model, billed hours to the services model, and a cut of each trade to the marketplace model. If it's a mix, start here with weighted pipeline.

Related business models

See all solutions

For SaaS founders

Recurring revenue built from the drivers behind it.

Explore

For local & service businesses

Bookings, staff and cash in one plan.

Explore

For marketplaces

GMV, take rate, and two-sided growth.

Explore
Pairs well withAll business modelsStart with Scenario WorkbenchConnect your data sources

Plan B2B revenue around realistic close dates

Start from your pipeline and close rates, and see when bookings turn into revenue and where renewals are at risk.

Plan my B2B revenueSee a pitch deck outline