# Build a commercial plan that knows what moves it

> Tariffs, price actions, demand and freight. A plan built on drivers tied to governing records, tracked against live actuals and wired to the levers that close the gap.

Source: https://revomo.ai/solutions/commercial-planning-forecasting/

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Solutions · Commercial planning & forecasting

## A commercial plan that knows what moves it .

Tariffs, price actions, demand and freight, the plan is built on drivers tied to governing records, tracked against live actuals, and wired to the levers that close the gap.
[See Revomo in action](https://revomo.ai/contact/)[Assess your margin opportunity](https://revomo.ai/margin-assessment/)

1 spine

Plan, actuals & drivers on one governed record

<24 hrs

From plan gap to staged response

100–300 bps

Margin improvement target · industry-benchmarked

The problem

### The forecast is a spreadsheet, and the spreadsheet is a hostage negotiation.

The plan is 40 tabs deep “The forecast is a spreadsheet with 40 tabs.” Built once a year, broken by February, because none of its assumptions are connected to anything that updates.

Variance takes weeks to explain “We missed by 4% and spent three weeks learning why.” Plan-vs-actual lands as one number; decomposing it into price, volume, mix and cost is a manual archaeology project.

The plan and the price file have never met “Planning says raise prices; pricing never heard.” The plan assumes actions nobody staged, and pricing takes actions the plan never modeled, two systems, zero feedback.

Planning & Forecasting: FY26 revenue plan Compare Save scenario

Scenario drivers
** Tariff shock **−$1.1M** Steel & aluminum +8% · effective Sep ** Supplier increases **−$0.5M** Resin & fasteners +3.5% ** Freight cost headwind **−$0.3M** Ocean + LTL rates normalize ** Price action **+$2.4M** List +2.0% · guided quotes · Oct ** Demand upside **+$1.0M** Distributor restock · housing starts
Scenarios

Base Cost shock Managed response

Every driver ties to a governing record · TAR‑2026‑09 · PL‑2026‑03 · FRT‑Q4

FY revenue (plan)

$79.9M

Pocket margin

22.9%

vs target $80.0M

▲ on plan

actual forecast scenario range

RV·2026·S10 · Driver-based plan

### Build the plan on drivers, not hope

Tariff exposure, supplier increases, freight, price actions, demand, each driver ties to a governing record and moves the plan when you toggle it. Scenarios are one click, not one weekend.
- Drivers tied to records: TAR-2026-09, PL-2026-03, FRT-Q4
- Base, shock and managed-response scenarios, instantly
- Revenue and pocket margin planned together

RV·2026·S10 · Plan vs actuals

### Variance that explains itself

Actuals land on the same spine the plan lives on, so every variance decomposes to its drivers automatically (price, volume, mix, cost) by segment, while the quarter is still open.
- Plan-vs-actual by segment, continuously
- Variance attributed to drivers, not debated in meetings
- Drift flagged mid-quarter, while it’s still fixable

Plan vs actuals: Q2 close, by segment

Segment | Plan Q2 | Actual | Var | Driver |
Northeast Distribution | $18.2M | $17.6M | −3.3% | Price · mix |
Midwest OEM | $12.4M | $12.9M | +4.0% | Volume |
Southeast Contractor | $9.8M | $9.7M | −1.0% | On plan |
National Accounts | $14.6M | $13.8M | −5.5% | Freight cost |

Variance decomposes to drivers (price, volume, mix, cost) automatically, because plan and actuals live on the same spine.

Illustrative preview · not connected to live data

Response Planner: Northeast cost recovery

Current pocket margin

$2.06M

Plan pocket margin

$2.24M

Expected recovery

+$184K

Volume impact

−1.2%

Response levers

** Market-list update +3.0% **+$92K** Applied by segment · net of protected items · volume −0.9% ** Lane freight adjustment **+$76K** Re-based to current lane costs · volume −0.3% ** Discount corridor tightened **+$16K** Floor raised to model floor · no volume effect
Contract-protected items **held out** 37 items excluded · honored to term

Current Freight only Recommended

Pocket margin run-rate · plan effective Oct 1

Every lever ties to a governing record · PL‑MKT‑AH‑DIST · FRT‑LANE‑Q4 · AGR‑1041

Margin floor **maintained** Volume decline **within 2% limit**
Create governed price action

RV·2026·S10 · Close the gap

### From plan gap to staged response

When the plan drifts, the response planner models the levers (list changes, freight recovery, corridor discipline) with guardrails on, and hands the chosen plan to governed execution.
- Levers modeled with live margin and volume impact
- Guardrails enforced in the model, not the retrospective
- The approved response becomes a price action, the loop closes

How it runs

### Plan, track, respond, one loop on one spine

Step 01 **Connect the drivers** Costs, price actions and demand assumptions tie to governing records that update the plan. [Planning & Forecasting →](https://revomo.ai/platform/#planning-forecasting)

Step 02 **Track against actuals** Live actuals decompose variance to drivers by segment, no archaeology. [Analytics & Insights →](https://revomo.ai/platform/#analytics-insights)

Step 03 **Stage the response** The gap becomes modeled levers, and the chosen plan becomes a governed action. [Decision Optimization →](https://revomo.ai/platform/#decision-optimization)

FAQ

### The questions FP&A and commercial leaders ask first

Does this replace our FP&A tool or ERP planning module?

It replaces the commercial half of the spreadsheet: the revenue, price and margin plan built on drivers. Corporate consolidation stays where it is: Revomo feeds it a commercial plan that is actually connected to what the business is doing. How is the forecast produced, is this a black box?

No. The plan is driver-based and every driver cites its record: the tariff schedule, the staged price action, the freight index. When the number moves, you can point at why, which is exactly what the board asks. What makes this different from planning in spreadsheets, honestly?

Two things spreadsheets can’t do: actuals land automatically on the same records the plan was built from, and the response to a gap is staged in the same system that executes it. The loop closes instead of restarting every cycle.

### Plan on drivers, not vibes.

Bring this year’s plan and last quarter’s miss. We’ll show you the drivers, the decomposition and the response.
[See Revomo in action](https://revomo.ai/contact/)[Assess your margin opportunity](https://revomo.ai/margin-assessment/)

Plate S10 · Series 2026 · Solutions · RV·2026·S10