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Uniting Finance & Sales with OneStream Sales Planning – Episode 79

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When Sales and Finance operate in silos, the result is disconnected plans, endless reconciliations, and missed opportunities.

In this episode, host Andy Smetana explores how OneStream’s Sales Planning and Sales Performance Management solutions bring Sales and Finance together on a unified platform. You’ll hear real-world examples of organizations that eliminated spreadsheet chaos, aligned incentives with profitability, and gained transparency across both functions.

From quotas and territories to P&L and cash flow, this episode shows why uniting Sales and Finance isn’t just about efficiency—it’s about creating more reliable forecasts, smarter incentives, and agility in changing markets.

Listen now:

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What You’ll Learn

  • The risks of keeping Sales and Finance plans disconnected

  • How Sales Planning ties quotas, territories, and pipeline data to financial outcomes

  • Why Sales Performance Management ensures incentives drive profitable growth

  • Real-world success stories: 500+ sales reps unified under one planning model

  • Practical steps for adopting a unified, platform-driven approach 

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