Gross-to-Net Forecasting: Planning for Revenue Obligations

A forward-looking solution for B2B companies, including Pharma, Med Devices, and Biotech, to create scenario-based gross-to-net forecasts, aid in optimizing accruals, and plan for future contract obligations using a unified and trusted data source.

Contact Sales
Accrual Management
Revenue Planning Optimization
Scenario-Based Revenue Models
Cash Utilization Improvement
Budget Accuracy
 Business Opportunity

Gross-to-net forecasting is essential for resource allocation and financial planning, yet the complexity of contracts and discount structures often introduces uncertainty. Advanced AI-driven tools offer the ability to employ multiple models, leveraging historical trends and diverse scenarios to estimate financial obligations and cash requirements. This approach helps businesses plan more effectively, ensuring they are prepared for future commitments. The opportunity lies in delivering forecasts that support thoughtful planning and contribute to financial stability without disrupting current processes.

 Solution Overview

Gross-to-net forecasting requires more than just analyzing historical data; it involves supporting teams with practical tools to plan for future revenue obligations while ensuring alignment across the organization. fundae’s Gross-to-Net Forecasting solution works alongside subject matter experts (SMEs) and integrates into current processes, helping to address the complexities of forecasting without disruption.

Unified and Categorized Data
  • Establishes a centralized repository where data is organized, annotated, and easily accessible, providing a dependable foundation for collaboration across teams.
  • Incorporates enterprise MDM identifiers and industry-specific markers like HRSA, NPI, and DEA, ensuring data consistency and reliability.
Scenario-Based Forecasting
  • Allows SMEs to define parameters and assumptions, creating multiple gross-to-net scenarios that reflect their knowledge and understanding of market conditions.
  • Includes forward-looking datasets such as the latest best estimate (LBE) forecasts, pre-deal scenarios, and future contract terms, offering a comprehensive view of potential revenue and discount outcomes.
Accrual and Cash Management Optimization
  • Supports finance teams in estimating accrual holdings with improved accuracy, reducing the gap between forecasted and actual gross-to-net results.
  • Reduces excess cash holdings often reserved for discount obligations, creating opportunities to allocate resources more effectively across the business.
Working with Existing Processes
  • Integrates into current workflows, ensuring SMEs retain control and continue to apply their expertise while gaining access to tools that simplify and strengthen their efforts.
  • Provides a single source of truth for finance, market access, and revenue operations teams, ensuring consistent and efficient collaboration.
Advanced Modeling and Simulation
  • Utilizes AI-driven algorithms to distribute forecasts across channels and customers, offering granular and actionable projections.
  • Generates pre-configured scenarios to help SMEs assess potential outcomes and develop strategies tailored to their organizational needs.
Compliance and Regulatory Assurance
  • Adheres to regulatory standards with detailed audit trails for all forecasts and scenarios, ensuring compliance.

This solution complements the expertise of SMEs, helping them to anticipate and plan for revenue obligations with greater clarity and efficiency, all while respecting established processes. It enables cross-functional teams to align actionable strategies and make more informed preparations for future obligations without disrupting daily operations.

Technical Overview

This advanced solution is powered by fundae’s proprietary Agentic AI Platform, delivering unmatched flexibility, customization, and scalability. Enterprises can operate the solution using their preferred model, such as OpenAI or Claude, or even deploy it without reliance on any external model integration.

AI-Powered Simplicity
  • Built on the Agentic AI Platform, the solution utilizes natural language processing (NLP) and foundation models to provide clear, plain-English summaries of complex outcomes, making detailed insights accessible to all users.
Complementing Existing Data Infrastructure
  • This solution does not replace your current data warehouse or data lake but works in conjunction with them, enhancing their capabilities. It is designed to integrate effectively and accommodate all future data enhancements and features, ensuring it evolves with your organization’s growing needs.
Flexible Deployment Options
  • Available as a downloadable accelerator from leading marketplaces or as a fully managed SaaS solution deployed within your Virtual Private Cloud (VPC) to fit your operational preferences.
Seamless Cloud Integration
  • Operates on AWS and Azure platforms, ensuring compatibility with the most widely used cloud ecosystems for streamlined integration.
Robust Security and Compliance
  • Features enterprise-grade role-based access controls, Single Sign-On (SSO), and adherence to stringent security and compliance requirements to protect your data and processes.
Transparent Pricing and Continuous Innovation
  • Offered without long-term contracts, the solution includes a straightforward quarterly pricing model with regular feature updates included at no additional cost.
Dedicated White-Glove Support
  • Supported by a premium service team, ensuring smooth implementation, proactive assistance, and personalized guidance tailored to your needs, enabling you to maximize the platform's capabilities effortlessly

With its foundation in the Agentic AI Platform, this solution provides the tools, flexibility, and support to navigate complex challenges while aligning seamlessly with your enterprise's operations and goals.