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The #1 Microsoft Strategic ISV Partner for EPM on Fabric

Close Faster. Forecast Smarter.

Give your sales leaders accurate, always-current forecasts built directly on Microsoft Fabric. Lumel EPM unifies pipeline analytics, quota planning, and revenue forecasting in one governed platform - eliminating spreadsheet silos and manual roll-ups.
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Capabilities

Everything your revenue team needs - in a single planning hub

From quota-setting to commission modeling, Lumel EPM connects every facet of your sales performance management to real-time Fabric data.

Revenue Forecasting

Build driver-based revenue forecasts grounded in your live Fabric semantic models. Incorporate pipeline stage, win probability, and historical seasonality to produce forecasts leadership can trust - refreshed in real time, not quarterly.

Quota & Territory Planning

Design top-down and bottom-up quota models that reconcile in real time. Slice targets by territory, product line, or rep - and let sales managers adjust allocations collaboratively without breaking your governance model.

Commission & Incentive Modeling

Model complex compensation structures - tiered rates, accelerators, SPIFs - with full auditability. Link commission accruals to finance seamlessly so P&L impact is always visible before the period closes.

Pipeline Analytics & Alerts

Monitor deal health, conversion rates, and pipeline coverage in real time. Automated threshold alerts surface risk early - so your team can act on stalled opportunities before the quarter slips.
Connected Planning

Sales planning that drives the whole business

Your revenue forecast is the starting point for every other plan in the organization. Lumel connects sales targets to the financial plans, hiring decisions, and operational capacity they trigger downstream.

Sales → Finance

Revenue forecasts and quota attainment flow directly into the CFO's top-line projections. When you update the pipeline outlook, P&L and cash flow forecasts adjust automatically.

Sales → HR

Growth targets drive hiring demand. When Sales raises quota, HR sees the headcount implications for sales reps, pre-sales, and customer success - immediately.

Sales → Operations

Revenue mix and volume forecasts inform demand planning, production scheduling, and inventory stocking. Operations plans to what Sales is actually selling.
One Platform

Planning, Intelligence & Data Management - working together for Sales

Lumel EPM unifies revenue planning, pipeline analytics, and sales data management on Fabric - so your sales leaders work from one trusted platform.
Lumel Planning

Forecast & plan

Build driver-based revenue forecasts, quota models, and territory plans - grounded in your live Fabric semantic models and CRM data.
Lumel Intelligence

Analyze & alert

Monitor pipeline health, conversion rates, and forecast accuracy in real-time dashboards. Automated alerts surface at-risk deals before the quarter slips.
Lumel Data Management

Manage sales data

Maintain territory assignments, account hierarchies, and product catalogs in governed data apps - the master data your forecasts and reports depend on.
Value Driver Planning

Revenue models your entire team can follow

Connect operational drivers you control to business outcomes that management cares about.
View and interact with your models as hierarchical tables or graphical trees
Drill from total revenue down to individual segment or territory drivers
Change any driver and everything downstream recalculates instantly
LINE ITEM VALUE CALCULATION Total Revenue $12.8M New + Expansion + Renewal $8.4M Leads x Win Rate x Dead Size 2,400 input 18% input $19.4k input New Business $3.2M Accounts x Upsell Rate x Value Expansion Revenue Qualified Leads Win Rate Avg Deal Size 480 input 32% input $20.8k input Eligible Accounts Upsell Rate Avg Upsell Value $1.2M Renewal Base x Retention Rate Renewal Revenue $1.33M input 90% input Renewal Base Retention Rate

Ready to transform your sales planning?

See how Lumel EPM delivers real-time, connected sales performance management - natively on Microsoft Fabric.
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