The Best Practice Accelerator Sales Planning provides a solid foundation for sales projects. It contains proven practices for typical requirements such as sales planning, forecasting, year-end projections, territory planning, approval processes, and much more.

This also includes upload options from standardized Salesforce tables (requires a license for the Salesforce Connector) for updating structures and fact data. Documentation with detailed instructions is included to further expand the solution to your needs.

The Best Practice Accelerator Sales Planning is available in the Jedox Marketplace.

Main features

• Budget planning report

• Analysis report

• Version management: copies versions and pre-fills forecast capabilities

• Defines dimensions for Sales

• Uploads dimension structures from Excel files

• Uploads dimension structures from Salesforce

• Uploads Actual data from Excel files

• Uploads Actual data from Salesforce

• Administrative report to select relevant dimensions

• Sales Dashboard

Sales KPIs overview

Furthermore, the Best Practice Accelerator Sales Planning offers an exclusive platform for you to plan and manage your KPIs:

• Sales planning

• Scenario planning

• Sales forecasting

• Year-end projections

• Rolling sales forecast

• Top-down and bottom-up planning

• Sales territory planning

• Multi-currency support

• Account segmentation / Classification / Scoring

• Sales costing

• Customer acquisition costs

• Pipeline management

• Planning on different level than Actuals

Updated July 8, 2024