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Sales Planner - Automated Budget Forecasting

Automate your Budgeting, Forecasting and Reporting

Overview

Update your sales budget & create next year's budget with a few clicks. A smart forecasting algorithm will keep your sales teams' targets updated throughout the year. Reports & dashboards will identify gaps & opportunities and boost sales performance.

See How Sales Planner - Automated Budget Forecasting Works

The sales manager can create a new budget in seconds & monitor the progress of sales month-by-month with automatically-synced data
The sales reps have reporting tools that allow them to monitor their customers’ progress vs the budget and vs the previous year
The targets per customer are automatically updated so that the sales team can follow updated targets every month

• The fastest way to budget • With a single click, the budget proposal is provided automatically taking into account the customers’ sales trends and using sophisticated algorithms. • Keep the sales team updated • The targets can automatically adjust on a monthly basis to secure that the budget will be reached. • Automation • The app is connected to Salesforce and, except for the initial historical data input, all sales data is automatically updated. This connectivity provides real-time reporting & updated monthly targets to the sales manager and the sales team. • User friendly • Well designed dashboards provide a clear view of the sales activity and enable the sales manager and the team to redirect the energy where needed to achieve the targets. We designed the app as simple as you would want it to be! • Insights • The only Salesforce app that provides feedback on performance vs budget. INSTALLATION: https://salesplanner.io/installation VOLUME DISCOUNTS (Contact us to apply your discount) 50 users: 20% 75 users: 25% 100 users: 30% 200 users: 35% 500 users: 55% 750 users: 60% 1000 users: 65% 2000 users: 70% 5000 users: 75% 10000 users: 85%