Sales planning and analytics
Drive top-line revenue and enhance productivity with a 360-degree view of sales activity
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Collaborative sales planning software


Poor planning cycles hamper growth, threaten successful sales and drive away your best sales leaders. Take a new approach: an integrated sales analytics and planning solution.

Help your salespeople reach quotas. Improve average profit margin per target market. Shorten the sales cycle. IBM® Planning Analytics lets you track and analyze sales rep performance, and sales capacity data in real time. Use the power of AI to gain an in-depth understanding of your target customers, optimize KPIs, increase lead generation and drive new business.

 

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What you can do
360-degree view of sales operations

Get real-time visualization of sales targets, sales quotas, capacity and incentives to optimize effective sales plans, enhance productivity and reach revenue targets. Link your sales planning processes to business drivers in other departments—such as finance, operations or CRM—for a single, consistent view of sales metrics for all stakeholders.

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AI-infused sales forecasts

Deploy AI-infused predictive forecasting to automate resource allocation and territory planning to get a competitive advantage and reach business goals. With the help of sales analytics solutions, sales managers can anticipate market conditions, tailor their sales plan template to the customer profile, set realistic sales goals, and create a roadmap for growth.

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Strong sales tools for territory management

Plan reliable territory forecasts. Ensure achievable quota targets and action plans for compensation with decision optimization and what-if scenario modeling. Streamline territory planning by pulling together various data sources empowering your team members to reach the ideal customer and achieve revenue goals faster.

Why IBM Planning Analytics? Read the solution brief
Align with the company mission

Extend planning and analysis (xP&A) across all lines of business to ensure that your sales strategy is aligned with the marketing strategy. Support transparency and collaboration across your organization.

Continuously plan and adapt

Create continuous, real-time sales budgets and forecasts that look beyond the fiscal year. Evaluate short-term milestones and future prospecting goals, from monthly to hourly. Adapt your sales business plan as fast and frequently as needed.

Get accuracy and consistency

Harness the power of AI to create more accurate, consistent, and timely sales forecasts without the need for a data scientist. 

Product reviews

Case study
Industry: banking AI-infused Financial planning in dynamic banking conditions conditions

ICBC Argentina automated and streamlined its financial planning, budgeting and reporting processes with AI-infused capabilities, allowing the bank to save valuable time. When it came to developing “what if” planning scenarios, the tool was able to reduce a two-day process into a matter of seconds.

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It’s much easier to get acceptance as you build a system, rather than when you release it,” he explains. “So we involve people in these projects and gain their acceptance all the way. Christoffer Zielfelt Group Business Controller, Länsförsäkringar AB Learn more
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See IBM Planning Analytics in action. Discover how you can take your sales planning and analytics processes to the next level.

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