My IBM Log in Try it free

Home

Analytics

Planning Analytics

Sales planning and analytics

Sales planning and analytics

Drive top-line revenue and enhance productivity with a 360-degree view of sales activity
Book a demo Take a tour
Illustrations showing line and bar graphs within geometric shapes

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.

 

Take an interactive tour of sales planning with IBM Planning Analytics
What you can do

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.

Book a sales dashboard demo

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.

Explore AI forecasting

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?

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

IBM PA Yay Yay!
We implement Planning
Analytics (and it's earlier
versions—TM1) across a range
of clients. Clients use it across a
wide range of areas including
Finance and Sales and
Operations (stock, inventory, p...
...
IBM PAW is undoubtedly one of the best planning tools available in the market
We used IBM PAW for the
planning and analysis of Sales
ROI, Financial Planning,
Budgeting and Forecasting. It
helped us to make better
business decisions regarding
our current and future investm...
...
Best Solution for business planning
This solution allows to break
down the business ideas so we
can create more accurate plans
for FP&A (Financial Planning &
Analysis), sales, and supply
chain
...
...
Read all reviews
Case study

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.

Read the case study
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
Take the next step

See IBM Planning Analytics in action. Discover how you can take your sales planning and analytics processes to the next level.

Book a live demo Try it free
More ways to explore Documentation Partners Resources Community