Sales Quota Planning

Sales Quota Planning Setting Plan with Predictive Planning Let's Connect EPM | CPM | CRM | Open Source |Data Analytics Consulting Experts

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Sales Quota Planning Introduction :

Oracle Sales Planning Cloud is a new addition in Oracle Enterprise

PBCS solution stack built on top of EPBCS frameworks. It enables what if scenario planning to explore and compare different quota scenarios for informed decision making. Similar to other EPBCS solution, Quota Planning builds best practices into its content, including its forms, calculations, dashboards, infolets, drivers, and measures

It streamlines automate critical sales planning processes by eliminating high error prone spread sheets based sales operations processes.

Sales Quota User Stories There are multiple key Players in the Quota Planning Process.

Chief Revenue Officer : The CRO creates and implement a plan to create demand and achieve revenue results by operationalizing targeted revenue producing streams.

Sales Operation Director : A sales operations manager is responsible for supervising a team of sales operations specialists. They are also responsible to set sales target across business vertices.

Regional Sales Manager : Oversees a team of sales representatives and lead their efforts to get maximum business opportunities.

Sales Account Manager : Create detailed sales business plans and submits Quota commits looking at his targets.

Sales Quota User Stories Chief Revenue officer is responsible to set Sales Target for entire business, it includes multiple business lines and different geographical locations.

User Roles : There are various job roles involve in Sales Quota planning. List of activities performed by user is subject to role they are mapped to.

Sales Operational Manager assists CRO by generation prediction based on historic data and reviews the predictions.

Once predicted numbers are reviewed, they are copied to plan and set as target quota.

Followed by finalizing target quota, these numbers pushed down to regional managers, and makes required adjustments. www.bispsolutions.com

Predictive Planning Sales Operation Manager predicts planning based on four years of historic data and reviews the predictions

Use Predictive Planning and what if scenario planning to explore and compare different quota scenarios for informed decision making. Predictive Planning Enable the ability to predict future target quota values based on historical revenue. If you have historical revenue data by territory or product, you can perform a statistical analysis on the data to predict future results.

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Running Predictive Planning Sales Operation Manager predicts planning based on four years of historic data and reviews the predictions.

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Predictive Planning Output Predictive Planning Let you.

1. Ability to capture and store sufficient historical data in order to establish trends or benchmarks.

2. Ability to search this data storage and extract relevant patterns and make accurate suggestions.

Predictive Planning Output to Plan Copy Prediction to Plan.

Plan Data The outcome of predictive planning can be set as Plan. Users can copy prediction to Plan.

Predictive Planning Output to Plan Once Sales operational manager realizes that the predicted sales numbers are good and can be set as plan for the following period. Results Copy From

“Prediction” Paste To “Plan(Working) . In addition to this you can define prediction range in order to make sure sub set of grid gets impacted.

Predictive Planning Final Outcome

Any Question?

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