Sales & revenue planning

Services

Sales &
Marketing-
Services

The starting point for integrated planning

Sales planning is an important tool for controlling future corporate development and operating successfully in the market. Within the framework of integrated financial planning, it is therefore the starting point of the planning workflow and focuses specifically on revenue and sales figures as well as price changes. In this way, it also includes customers, products and other operational attributes in the analysis.

*Simplified planning process for sales and revenue planning*

In the context of strategic planning, revenue planning with flexible top-down simulations for deriving concrete measures takes a leading role in the planning process. Modern algorithms and AI generate projections that can be adjusted across departments in the course of rolling forecasts - with the respective information from marketing, product management and sales. Complex models for new and existing business form the backbone of the planning process and map the operational business flexibly and accurately.

With the right planning solution, you get a realistic and accurate forecast for your business and can take the right steps to achieve sales and financial goals in case of deviations. Appropriate workflows support your teams in creating sales and revenue planning.

The dashboard provides an overview of the planned revenue history

Representation of the global sales plan on an item basis

Our services for you

Design target processes

In joint workshops, we define your specific cross-departmental target planning process. Customized solutions for new and existing business require individual sub-processes and a high degree of automation in the processing of the steps. Based on our best-practice templates, we work with you to determine driver-based models and consistently examine the possibilities for integrating machine learning.

Existing and new customer planning

Based on your business model, we develop custom-fit solutions for planning existing and new customers. For new customers, integration into the CRM with the evaluation of sales opportunities is recommended.

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Plan product portfolio

Changes to the product portfolio are an essential part of successful sales and revenue planning. We support them in the planning introduction of new products as well as the effects of discontinued products. Price changes and simulations complete this area and always provide feedback to machine learning approaches.

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Integrate sales and revenue planning

For a seamless flow of information and efficient processes, we support you in integrating your planning solution into the integrated financial or supply chain planning as well as in connecting all operational systems of your system landscape. The combination of flexible, user-oriented planning tools, powerful AI and automated connection to data systems are an essential part of our service portfolio.

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Optimize and automate forecasts

Use the potential of state-of-the-art technologies and methods for automation: Through statistical models, mathematical derivations as well as machine learning, we raise your forecast process to a new level.