Rep Planner

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Rep Planner is Periscope by McKinsey’s sales growth analytics and sales planning platform. As analytics plays an increasingly important role in B2B Commercial, high-performing sales organizations differentiate themselves via analytics to enable growth, efficiency, and effectiveness. Rep Planner is designed to get measurable financial impact by focusing on the main areas that drive commercial growth and productivity in B2B Sales getting in front of the right opportunities with the best people every single time.



Potential Planner
  • Potential Planner provides sales reps insights into growth potential at their accounts through a set of integrated tools which assist in the determination of individual account potential.
Segment Planner
  • Segment Planner ensures that reps time will be focused on the right priorities based on a flexible segmentation model. The segmentation model supports traditional GTM segmentation but also integrates the RAD segmentation (Retain, Acquire, Develop, Light Touch) into a unified segmentation approach. Segment Planner also supports a multi-pass planning approach so that planners, front line reps and sales management can effectively collaborate in the planning process.
Capacity Planner
  • Capacity Planner allows a sales organization to maximize effectiveness by assuring that the right numbers of Reps are matched to the right opportunities. Planners can model multiple resource configurations against the dynamically segmented account base to ensure optimal coverage.
Roster Planning
  • Roster Planning provides an effective means to manage account assignments across the enterprise at the rep level and lets sales management and sales planners explore and report on territory design as well as potential, revenue, SoW and quota by territory, district and region.
Quota Planner
  • Quota Planner utilizes account revenue history, segmented growth assumptions and SoW forecasts to determine quota at the account level. Quota's can be reviewed by sales management and overridden as necessary.


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McKinsey & Company

Established in 2007, Periscope leverages decades of McKinsey’s marketing and sales experience helping leading global companies improve sales, pricing, promotion, assortments, and performance management. Periscope builds on McKinsey’s codified best practices including 40 years of proprietary benchmarked data. Periscope’s unique combination of software, tailored services, and expertise provides our clients with a powerful granular view of their commercial and financial performance. We are local to you. With more than 100 offices around the world we are able to support wherever you are and in your local language!


McKinsey & Company