A strong baseline model for any sales organization, our Sales Forecasting & Analytics Accelerator combines proven knowledge from both sales leaders and Anaplan experts. This model is action-driven: each dashboard corresponds to a sales operations process. Increase weekly deal review rigor, standardize process across global teams, improve your CRM's data integrity, generate a collaborative sales forecast, and ultimately make proactive decisions to meet or exceed annual sales targets.
Managers can make on the fly adjustments to their reps opportunities in order to close the gap to their revenue targets. Reps have easy access to these changes and can act in the field according to the updated forecast.
The Chief Revenue Officer (CRO) can review the managers forecast updates and make topside adjustments to ensure companywide revenue goals are met.
Week over week review shows quarterly pipeline progress and weekly changes to the forecast. This review allows teams to make adjustments as the quarter progresses.
A whole host of analytics provides insight into progress towards the annual plan, rep achievement and visibility into your top 15 opportunities.
Features
Opportunity-Level Review
- Build a customized weekly deal review & commit process that each sales team in your organization can adhere to. Includes current progress vs. annual targets, opportunity-level and rep-level data, and the ability to make changes and test scenarios on the fly.
CRM Cleanup
- Poor CRM data and poor process adherence are the enemies of an accurate sales forecast. We attack the former with a simple cleanup dashboard which highlights data issues and enables effective communication with sales reps to fix the problems.
Organization KPIs
- Keep a constant understanding of how your sales organization is performing, and manage accordingly. Includes important KPIs by organization, like: product mix, progress to target, deal type mix, and by rep, like: deal velocity, close rate (%), and attainment.
Sales Forecast
- Forecast sales based on hard data, and modified by your team's knowledge. Utilize a multi-level workflow to generate a forecast from reps, to directors, to the CRO. Understand progress to quarterly and annual goals, and where gaps may exist down the road. Make decisions proactively to ensure you meet or exceed your goals.
Information
- Size
- 160 MB
- Language
- English
- Terms & Conditions
App stats
- Modules
- 26
- Roles
- 2
- Formulas
- 167
- Reports
- 10
- Complexity
- Intermediate
TwelveCG
Twelve Consulting Group is a culture-driven, Anaplan-exclusive partner that is responsible for over 270 Anaplan projects with over 86 clients. We are the most experienced and effective partner in the Anaplan ecosystem. A prescriptive, proven process, along with Advisory consulting, change management, and a relentless focus on enabling our clients allow us to drive long-term, high-value projects from high-growth to Fortune 100.
- Website
- http://twelvecg.com
- Address
-
TwelveCG
1621 East Hennepin Ave
Minneapolis, Minnesota
United States
- austin@twelvecg.com
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